Portfolio Manager

2 weeks ago

Sandton, South Africa Momentum Securities Full time

**Introduction**

Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio and full-service stockbroking service.

**Role Purpose**

The purpose of the **Portfolio Manager role **is to** construct** investment portfolios to meet client’s investment mandate and requirements, considering both risk and return objectives.

**Requirements**:
**Experience and Qualifications**

**Qualifications**:

- Degree in Investments Management / Finance or BSc in Economics / Mathematics or equivalent
- Regulatory qualification either under FAIS or JSE to give advice and exercise discretion.
- CFA / CAIA qualification advantageous

**Experience**:

- A minimum of 3 years’ experience in client advice and intermediary services in financial services product categories (Level 1 and 2)
- Working experience in the Financial Planning industry with specific reference to the following fields: Long Term Insurance, Pension Benefits (Including Retail Pension Benefits),Securities and Instruments including but not limited to shares, money market instruments, bonds, Participatory interests in Collective Investment Schemes, Forex Investment Business, Long and Short Term Deposits
- A minimum of 3 years’ experience in asset management / portfolio management.

**Duties & Responsibilities**

**Key Outputs**:

- **Management of investment Portfolios**:

- Manage investment portfolios based on client mandates and their requirements.
- Focus on day-to-day operational portfolio management and monitoring of investments.
- Manage and respond to compliance issues.
- Monitor portfolio risk and returns.
- A comprehensive understanding of markets, economics, company analysis and valuation.
- Review and implement recommendations.
- Foster effective working relationships and collaborate within the MMI Group (segments, internal and external stakeholders).
- Provide technical advice and expertise regarding the development of new investment products.
- To maintain and re-evaluate, as required, the investment and stock selection process
- Contribute to and manage the profitability of asset management.
- **Compliance and monitoring of transactions**:

- Ensure compliance with client mandates
- Identify areas of concern in operational, trading, and client relationships with the view to enhancing these.
- Ensure compliance with business standards, policies and internal controls associated with the role
- **Client Engagement**:

- Develop a close working relationship with Momentum securities’
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with internal and external stakeholders and clients.
- Make recommendations to improve client service levels.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

**Competencies**
- Analytical
- Entrepreneurial and commercial thinking
- Persuasive and influential
- Attention to detail
- Show leadership

  • Portfolio Manager

    5 days ago

    Sandton, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To contribute towards the...

  • ESG Portfolio Manager

    Found in: Talent ZA C2 - 2 weeks ago

    Sandton, South Africa Exxaro Recruitment Full time

    PURPOSE:• Establish and operationalise a ESG Project Management Office (PMO) function, with a key focus on driving the PMO function and implementing the Exxaro Projects way-of-work across ESG projects.• Manage, develop and implement robust processes, policies and standards, and manage the overall governance and tracking of projects within the ESG...

  • Portfolio Management Specialist

    3 days ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Senior Portfolio Manager

    Found in: Talent ZA C2 - 3 weeks ago

    Sandton, South Africa Dimension Data Full time

    FunctieomschrijvingRequirementsProvide in-depth portfolio, fundamentals of portfolio management, overall capital planning and investment process servicesResponsible for maintaining appropriate risk allocation, managing portfolio liquidity requirements, monitoring investment portfolios to ensure compliance with organization policies and objectives, collecting...

  • Portfolio Manager

    5 days ago

    Sandton, South Africa Capital H Staffing and Advisory Solutions Full time

    Our client, in the banking industry is looking for a Portfolio Manager. - To manage a portfolio representing a group of initiatives with commonality in objectives or inter-connectedness, in order to maximize the benefit obtained in accomplishing combined enterprise outcomes not available if managed individually. - To have overarching responsibility for...

  • Specialist: Portfolio Management

    6 days ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Portfolio Manager | Hedge Funds

    Found in: Talent ZA 2A C2 - 3 weeks ago

    Sandton, South Africa The Recruitment Council Full time

    Are you a seasoned Portfolio Manager with a passion for navigating the complexities of Hedge Funds? An esteemed financial services firm, renowned for its innovative strategies and commitment to excellence, is seeking a talented individual to join its elite team. You will need to drive strategic investment portfolio management for the Fund of Hedge Funds...

