Portfolio Manager at Old Mutual South Africa

Job Description

• As 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 maximize returns while managing risk, ensuring that client objectives are met through strategic asset allocation and investment decisions.

Key Responsibilities:

Portfolio Design and Management:

• Develop and implement customised portfolio solutions for clients.
• Monitor and analyse portfolio performance, making adjustments as necessary to align with client requirements.
• Conduct thorough market research and stay updated on financial trends to inform investment strategies.

Client Relationship Management:

• Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
• Provide regular updates and reports on portfolio performance.
• Address client inquiries and concerns promptly and professionally.

Growth and Business Development:

• Drive growth in client assets by identifying and capitalising on new business opportunities.
• Develop and introduce innovative solutions to meet client needs and enhance their investment experience.
• Collaborate with the sales and marketing teams to attract new clients and retain existing ones.

Performance and Compliance:

• Ensure all investment activities comply with regulatory requirements and company policies.
• Prepare and present detailed performance reports to clients and senior management.
• Utilise metrics and data visualisation to support decision-making and demonstrate portfolio performance.

Growth in Client Assets:

• Achieve and exceed targets for asset growth through effective portfolio management and client acquisition strategies.

Client Partnerships:

• Strengthen client relationships by delivering tailored solutions and exceptional service.
• Drive net client cashflows by identifying and implementing new investment opportunities.

Business Growth:

• Explore and develop new opportunities for business expansion.
• Innovate and introduce new solutions to meet evolving client needs and market conditions.

Qualifications:

• Bachelor’s degree in finance, Economics, or a related field. A master's degree or professional certification (e.g., CFA, CFP) is preferred.
• Proven experience in portfolio management, preferably within a multi-manager discretionary fund management environment.
• Strong analytical skills and the ability to interpret complex financial data.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• In-depth knowledge of financial markets and investment strategies.
• Proficiency in portfolio management software and financial analysis tools.
• Strong problem-solving abilities and attention to detail.
• 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 Insight
• Collaborates
• Customer Focus
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity
• Optimizes Work Processes

Education

• NQF Level 8 - Honours or Postgraduate Diploma or equivalent

Closing Date

• 02 October 2025