Portfolio Manager, Multi-Management Team

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.

The Portfolio Manager will be responsible for managing multi-asset portfolios within a multi-manager framework. This includes manager selection, portfolio construction, asset allocation and feedback presentations to the retail and institutional market.

The role requires a deep understanding of investment markets, portfolio construction, and operational execution within a regulated South African financial services environment.

Key Responsibilities

• Investment Management

• Hold overall responsibility for designing, monitoring and ongoing active management of multi-managed solutions, both at an asset class and multi-asset class level.

• Insights and Reporting

• Write thought leadership articles.

• Contribute to debate and decision making.

• Review performance and allocation reports.

• Present to clients in the institutional and retail market.

• Organizational Risk Management

• Adhere to the philosophy and process of the multi-manager.

• Manage solutions within agreed mandate parameters.

• Apply prudent risk management and oversight.

• Client report-backs

• Present to customers covering markets, economics, asset allocation, performance.

• Provide deep insights into the active managers and index solutions in each strategy.

• Enhance the profile of the business and investment team on external platforms.

• Recommendations

• Contribute to the ongoing evolution of the investment process and philosophy.

• Improvement/Innovation

• Take responsibility for designing, developing, and delivering process enhancements, new processes and continuous innovation around multi-management processes.

• Internal Client Relationship Management

• Partner with various teams within the organisation to promote and distribute our strategies.

• Needs Assessment

• Stay on top of industry developments and maintain a deep understanding of the local and global markets, as well as active managers in all markets.

• Personal Capability Building

• Act as subject matter expert in an area of technology, policy, regulation.

• Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.

• These responsibilities offer an overview and a general outline of the role and are not exhaustive.

• Qualification, Skills and Experience

• Bachelor’s degree in finance, Economics, Investment Management, or related field

• Active CFA charter holder in good standing

• Minimum 5 years of experience in portfolio management, investment research, or multi-manager environments.

• Strong understanding of South African investment regulations (FAIS, CISCA, etc.).

• Proficiency in Excel and Microsoft Copilot.

• Analytical mindset with strong quantitative and qualitative research skills.

• Excellent attention to detail and ability to manage multiple portfolios simultaneously.

• Strong communication and presentation skills, especially in client-facing contexts.

• Ability to work collaboratively in a team environment and engage with external managers and service providers.

• High level of integrity and professionalism.

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Skills

• Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude

• Competencies

• Business Insight

## Collaborates

## Customer Focus

## Ensures Accountability

## Financial Acumen

## Instills Trust

## Manages Complexity

## Optimizes Work Processes

Education

• NQF Level 9 – Masters

• Closing Date

• 21 October 2026 , 23:59

• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

• The Old Mutual Story!