Portfolio Manager | Centurion

3 weeks ago


Pretoria, South Africa The Recruitment Council Full time

Unlock unparalleled growth opportunities and take your career to new heights with our client as a Portfolio Manager where you will be constructing and managing investment portfolios based on the investment mandate and client requirements and within the Outcomes Based Investment philosophy and strategy.

  • Construct and manage investment portfolios based on the outcomes of the mandate and client expectations.
  • Ensure that the portfolio management and risk management processes are well defined, rigorous and consistently applied.
  • Monitor, review or resolve potential risk drivers that may lead to increased costs.
  • Effectively interpret and utilize ongoing research to determine the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.
  • Make recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
  • Create awareness of the Investment philosophy across the company and within the external investment community in order to foster greater understanding and buy-in to the philosophy.
  • Ensure that the OBI investment philosophy is embedded and implemented in the portfolios managed by the team.
  • Foster effective working relationships and collaborate within the segments and external stakeholders.
  • Manage the ongoing monitoring and performance measurement of solutions to ensure the product is managed relative to the outcome defined, market benchmark and client expectation.
  • Monitor and report on portfolio performance.
  • Provide technical advice and expertise regarding the portfolio construction in order to support sales or marketing initiatives.
  • Ensure asset allocation views are implemented and aligned according to the Investment View.

Experience and Qualification:

  • Relevant Degree.
  • Certified Chartered Financial Analyst (CFA) or other appropriate professional qualification (preferred).
  • 3-6 years experience in portfolio management.
  • Stakeholder relationship management, analytical and leadership skills.


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