Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.

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 & 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 & 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 & 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 & 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 & 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.

These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required:

Bachelor’s degree in finance, Economics, Investment Management or related field (CFA preferred).
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.
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.

Skills

Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude

Competencies

Business Insight

Collaborates

Customer Focus

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Optimizes Work Processes

Education

NQF Level 8 - Honours or Postgraduate Diploma or equivalent

Closing Date

20 November 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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