Portfolio Manager

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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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

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!