Position title
Portfolio Manager
INTRODUCTION
The Portfolio Manager will be responsible for managing multi-asset portfolios within a discretionary fund management and multi-manager framework. This includes portfolio implementation, trade preparation, manager research, and strategic and tactical asset allocation. The role requires a deep understanding of investment markets, portfolio construction, and operational execution within a regulated South African financial services environment.
KEY RESPONSIBILITIES
- Portfolio Management and Implementation
- Execute portfolio strategies across multi-asset classes in line with investment mandates
- Oversee portfolio implementation including rebalancing, cash flow management, and trade execution
- Prepare and review trade instructions ensuring accuracy and compliance with internal controls
- Monitor portfolio performance and risk metrics, ensuring alignment with strategic objectives
- Trade Preparation and Execution
- Collaborate with operations and LISP platforms to ensure timely and accurate trade execution
- Maintain trade blotters and ensure pre-trade compliance checks are completed
- Liaise with custodians, brokers, and administrators to resolve trade-related queries
- Manager Research and Due Diligence
- Solid experience and understanding of qualitative and quantitative research on third-party asset managers
- Contribute to manager selection and monitoring processes
- Maintain a database of manager performance, style, and risk characteristics
- Strategic and Tactical Asset Allocation
- Contribute to the development of strategic asset allocation frameworks
- Participate in tactical asset allocation discussions and implement changes across portfolios
- Monitor macroeconomic indicators, market trends, and valuation metrics to inform allocation decisions
- Client and Stakeholder Engagement
- Prepare and deliver client reportbacks, including portfolio performance, attribution analysis, and market commentary
- Support client reporting and presentations with portfolio insights and performance commentary
- Collaborate with financial advisors, consultants, and internal stakeholders to ensure portfolio alignment with client objectives
- Respond to client queries and provide investment-related support as needed
ROLE REQUIREMENTS
QUALIFICATIONS:
- Bachelor’s Degree in Finance, Economics, Investment Management or related field (CFA preferred)
EXPERIENCE:
- Minimum 5 years of experience in portfolio management, investment research, or multi-manager environments
- Strong understanding of South African investment regulations (FAIS, CISCA, etc.)
- Experience with portfolio management systems and trade execution platforms
- Proficiency in Excel, Bloomberg, Morningstar, or similar tools
SKILLS AND COMPETENCIES:
- Analytical mindset with strong quantitative and qualitative research skills
- Excellent attention to detail and ability to manage multiple portfolios simultaneously
- Strong communication and presentation skills, especially in client-facing contexts
- Ability to work collaboratively in a team environment and engage with external managers and service providers
- High level of integrity and professionalism
Contacts
talent@afroant.com
021 461 1369
Employment Type
Full-time
Industry
Financial Services Industry
Job Location
Cape Town, Western Cape, South Africa
Date posted
November 28, 2025
