Portfolio Manager

3 weeks ago


Cape Town, South Africa Conova Recruitment Full time

This role will take responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company.

The Portfolio Manager will also take control of managing the asset management team and will have two direct reports and three indirect reports.

Further to this, the Portfolio Manager forms part of the Investment Committee, providing strategic input backed by up-to-date research.

The Portfolio manager is required to market the strategies and do presentations on the strategies and performance to internal Wealth Managers as well as external associates and clients of the business as and when required by Wealth Managers.
- 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
- Honours degree in Financial Analysis and Portfolio Management or similar, CFA or CA(SA)

Key responsibilities include:

- 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.



  • Cape Town, South Africa Fund Manager Full time

    Vacancy Senior Analyst/Portfolio Manager - Fixed Interest As Senior Analyst/Portfolio Manager - Fixed Interest you be responsible for driving detailed credit research and manage select portfolios within the fixed income team. Monitor domestic and global situations, analyse their effect on investments to ensure the successful management of portfolios. You...


  • Cape Town, South Africa Fund Manager Full time

    This position is for a Fixed Income Senior Analyst / Portfolio Manager with a respected Fund Manager, based in Claremont, Cape Town. KEY RESPONSIBILITIES: - Manage a portion of the unit trust portfolios’ SA income and bond component - Responsible for the day-to-day allocation to fixed income instruments - Manage all cash flows associated with the unit...


  • Cape Town, South Africa The Royal Portfolio Full time

    The Trade Reservations Agent, at The Royal Portfolio's Cape Town Head Office, is generally the first point of contact for potential guests and tour operators. As such, it is important that they reflect the warmth and welcoming atmosphere guests have come to expect from our properties. They need to ensure that the hotel teams have as much detail about each...


  • Cape Town, South Africa Asset Manager Full time

    This position is for a Quant / Multi-Manager Analyst / Portfolio Manager with a growing Asset Manager, based in Newlands, Cape Town. KEY RESPONSIBILITIES: - Take over the day-to-day management of the range of SA focused unit trusts - Responsible for asset allocation (part of the asset allocation team) and manager research (managing overall process) -...


  • Cape Town, South Africa The Royal Portfolio Full time

    The Marketing Assistant at The Royal Portfolio's Claremont based head office, is integral in supporting the Marketing & Communications team in handling communication, content and image uploads and libraries, as well as all admin. All of this to ensure that we adequately market our purpose, which is _“To give our guests a complete experience and a perfect...

  • Portfolio Manager

    7 days ago


    Cape Town, South Africa SET Recruitment Consultants Full time

    **Portfolio Manager** **Market-related Salary** **Cape Town** **Job Purpose** The Portfolio Manager takes responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio Manager will also take...

  • Portfolio manager

    4 weeks ago


    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Are you a seasoned Portfolio Manager looking for your next challenge? A leading investment firm in Cape Town is seeking a dynamic professional to manage and grow client portfolios, drive strategic investment decisions, and deliver superior financial performance. Location: Cape Town Role: Portfolio Manager Industry: Asset & Investment Management Key...

  • Portfolio manager

    4 weeks ago


    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Are you a seasoned Portfolio Manager looking for your next challenge? A leading investment firm in Cape Town is seeking a dynamic professional to manage and grow client portfolios, drive strategic investment decisions, and deliver superior financial performance. Location: Cape Town Role: Portfolio Manager Industry: Asset & Investment ManagementKey...

  • Portfolio Manager

    5 days ago


    Cape Town, Western Cape, South Africa Just Property Full time

    Direct message the job poster from Just PropertyGeneral Manager at Just Property Western and Atlantic SeaboardCompany DescriptionJust Property is a real estate agency focused on helping clients achieve wealth and security through property sales and rentals. With over 100 offices across Southern Africa, we offer real estate services related to residential,...

  • Portfolio Manager

    2 days ago


    Cape Town, Western Cape, South Africa Ability Recruitment Full time

    Sectional Title and Home Owners Association (HOA) Portfolio ManagerReference: JHB003102-LdS-1As a Sectional Title and Home Owners Association (HOA) Portfolio Manager based in Cape Town, you will be responsible for overseeing and managing a portfolio of sectional title schemes and homeowners associations within the region. Your role will involve ensuring the...

  • Portfolio Manager

    2 days ago


    Cape Town, Western Cape, South Africa Sanlam Limited Full time

    The Portfolio Manager works under the supervision of the Head of Project Delivery Centre and oversees Portfolios of Business Demand (across the Group) as well as governance and delivery management using the PDC (Project Delivery Centre) methodology framework aligned to the Santam Agile Program and Project standard.The Portfolio Manager works closely with a...

  • Portfolio Manager

    2 days ago


    Cape Town, Western Cape, South Africa Mary Moir Consulting Full time

    Direct message the job poster from Mary Moir ConsultingAbout the Company - My client is a client-focused Investment Management company providing financial planning and investment advice and services to clients planning for, or already in, their retirement years. They offer a full range of financial services including: Investment & Portfolio Management,...

  • Portfolio Manager

    2 weeks ago


    Cape Town, South Africa Snatch.Work Full time

    Primary Responsibilities: - Due diligence and underwriting of potential deals. - Financial analysis, financial modelling, market-studies, portfolio company interviews and reporting. - Analysing business plans and financial models of SMEs, with a specific focus on technology businesses. - Manage risks and opportunities of portfolio companies which includes...

  • Portfolio Manager

    4 weeks ago


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

    **Duties and 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...

  • Sales Manager

    4 days ago


    Cape Town, South Africa The Royal Portfolio Full time

    The Sales Manager at The Royal Portfolio is responsible for developing and maintaining global sales and industry relationships, in order to drive increased business to our properties. This ensures that we can continue to deliver on our company purpose, which is _“to give our guests a complete experience and a perfect stay”_. MAIN DUTIES &...


  • Cape Town, Western Cape, South Africa Ability Recruitment Full time

    Job Summary:We are seeking an experienced Portfolio Manager to oversee and manage a portfolio of sectional title schemes and homeowners associations in Cape Town. The successful candidate will be responsible for ensuring the efficient and effective management of properties, financial affairs, and stakeholder relationships.Duties & ResponsibilitiesManage a...

  • Portfolio Manager

    1 week ago


    Cape Town, South Africa Nedbank Full time

    **Job Classification** Two positions are available in Cape Town and Johannesburg. - Job Family- Investment Banking - Career Stream- Advisory - Leadership Pipeline- Manage Self: Professional - FAIS Affected**Job Purpose**Responsibilities**: - Participate in the Investment Strategy Committee meeting - put forward investment views with regard to asset...


  • 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...


  • 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...


  • Cape Town, Western Cape, South Africa Standard Bank of South Africa Limited Full time

    Job SummaryWe are seeking a skilled Financial Portfolio Manager to join our team at Standard Bank of South Africa Limited. In this role, you will support the Relationship Manager with day-to-day administrative functions, portfolio management, and operational tasks for allocated Premium or Growth portfolios. The ideal candidate will have 3-4 years of previous...