Portfolio Manager (FAIS)
Absa Stockbrokers
Cape Town, South Africa · Southern Africa
Role type
Fund Management, Treasury & Investor Relations
Deadline
2026-11-18
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Summary
Contribute to investment-portfolio strategy, research and oversight at Absa Stockbrokers in Cape Town. The role combines market and investment analysis with portfolio reviews, modelling and transaction implementation, helping align client portfolios with investment mandates, risk considerations and long-term financial objectives while supporting client and adviser relationships.
About the role
Working with Senior Portfolio Managers and the Head of Portfolio Management, you prepare investment insights and materials for the SPM Investment Committee and support changes to client portfolios. The mandate combines investment stewardship with execution, governance, reporting and client engagement. You also contribute to strategic projects and the growth of assets under management. The official Workday record identifies the position as hybrid.
Key responsibilities
Research investment opportunities, financial markets, economic developments and sector trends to identify portfolio risks and opportunities.
Prepare investment research, insights and presentations for the SPM Investment Committee.
Model investment strategies, review portfolios and implement changes consistent with client objectives and approved mandates.
Execute portfolio transactions accurately and support investment documentation, onboarding and portfolio implementation.
Maintain relationships with clients and advisers, present the investment proposition and help grow assets under management.
Support strategic projects, stakeholder reporting, investment governance, risk controls and improvements to information and processes.
Key requirements
The advert lists degree or advanced-diploma qualifications in finance and investment management, and postgraduate accounting qualifications.
Ability to research investments, analyse financial information and assess portfolio risks and opportunities.
Capability to model portfolio strategies and execute investment transactions accurately within mandates and controls.
Strong communication and relationship-management skills for clients, advisers and internal investment stakeholders.
Understanding of investment governance, compliance, risk management and accurate portfolio reporting.
Requisition R-15992648. Official closing date: 18 November 2026. The advert does not state a minimum number of years of experience.
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