SENIOR PORTFOLIO MANAGER

Competent Candidates; Pretoria; On-site; ZAR 800 000 - 1 200 000; Full time

Job summary

A financial services firm in Pretoria seeks an experienced investment professional to develop and manage multi-asset portfolios. The ideal candidate will possess a postgraduate degree in Finance, at least 7 years of relevant experience, and fluency in English and Afrikaans. Responsibilities include designing investment strategies, conducting research, and ensuring compliance with regulations. This role offers an opportunity to mentor junior staff and engage with high-net-worth clients.

Qualifications

• Minimum 7 years' experience in portfolio management, multi-manager research, or investment consulting.
• Strong understanding of South African and global investment markets.
• Proficiency in English and Afrikaans.

Responsibilities

• Develop long-term investment strategy for multi-asset portfolios.
• Design and manage multi-asset portfolios in line with client mandates.
• Conduct qualitative and quantitative research on asset managers.
• Provide portfolio insights and investment proposals to clients.
• Ensure compliance with regulations and risk management processes.
• Mentor junior portfolio managers and analysts.

Skills

Portfolio management

Investment strategy development

Risk management

Client engagement

Education

Postgraduate degree in Finance or related field

Tools

Morningstar

Excel

IRESS

OPUS

Factset

Job description

Education and Experience

Postgraduate degree in Finance, Economics, Investment Management, or a related field (CFA preferred).

Minimum 7 years' experience in portfolio management, multi-manager research, or investment consulting.

Proven track record managing discretionary mandates, including unit trusts, hedge funds, ETF's and alternative investments.

Strong understanding of South African and global investment markets, regulatory frameworks, and DFM operations.

Proficiency in English and Afrikaans.

Responsibilities

• Investment strategy: Develop and articulate the long-term investment strategy for multi-asset portfolios, ensuring alignment with the firm's overall vision, client objectives, and evolving market conditions. Lead the identification and evaluation of new investment opportunities, asset classes, and strategic partnerships that enhance portfolio value and support business growth. Drive the implementation of innovative portfolio solutions and business models, adapting to regulatory changes, technological advancements, and competitive dynamics in the South African and global investment landscape. Act as a strategic partner to financial advisors and key stakeholders, providing thought leadership, market insights, and guidance on complex investment challenges. Participate in and influence the development of the firm's investment philosophy, house view, and strategic asset allocation frameworks.
• Portfolio construction and management: Design, implement, and manage multi-asset portfolios (unit trusts, hedge funds, direct equities, ETF's and alternatives) in line with client mandates and the firm's investment philosophy. Oversee asset allocation, manager selection, and portfolio rebalancing, ensuring alignment with risk / return objectives and regulatory requirements. Monitor and report on portfolio performance, risk metrics, and compliance with mandates.
• Manager research and due diligence: Conduct qualitative and quantitative research on third-party asset managers and investment products. Present investment theses and recommendations to the investment committee and stakeholders. Maintain and update approved and buy lists for underlying managers and funds.
• Client engagement and advisory support: Act as a strategic partner to financial advisors, providing portfolio insights, market commentary, and investment proposals. Deliver high-touch service to sophisticated clients, including high-net-worth individuals and institutional investors. Prepare and present detailed investment reports and proposals.
• Risk management and compliance: Ensure portfolios comply with FSCA regulations, FAIS requirements, and internal risk controls. Oversee risk management processes, including liquidity, counterparty, and operational risk. Stay abreast of regulatory changes affecting DFMs, hedge funds, and collective investment schemes.
• Leadership and mentoring: Mentor junior portfolio managers and analysts. Contribute to the development and refinement of investment processes and methodologies. Participate in investment and governance committees.

Technology

Morningstar Excel IRESS OPUS Factset