![Momentum Securities](https://media.trabajo.org/img/noimg.jpg)
Portfolio Manager
2 weeks ago
**Introduction**
Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio and full-service stockbroking service.
**Role Purpose**
The purpose of the **Portfolio Manager role **is to** construct** investment portfolios to meet client’s investment mandate and requirements, considering both risk and return objectives.
**Requirements**:
**Experience and Qualifications**
**Qualifications**:
- Degree in Investments Management / Finance or BSc in Economics / Mathematics or equivalent
- Regulatory qualification either under FAIS or JSE to give advice and exercise discretion.
- CFA / CAIA qualification advantageous
**Experience**:
- A minimum of 3 years’ experience in client advice and intermediary services in financial services product categories (Level 1 and 2)
- Working experience in the Financial Planning industry with specific reference to the following fields: Long Term Insurance, Pension Benefits (Including Retail Pension Benefits),Securities and Instruments including but not limited to shares, money market instruments, bonds, Participatory interests in Collective Investment Schemes, Forex Investment Business, Long and Short Term Deposits
- A minimum of 3 years’ experience in asset management / portfolio management.
**Duties & Responsibilities**
**Key Outputs**:
- **Management of investment Portfolios**:
- Manage investment portfolios based on client mandates and their requirements.
- Focus on day-to-day operational portfolio management and monitoring of investments.
- Manage and respond to compliance issues.
- Monitor portfolio risk and returns.
- A comprehensive understanding of markets, economics, company analysis and valuation.
- Review and implement recommendations.
- Foster effective working relationships and collaborate within the MMI Group (segments, internal and external stakeholders).
- Provide technical advice and expertise regarding the development of new investment products.
- To maintain and re-evaluate, as required, the investment and stock selection process
- Contribute to and manage the profitability of asset management.
- **Compliance and monitoring of transactions**:
- Ensure compliance with client mandates
- Identify areas of concern in operational, trading, and client relationships with the view to enhancing these.
- Ensure compliance with business standards, policies and internal controls associated with the role
- **Client Engagement**:
- Develop a close working relationship with Momentum securities’
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with internal and external stakeholders and clients.
- Make recommendations to improve client service levels.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
**Competencies**
- Analytical
- Entrepreneurial and commercial thinking
- Persuasive and influential
- Attention to detail
- Show leadership
-
Portfolio Manager
2 weeks ago
Sandton, South Africa Growthpoint Properties Full timeJob Title and Job GradePortfolio ManagerJob grade: D2Job PurposeThe Portfolio Manager will be required to maximize the performance and value of the portfolio through strategic and operational planning. To meet these objectives the Portfolio Manager will be required to provide leadership, mentorship and guidance to the team, and ensure team members perform...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa Redefine Properties Limited Full timePortfolio Manager **Primary Purpose of the Job** To assume responsibility and accountability for the performance of the portfolio and the people therein. To ensure investment growth through maximization of the net income on each property through effective property management and asset control. **Key Performance Areas (KPA’s)** - To assume responsibility...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Investment Portfolio Manager
4 weeks ago
Sandton, South Africa Momentum Securities Full time**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa Excellerate Full timeMain purpose / objective of the position:To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Portfolio Manager
2 months ago
Sandton, South Africa CBRE Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Senior Portfolio Manager
3 months ago
Sandton, South Africa Dimension Data Full timeFunctieomschrijvingRequirementsProvide in-depth portfolio, fundamentals of portfolio management, overall capital planning and investment process servicesResponsible for maintaining appropriate risk allocation, managing portfolio liquidity requirements, monitoring investment portfolios to ensure compliance with organization policies and objectives, collecting...
-
Senior Portfolio Manager
2 weeks ago
Sandton, South Africa Dimension Data Full timeFunctieomschrijvingRequirementsProvide in-depth portfolio, fundamentals of portfolio management, overall capital planning and investment process servicesResponsible for maintaining appropriate risk allocation, managing portfolio liquidity requirements, monitoring investment portfolios to ensure compliance with organization policies and objectives, collecting...
-
Senior Portfolio Manager
4 weeks ago
Sandton, South Africa Dimension Data Full timeFunctieomschrijvingRequirementsProvide in-depth portfolio, fundamentals of portfolio management, overall capital planning and investment process servicesResponsible for maintaining appropriate risk allocation, managing portfolio liquidity requirements, monitoring investment portfolios to ensure compliance with organization policies and objectives, collecting...
-
Junior Portfolio Manager
6 days ago
Sandton, South Africa Momentum Securities Full time**Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...
-
Portfolio Management Specialist
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeBring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo provide...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa Secondments Recruitment Full time**Job Advert Summary**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To contribute towards the...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa CBRE Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Junior Portfolio Manager
2 weeks ago
Sandton, South Africa Momentum Securities Full timeIntroduction Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of...
-
Portfolio Manager Assistant
4 weeks ago
Sandton, South Africa Sanlam Full timeWho are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa CBRE Excellerate Full timeMain purpose / objective of the position:To manage a building / cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa CBRE Excellerate Full timeMain purpose / objective of the position:To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Portfolio Manager Assistant
2 weeks ago
Sandton, South Africa Sanlam Full timeWho are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa Secondments Recruitment Full timeJob Advert Summary:To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To contribute towards the...
-
Portfolio Analyst
2 weeks ago
Sandton, South Africa RPO Recruitment Full timeWe're looking for the expertise of an experienced Portfolio Analyst to work closely with portfolio managers, traders, research analysts and investment operations professionals.The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology...