Portfolio Manager

SUMMARY:
Our client in the Financial Services Industry is currently looking to employ a Portfolio Manager in Sandhurst, Johannesburg.

A wonderful career opportunity awaits you.

POSITION INFO:
Requirements:

• BCom or similar degree.
• Preferably a postgraduate qualification.
• 5+ years in the financial services industry.
• 2+ years in portfolio management.
• Other relevant education or courses.
• Knowledge of the Financial Services Industry, particularly in advice and investment management sectors.
• Understanding of FAIS, FICA, and other relevant legislation.
• Experience in Asset Allocation (Strategic and Tactical), Equity research and portfolio management, Fixed income analysis, Cashflow management and corporate actions, Global and local investments.
• Computer skills: Microsoft Office (Excel, Word, Outlook, and PowerPoint essential), xPlan, and familiarity with a share portfolio system is an advantage.
• Excellent marketing and client acquisition (sales) skills and experience.
• Good verbal and written communication skills.
• High energy, customer-centric, and relationship-oriented.
• Methodical, accurate, and meticulous attention to detail.
• Self-motivated with a strong work ethic.
• Strong organizational skills and ability to prioritize.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research, and interpret.
• Strong analytical, math, and research skills.
• Reliable and productive team member.
• Professional presence: maintains a professional image and conduct.
• Proactive and resourceful.
• Resilient under pressure.
• Maintains confidentiality.

• The PM must prepare material and be involved in face-to-face client introductory meetings and pitches.
• Ensure that the portfolio recommendation complies with the FAIS Act and other regulatory requirements and ensure that the investment strategy is consistent with the advice dispensed.
• Ensure that the Portfolio Mandate is completed correctly and that the account set-up is created in alignment with the mandate and advice dispensed.
• Contribute to any Business Development initiatives that the business undertakes to attract new clients.

• Ensure that new portfolios are implemented in accordance with the mandate, strategy and client specific requirements.
• Manage client portfolios according to the agreed investment strategy.
• Maintain oversight of the dealing process to ensure that trades are completed in accordance with the instructions directed.
• Conduct company, sector, thematic or associated research to contribute to the teams overall research efforts.

• Ensure portfolio compliance to mandates, regulatory limits and business restrictions.
• Ensure oversight of trade execution for any trade risk management.
• Ensure portfolio risk variances are maintained within approved limits.

• Engage formally on annual reviews of client portfolios.
• Perform ad-hoc reviews and or regular engagements with clients as per defined client requirements.
• Ensure oversight of client portfolio administration is accurate across corporate actions, trade execution, tax and reporting.

NB! This job is now closed. You can apply for other jobs by uploading your CV.