Junior Portfolio Manager (FAIS)

Absa is committed to creating an inclusive workplace where everyone can thrive. We are an equal opportunity employer and welcome applications from suitably qualified individuals from diverse backgrounds. In support of our Diversity, Equity, Inclusion and Belonging (DEIB) commitments and Employment Equity objectives, preference may be given to candidates from underrepresented designated groups, including persons with disabilities. We encourage applicants who may require reasonable accommodation during the recruitment process to let us know so that appropriate support can be provided.

Job Summary

• Conduct research and analysis on local and global markets, economic trends and investment opportunities to support portfolio management activities.
• Prepare investment reports, market commentary, presentations, and portfolio review documentation.
• Provide analytical support to Portfolio Managers through investment research, data gathering, and portfolio monitoring.
• Assist in implementing portfolio strategies and ensuring portfolios remain aligned with investment mandates and client objectives.
• Execute approved portfolio transactions accurately and in line with internal controls and regulatory requirements.
• Support client onboarding processes, including investment documentation and portfolio implementation activities.
• Build and maintain professional relationships with clients, advisers, and internal stakeholders.
• Participate in client meetings and assist with investment presentations and portfolio reviews.
• Assist with governance, compliance, risk management, and reporting requirements.
• Contribute to process improvement initiatives and the adoption of digital investment tools.

• Analyse financial markets, sectors, and investment instruments.
• Monitor portfolio performance and prepare portfolio review reports.
• Identify risks and opportunities requiring Portfolio Manager attention.
• Assist in portfolio rebalancing and implementation activities.

• Support Portfolio Managers in delivering high-quality client service.
• Prepare client reports and investment review packs.
• Respond to client and adviser queries within agreed service standards.

• Ensure compliance with FAIS, investment mandates, and internal policies.
• Maintain accurate records and support audit requirements.
• Escalate potential risks or compliance concerns appropriately.

• Support operational processes to ensure efficient portfolio administration.
• Contribute to process improvements and service delivery enhancements.
• Ensure accuracy and timeliness of reporting and documentation.

Education