Specialist Investment Portfolio Manager

Job Description

Supports the Business Development Manager in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.

Responsibilities

Financial Management and Control

• Work within established systems to deliver prescribed outcomes for a designated area of financial control.

Risk Scenario Modeling

• Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
• Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Financial Policies, Guidelines, and Protocols

• Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Investment Management

• Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
• Advise managers how to apply a wide variety of existing procedures and precedents.

Internal Communications

• Help others get the most out of internal communications systems by offering support and advice.
• Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
• Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
• Ensure timeous internal and external reporting.

Organizational Health

• Lead a team of direct reports and ensure operational excellence

• Responsible for ongoing training and development for direct reports, by identifying training gaps and finding ways to bridge these gaps.
• Help promote a company culture that encourages top performance and high morale
• Integrate with internal and external stakeholders to achieve common goals

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Education

NQF Level 7 – Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

01 March 2026 , 23:59