R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client offers individual investors a range of funds – some that target inflation plus returns, and others that target absolute returns and capital protection. The funds are diversified across local and global asset classes and blend together the best of the South African and offshore asset managers. They offer: SA Strategy Funds, Global Funds, Life Funds, Specialist Funds, Tailored fund portfolios.
They now seek a portfolio manager to join their team. You will report to the head of discretionary management / head of investments.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be responsible for managing multi-asset portfolios within a discretionary fund management and multi-manager framework. This includes portfolio implementation, trade preparation, manager research and strategic and tactical asset allocation;
- You will be required to have a deep understanding of investment markets, portfolio construction and operational execution within a regulated South African financial services environment;
- Portfolio management & implementation:
- You will be required to execute portfolio strategies across multi-asset classes in line with investment mandates;
- You will be required to oversee portfolio implementation including rebalancing, cash flow management and trade execution;
- You will be required to prepare and review trade instructions ensuring accuracy and compliance with internal controls;
- You will be required to monitor portfolio performance and risk metrics, ensuring alignment with strategic objectives;
- Trade preparation & execution:
- You will be required to collaborate with operations and LISP platforms to ensure timely and accurate trade execution;
- You will be required to maintain trade blotters and ensure pre-trade compliance checks are completed;
- You will be required to liaise with custodians, brokers and administrators to resolve trade-related queries;
- Manager research & due diligence:
- You will be required to have solid experience and understanding of qualitative and quantitative research on third-party asset managers;
- You will be required to contribute to manager selection and monitoring processes;
- You will be required to maintain a database of manager performance, style and risk characteristics;
- Strategic & tactical asset allocation:
- You will be required to contribute to the development of strategic asset allocation frameworks;
- You will be required to participate in tactical asset allocation discussions and implement changes across portfolios;
- You will be required to monitor macroeconomic indicators, market trends, and valuation metrics to inform allocation decisions;
- Client & stakeholder engagement:
- You will be required to prepare and deliver client reportbacks, including portfolio performance, attribution analysis and market commentary;
- You will be required to support client reporting and presentations with portfolio insights and performance commentary;
- You will be required to collaborate with financial advisors, consultants and internal stakeholders to ensure portfolio alignment with client objectives;
- You will be required to respond to client queries and provide investment-related support as needed.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have an analytical mindset with strong quantitative and qualitative research skills;
- You have a keen eye for detail and the ability to manage multiple portfolios simultaneously;
- You have excellent presentation and communication (verbal and written) skills in English, especially in client-facing contexts;
- You have the ability to work collaboratively in a team environment and engage with external managers and service providers;
- You have a high level of integrity and professionalism.
CORE QUALIFICATIONS AND EXPERIENCE:
- You have bachelor’s degree in finance, economics, investment management or related field (CFA – this is preferred);
- You have a minimum 5 years current, relevant experience in portfolio management, investment research, or multi-manager environments;
- You have a strong understanding of South African investment regulations (FAIS, CISCA, etc.);
- You have experience with portfolio management systems and trade execution platforms;
- You are proficient in Excel, Bloomberg, Morningstar, or similar tools.
Prior person is moving and was an excellent resource- so big shoes. Great exposure- superb leadership and a division that has significant large challenging aspirations. If you want to be part of the journey, submit the form below.