Senior Portfolio Manager- Melville Douglas Investment Management KZN

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

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 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 well-articulated 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 client’s investment mandate accordingly.

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 High-Net Worth Clients. Decision-making track record

 

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