Portfolio Manager – FAIS

Absa Group

. Conduct research and analysis on local and global investment opportunities, market trends, economic indicators and industry developments .

Posted 11/10/2026full-timeCape Town • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment research and analysis, portfolio management, and client relationship management. Proficient in executing trades, preparing reports, and supporting digital transformation initiatives.

Highest-signal resume keywords

Investment Research And AnalysisPortfolio ManagementClient Relationship ManagementData Analysis And ReportingRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy ModellingTrade ExecutionFinancial Metrics MonitoringMarket Trend AnalysisEconomic Indicator Analysis

Soft Skills

Stakeholder EngagementCoaching And TrainingProcess ImprovementCommunication SkillsClient Engagement

Tools & Technologies

Digital ToolsAutomation SoftwarePortfolio Management Systems

Certifications & Qualifications

Bachelor's Degree In FinanceAdvanced Diploma In Investment ManagementPostgraduate Degree In Accounting

Industry Keywords

Investment OpportunitiesAssets Under ManagementCompliance FrameworksGovernance RequirementsClient Onboarding

About the role

Key responsibilities & impact

Conduct research and analysis on local and global investment opportunities, market trends, economic indicators and industry developments
Prepare research reports, investment insights and presentations for the SPM Investment Committee
Provide analytical and portfolio management support to Senior Portfolio Managers
Support management of client portfolios by modelling investment strategies and facilitating portfolio changes
Execute client trades and portfolio transactions accurately and efficiently
Support onboarding of new clients through investment information, documentation and portfolio implementation activities
Build and maintain relationships with clients and advisors
Identify opportunities to grow assets under management through new client acquisition and existing relationship expansion
Conduct client engagements and present the investment proposition and portfolio management capabilities
Assist the Head of Portfolio Management with strategic projects, stakeholder reporting and governance activities
Implement business plans and operational strategies
Monitor execution progress, financial and operational metrics, risks and compliance
Support customer experience, innovation, process improvement and change initiatives
Develop team capabilities through coaching, training and performance management
Execute operational plans with KPIs and optimise processes for efficiency and quality
Promote digital adoption, automation and digitisation
Support audit readiness, reporting and data-driven decision-making
Build and maintain internal and external stakeholder relationships and communicate progress, risks and outcomes

Requirements

What you’ll need

Bachelor`s Degrees and Advanced Diplomas: Finance and Investment Management
Postgraduate Degrees and Professional Qualifications: Accounting
Knowledge of local and global investment opportunities, market trends, economic indicators and industry developments
Ability to conduct investment research and analysis
Ability to prepare research reports, investment insights and presentations
Portfolio management and investment strategy modelling skills
Ability to execute client trades and portfolio transactions in accordance with policies, governance requirements and regulatory standards
Knowledge of investment mandates, regulatory requirements and compliance frameworks
Client relationship management and stakeholder engagement skills
Ability to identify and pursue assets-under-management growth opportunities
Data analysis and reporting skills
Ability to use digital tools and support automation and digitisation initiatives

Benefits

Comp & perks

Equal opportunity employer
Inclusive workplace where everyone can thrive
Reasonable accommodation during the recruitment process
Preference may be given to candidates from underrepresented designated groups, including persons with disabilities