Portfolio Manager | Johannesburg

• This roles requires a strong working relationships with the Investment Management team i Johannesburg, Cape Town and London. The role also requires strong relationships with the client at all levels, across geographies.
• Externally the role requires regular interaction and close relationships with existing and potential clients, as well as business introducers.

• Live the client’s and IMSA Team values.
• Manage the investment portfolios of an existing book of clients.
• Develop and maintain an in-depth understanding of all clients’ portfolios, activities and needs.
• New business development as part of agreed annual team objectives.
• Regular communication with your client base to develop/foster strong working relationships.
• Attend investment committee meetings, where you are expected to fully understand and contribute towards the defined investment strategy.
• Conduct analysis and review of client affairs.
• Coordinate the take-on of new clients and ensure all compliance requirements have been met.
• Draft and oversee investment implementation plans to completion.
• Adhere to the operating procedures of the business.
• Ensure compliance with regulatory requirements in relevant target markets and jurisdictions.
• Proactive, timeous, excellent client service.
• Assist Head of Client Management/Investment Management to allow for the creation of new strategies and improved business development.
• Actively participate in the overall investment process.

• Strong general investment knowledge, i.e. economy, financial markets, asset classes and portfolio management with keen interest in investments.
• Working knowledge of SA and offshore compliance requirements.
• Excellent communication and interpersonal skills (written and verbal).
• Attention to detail.

• Degree in Finance, Investments or related - CFA Charterholder preferred.
• Minimum 5+ years’ experience in a similar role within the investment industry.
• Proven new business capability and strong private client management experience.
• Experience in managing offshore and onshore multi-asset class portfolios.
• FAIS registered representative.

• Strong organizational skills: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals. Can work well under pressure and time constraints.
• Leadership, self-motivation, positive attitude: Ability to take leadership/ownership when required and to solve problems constructively and with a positive attitude.
• Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented. Ability to communicate technical concepts in understandable language.
• Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
• Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
• Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions. The skill of solving new and various problems will be critical.
• Research & analysis Skills: Displays analytical, objective & thorough approach to information gathering, considers & questions all scenarios & identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

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