Job Summary
Our client, a well‑established organisation in the financial sector, is seeking an experienced Senior Portfolio Manager to join their team. This role offers an exceptional opportunity for a strategic leader with strong mentoring, collaboration, and team‑building abilities to make a meaningful impact while advancing their career within a highly reputable organisation. You’ll play a key role in guiding investment strategies, developing talent, and contributing to the long‑term success of the portfolio management function.
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.
Duties:
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
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