Senior Portfolio Manager - Strategy & Multi-Asset

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

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.