Senior portfolio manager

Youll 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, ETFs 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 firms 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 firms 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, ETFs and alternatives) in line with client mandates and the firms 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