Senior Portfolio Manager- Melville Douglas Investment Management KZN
Senior Portfolio Manager- Melville Douglas Investment Management KZN
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This role is core to the businesss 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 characterised by a high touch client service and overall client experience by leveraging from a robust investment philosophy and process that is aligned to the MD house view. Foster collaborative and deep relationships with wealth managers and relationship managers respectively. Formulates the house view across sectors which is expressed in the model portfolio. Expresses wellarticulated views on all stocks and sectors we invest in. Must be a subject matter expert showcasing deep thinking across sectors markets and the ability to make sense of highly complex markets and issues. Demonstrable ability to formulate business strategy development and implementation thereof. Promotes the investment philosophy and tests the integrity of the work done by the team against the investment philosophy. The individual is accountable for offering clients with a high touch personal client experience building deep relationships with clients constantly raising the bar in order to achieve trusted advisor status. Responsibility for shaping and implementing the investment process and ensuring that client portfolios are aligned to the house view and clients investment mandate accordingly.
Qualifications :
Type of Qualification:
Post Graduate 4 year) degree with a bias to Investment Management Accounting & Finance Economics Numerical subjects e.g. Mathematics Science Analytics
CFA Must have completed or in the process of completing compulsory requirement
FAIS Must have completed FSB/FAIS exams successfully compulsory requirement
Experience Required
Knowledge/Technical Skills/Expertise
Portfolio Management Sales and Service as well as Investments: Leadership experience within asset management or senior portfolio manager experience preferably managing assets on behalf of HighNet Worth Clients. Decisionmaking track record
Additional Information :
Behavioural Competencies:
- Challenging Ideas
- Convincing People
- Developing Expertise
- Developing Strategies
- Directing People
- Embracing Change
- Generating Ideas
- Making Decisions
- Providing Insights
- Resolving Conflict
- Taking Action
- Understanding People
Technical Competencies:
- Client Value Propositions
- Coaching and Mentoring
- Financial Management (Financial)
- IT Knowledge
- Risk Management
- Risk Reporting
- Risk/ Reward Thinking
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
