Portfolio Manager
7 months ago
**Portfolio Manager**
Reports to the Director and CIO
**Experience Required**
- 8 -10 years of proven portfolio management and share analysis experience with client base/referral network an advantage
- Extensive knowledge of investment products with direct experience in developing portfolio strategies and execution of investment strategies
- Experience in management of segregated share portfolios
- Experience in management of single and multi-manager CIS funds
- Experience regarding contributing to Investment Committees and input provided wrt decision making.
- Experience in presentation of investment strategy and performance to committees as well as clients
**Education Required**
Honours degree in Financial Analysis and Portfolio Management or similar, CFA or CA(SA).
Profession registration (if applicable) Chartered Financial Analyst (CFA)
Chartered Accountant CA(SA)
Computer Literacy MS Word, Excel & PowerPoint
Bloomberg or Factset or any other related industry packages
**Personal profile and competencies**
- Critical and strategic thinker
- Technically minded
- Able to lead a team with purpose and direction.
- Interest in fintech
- Analytical
- Accurate
- Client centric
- High emotional intelligence
- Ability to prioritise and meet deadlines.
- Multi-tasking ability
- Professional presentation skills
- Adept in public speaking and comfortable leading discussions to internal Wealth Managers regarding PCAM strategies and performance
**Key responsibilities (not an exhaustive list)**
- Structuring and management of segregated portfolios
- Research companies and produce reports.
- Structuring and management of multi manager CIS funds
- Structuring and management of single manager CIS fund(s)
- Perform investment research with regard to developments within markets.
- Regular presentation to Wealth Managers and clients on performance positioning, key events, and changes - either via articles, group presentations or individual meetings.
- Marketing and positioning of segregated and CIS solutions to build client base directly.
- Develop portfolio strategy and execution thereof.
- Member of investment committee and provide input with regard to decision making.
- PR communication including contribution to newsletters, articles, interviews and panel discussions where necessary.
- Management of the team including 2 direct reports and 3 indirect reports.
-
Portfolio Administrator
7 days ago
Constantia, South Africa Conova Full timefor all aspects of day-to-day activities of the portfolios. **Duties and Responsibilities**: - The Administrator will be involved in daily end-to-end portfolio activities, including reconciliations, and recording of transactions - Perform daily reconciliations which assist with the daily valuation and investment making decision process, including trade,...
-
Storeman
1 week ago
Constantia, South Africa Life & Brand Portfolio Full timeLife & Brand Portfolio is looking for an experienced storeperson to control and distribute items from a restaurant store room. Reporting to the General Manager, the storeperson will be required to purchase and maintain inventory levels and dispersal of all food and beverage products. **RESPONSIBILITIES OF THE POSITION INCLUDE BUT ARE NOT LIMITED TO**: -...
-
Administrator
1 week ago
Constantia, South Africa Life & Brand Portfolio Full time**RESPONSIBILITIES OF THE POSITION INCLUDE BUT ARE NOT LIMITED TO**: - Daily, weekly and monthly administrative requirements; weekly wages and salaries, capturing invoices, capturing wastage, capturing production, daily cash ups and feedback to GM; - Storeroom stock control reverting with feedback and action plans to manage and prevent stock losses; - Brief...
-
Senior Manager: Private Equity
7 days ago
Constantia, South Africa Conova Full timeThe Senior Manager Private Equity will be responsible for the management of a portfolio of clients and sub-teams within the Private Equity division, located in Cape Town. The role reports to the Associate Director and Director. Key responsibilities include, but are not limited to: - Provide high quality service to a set portfolio of Private Equity...
-
Restaurant Manager
3 months ago
Constantia, South Africa Constantia Full time**Job description** Job description We are looking for a dynamic person to join our team with great interpersonal and leadership qualities. A passion for food and beverage and ability to connect with guests and staff alike. You would be responsible for maintaining our ethos and high level of service. - Coordination of daily restaurant operations - Respond...
-
Restaurant Floor Manager
2 months ago
Constantia, South Africa Constantia Full time**Job description** Job description We are looking for an energetic and dynamic person to join our team with great interpersonal and leadership qualities. A passion for food and beverage and ability to connect with guests as well as lead and nurture. You would be responsible for maintaining our ethos and high level of service. - Coordination of daily...
