Portfolio Specialist
Ninety One
Cape Town, South Africa · Southern Africa
Role type
Fund Management, Treasury & Investor Relations
Experience
Mid-level
Summary
Support South African equity and multi-asset strategies through portfolio analysis, product positioning and technical engagement with clients and sales teams.
About the role
The Portfolio Specialist sits alongside Ninety One’s Equity & Multi Asset investment team and connects portfolio managers with client-facing, marketing and product colleagues. The work combines investment and competitor analysis with clear communication of strategy, positioning, performance and attribution to institutional and advisory audiences.
Key responsibilities
Translate portfolio-manager views and performance into accurate strategy presentations, commentaries and due-diligence responses.
Analyse funds and competing strategies using market data and support product development and positioning.
Answer technical client questions and equip external sales colleagues with investment and market information.
Prepare analytical reporting on performance, flows and assets, and coordinate client sessions and portfolio-manager meetings.
Key requirements
BCom or equivalent degree in economics or finance, with five to seven years of relevant industry experience.
Knowledge of financial markets and instruments, analytical judgement and strong presentation skills.
Ability to deliver accurate materials under deadlines and work regularly with clients and internal teams.
Nice to have
CFA qualification, portfolio-construction experience and familiarity with Morningstar or Bloomberg.
Permanent position in Cape Town. The official Apply link opens the role-specific application form. No closing date is stated in the vacancy text.