Group Credit Investment: Portfolio Manager at Old Mutual

Job Description

• The Group Credit Investment (“GCI”) Portfolio Manager will be responsible for the management and monitoring of credit portfolios within the scope of the GCI team.  Underlying credit within scope includes investment and retail credit.  The role will report into the Head of Portfolio Management within the Group Credit Investment team.
• Key deliverables will be managing and optimising the shareholder credit portfolios, driving the OML Credit Plan, supporting business unit strategies, and ensuring robust governance, risk management, and reporting across all credit-related activities.
• This role requires a strong analytical background, deep market knowledge, and proven leadership abilities
• Portfolio Management: Oversee the construction, monitoring, and rebalancing of credit portfolios across multiple asset classes, including bonds, structured credit, loans, fund investments and other fixed income products.
• Credit Analysis: Conduct in-depth credit analysis on existing and potential investments, including fundamental, technical, and quantitative assessments.
• Overnight Loan Origination: Ownership of all overnight loan origination including sourcing, credit due diligence and preparation and negotiation of legal documentation.
• Risk Management: Identify, measure, and manage credit risk exposures. Implement risk mitigation strategies in accordance with firm policies and regulatory requirements.
• Performance Monitoring: Track and report portfolio performance against benchmarks and targets. Provide actionable insights to senior management.
• Investment Strategy: Contribute to the development and execution of credit investment strategies based on macroeconomic trends, market conditions, and client objectives.
• Stakeholder Engagement: Communicate portfolio strategy, performance, and risk to internal and external stakeholders, including credit committees and clients.
• Team Leadership: Mentor junior analysts and portfolio managers, fostering a collaborative and high-performance team environment.
• Compliance and Reporting: Ensure all portfolio activities adhere to regulatory standards and internal compliance requirements. Prepare and review documentation for audits and regulatory inquiries.

Qualifications and Experience Required

• Degree in Finance, Economics, Business, or a related field and CA(SA) strongly preferred.
• CFA will be a distinct advantage.
• Minimum of 5 years’ experience in credit portfolio management or a similar role within asset management, banking, or financial services including a minimum of 3 years’ experience as a credit analyst.
• In-depth knowledge of credit markets, fixed income securities, and risk management frameworks.
• Proven track record of managing large and complex credit portfolios with consistent performance.
• Strong analytical, quantitative, and qualitative skills.
• Excellent communication and presentation skills, with the ability to convey complex information to diverse audiences.
• Advanced proficiency in portfolio management and analytics tools (e.g., Bloomberg, Excel, risk analytics platforms).
• Demonstrated leadership and team development experience.

Competencies:

• Ability to work under pressure, manage multiple priorities, and adapt to rapidly changing environments.
• Strong business acumen and strategic thinking skills.
• Team player.
• Excellent stakeholder management and communication abilities.
• Proven experience in credit portfolio management, governance, and risk management.
• Ability to drive process improvements and implement best practices.
• Demonstrates leadership, collaboration, and a commitment to organisational values.
• Highly professional approach.
• Excellent attention to detail.
• Excellent planning and organisational skills.
• Excellent technical and analytical skills.
• Problem solver.
• Ability to work well both independently and within a team.

Skills

• Accounting, Adaptive Thinking, Budget Management, Data Compilation, Data Controls, Evaluating Information, Executing Plans, Financial Accounting, Financial Acumen, Financial Auditing, Financial Modeling, Management Accounting, Numerical Aptitude, Policies & Procedures

Competencies

• Balances Stakeholders
• Business Insight
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity
• Optimizes Work Processes

Education

• NQF Level 9 – Masters

Closing Date

• 16 November 2025