Senior Portfolio Manager at Momentum Metropolitan Holdings Limited

Role Purpose    

• The Senior Portfolio Manager is responsible for the strategic construction, management and optimisation of client investment portfolios in line with approved mandates, client objectives and prevailing market conditions.
• The role carries broader accountability than the Portfolio Manager position, including senior client ownership, leadership within the investment process, commercial growth contribution, governance oversight and mentorship of less experienced team members.
• Construct, manage and review discretionary and advisory portfolios across local and offshore investment solutions in line with client mandates and house investment philosophy.
• Translate market research, macroeconomic trends andportfolio insights into robust investment strategies that balance performance, risk, liquidity and client suitability.
• Act as a senior trusted adviser to clients, financial planners and key internal stakeholders on portfolio positioning, market developments and investment recommendations.
• Provide leadership across the portfolio management value chain by strengthening governance, mentoring junior colleagues and supporting the delivery of profitable, compliant and client-centric outcomes.

Requirements    

Qualifications:  

• Degree in Investment Management, Finance, Economics, Mathematics or a related field  
• Completed RE5 and registered, or eligible to register with the relevant regulatory and market bodies such as the FSCA and JSE  
• CFA, CFP or progress towards a recognised investment qualification will be advantageous  

Experience:

• At least 8 to 10 years of relevant experience in a brokerage, wealth, asset management or investment environment, including meaningful discretionary portfolio management exposure.
• System Knowledge: Strong working knowledge of Bloomberg ,FactSet, MS Office and portfolio or dealing platforms used in a securities environment  
• Leadership Exposure: Experience in guiding junior team members, leading complex client relationships and contributing to investment forums or governance structures  

Duties & Responsibilities    

Client Leadership and Stakeholder Management 

• Own and deepen strategic client relationships directly and through financial planners and distribution partners.
• Serve as the senior point of contact for complex or high-value clients, ensuring diligent administration of investments according to mandate and instruction.
• Provide authoritative portfolio, market and investment guidance to clients and stakeholders in a clear and commercially sound manner.
• Partner closely with the CIO, Head of Research and related specialists to ensure portfolio views remain well informed and aligned to house strategy.
• Contribute to client retention, net flows and business development by identifying opportunities to broaden relationships and improve the client experience.
• Represent the business in client meetings, presentations, thought leadership, sales support and selected marketing or public relations opportunities.

Portfolio Construction, Oversight and Performance

• Design and manage tailored investment portfolios and structured solutions based on client objectives, risk appetite, mandate parameters and product capability.
• Align client portfolios to model portfolios and approved dispersion parameters while exercising sound judgement on portfolio deviations where appropriate.
• Monitor portfolio performance, attribution, benchmark alignment, risk exposures and mandate adherence on an ongoing basis.
• Lead or materially contribute to investment research, stock selection and portfolio review discussions that influence portfolio outcomes.
• Recommend and implement portfolio changes, rebalancing actions and mandate enhancements in response to market movements, client developments and performance considerations.
• Identify concentration, liquidity, suitability or cost risks early and drive remedial actions that protect client outcomes and profitability.

Trading and Execution Governance 

• Oversee the accurate and timely execution of local and foreign securities transactions on behalf of clients and intermediaries.
•  Ensure high standards of trade instruction quality, allocation accuracy, confirmation communication and post-trade follow-through.
• Maintain oversight of suspense account allocations, banking instructions, forex requirements and corporate action responses affecting client portfolios.
• Escalate material execution, operational or control issues promptly and support the continuous improvement of dealing and portfolio administration practices.

Compliance, Risk and Control 

• Ensure strict adherence to client mandates, internal investment policies, advice protocols, onboarding requirements and applicable regulatory standards.
• Exercise a high level of care, judgement and integrity when implementing client instructions or portfolio changes.
• Identify control weaknesses, trading practice gaps or conduct risks that may affect client relationships, regulatory standing or operational efficiency.
• Maintain complete and accurate portfolio records, client notes, supporting documentation and system updates to meet audit and compliance expectations.
• Leadership, Collaboration and Continuous Improvement 
• Mentor and support junior portfolio managers, dealers or analysts by sharing technical knowledge, coaching sound judgement and reinforcing best practice.
• Work collaboratively across the broader wealth and securities environment to support crossfunctional client solutions and an integrated service model.
• Contribute to process improvement, operating discipline, expense awareness and margin enhancement within the portfolio management environment.
• Support new funds or product development through practical portfolio input, client insight and technical investment knowledge. 

Competencies    

• Technical and Commercial  
• Portfolio construction and manager research  
• Investment analysis and market interpretation  
• Risk awareness and mandate management  
• Commercial acumen and growth orientation 
• Attention to detail and control discipline  

Leadership and Behavioural  

• Strategic thinking and sound judgement  
• Client centricity and relationship leadership  
• Influencing and communication  
• Mentoring and Collaboration  
•  Accountability and professional integrity

Closing Date    

• 2026/07/05