Senior Portfolio Manager

Placements24; Polokwane; On-site; ZAR 1,080,000 - 1,320,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Medical and pension benefits

Support for CFA certification

Job summary

Placements24 in Polokwane invites a Senior Portfolio Manager to lead investment strategies and oversee client portfolios within our asset management division. The role requires deep market knowledge, strong analytical skills, and a proven track record in delivering returns.

You will construct portfolios, conduct market research, advise clients on strategies, monitor performance, rebalance assets, and ensure regulatory compliance in a dynamic financial environment.

Qualifications

• Bachelor's degree in Finance or Economics or related field.
• 7+ years of portfolio management or investment analysis experience.
• CFA designation is highly preferred.

Responsibilities

• Develop and execute investment strategies for various asset classes and align with client objectives and risk tolerance.
• Conduct in-depth market research, economic analysis, and security selection.
• Manage client relationships, provide regular performance updates and financial advice.
• Monitor portfolio performance, rebalance assets, and implement risk management strategies.
• Collaborate with research teams and analysts to generate investment ideas.
• Ensure all investment activities comply with regulatory requirements and internal policies.

Skills

Portfolio management

Investment analysis

Financial markets knowledge

Client relationship management

Education

Bachelor's degree in Finance or Economics

CFA designation (preferred)

Job description

About the Role

Our client is seeking a highly accomplished Senior Portfolio Manager to lead investment strategies and manage client portfolios within their prominent asset management division in Polokwane . This role demands a deep understanding of financial markets, investment vehicles, and risk management to deliver exceptional returns and client satisfaction. You will be responsible for constructing and overseeing investment portfolios, conducting market research, and advising clients on investment strategies aligned with their financial objectives. This is a critical leadership position within the banking and finance sector, offering substantial influence and the opportunity to shape investment outcomes.

Key Responsibilities

• Develop and execute investment strategies for various asset classes, ensuring alignment with client objectives and risk tolerance.
• Conduct in-depth market research, economic analysis, and security selection.
• Manage client relationships, providing regular performance updates and financial advice.
• Monitor portfolio performance, rebalance assets, and implement risk management strategies.
• Collaborate with research teams and analysts to generate investment ideas.
• Ensure all investment activities comply with regulatory requirements and internal policies.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; CFA designation is highly preferred.
• Minimum of 7 years of experience in portfolio management or investment analysis.
• Proven track record of successfully managing investment portfolios and achieving performance targets.
• In-depth knowledge of financial markets, fixed income, equities, and alternative investments.
• Strong analytical, quantitative, and decision-making skills.
• Excellent client communication and relationship management abilities.

Benefits

• Competitive salary, performance-based bonuses, and potential profit-sharing.
• Comprehensive medical, pension, and other benefits.
• Opportunities for professional growth, including support for certifications like the CFA.
• A leading financial institution with a strong reputation and client base.
• A dynamic and intellectually stimulating work environment.