Senior Portfolio Manager

4 weeks ago


Cape Town, South Africa STACK Recruitment Services Full time

This position is for a Senior Portfolio Manager with a respected Investment Group, based Cape Town. The Portfolio Manager will report to the CIO and will have the support from the rest of the investment team.

**THE DUTIES AND RESPONSIBILITIES OF THIS POSITION ARE, BUT ARE NOT LIMITED TO**:

- Assist Investment Heads with strategic and tactical asset allocation decisions, portfolio construction and risk management.
- Manager research point of contact and research notes.
- Provide investment consulting services to the company's large institutional and retail clients including Strategic Asset Allocation, Manager Research, and short-term Tactical Asset Allocation.
- Manage investment product developments, including globally domiciled, locally domiciled, retail, and institutional investment products.
- Responsible for product profitability.
- Supplying marketing with investment views for report backs, monthly notes, conferences, presentations, etc. E.g., investment outlook, new product developments, changes to portfolio positioning.

**COMPETENCIES REQUIRED**
- Strong analytical and numerical skills.
- Attention to detail whilst always linking numbers to the bigger picture.
- Ability to work methodically.
- Good organizational skills.
- Deadline driven.
- A passion for investments.

**ROLE QUALIFICATIONS & EXPERIENCE**
- Relevant tertiary qualification.
- CFA or Actuarial student.
- Minimum of 5 years’ experience within financial services, including manager research and portfolio management.
- Strong MS Excel and Database skills.
- Strong quantitative and analytical skills.
- General market awareness.
- Ability to work in a team.
- Excellent presentation skills.

**Job Types**: Full-time, Permanent

Application Question(s):

- Are you a CFA Charterholder?

**Education**:

- Bachelors (required)

**Experience**:

- manager research & portfolio management: 5 years (required)



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