Job Description

Closing Date 2025/05/13
Reference Number MMH250505-6
Job Title Portfolio Manager
Position Type Permanent
Role Family Investments
Cluster Momentum Securities
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.Momentum Securities provides a full range of stockbroking services supported by leading investment management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for our clientsxe2x80x99 individual needs, with all of our expertise at their disposal. We provide a full range of local and international solutions including; traditional trade execution (non-discretionary/self-managed portfolios), advisory portfolio management and full-discretion investment management solutions.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeThe purpose of the Portfolio Manager role within our dedicated investment team is to construct and manage our local and international investment portfolios to deliver returns in excess of our clientxe2x80x99s expectations, considering mandate risk and return objectives.
RequirementsQualifications:

• Qualification in Investments Management, Finance, Economics, Mathematics or equivalent.
• Regulatory qualification either under FAIS or JSE to give advice and exercise discretion.
• CFA / CAIA qualification advantageous.

Experience:

• A minimum of 3 yearsxe2x80x99 experience in Asset Management or Portfolio Management.

Duties & ResponsibilitiesKey Outputs:Management of investment Portfolios

• Manage our model investment portfolios based on the respective local and international mandates and their respective risk requirements.
• Focus on day-to-day operational portfolio management and monitoring of investments.
• Manage and respond to compliance issues.
• Monitor multiple portfolios risks and returns.
• Maintain a comprehensive understanding of markets, economics, company analysis and valuation.
• Review and implement investment recommendations.
• Foster effective working relationships and collaborate within the Momentum Group (segments, internal and external stakeholders).
• Monitor the application of the performance measurement of funds.
• Provide technical advice and expertise regarding the development of new investment products.
• To maintain and re-evaluate, as required, the investment and stock selection process.
• Contribute to and manage the profitability of the asset management business unit.
• Share insights, present investment views and actively participate in the Momentum Securities Investment Committee.

Compliance and monitoring of transactions

• Ensure strict compliance with investment mandates.
• Identify areas of concern in operational, trading, and client relationships with the view to enhancing these.
• Ensure compliance with business standards, policies and internal controls associated with the role

Client Engagement

• Develop a close working relationship with Momentum Securitiesxe2x80x99
• Provide authoritative, expertise and advice to Retail Portfolio Managers and various stakeholders.
• Build and maintain relationships with Portfolio Managers and external stakeholders.
• Deliver on service level agreements made with internal and external stakeholders and clients.
• Make recommendations to improve client service levels.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

CompetenciesCompetencies:

• Analytical
• Entrepreneurial and commercial thinking
• Persuasive and influential
• Attention to detail
• Demonstrate leadership

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Group