SENIOR PORTFOLIO MANAGER

Recruiter:

HR Genie

Job Ref:

H7125 EI PORT

Date posted:

Friday, November 7, 2025

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:
Risk management and compliance, Leadership and mentoring

POSITION INFO:

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Senior Portfolio Manager to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation.

Education and experience:

Postgraduate degree in Finance, Economics, Investment Management, or a related field (CFA preferred).
Minimum 7 years’ experience in portfolio management, multi-manager research, or investment consulting.
Proven track record managing discretionary mandates, including unit trusts, hedge funds, ETF’s and alternative investments.
Strong understanding of South African and global investment markets, regulatory frameworks, and DFM operations.
Proficiency in English and Afrikaans.

Duties:

Investment strategy:

Develop and articulate the long-term investment strategy for multi-asset portfolios, ensuring alignment with the firm’s overall vision, client objectives, and evolving market conditions.
Lead the identification and evaluation of new investment opportunities, asset classes, and strategic partnerships that enhance portfolio value and support business growth.
Drive the implementation of innovative portfolio solutions and business models, adapting to regulatory changes, technological advancements, and competitive dynamics in the South African and global investment landscape.
Act as a strategic partner to financial advisors and key stakeholders, providing thought leadership, market insights, and guidance on complex investment challenges.
Participate in and influence the development of the firm’s investment philosophy, house view, and strategic asset allocation frameworks.

Portfolio construction and management:

Design, implement, and manage multi-asset portfolios (unit trusts, hedge funds, direct equities, ETF’s and alternatives) in line with client mandates and the firm’s investment philosophy.
Oversee asset allocation, manager selection, and portfolio rebalancing, ensuring alignment with risk/return objectives and regulatory requirements.
Monitor and report on portfolio performance, risk metrics, and compliance with mandates.

Manager research and due diligence:

Conduct qualitative and quantitative research on third-party asset managers and investment products.
Present investment theses and recommendations to the investment committee and stakeholders.
Maintain and update approved and buy lists for underlying managers and funds.

Client engagement and advisory support:

Act as a strategic partner to financial advisors, providing portfolio insights, market commentary, and investment proposals.
Deliver high-touch service to sophisticated clients, including high-net-worth individuals and institutional investors.
Prepare and present detailed investment reports and proposals.

Risk management and compliance:

Ensure portfolios comply with FSCA regulations, FAIS requirements, and internal risk controls.
Oversee risk management processes, including liquidity, counterparty, and operational risk.
Stay abreast of regulatory changes affecting DFMs, hedge funds, and collective investment schemes.

Leadership and mentoring:

Mentor junior portfolio managers and analysts.
Contribute to the development and refinement of investment processes and methodologies.
Participate in investment and governance committees.

Technology:

Morningstar
Excel
IRESS
OPUS
Factset

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

SENIOR PORTFOLIO MANAGER
Location: Pretoria
Salary: Market related
Risk management and compliance, Leadership and mentoring
8 days ago

AGRI PORTFOLIO MANAGER â SENIOR
Location: Pretoria
Salary:
Pretoria Area – Gauteng: Seeking a sales-driven portfolio manager to drive business growth, maximize profitability, strengthen client relationships and grow agricultural portfolios. Responsibilities include managing a pipeline of farming clients and deals, conducting financial assessments, structuring agreements, and ensuring successful transaction execution.
21 days ago

Senior Portfolio Accountant
Location: Johannesburg
Salary: 550 000
An established financial services business is seeking a senior Insurance Accountant to take ownership of technical insurance accounting within a growing finance team.
10 days ago

Senior Quantitative Analyst â Credit Portfolio Analytics
Location: Johannesburg
Salary:
Are you a driven quantitative professional who thrives at the intersection of data science, credit risk and strategic decision-making? This is a rare opportunity to work on complex credit portfolios, influence high-impact business decisions, and apply advanced analytics at scale within a dynamic, forward-thinking environment
13 days ago

Senior Portfolio Accountant
Location: Johannesburg
Salary:
A leading specialist insurance business is looking to appoint a senior Accountant to take ownership of a portfolio of insurance and reinsurance clients. This role is responsible for the accurate processing, control, and reporting of financial information while partnering closely with portfolio managers, clients, and internal stakeholders.
16 days ago

Client Success and Growth Manager
Location: Johannesburg
Salary:
1 day ago

Director - Risk and Advisory Services
Location: Johannesburg
Salary:
Are you a strategic risk leader ready to shape the future of risk advisory at the highest level? A leading professional services firm is seeking a Director in Risk Advisory Services to drive strategic growth, lead complex client engagements, and deliver best-in-class risk management and internal audit solutions. This is a career-defining opportunity for a visionary leader with deep technical exper...
2 days ago

Key Accounts Manager (KAM)
Location: Johannesburg
Salary:
2 days ago

Senior Manager – Consumer Partnerships, Affinities and New Business Development
Location: Johannesburg
Salary: Market Related
senior manager – Consumer Partnerships, Affinities and New Business Development
4 days ago

Audit Professional
Location: Johannesburg
Salary:
Take Charge of Audits. Lead with Confidence. Deliver with Impact.
6 days ago