Portfolio Manager

3 days ago

Pinelands, Western Cape, South Africa Old Mutual Full time

Let's Write Africa's Story Together

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

na

Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.

The Portfolio Manager will be responsible for managing multi-asset portfolios within a discretionary fund management and multi-manager framework. This includes portfolio implementation, trade preparation, manager research, and strategic and tactical asset allocation.

The role requires a deep understanding of investment markets, portfolio construction, and operational execution within a regulated South African financial services environment.

Key Responsibilities:

Portfolio Management & Implementation

  • Execute portfolio strategies across multi-asset classes in line with investment mandates.
  • Oversee portfolio implementation including rebalancing, cash flow management, and trade execution.
  • Prepare and review trade instructions ensuring accuracy and compliance with internal controls.
  • Monitor portfolio performance and risk metrics, ensuring alignment with strategic objectives.
  • Trade Preparation & Execution
  • Collaborate with operations and LISP platforms to ensure timely and accurate trade execution.
  • Maintain trade blotters and ensure pre-trade compliance checks are completed.
  • Liaise with custodians, brokers, and administrators to resolve trade-related queries.

Manager Research & Due Diligence

  • Solid experience and understanding of qualitative and quantitative research on third-party asset managers.
  • Contribute to manager selection and monitoring processes.
  • Maintain a database of manager performance, style, and risk characteristics.
  • Strategic & Tactical Asset Allocation
  • Contribute to the development of strategic asset allocation frameworks.
  • Participate in tactical asset allocation discussions and implement changes across portfolios.
  • Monitor macroeconomic indicators, market trends, and valuation metrics to inform allocation decisions.

Client & Stakeholder Engagement

  • Prepare and deliver client reportbacks, including portfolio performance, attribution analysis, and market commentary.
  • Support client reporting and presentations with portfolio insights and performance commentary.
  • Collaborate with financial advisors, consultants, and internal stakeholders to ensure portfolio alignment with client objectives.
  • Respond to client queries and provide investment-related support as needed.

These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required:
  • Bachelor's degree in finance, Economics, Investment Management or related field (CFA preferred).
  • Minimum 5 years of experience in portfolio management, investment research, or multi-manager environments.
  • Strong understanding of South African investment regulations (FAIS, CISCA, etc.).
  • Experience with portfolio management systems and trade execution platforms.
  • Proficiency in Excel, Bloomberg, Morningstar, or similar tools.
  • Analytical mindset with strong quantitative and qualitative research skills.
  • Excellent attention to detail and ability to manage multiple portfolios simultaneously.
  • Strong communication and presentation skills, especially in client-facing contexts.
  • Ability to work collaboratively in a team environment and engage with external managers and service providers.
  • High level of integrity and professionalism.

Skills

Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude

Competencies

Business InsightCollaboratesCustomer FocusEnsures AccountabilityFinancial AcumenInstills TrustManages ComplexityOptimizes Work Processes

Education

NQF Level 8 - Honours or Postgraduate Diploma or equivalent

Closing Date

11 December 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story

  • Portfolio Manager

    3 days ago

    Pinelands, Western Cape, South Africa Old Mutual South Africa Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionnaAs a Portfolio Manager in a multi-manager discretionary fund management business, you will be responsible for building and designing portfolio solutions tailored to our clients' needs.Your primary goal will be to...

  • Portfolio Manager

    1 week ago

    Pinelands, Western Cape, South Africa Old Mutual Full time R520 000 - R1 040 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaJob Description SummaryAs a Portfolio Manager in a multi-manager discretionary fund management business, you will be responsible for building and designing portfolio solutions tailored to our clients' needs. Your...

  • Investment Analyst

    5 days ago

    Pinelands, Western Cape, South Africa Old Mutual Full time R500 000 - R1 200 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaSymmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like. The Investment Analyst will be responsible to support the discretionary model portfolio...

  • Service Delivery Manager

    7 days ago

    Pinelands, Western Cape, South Africa Old Mutual South Africa Full time R1 200 000 - R2 400 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionManages the delivery of IT services to clients or internal stakeholders. Responsible for negotiating, developing, monitoring, and managing service level agreements relating to IT services and ensuring that these are...

  • Facilities Manager

    7 days ago

    Pinelands, Western Cape, South Africa Communicare Full time

    Join Our Dynamic Organisation as a Facilities ManagerAre you passionate about creating efficient, safe, well-maintained environments and managing diverse facilities operations? Are you fuelled by the thrill of a fast-paced environment where every day brings new challenges, and does the opportunity to contribute to making this country a better place resonate...

  • OMF Manager: Collections Strategy

    3 days ago

    Pinelands, Western Cape, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionJob Description Summary:Old Mutual Finance is currently seeking to hire a Manager: Collections Strategy. The successful incumbent will report to the Head of Collections and ECM Strategy and be responsible to oversee...

  • Group Credit Investment: Credit Analyst

    2 weeks ago

    Pinelands, Western Cape, South Africa Old Mutual South Africa Full time R400 000 - R800 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThe Group Credit Investment ("GCI") Credit Analyst will be responsible for assessing and monitoring the creditworthiness of the assets within scope of the GCI investment credit portfolio. The Credit Analyst will play...

  • Contracts Specialist

    5 days ago

    Pinelands, Western Cape, South Africa Old Mutual South Africa Full time R900 000 - R1 200 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionProvides a contract administration capability for OML & its affiliate territories.Applies the principles, disciplines and the procedures required to govern the relationships and issues resulting from the agreements...

  • Underwriter

    1 day ago

    Pinelands, Western Cape, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaPurpose: Reviews risk submissions from clients, agents, and referrals, and underwrites insurance requests within guidelines of the underwriting manual and authority limits. Applies underwriting and risk-selection...

  • Underwriter

    1 day ago

    Pinelands, Western Cape, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaAn exciting opportunity of x3 Underwriter role is now available at Old Mutual Insure - Pinelands. To apply please click on the link belowPurpose: Reviews risk submissions from clients, agents, and referrals, and...