Portfolio Manager

1 day ago

Cape Town, South Africa Old Mutual Full time

Overview As a Portfolio Manager in a multi-manager discretionary fund management business, you will be responsible for building and designing portfolio solutions tailored to our clients' needs. Your primary goal will be to maximize returns while managing risk, ensuring that client objectives are met through strategic asset allocation and investment decisions. Key Responsibilities Develop and implement customised portfolio solutions for clients. Monitor and analyse portfolio performance, making adjustments as necessary to align with client requirements. Conduct thorough market research and stay updated on financial trends to inform investment strategies. Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance. Provide regular updates and reports on portfolio performance. Address client inquiries and concerns promptly and professionally. Drive growth in client assets by identifying and capitalising on new business opportunities. Develop and introduce innovative solutions to meet client needs and enhance their investment experience. Collaborate with the sales and marketing teams to attract new clients and retain existing ones. Ensure all investment activities comply with regulatory requirements and company policies. Prepare and present detailed performance reports to clients and senior management. Utilise metrics and data visualisation to support decision‑making and demonstrate portfolio performance. Achieve and exceed targets for asset growth through effective portfolio management and client acquisition strategies. Strengthen client relationships by delivering tailored solutions and exceptional service. Drive net client cashflows by identifying and implementing new investment opportunities. Explore and develop new opportunities for business expansion. Innovate and introduce new solutions to meet evolving client needs and market conditions. Qualifications and Experience Bachelor's degree in finance, Economics, or a related field. A master's degree or professional certification (e.g., CFA, CFP) is preferred. Proven experience in portfolio management, preferably within a multi-manager discretionary fund management environment. Strong analytical skills and the ability to interpret complex financial data. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. In-depth knowledge of financial markets and investment strategies. Proficiency in portfolio management software and financial analysis tools. Strong problem‑solving abilities and attention to detail. High level of integrity and professionalism. Skills Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude, Business Insight, Collaboration, Customer Focus, Accountability, Financial Acumen, Instills Trust, Manages Complexity, Optimizes Work Processes. Education NQF Level 8 - Honours or Postgraduate Diploma or equivalent. Application Deadline Closing Date: 18 December 23:59 #J-18808-Ljbffr

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