Portfolio Manager (Resources)

Are you a seasoned investment professional with a passion for resources and a track record of driving strong portfolio performance? An exciting opportunity has arisen for a Portfolio Manager (Resources) to join a leading investment institution. This role is tailor-made for a dynamic individual ready to take charge of a high-performing equity portfolio within the resources sector, leading strategic decisions that directly impact investment outcomes. Acting on behalf of our client, we are looking for a leader with deep sector knowledge and a strategic mindset. The successful candidate will not only manage the day-to-day operations of the portfolio but also provide insightful, forward-thinking analysis to internal and external stakeholders. They will oversee a team of talented analysts and assistant portfolio managers, ensuring the delivery of consistently superior returns. Key responsibilities include: Constructing and maintaining a high-performing portfolio in the resources sector Conducting detailed industry and company analysis to develop robust investment theses Leading macro- and microeconomic synthesis to inform stock selection Developing and maintaining complex valuation models Presenting investment insights to governance structures and clients Mentoring and managing a team of investment professionals Ideal candidates will have: A bachelors degree in Commerce, Finance, or Science (Postgraduate preferred) At least 8 to 10 years of relevant investment experience, including senior management exposure Strong technical expertise in investment analysis, equity modelling, portfolio construction, and performance attribution Proven leadership skills and the ability to guide and inspire a high-performing team FAIS Representative certification (or willingness to obtain within 6 months) CFA, SAICA or similar qualification would be an advantage EE Disclaimer: All positions will be filled in accordance with the company's Employment Equity plan. We encourage people with disabilities to apply. Application Unsuccessful Disclaimer: If you do not receive feedback within two weeks of your application, please consider it unsuccessful. Keep an eye on our website and other career sites for future opportunities.