The purpose of the Junior Portfolio Manager is to construct investment portfolios based on a pre-defined investment mandate and client requirements within the investment philosophy and strategy in order to achieve Momentum Securities strategic objectives, working under the supervision of a Portfolio Manager.
Requirements
Qualifications:
- Must be in process of obtaining regulatory qualification either under FAIS or JSE to give advice and exercise discretion.
- Studying towards CFA designation advantageous.
- Honours degree in related field of study.
- A minimum of 1-3 years' experience in financial markets.
- Manage investment portfolios
- Contributing to day-to-day operational portfolio management processes and monitoring of existing investments.
- Monitoring on a regular basis the portfolio's adherence to mandate, and consult with relevant parties on the remedial action to be taken.
- Monitoring, reviewing or resolving potential risk drivers that may lead to increased costs.
- Construct and deliver investment proposals to new prospective clients.
- Participate and contribute to client investment reviews.
- Engage with clients to provide market and/or investment insights.
- Providing technical support and expertise regarding the development of new portfolio products in order to support sales or marketing initiatives.
- Making recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
- Making continued contributions to the investment and stock selection process by way of analysis, model enhancements and research contributions.
