Senior Portfolio Manager

Placements24; Vereeniging; On-site; ZAR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Performance bonuses

Health, dental, vision insurance

Retirement plan with employer matching

Career advancement

Office in Vereeniging

Investment research tools

Collaborative team environment

Annual discretionary awards

Paid time off

Job summary

Placements24 in Vereeniging, Gauteng, seeks a Senior Portfolio Manager to lead investment strategies and manage a diverse portfolio. You will allocate assets, analyze markets, and optimize returns while meeting client objectives and regulatory requirements.

The role requires a Master's in Finance or Economics, CFA progress preferred, and a minimum of 7 years in portfolio management within Banking & Finance. Office-based position with close collaboration with the team.

Qualifications

• Master's degree in Finance, Economics, or a related field.
• CFA charter holder or progress towards it is strongly preferred.
• Minimum of 7 years of experience in portfolio management or investment analysis within Banking & Finance.

Responsibilities

• Manage investment portfolios with asset allocation, security selection, and trading decisions.
• Conduct market, economic, and security analysis to inform investments.
• Develop and implement strategies to achieve portfolio objectives and manage risk.

Skills

Portfolio management

Financial analysis

Risk management

Financial modeling

Valuation techniques

Communication

Presentation

Education

Master's degree in Finance or Economics

CFA charter (preferred)

Tools

Portfolio management software

Trading platforms

Job description

About the Role

Our client, a distinguished asset management firm, is seeking an accomplished Senior Portfolio Manager to lead their investment strategies based in Vereeniging, Gauteng . This critical role involves managing and growing a portfolio of investment assets, making strategic allocation decisions, and ensuring performance aligns with client objectives and market conditions. The ideal candidate will possess a deep understanding of financial markets, a proven track record in investment management, and exceptional analytical and decision-making skills. This position demands a highly motivated and experienced professional dedicated to achieving superior investment returns. The role is office-based in Vereeniging, Gauteng , to facilitate close collaboration with the investment team and stakeholders.

Key Responsibilities

• Manage investment portfolios, making strategic decisions on asset allocation, security selection, and trading.
• Conduct in-depth market research, economic analysis, and security analysis to inform investment decisions.
• Develop and implement investment strategies to achieve stated portfolio objectives and risk parameters.
• Monitor portfolio performance, identify performance drivers, and implement necessary adjustments.
• Prepare comprehensive investment reports and presentations for clients and senior management.
• Engage with clients to understand their investment needs and provide portfolio updates.
• Ensure compliance with all relevant investment regulations and internal policies.
• Collaborate with research analysts and traders to execute investment strategies effectively.
• Manage relationships with brokers, custodians, and other financial service providers.
• Contribute to the firm's overall investment strategy and thought leadership.

Requirements

• Master's degree in Finance, Economics, or a related field.
• CFA charter holder or progress towards it is strongly preferred.
• Minimum of 7 years of experience in portfolio management or investment analysis within the Banking & Finance sector.
• Proven track record of successfully managing investment portfolios and generating competitive returns.
• In-depth knowledge of financial markets, investment instruments, and economic principles.
• Advanced quantitative and analytical skills, with proficiency in financial modeling and valuation techniques.
• Experience with portfolio management software and trading platforms.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work under pressure and make sound decisions in a dynamic market environment.
• Strong understanding of risk management principles in investment portfolios.
• Experience or familiarity with the financial market in Vereeniging, Gauteng is advantageous.

Benefits

• Highly competitive salary and significant performance-based bonuses.
• Executive health, dental, and vision insurance coverage.
• Robust retirement savings plan with generous employer matching.
• Substantial opportunities for career advancement and professional growth.
• Prime office location in Vereeniging, Gauteng .
• Access to industry-leading investment research and tools.
• Collaborative and high-performance team environment.
• Annual discretionary awards and recognition.
• Generous paid time off and holidays.
• Commitment to ongoing professional development.