Portfolio Manager

3 weeks ago

Cape Town, South Africa Capital Assignments Full time

KEY INFORMATION

TITLE:

- Portfolio Manager and AnalystREPORTING LINE:

- Head of Cash and Income FundsLOCATION:

- Steenberg, Cape TownBUSINESS UNIT:

- Prescient Investment ManagementPURPOSE OF THE ROLE

Be the custodian of, continually re-define, implement, and manage the cash and income philosophy and process, with a focus on delivering on portfolio return objectives. Develop implementable investment strategies that generates alpha and ensures the successful management of cash and income portfolios by analyzing and interpreting global economics, interest bearing markets, derivatives, and currencies. Keep abreast of the latest developments and trends in the market and work toward driving efficiencies within the team and research processes. Manage and mentor the cash and income team within the Prescient value framework.

DUTIES AND RESPONSIBILITIES

**Interest Bearing Research**

The key objective is to advance research efforts and improve overall quality and coverage utilizing the skill set of the team
- Define cash and income research/alpha framework
- Expand strategies and market coverage
- Expand credit coverage and models
- Drive new yield enhancement research
- Derivatives research and strategy ideas
- Manage data sources
- Create robust research database

**Interest Bearing Portfolio Management**

The key objective is to manage the income mandates to deliver on its performance objectives
- Set and oversee income model portfolios
- Drive and give input to cash and income portfolio strategy and the generation of model portfolios, including:

- Asset allocation decisions
- Generate and motivate duration positions
- Manage yield enhancement strategies
- Manage credit utilization across mandates
- Manage risk through use of derivatives

**Back-up Portfolio Management Implementation**

Act as back-up on money market portfolio management implementation, updating models, trading, compliance and checking

The key objective is the development of analytics tools and strategies, as well as the improvement and extension of PRIME

**Interest Bearing team **interaction**

The key objective is to work on a collaborative basis, ensuring that the team remains cohesive and successful
- Follow a collaborate approach which embraces the Prescient value system
- Be proactive in generating new research and participating in debate
- Suggest and implement process enhancement to improve/speed up processes
- Contribute positively and be solutions driven

**Client and stakeholder **Interaction and Marketing**

The key objective is to represent the firm proactively and positively in all interactions
- Grow and assist in maintaining AUM
- Represent firm in all required client interaction
- Ensure internal sales and marketing feedback is optimal
- PR (written, radio and TV)
- Oversee required report commentary

REQUIRED EXPERIENCE
- 6-7 years of experience in a comparable role, or in another quantitative finance field, having coded predictive models in various scripting languages.
- Essential to understand and implement sound econometric concepts in different scripting languages, driving efficiencies within the team and research processes. Knowledge of various statistical techniques and data science are therefore key elements.
- Strong programming skills, particularly in Python / R required
- Solid experience managing and analysing large amounts of data is a must (ideally SQL)

REQUIRED QUALIFICATIONS
- University Post Graduate Degree (Science / Engineering / Finance) / Masters
- Strong programming skills in Python / R essential

KEY COMPETENCIES
- Ability to generate ideas and think logically
- Structured work style, attention to detail and accuracy is of the utmost importance
- Aptitude in decision-making and problem-solving
- Excellent interpersonal skills, excellent communication skills oral and written
- Strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment
- Strong work ethic, self-motivated, driven and results oriented
- Must be able to manage workflow on longer-term research projects
- Ability to listen and respond to new ideas, input and diverse perspectives
- High levels of self-confidence, assertive as well as healthy levels of EQ
- Energetic problem-solver

WHY THIS ROLE?

This is your opportunity to be part of the Cash and Income team responsible for the architecture of the systematic investment engine, databases, research, analytics tools, and processes. A great role with excellent growth potential and exposure to all asset classes.

1

  • Public Relations Manager | The Royal Portfolio

    2 weeks ago

    Cape Town, South Africa The Royal Portfolio Full time

    The Royal Portfolio's head office team is seeking a talented and dynamic Public Relations Manager from within in the Hospitality industry, to join our team. The ideal candidate will have a passion for luxury hospitality, exceptional communication skills, and a proven track record in the role, and a love of writing. This individual will be responsible for...

  • Public Relations Manager | The Royal Portfolio

    2 weeks ago

    Cape Town, South Africa The Royal Portfolio Full time

    The Royal Portfolio's head office team is seeking a talented and dynamic Public Relations Manager from within in the Hospitality industry, to join our team. The ideal candidate will have a passion for luxury hospitality, exceptional communication skills, and a proven track record in the role, and a love of writing. This individual will be responsible for...

  • Centre and Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Sagen Advisory Full time

    **Sagen Advisory Recruitment company** is recruiting a highly skilled and motivated Centre Manager to join the team of a reputable property development and management company, known for its commitment to excellence. With a diverse portfolio of properties and centers, they strive to create exceptional environments that meet the needs of their tenants and...

  • Portfolio Manager

    6 days ago

    Cape Town, South Africa West Coast Personnel Full time

    Published - February 16, 2024 - Location - Cape Town, South Africa - Category - Business - Job Type - Full-time - Salary Type - Monthly Salary - Salary - R24 000 **Description**: Portfolio Manager - Permanent - Bloubergstrand, Cape Town - R 24k p/month Working hours: Monday - Friday 08h30 - 17h00 / One weekend shift on a rotation basis will be...

  • Commercial Portfolio Manager

    5 days ago

    Cape Town, South Africa Macdonald & Company Full time

    Our client is a niche real estate services company offering world class services to a range of private and institutional clients. Their success is measurable against prestigious portfolios which they have raised and sold. They offer a detailed range of property management services and have demonstrated capability to add value to their clients’ portfolios...

