SENIOR PORTFOLIO MANAGER

• 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.

• 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.

• 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.

• 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:

Leadership and mentoring:

Technology: