Portfolio Manager

**Portfolio Manager**
Reports to the Director and CIO

**Experience Required**
- 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

**Education Required**

Honours degree in Financial Analysis and Portfolio Management or similar, CFA or CA(SA).
Profession registration (if applicable) Chartered Financial Analyst (CFA)
Chartered Accountant CA(SA)
Computer Literacy MS Word, Excel & PowerPoint
Bloomberg or Factset or any other related industry packages

**Personal profile and competencies**
- Critical and strategic thinker
- Technically minded
- Able to lead a team with purpose and direction.
- Interest in fintech
- Analytical
- Accurate
- Client centric
- High emotional intelligence
- Ability to prioritise and meet deadlines.
- Multi-tasking ability
- Professional presentation skills
- Adept in public speaking and comfortable leading discussions to internal Wealth Managers regarding PCAM strategies and performance

**Key responsibilities (not an exhaustive list)**
- 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.
- Management of the team including 2 direct reports and 3 indirect reports.