About the position
Assistant Investment Portfolio Manager Exceptional investment careers aren't found, they're built. This is where yours begins. Is this you? You enjoy analysing markets, solving complex financial problems and turning data into sound investment decisions. Naturally curious and detail-oriented, you thrive in a collaborative environment where accuracy, professionalism and continuous learning are valued. You're motivated by building a long-term career in portfolio management and want exposure to a broad range of investment strategies and asset classes. What you'll be doing (and why you'll enjoy it) You'll support experienced Portfolio Managers with portfolio construction, rebalancing, investment research, trade execution, performance reporting and compliance monitoring. Working across equities, fixed income, ETFs, collective investment schemes and alternative investments, you'll analyse markets, prepare valuation models and assist with client reporting. You'll enjoy this role because every day offers exposure to real investment decisions, meaningful client outcomes and structured mentoring that develops you into a future Portfolio Manager. Where you'll be doing it Join a respected boutique investment management business known for delivering personalised wealth and portfolio management solutions. You'll become part of a small, professional, high-performing investment team that values integrity, analytical thinking and long-term career development while offering exposure across the full investment management process. You'll be fully office based in George (Garden Route). What you'll need A completed degree in Finance, Investments or Economics is essential and ideally you've gained some experience doing trade execution. Strong knowledge of financial markets, portfolio theory, investment instruments, Excel and financial modelling is essential. Progress towards CFA or CFP will be advantageous, together with excellent analytical, communication and organisational skills. What you'll get A market-related salary, outstanding exposure to discretionary portfolio management, ongoing professional development and a clearly defined pathway into a Portfolio Manager position within a supportive investment team. How to apply For a confidential discussion please contact Claudette Du Preez on LinkedIn, [Phone Number Removed]; or send your CV to c (dot) Dupreez (at) [URL Removed] - we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.
George, Western Cape
Market Related
Desired Skills:
- Analysis
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level:
- Degree
