Investment Portfolio Strategist
15 hours ago
**Company Overview:**
We are a leading investment firm in Cape Town, dedicated to delivering exceptional financial performance for our clients. Our team of experts is passionate about creating value through strategic investment decisions and portfolio management.
**Job Description:**
As a seasoned Portfolio Manager, you will play a key role in managing and growing client portfolios, driving strategic investment decisions, and delivering superior financial performance. You will be responsible for:
- Managing discretionary investment portfolios with a strong focus on risk-adjusted returns;
- Developing and implementing investment strategies aligned with client objectives;
- Conducting market research, financial analysis, and portfolio optimization;
- Engaging with clients, providing insights and strategic recommendations;
- Ensuring compliance with regulatory and fiduciary responsibilities.
**Required Skills and Qualifications:**
To be successful in this role, you will need:
- A minimum of 5 years of portfolio management experience in an investment firm or asset management environment;
- CFA/CAIA qualification (or progress towards completion) preferred;
- Strong knowledge of equity, fixed income, and alternative investments;
- Proven ability to manage client relationships and deliver performance-driven solutions;
- Analytical mindset with a passion for financial markets.
**Benefits:**
We offer a competitive salary and performance-based incentives, as well as opportunities to work with a leading investment team, access to world-class research and cutting-edge technology, and growth opportunities in a dynamic and innovative environment.
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