  • Portfolio Manager

    2 days ago

    Sandton, South Africa Sanlam Full time

    **What will you do?** - We have an exciting opportunity for a Portfolio Manager in our Risk Acceptance Department at Emerald.**What will make you successful in this role?** - Key responsibilities include: - Enhance the Emerald brand and foster a corporate culture that promotes sustainable ethical practices. - Support of all Emerald financial and growth...

  • Portfolio Manager: Planning, Governance and

    6 days ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary The...

  • Property Portfolio Manager

    4 days ago

    Sandton, South Africa Ability Recruitment Full time

    2023-04-05 - 2023-04-30 - Permanent - JHB002751 - Property- Gauteng, Sandton - R 35000 - R 45000 Monthly Cost To Company- The main purpose of this position is to manage a portfolio of buildings - full function from A-Z. Must have previous Property Management experience. - REQUIREMENTS: - Minimum 5 years experience in the property/ centre management...

  • Senior Manager: Credit Portfolio Analytics

    17 hours ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary Report...

  • Portfolio Manager | Hedge Funds

    Found in: Whatjobs ZA C2 - 1 week ago

    sandton, Gauteng, South Africa The Recruitment Council Full time

    Are you a seasoned Portfolio Manager with a passion for navigating the complexities of Hedge Funds? An esteemed financial services firm, renowned for its innovative strategies and commitment to excellence, is seeking a talented individual to join its elite team. You will need to drive strategic investment portfolio management for the Fund of Hedge Funds...

  • Senior Portfolio Manager

    7 days ago

    Sandton, South Africa Guardrisk Full time

    **Introduction** Responsible for the growth and management of a portfolio of mid-corporate clients for the construction (contract) bonds & guarantees division. **Role Purpose** Responsible for the growth and management of a portfolio of mid-corporate clients for the construction (contract) bonds & guarantees division. **Requirements**: - An...

  • Technical Manager Sanlam Portfolio

    5 days ago

    Sandton, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: To plan, direct, coordinate and budget, either personally or through subordinate personnel, all activities concerned with the operational infrastructure and operational management of the portfolio, including building construction and repairs, air-conditioning, cleaning, fire equipment, hygiene equipment, landscaping, parking, pest...

  • Portfolio Manager Life

    5 days ago

    Sandton, South Africa Guardrisk Full time

    **Introduction** To market Guardrisk’s Life products and services to existing and prospective clients and to provide after-sales servicing to existing clients. **Role Purpose** To market Guardrisk’s Life products and services to existing and prospective clients and to provide after-sales servicing to existing clients. **Requirements**: - Matric -...

  • Manager: Spm Client Relationship Management

    2 days ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Programme Manager

    5 days ago

    Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Health**Function**:Programme & Project Management (Technical)**Date**:7 Feb 2024- Discovery - Health SystemsProgramme Portfolio Manager - About Discovery- Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our...

  • Account Manager

    Found in: Talent ZA C2 - 3 weeks ago

    Sandton, South Africa The Beancounter (Pty) Ltd Full time

    We are hiring new Professional Accountants to join our growing and dynamic accounting team.We are a well-established accounting firm and on the look-out for Professional Accountants to join our rock star team. You will be responsible to manage and grow your own portfolio of accounting clients within our firm.Duties & Responsibilities:Day-to-day accounting...

  • Asset Manager

    6 days ago

    Sandton, South Africa Growthpoint Properties Full time

    Job Title and Job Grade Asset Manager - Office Sector Job grade: D5 Job Purpose Conducts strategic management of the property assets by maximizing capital value and net income for specific set of properties in a specific geographic node. Role Location Growthpoint Head Office in Sandton, Johannesburg. The portfolio of properties is in...

  • Ib Transaction Manager

    4 days ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...