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Bespoke Portfolio Manager

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Milton Resourcing
πŸ“ cape town, South-Africa
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Location cape town
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Posted June 23, 2026
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Commute Local Area
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Job Description

Bespoke Portfolio Manager

Claremont

Reporting relation: Head of Equities, Portfolio Managers & Chief Investment Officer

Purpose of job

The primary purpose of this position is to service our bespoke clients. Practically this will entail analysis of portfolio companies, portfolio management of the created strategies, as well as idea generation. Portfolio management will include portfolio maintenance during the life of the mandate. The candidate will have to present on bespoke mandate performance and positioning to clients providing insight on the portfolio as well as general market conditions. The other part of the role will be to provide feedback to advice on queries relating to CAM. This could be across asset classes and teams.

Qualifications

At least an honours qualification. Some form of postgraduate qualification (such as the CA or CFA designation) would be advantageous.

Experience

We require someo...

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πŸ“ Location Details

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City
cape town
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Country
South-Africa
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Commute
Local Area

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