Portfolio Manager | Parktown

Recruiter

The Recruitment Council

Job Ref

Portfolio Manager | ..

Date posted

Thursday, July 23, 2026

Location

parktown, Gauteng, South Africa

Salary

Market Related

SUMMARY

Portfolio Manager | Parktown

POSITION INFO

Our client is looking for a Portfolio Manager to join their Partnerships division, reporting directly to the Head of Partnerships. In this role, you will act as a strategic advisor and custodian of the insurance licence, providing strategic support, operational oversight, and investment management for a portfolio of partner underwriting management agencies. Key Responsibilities: Partner Strategy: Play an active role in formulating and implementing each Partner's business strategy, acting as an advisor to facilitate tactical and strategic goals. Investment Performance: Assess Partner performance from equity and licence perspectives, drive financial analysis, and contribute meaningfully to Partner management, EXCO, and Board meetings. Business Development: Identify, assess, and lead M&A and business development opportunities to grow Partner businesses alongside Partner shareholders. Collaboration & Portfolio Strategy: Drive cross-partner engagement, expand market networks, and contribute insights toward building a balanced, diversified portfolio. Relationship Management: Act as the primary operational contact and trusted advisor, building deep insight into each assigned Partner's products, distribution, risk profiles, systems, and claims processes. Governance & Interaction: Schedule, prepare, and manage operational and Board meetings (including agendas, meeting packs, and minutes). Capability Improvement: Help define and execute the overall portfolio management capability alongside peer Portfolio Managers. Compliance & Regulatory Oversight: Serve as the custodian of the insurance licence, ensuring Partners meet all regulatory, market conduct, and binder agreement commitments. Data & Technology: Oversee data reporting accuracy alongside internal data leads to drive automated, data-driven underwriting and risk decision-making. Financial Management: Prepare annual 5-year budgets and quarterly forecasts, oversee monthly financial reporting, and manage insurance float to optimize investment returns. Risk & Capital Management: Review financial trajectories, work with actuarial teams to optimize solvency capital requirements, and maintain partner risk registers. Reinsurance Support: Support the design and purchasing of appropriate reinsurance structures alongside internal reinsurance leads. Requirements: An Undergraduate Degree in a relevant field (Finance, Business, Commerce, Actuarial, or Insurance). 10+ years of insurance-related experience (preferably within non-life / short-term insurance). Strong commercial acumen and a deep understanding of short-term insurance operations, underwriting, and governance. High proficiency in MS Office (specifically Excel and PowerPoint). Execution Focus: Strong completer-finisher mindset with a commitment to high-quality outputs. Leadership & Analytical Nous: Excellent commercial thinking, analytical skills, and leadership capabilities. Adaptability: Fast learner who takes personal initiative and thrives when navigating uncharted challenges. People & Communication: Superior communication and relationship-building skills with a genuine passion for collaboration and stakeholder coordination.