Portfolio Manager

Recruiter:

Persona Staff

Job Ref:

CPT005169/N

Date posted:

Wednesday, February 5, 2025

Location:

Capetown, South Africa

SUMMARY:
Our client in the Northern Suburbs is looking for a Portfolio Manager to join their team. This role will report directly to the Operations Manager.

POSITION INFO:
Requirements:

Financial qualifications and or BCom degree.
3-4 yearsâ experience in a similar role.
Computer literate.
Organizational skills.
Strong experience on Excel.
Bilingual in Afrikaans and English.
Matric certificate.
Client service skills.
Ability to work overtime if required.
Leadership skills.
Deadline driven and must have good problem-solving skills.

Responsibilities:

Reconcile and prepare account statements for payment.
Responsible for receiving and auditing council accounts.
Attend monthly management meetings with clients.
Preparation of management reports for clients.
Credit control.
General ad hoc duties.

To apply, please send your CV with your salary expectations to
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Please note that only shortlisted candidates will be contacted. Should you not receive feedback within 48 hours, please accept your application as unsuccessful.
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Persona Staff (Pty) Ltd is POPIA (Protection of Personal Information Act, 2013) compliant, all personal information is protected according to legislation. By applying for any of our available vacancies, you give Persona Staff consent to process your Personal Information for Recruitment Purposes, according to the POPI ACT, 2013. If you have any concerns regarding your Personal Information and our compliance towards the legislation, you are welcome to request our POPI Act Policy.

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