Senior Portfolio Manager: Lead Returns & Client Strategy

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

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.