Join a leading South African boutique stockbroking and private wealth firm based in East London (Eastern Cape) as a Portfolio Manager specialising in listed equities. This is a buy-side, discretionary role managing local and offshore share portfolios for private clients.

We’re looking for someone with strong equity valuation skills, a proven track record, and the drive to build and grow a book of business. Be part of a dynamic team, contribute to investment committee decisions, and work directly with clients and advisors.

Portfolio management:

o   Manage and grow a discretionary book of client equity portfolios.

o   Provide tailored investment advice, implement trades, and communicate proactively with clients.

o   Engage with internal and external referring advisors to build strong client relationships.

o   Construct and manage portfolios in line with the firm’s investment philosophy and client mandates.

o   Participate in the Investment Committee, contributing to model portfolio construction and equity research.

o   Continuously research and monitor local and global listed equities and macroeconomic trends.

Reports and Compliance:

o   Review and action daily system reports.

o   Contribute to market updates and investment commentary.

o   Maintain model portfolios and assist with SARB reporting when required.

o   Ensure compliance with the JSE Equities Rules, FICA, the Financial Markets Act, Pension Funds Act, and other relevant legislation.

Other duties and responsibilities:

o   Support strategic initiatives and business development projects.

o   Attend client events and represent the company professionally at all times.

o   Write investment-related articles and thought leadership pieces.

o   Assist senior management as required and foster a collaborative team environment.