Senior Portfolio Manager

SUMMARY:
If you’re the kind of CA(SA) who can analyse a property portfolio, evaluate a luxury hospitality business, survive a Board meeting, and still somehow care deeply about whether the numbers tie back to the last cent, this confidential opportunity might have your name written all over it.

POSITION INFO:
We’re looking for a Senior Investment Portfolio Manager role within a privately held investment environment where discretion is taken just as seriously as financial performance.

This is the kind of role where your week could involve reviewing development forecasts, assessing hospitality performance, evaluating acquisition opportunities, attending strategic shareholder discussions, and trying to explain to non-finance stakeholders why “cash flow” and “profit” are not the same thing.

Our client operates across a diversified South African investment portfolio spanning sectors such as real estate, hospitality, automotive, and property development. Translation: if you enjoy variety, complexity, and occasionally having to mentally switch industries faster than your laptop switches between Excel files, you’ll fit right in.

The successful candidate will work closely with principal shareholders and senior stakeholders, taking ownership of portfolio reporting, investment analysis, financial modelling, governance, and operational oversight across multiple entities.
This is not a role for someone who enjoys staying comfortably in one finance lane. You’ll move between boardrooms, operational reviews, investment discussions, development planning sessions, and strategic financial analysis, often all within the same week, and occasionally before your second coffee.

The environment requires a highly analytical, commercially sharp, and hands-on CA(SA) who can confidently engage at executive level while still being willing to roll up their sleeves when a model breaks five minutes before a presentation.

Key Responsibilities:

• Oversee the financial and operational performance of a diversified investment portfolio.
• Prepare consolidated monthly, quarterly, and annual Board reporting packs.
• Conduct financial modelling, DCF valuations, ROI analysis, and scenario planning.
• Monitor portfolio performance against strategic investment objectives.
• Lead financial due diligence processes for acquisitions and new investment opportunities.
• Prepare investment memoranda and strategic recommendations for shareholders and directors.
• Analyse operational and sector-specific financial performance metrics.
• Manage relationships with banks, auditors, tax advisors, and external stakeholders.
• Ensure IFRS compliance, governance standards, and statutory reporting accuracy.
• Oversee treasury management, tax compliance, and cash flow forecasting.
• Identify financial and operational risks across the portfolio.
• Conduct travel to investment assets, development sites, and operational businesses when required.

Job Experience and Skills Required:

• CA(SA) qualification and active SAICA registration (non-negotiable).
• Minimum 8–10 years’ post-articles experience.
• Exposure to investment environments, private equity, family office structures, or diversified portfolios.
• Strong financial reporting, consolidations, and Board reporting experience.
• Advanced financial modelling and investment analysis capability.
• Exposure to property, hospitality, development, automotive, or diversified investment sectors is advantageous.
• Strong understanding of IFRS, South African tax legislation, and governance frameworks.
• Advanced Excel capability (the kind where people ask you for help and you secretly enjoy it).
• Strong commercial acumen and ability to manage multiple high-level workstreams simultaneously.
• Excellent stakeholder engagement and communication skills.

Competency Requirements:

• Strategic thinking
• Commercial acumen
• Analytical excellence
• Leadership and influence
• Attention to detail
• Decision-making capability
• Stakeholder management
• Professionalism and discretion
• Adaptability and resilience
• Results orientation

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