Manager, Portfolio JHB

Business Segment: Insurance & Asset Management

Location: ZA, GP, Johannesburg, 30 Baker Street

This role is core to the business’s portfolio management, critically analysing and contributing to the equity research process, active asset management of client portfolios, and client relationship management. The portfolio manager will be accountable for a portfolio of high-value and sophisticated clients characterized by high-touch client service and overall client experience, leveraging a robust investment philosophy and process aligned with the MD house view. Foster collaborative and deep relationships with wealth managers and relationship managers, respectively. Formulates the house view across sectors, expressed in the model portfolio. Articulates well-founded views on all stocks and sectors we invest in. Must be a subject matter expert with deep sector, market, and complex issue analysis skills. Demonstrates ability in business strategy development and implementation. ...