  • Commercial Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Macdonald & Company Full time

    **Location**: **Cape Town** **Salary**: **456,000** **Job Type**: **Permanent** **Reference**: **66667** **Job Summary**: Our client is a niche real estate services company offering world class services to a range of private and institutional clients. Their success is measurable against prestigious portfolios which they have raised and sold. They offer a...

  • Centre and Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Sagen Advisory Full time

    Sagen Advisory Recruitment company is recruiting a highly skilled and motivated Centre Manager to join the team of a reputable property development and management company, known for its commitment to excellence. With a diverse portfolio of properties and centers, they strive to create exceptional environments that meet the needs of their tenants and...

  • Portfolio Manager

    4 weeks ago

    Cape Town, South Africa West Coast Personnel Full time

    Portfolio Manager Permanent - Bloubergstrand, Cape Town - R 24k p/month Working hours: Monday Friday 08h30 17h00 / One weekend shift on a rotation basis will be required What you will do:· Manage a portfolio of Properties in a specific area.· Develop and grow a relationship on behalf of the Client with the owners of the actual properties.· Ensure...

  • Duty Manager | The Silo Hotel

    4 weeks ago

    Cape Town, South Africa The Royal Portfolio Full time

    The main purpose of the Duty Manager is to manage and control the daily operations of the hotel. To ensure that the standards of The Royal Portfolio are met in order to contribute to the purpose of the company – "To give our guests a complete experience and a perfect stay".MAIN DUTIES & RESPONSIBILITIESEnsure complete guest interaction and satisfaction.Be...

  • Duty Manager | The Silo Hotel

    3 weeks ago

    Cape Town, South Africa The Royal Portfolio Full time

    The main purpose of the Duty Manager is to manage and control the daily operations of the hotel. To ensure that the standards of The Royal Portfolio are met in order to contribute to the purpose of the company – "To give our guests a complete experience and a perfect stay" .MAIN DUTIES & RESPONSIBILITIES Ensure complete guest interaction and satisfaction....

  • Portfolio Manager

    7 days ago

    Cape Town, South Africa Macdonald & Company Full time

    **Location**: **Cape Town** **Salary**: **480,000** **Job Type**: **Permanent** **Reference**: **69893** **Job Summary**: Our client is a niche property management company offering world class services to a range of private and institutional clients. Although they specialize in the commercial sector, they also manage a handful of retail shopping centres....

  • Portfolio Management

    4 weeks ago

    Cape Town, South Africa Edge Growth Full time

    **Job purpose** Be a part of the PM team and help manage and grow a portfolio of high-growth, early stage venture investments. This role has a focus on overseeing a portfolio of companies, and managing key investor/stakeholder relationships. This person is a self-starter, who feels a strong sense of ownership in their work and has excellent team and...

  • Portfolio Management

    4 weeks ago

    Cape Town, South Africa Edge Growth Full time

    **Job purpose** Oversee the management and growth of a portfolio of high growth, early stage venture investments. Responsible for the Funds’ performance in collaboration with the Partner, and a team of investment professionals. Stakeholder and Investor relationship management. **Core activities** **Portfolio Management**: - Drive performance...

  • Portfolio Management

    4 weeks ago

    Cape Town, South Africa Edge Growth Full time

    **Job purpose** Oversee the management and growth of a portfolio of high growth, early stage venture investments. Responsible for the Funds’ performance in collaboration with the Partner, and a team of investment professionals. Stakeholder and Investor relationship management. **Core activities** **Portfolio Management**: - Drive performance...

  • Property Portfolio Manager

    6 days ago

    Cape Town, South Africa Faircape Full time

    FMS Property Managers currently manages over 80 sectional title schemes and homeowner associations. As we are a Western Cape based Company, our focus is primarily on the Western Cape region, stretching from the CBD to the Overberg. We regard ourselves as the market leader in the community schemes management field due to our competitive edge and cutting edge...

  • Property Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Faircape Full time

    FMS Property Managers currently manages over 80 sectional title schemes and homeowner associations. As we are a Western Cape based Company, our focus is primarily on the Western Cape region, stretching from the CBD to the Overberg. We regard ourselves as the market leader in the community schemes management field due to our competitive edge and cutting edge...

  • Property Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Land and Sea Development Services Full time

    We are looking for an enthusiastic managing agent portfolio manager with good communication and people management skills and a solid understanding of corporate, financial, levy and general management of sectional title schemes and homeowners associations. **Requirements**: - A tertiary qualification - NQF5 exemption - Advanced knowledge of Microsoft Excel...

  • Retail Portfolio Manager

    7 days ago

    Cape Town, South Africa Macdonald & Company Full time

    **Location**: **Cape Town** **Salary**: **540,000** **Job Type**: **Permanent** **Reference**: **67363** **Job Summary**: Eminent property services organization seeks Retail Portfolio manager.

  • Commercial Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Macdonald & Company Full time

    **Location**: **Cape Town** **Salary**: **600,000** **Job Type**: **Permanent** **Reference**: **66768** **Job Summary**: Looking to work directly for a Landlord? Based in the city of Cape Town, our private client develops, owns, and manages their portfolio in-house. They pride themselves on the variety of their properties ranging from residential to,...

  • Portfolio Administrator

    6 days ago

    Cape Town, South Africa Trafalgar Property Management (Pty) Ltd Full time

    Duties & Responsibilities - Daily management of trust funds and investment funds - Ensuring that all complexes within the portfolio are insured and premiums are paid on time - Continuous enhancement of knowledge of SA property laws - Ensuring that compliant contractors are servicing the complexes and are paid timeously - Awareness of all transfer of units...