Senior Portfolio Manager

1 week ago

Paarl, South Africa Old Mutual Full time

Job title : Senior Portfolio Manager Job Location : Western Cape, Paarl Deadline : December 30, 2025 Quick Recommended Links Jobs by Location Job by industries Job Description Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards. Responsibilities Work within established systems to deliver prescribed outcomes for a designated area of financial control. Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite. Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and / or help manage assigned portfolios. Advise managers how to apply a wide variety of existing procedures and precedents. Help others get the most out of internal communications systems by offering support and advice. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Skills Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation Competencies Business Insight Collaborates Communicates Effectively Decision Quality Ensures Accountability Financial Acumen Instills Trust Manages Complexity Education NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent Closing Date 20 August 2025 Accounting / Financial Services jobs #J-18808-Ljbffr

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