Associate Portfolio Manager-1 at Old Mutual

Job Description

An associate portfolio manager’s key responsibility is to support the portfolio management practice in maintaining client relationships, managing and trading client portfolios, as well as providing administration support functions to the practice. As such the role requires an aptitude for effective and efficient client engagement, investment research, reporting and administration. Accuracy, responsiveness and effective communication are crucial aspects for the immediate success in this role. The successful candidate must also have the desire to grow within the practice in order to establish themselves as a revenue generating partner with the intention of becoming an experienced portfolio manager. Therefore, demonstrating the necessary risk appetite and an entrepreneurial spirit is essential to the long-term success of the associate portfolio manager.

Below is a summary of key aspects of the role.

• Conduct portfolio analysis on existing portfolios.
• Provide proactive portfolio management assistance to the portfolio managers.
• Manage and trade client portfolios, where necessary.
• Contribute to the investment research activities.
• Communicate effectively with clients, investment partners and internal staff.
• Maintain information and presentations required for client portfolio reviews and proposal documents.
• Fulfil administrative tasks as bridge between portfolio manager and client relationship manager (CRM) and other administrative or service personnel as required.
• Serve as back-up to CRM, if required.

A detailed description of your Key Result Areas will be contained in the annual Performance Contract that will be developed with you, and in terms of which your performance will be reviewed on an ongoing basis.

Qualification, Skills and Experience:

• Two years’ experience in the wealth/investment management industry, assisting portfolio managers or fulfilling an investment related role.
• An accredited investment or financial planning qualification is highly recommended.
• Advantageous to be qualified (or near qualified) CFA and/or CFP.
• However, all qualifications satisfying the FAIS requirements for representatives under supervision will be considered.

Skills

Education

Closing Date

• 04 October 2022