Portfolio Manager

Recruiter

Career Circuit

Job Ref

PM - CT

Date posted

Thursday, June 18, 2026

Location

Cape Town, South Africa

Salary

Market Related

SUMMARY

Portfolio Manager

POSITION INFO

An established investment management firm is seeking an experienced Portfolio Manager to oversee bespoke client portfolios, conduct investment research, and support portfolio construction and management. Key Responsibilities: Monitor and maintain bespoke investment portfolios. Analyse and value listed companies for investment opportunities. Assist with portfolio construction and strategy implementation. Present portfolio performance, positioning, and market insights to clients. Respond to investment-related queries from financial advisors. Collaborate with various investment teams across asset classes. Requirements: Honours degree in Finance, Investments, Economics, or a related field. Postgraduate qualifications such as CFA or CA(SA) advantageous. Strong investment markets and portfolio management experience. Excellent analytical, research, and valuation skills. Advanced Excel proficiency; Bloomberg experience beneficial. Strong communication, presentation, and problem-solving abilities. Passion for investments and financial markets. Ability to work under pressure and manage multiple priorities. Key Skills & Competencies: Portfolio management and investment analysis Equity research and company valuations Financial market knowledge (local and global) Portfolio construction and maintenance Client relationship management and presentations Investment strategy development Strong analytical and problem-solving abilities Advanced Excel skills Bloomberg proficiency (advantageous) Financial modelling and research Excellent written and verbal communication skills Stakeholder engagement and advisor support Strategic and lateral thinking Attention to detail and accuracy Ability to work under pressure and meet deadlines Proactive and self-motivated approach Adaptability and willingness to learn Strong organisational and time-management skills Assertiveness and sound decision-making Team collaboration and cross-functional communication Ideal Candidate: A proactive and analytical investment professional with strong market knowledge, excellent communication skills, and a passion for delivering exceptional client investment outcomes.