Senior Portfolio Manager - Equities

About the Role Our client, a highly respected asset management firm, is seeking an experienced Senior Portfolio Manager specializing in equities to join their investment team.
This role offers a significant opportunity to manage a portfolio of listed equities, drive investment strategy, and contribute to the firm's continued success.
While the primary office is in **Randburg, Gauteng**, this position is being offered with a flexible, remote-first approach, allowing the successful candidate to operate effectively from their chosen location while maintaining collaboration with the Johannesburg-based team.
You will be responsible for investment research, security selection, portfolio construction, and risk management to achieve superior risk‐adjusted returns for clients.
Key Responsibilities Manage and oversee equity investment portfolios, ensuring alignment with investment objectives and risk parameters.
Conduct in-depth fundamental research and analysis of companies and industries.
Develop and articulate investment theses and strategies.
Make buy/sell decisions based on rigorous analysis and market outlook.
Monitor portfolio performance and risk exposures, implementing necessary adjustments.
Engage with research analysts, economists, and other investment professionals.
Prepare comprehensive performance reports and client communication materials.
Stay abreast of market trends, economic developments, and regulatory changes.
Requirements Master's degree in Finance, Economics, Business Administration, or a related field; CFA designation strongly preferred.
Minimum of 7 years of experience in portfolio management, equity research, or investment analysis.
Proven track record of successfully managing equity portfolios and achieving investment objectives.
Deep understanding of financial markets, investment strategies, and valuation methodologies.
Strong analytical, quantitative, and critical thinking skills.
Excellent communication and presentation skills, with the ability to articulate investment strategies clearly.
Proficiency in financial modeling and investment research tools.
Ability to work independently and collaboratively in a remote or hybrid work environment.
Benefits Highly competitive salary with a lucrative performance‐based bonus structure.
Comprehensive medical and retirement benefits package.
Opportunities for professional growth and advancement within a leading asset management firm.
Significant input into investment strategy and decision‐making.
Access to a strong research platform and collaborative team environment.
Flexible working arrangements, accommodating remote operations.
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