Bespoke Portfolio Manager
Milton Resourcing • cape town, city of cape town metropolitan municipality • Posted July 01, 2026
Position Overview
SUMMARY:
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POSITION INFO:
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. Qualification At least an honours qualification. Some form of postgraduate qualification (such as the CA or CFA designation) would be advantageous. Experience We require someone with market and ...