{"id":3887076,"url":"https://alion.io/job/interdot-portfolio-manager-fais","title":"Portfolio Manager: FAIS","company":{"id":4521405,"name":"Interdot","domain":"interdot.co.za","url":"https://alion.io/company/interdot-co-za","size_band":"1001-5000","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Management","role_family":"Management","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Sandton, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-06T19:59:04Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-07T09:15:48Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Purpose of the role:\nThe purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the clients investment objectives and/or changes in market conditions.\nJob Responsibilities:\nClient attraction and engagement\nAttract and retain clients directly and through financial planners and Company Distribution business partners (MC/MFP/MDS).\nDevelop a close working relationship with CIO\nProvide authoritative, expertise and advice to clients and stakeholders\nBuild and maintain relationships with clients and internal and external stakeholders\nDeliver on service level agreements made with internal and external stakeholders and clients\nMake recommendations to improvement client service within area of responsibility\nParticipate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service\nPortfolio Construction and management\nDevelop portfolio management and structured solutions for clients based on Companys capabilities\nDevelop investment portfolios for clients based on Company investment management philosophy/process and client objectives\nPerform high-level investment research and contribute to the investment process\nEngaging in sales marketing and public relations opportunities\nLiaise with specialists as needed to cross sell Companys Wealth and Wealth International products and capabilities\nCompliance with Companys business and investment policies and procedures including, but not limited to, the advice protocol, client on-boarding and servicing procedures\nAlignment of client portfolios with model portfolios and dispersion parameters and portfolio implementation in accordance with the centralised dealing process\nManage investment portfolios based on the outcomes of the mandate and client expectations on a daily basis\nFocus on day-to-day operational portfolio management and monitoring of existing investments and maintaining client portfolios\nMonitor on a regular basis the portfolios adherence to mandate, and consult with relevant parties on the remedial action to be taken\nMonitor, review or resolve potential risk drivers that may lead to increased costs\nMake recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution\nFoster effective working relationships and collaborate within the Group (segments, internal and external stakeholders)\nManage the ongoing monitoring and performance measurement of solutions to ensure the product is managed relative to the outcome defined, market benchmark and client expectation\nProvide technical advice and expertise regarding the development of new fund products in order to support sales or marketing initiatives\nMake a contribution to the investment and stock selection process\nDrive the achievement of growth targets, management of margins and expenses of the investment portfolios\nCompliance and monitoring of transactions\nEnsure compliance with client mandates\nIdentification of gaps in operational or trading practices or interaction/interfaces with global custody activity impacting client relationships\nDemonstrate compliance with business standards, manuals and policies and adheres to the defined work practices, internal controls and risk management standards associated with the role\nCandidate Requirements:\nCompetencies\nAnalysing\nEntrepreneurial and commercial thinking\nPersuading and influencing\nAttention to the details\nLeading and supervising\nExperience and Qualifications Qualifications:\nDegree in Investments Management / Finance or BSc in Economics / Mathematics or Completed RE5\nRegistered with FSCA/ JSE\nMust have undergone the required supervision for various COB products\nMust be able to act as a Representative\nCFA / CFP Advantageous\nExperience:\n3- 5 + years relevant experience in either a Brokerage / Wealth / Investment firm\nExperience using loomberg, Factset, MS Office and Morningstar","description_format":"text","description_chars":4120,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-11-06T19:59:04Z"}],"visa":[],"liveness":{"score":52,"band":"ok","label":"Likely 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