A leading discretionary fund management business is looking to appoint a Portfolio Manager to join its established investment team.
This opportunity sits within a highly regarded platform that partners closely with independent financial advisors and wealth managers, delivering robust, multi-asset portfolio solutions supported by strong research and investment infrastructure.
The role offers a compelling mix of portfolio construction, manager oversight, and direct client engagement, making it ideal for an investment professional who enjoys both technical investing and relationship management.
Key Focus Areas:
- Construct and manage multi-asset portfolios aligned to client mandates and risk parameters
- Monitor portfolio performance and proactively manage risk exposures
- Engage directly with IFAs and wealth managers on portfolio positioning and performance
- Conduct ongoing oversight of underlying asset managers
- Contribute to investment strategy and market insights
What We’re Looking For:
- 8–10 years’ experience in investment analysis/portfolio management, ideally within a DFM or multi-manager environment
- Strong understanding of asset allocation, portfolio construction, and risk management
- Experience engaging with financial advisors/wealth managers
- Proficiency in tools such as Morningstar Direct
- CFA (or equivalent) preferred
This is an excellent opportunity to join a well-positioned and respected investment platform, offering strong exposure to both markets and clients, within a collaborative and high-performance environment.
If you’d like to explore this further, feel free to get in touch directly with Pallo, pallo@capitala.co.za