Portfolio Manager/Fund Manager

A Financial Advisory firm has an exciting opportunity available and is looking to appoint a passionate hunter to fulfil the role of a Portfolio Management/ Fund Management.

Job Description:

• The Portfolio Manager will actively market/distribute the fund as part of the role and as part of the day-to-day requirements.
• Take ownership of analysing a broad spectrum of unit trusts with a focus on both the South African and international unit trust and fund universe. Creating due diligence files and buy lists for each category.
• Implement compliance monitoring of the Model Portfolios and existing Group Fund based on the investment restrictions set out in the Investment Guidelines, including asset allocation restrictions and Regulation 28 where applicable and per the requirements of the FSC Mauritius and per fund rules contained the Fund’s Supplement which sets out the Investment Strategy, Investment Limitations and other specific information in relation to the Funds regulated by the FSC.
• Conducting research on domestic and International fund universe & markets, generating investment reports on a monthly & quarterly basis, monthly factsheets, board packs, adhoc reporting, and making recommendations to management and the Fund Committee for both local portfolios and for the Group Capital Partners.
• Portfolio Manager shall furnish the Group with qualitative and quantitative research on both local and offshore fund managers and funds.
• Conducting operational and investment due diligence on existing underlying funds and new prospects and maintaining due diligence records of work done and reporting on findings to the management team and Investment committee monthly.
• Responsibility for manager/fund research and management of the existing offshore Funds and the local model portfolios.
• Engage in building working relationships with Mauritian providers and ensuring best practices are followed in terms of trade execution and management of Mauritian operation from day-to-day, board and investment committee perspective under the requirements of substance and management and rules of FSC.
• Engage in building working relationships with Mauritian providers and ensuring best practices are being followed in terms of trade execution and management of Mauritian operation from day-to-day, board and investment committee perspective under the requirements of substance and management and rules of FSC.
• Conducting research on domestic and international fund universe & markets, generating investment reports on a monthly & quarterly basis, monthly factsheets, board packs, adhoc reporting, and making recommendations to management and the Fund Committee for both local portfolios and for Group’s Capital Partners.

Requirements:

• Portfolio Manager/Fund Manager with 8-15 years experience.
• Solid Knowledge of International Exposure within the Wealth or Investments sector.
• CA or Non-CA, MBA , CFA.
• True passion for Investments.
• Modelling knowledge and experience.
• Must have offshore experience.