Senior Portfolio Manager

Hire Resolve

Pretoria

On-site

ZAR 1,800,000 - 2,600,000

Full time

14 days+

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Job summary

A prominent financial services firm is seeking a Senior Portfolio Manager to lead investment strategy in Pretoria. This pivotal role requires a postgraduate degree and at least 7 years of experience in portfolio management. Responsibilities include developing investment strategies, managing portfolios, and providing strategic advice. Candidates should have advanced analytical skills and proficiency in English and Afrikaans. If you're ready to drive portfolio success, apply now!

Qualifications

Minimum of 7 years' experience in portfolio management, multi-manager research, or investment consulting.
Proven track record managing discretionary mandates (unit trusts, hedge funds, ETFs, and alternatives).
Strong understanding of South African and global investment markets, regulatory frameworks, and DFM operations.
Strong understanding of SA and global investment markets, regulatory frameworks and DFM operations.
Advanced analytical and quantitative skills (financial modelling, attribution, risk).
Proficiency in English and Afrikaans.

Responsibilities

Develop and articulate the long-term investment strategy for multi-asset portfolios.
Lead portfolio construction and management for discretionary mandates.
Drive the implementation of innovative portfolio solutions.
Provide advisory support to financial advisors and governance participation.

Skills

Advanced analytical and quantitative skills

Proficiency in English and Afrikaans

Education

Postgraduate degree in Finance, Economics, Investment Management, or a related field

CFA preferred

Job description

Executive Career Opportunity: Senior Portfolio Manager

Location: Pretoria, Gauteng
Industry: Financial Services / Investment Management
Career Level: Senior Leadership
Salary: Highly Competitive Market-Related CTC Package
Start Date: ASAP

Are you an accomplished Portfolio Manager with a minimum of 7 years' experience in managing discretionary mandates, ready to lead investment strategy for a respected financial services firm?

Our client, a leading firm in the Investment Management sector, is seeking a Senior Portfolio Manager to be based in their Pretoria office. This pivotal leadership role is responsible for developing and articulating the firm’s investment strategy, driving portfolio construction, and providing strategic advisory support to financial advisors.

This position requires deep market knowledge, advanced analytical skills, and the ability to lead both people and complex investment processes.

Key Responsibilities:

Investment Strategy & Portfolio Management

Strategic Development: Develop and articulate the long-term investment strategy for multi-asset portfolios, ensuring alignment with the firm's vision and evolving market conditions.
Portfolio Construction: Lead portfolio construction and management for discretionary mandates, including unit trusts, hedge funds, ETFs, and alternative investments.
Research & Due Diligence: Lead manager research and due diligence efforts, identifying and evaluating new investment opportunities and strategic partnerships.
Process Leadership: Drive the implementation of innovative portfolio solutions and contribute to the refinement of investment processes and methodologies.

Client Engagement & Leadership

Advisory Support: Act as a strategic partner to financial advisors and key stakeholders, providing thought leadership, market insights, and guidance on complex investment challenges.
Communication: Utilize excellent communication and presentation skills to explain complex investment concepts to clients and colleagues.
Team Leadership: Report directly to the Managing Director and lead and mentor subordinate Investment Analysts and Portfolio Managers.
Governance: Participate in and influence investment and governance committees, ensuring compliance with regulatory frameworks.

Minimum Requirements:

Qualification: Postgraduate degree in Finance, Economics, Investment Management, or a related field (CFA is preferred).
Experience: Minimum of 7 years' experience in portfolio management, multi-manager research, or investment consulting.
Track Record: Proven track record managing discretionary mandates (unit trusts, hedge funds, ETFs, and alternatives).
Knowledge: Strong understanding of South African and global investment markets, regulatory frameworks, and DFM (Discretionary Fund Manager) operations.
Skills: Advanced analytical and quantitative skills (financial modelling, performance attribution, risk analysis).
Language: Proficiency in English and Afrikaans.