Portfolio Manager
5 months ago
Keen to step up as a PM and be the right hand to the CIO?_
**Is this you?**
You’ve gained solid experience as an Analyst and a Portfolio Manager in the private client space and you’re keen to take on additional responsibilities including managing a small team while directly supporting the CIO.
**What you’ll be doing (and why you’ll enjoy it)**
You’ll be instrumental in the structuring and management of segregated share portfolio models and various funds to maximise risk adjusted returns while growing assets under management for the company. You will also be managing the small asset management team with 2 direct reports and 3 indirect reports. You will join the Investment Committee and will provide strategic input backed by investment research and you be responsible for marketing the strategies as well as doing presentations on the strategies and performance to internal Wealth Managers as well as external associates and clients of the business.
**Where you’ll be doing it**
You’ll be joining a well-known and trusted wealth management firm that has been looking after their clients for over 30 years. They manage the wealth of ultra-high net worth individuals and families, they also offer fiduciary services and EB solutions. Their offices are based in the investment hub of South Africa.Claremont, where you will be office based.
**What you’ll need**
This role carries great responsibility so you need to be at the peak of your career with no less than 10 years’ experience gained in investments as an Analyst and Portfolio Manager. You need to have a completed investment related honours degree and CFA is highly advantageous. Experience in private client asset management will put you at the top of the list.
**What you’ll get**
You’ll be joining a business with an offering that your clients won’t be able to refuse. You’ll be trusted and given autonomy to drive and manage this division while working directly with the CIO who has been in the industry for many years who is also a great mentor. A great salary will be offered as well as performance based bonuses.
**How to apply**
For a confidential discussion please contact Claudette Du Preez on 021/035/1433 or send your CV to c.dupreez (at) thetalentexperts coza
We appreciate that your CV might not be fully up to date. No problem just send us what you have.
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