Senior Portfolio Manager

3 weeks ago


Centurion, South Africa Momentum Investments Full time

**Introduction**Role Purpose**

Construct and manage investment portfolios based on the investment mandate and client requirements and within the Outcomes Based Investment philosophy and strategy.

**Requirements**:

- Relevant Degree
- Certified Chartered Financial Analyst (CFA) or other appropriate professional qualification (preferred)
- 3-6 years experience in portfolio management
- Stakeholder relationship management, analytical and leadership skills

**Duties & Responsibilities**
- Construct and manage investment portfolios based on the outcomes of the mandate and client expectations.
- Ensure that the portfolio management and risk management processes are well defined, rigorous and consistently applied.
- Monitor, review or resolve potential risk drivers that may lead to increased costs.
- Effectively interpret and utilize ongoing research to determine the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.
- Make recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
- Create awareness of the OBI philosophy across MMI and within the external investment community in order to foster greater understanding and buy-in to the philosophy.
- Ensure that the OBI investment philosophy is embedded and implemented in the portfolios managed by the team.
- Foster effective working relationships and collaborate within the CoE, segments and external stakeholders.
- Manage the ongoing monitoring and performance measurement of solutions to ensure the product is managed relative to the outcome defined, market benchmark and client expectation.
- Monitor and report on portfolio performance.
- Provide technical advice and expertise regarding the portfolio construction in order to support sales or marketing initiatives.
- Ensure asset allocation views are implemented and aligned according to the OBI view.

**Competencies**
- Strategic Thinking
- Sales Acumen
- Stakeholder Engagement & Relationship Building
- Effective Communication
- Sales Enablement


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