Bespoke Portfolio Manager | Cape Town

SUMMARY:
Bespoke Portfolio Manager | Cape Town

POSITION INFO:
Reporting To: Head of Equities, Portfolio Managers & Chief Investment Officer About Our Client We are recruiting on behalf of a premier, leading wealth and asset management firm . Known for exceptional client solutions and deep investment expertise, our client offers an environment where high performers thrive, innovate, and grow . Position Overview Are you a passionate investment professional with sharp market insight and a drive to build tailored client portfolios ? We are seeking a Bespoke Portfolio Manager to take ownership of bespoke client strategies . In this high-visibility role, you will analyze portfolio companies, help construct custom investment mandates, and provide high-touch service to high-net-worth clients and financial advisors . While the bespoke management aspect forms the heart of this role, you will also serve as a key technical resource, answering complex investment queries across multiple asset classes (equities, fixed income, real return solutions, etc.) . Key Responsibilities & Accountabilities Bespoke Portfolio Management: Monitor existing custom mandates against client objectives and proactively suggest portfolio changes to the Lead Portfolio Manager . Research & Valuations: Sourcing, analyzing, and valuing prospective portfolio companies to construct high-performing bespoke strategies . Client Presentations: Present on mandate performance, portfolio positioning, and broader market conditions directly to bespoke clients . Advisor Support & Transitioning: Address technical queries from advisors on stock specifics, market trends, and asset class dynamics . Experience with transitioning client portfolios from external providers into firm funds will be key . Qualifications & Requirements Education: Minimum of an Honours Degree . A postgraduate designation such as CFA or CA is highly advantageous . Experience: Proven market and investment experience with the ability to \"hit the ground running\" . Strong background in financial analysis, valuations, and bespoke portfolio construction . Technical Skills: Advanced Excel proficiency is essential; hands-on experience with Bloomberg is highly preferred . Knowledge Base: Comprehensive understanding of local and global financial markets across various asset classes . Key Competencies & Personal Attributes Passionate About Investments: Unwavering passion for the financial markets (crucial) . Analytical & Lateral Thinking: Outstanding research, valuation, and out-of-the-box problem-solving skills . Communication & Assertiveness: Confident in presenting complex investment concepts to sophisticated clients and advisors . Resilience: Proactive, methodical, and adept at managing stress effectively within a dynamic, fast-paced environment .