-
Head: Fund Accounting Division
7 months ago
Constantia, South Africa Yazoo Recruitment Specialists Full timeSenior Fund Accountant with a related Degree and minimum 5 years’ experience in the Asset Administration of local and offshore Portfolios, required for the asset running of the day to day administration of local and offshore portfolios, for an Asset Management Company based in Constantia, Cape Town. - Tertiary Degree essential - Minimum 5 years’...
-
Quantitative Analyst Constantia, Western Cape
5 months ago
Constantia, South Africa PSG Konsult Ltd. Full time**Designation**: Quantitative Analyst | Constantia, Western Cape **Category**: Information Technology **Job Level**: Professionally qualified and experienced specialists and mid-management **Posted by**: PSG Financial Services **Posted on**: 20 Aug 2024 **Reference Number**: POS08700 **Closing date**: 30-Sep-2024 **Position...
-
Fund Administrator
7 days ago
Constantia, South Africa Conova Full time**Team Overview** The role reports into the Senior Administrator / Assistant Manager within the department and is based in local jurisdiction. **Purpose of Job** The role holder will be required to administer a client portfolio, under the supervision of a Senior Administrator / Assistant Manager or given Line Manager. They should be able to demonstrate a...
-
Senior Asset Manager
2 days ago
Constantia, South Africa Conova Full timeA renewable energies company is looking for a Senior Asset Manager with experience in commercial management of utility scale solar and/or wind projects to join our growing asset management team. This role will oversee the new Utility Assets as well as the existing C&I assets team, and manage assets from Financial Close through Construction and...
-
Marketing Manager
4 months ago
Constantia, South Africa HotelJobs.co.za Full timeKendrick Recruitment is currently recruiting for a hands-on, dynamic, highly innovative, energetic **Hospitality Marketing Manager **for a well-known 5* property, based in Constantia, **Cape Town.** Applicants must be based in Cape Town. **Responsibilities**: - Develop marketing strategies per brand and present to the Board - Develop a marketing strategy...
-
Cleaning Manager
4 months ago
Constantia, South Africa Tsebo Group Full time**About Us**: We are currently seeking a Cleaning Manager to be based within the healthcare industry in Constantia area. The role will oversee the daily workings of the organisation operations, mainly one sites. Responsible to maintain a high-quality standard of organisations deliverables in line with site specific SLA’s. Responsible to manage client...
-
Global Equity Analyst
7 months ago
Constantia, South Africa Conova Full timeOur client is a boutique asset management company that provides a broad suite of investment solutions for institutional and retail clients. They are in the Southern Suburbs in Cape Town and are searching for a Global Equity Analyst reporting directly to the Head of Global Equity. **About you** As a Global Equity Analyst, you will form part of the Global...
-
Head of Finance
7 months ago
Constantia, South Africa Conova Full timeAs the Head of Operational Finance, reporting to Chief Executive Officer, you will be responsible for leading and managing the Operational Finance team for a group of companies. The role encompasses proving direction through financial planning and operationalizing the overall objectives for the company. **_ Key responsibilities_** - **_Financial Management...
-
Senior Account Executive- Employee Benefits
2 days ago
Constantia, South Africa Conova Full time**Our client in the financial services industry is looking for an Employee benefits consultant to join their team in Stellenbosch, Cape Town.**: **Responsibilities**: - Independently manage and consult on client portfolio. - Establish and maintain relationships with key decision makers at the participating Employer - Provision of appropriate advice,...
-
Architect
7 months ago
Constantia, South Africa SNAPP Architects (Pty) Ltd Full time**Work opportunity at SNAPP Architects!** The Westlake, Western Cape branch of our architectural firm is looking for Professional Architects to join our team. At SNAPP we are all about collective creativity and deliberate design. We are a small team of dedicated professionals with a wide range of skills in the built environment. We work closely together in...
-
Architect
7 months ago
Constantia, South Africa SNAPP Architects (Pty) Ltd Full time**Work opportunity at SNAPP Architects.** The Western Cape branch is looking for a Professional Architect to join our team in Steenberg Office Park, Constantia. At SNAPP we are all about collective creativity and deliberate design. We are a small team of dedicated professionals with a wide range of skills in the built environment. We work closely together...
-
Operations Director
1 week ago
Constantia, South Africa Conova Full time**Director, Total Plan Data Operations RSA** Data Operations - Cape Winelands, Western Cape **About The Company”** Our client is a global, market-leading provider of data and analytics solutions for investors. With over 30 years of expertise in alternative investments, they offer unrivaled data, analytics, and transparency that enable asset owners, asset...