O2 Asset Management currently has two vacancies available:

1. Portfolio Manager – Offshore / US Markets

O2 Asset Management is seeking an experienced Portfolio Manager to join its investment team and assist in implementing and managing its offshore investment strategy across US markets.

The role will focus on the active implementation of O2’s investment views and portfolio strategies during US trading hours, with particular emphasis on US equities, ETFs, tactical positioning and risk management.

The successful candidate should already have practical experience operating in US markets and be comfortable working during US market hours, approximately 15:30–22:00 or 16:30–23:00 South African time, depending on US daylight saving.

Key Responsibilities

  • Implement and manage offshore portfolio strategies across US markets.
  • Execute investment decisions in line with approved portfolio mandates and Investment Committee views.
  • Monitor portfolio exposures, positions, risk limits and market developments throughout the US trading session.
  • Manage equity, ETF and tactical portfolio positioning.
  • Assist with portfolio construction, security selection and allocation decisions.
  • Monitor entry levels, exits, stop levels and portfolio risk.
  • Participate in Investment Committee and portfolio review meetings.
  • Produce concise portfolio, market and performance commentary.
  • Review portfolio attribution, performance and trading activity.
  • Maintain disciplined trade records and investment rationale.
  • Liaise with brokers, custodians and execution platforms.
  • Contribute to the continued development of O2’s offshore discretionary and alternative investment capabilities.

Candidate Profile

The preferred candidate will have:

  • Relevant degree in Finance, Investments, Economics, Commerce or a related discipline.
  • Existing portfolio management, trading or investment-management experience in US markets.
  • Strong understanding of US equities, indices and ETFs.
  • Practical experience with portfolio execution and risk management.
  • Good understanding of technical and fundamental investment analysis.
  • Ability to make disciplined decisions in fast-moving markets.
  • Strong quantitative and analytical ability.
  • Experience using institutional or professional market-data and trading platforms.
  • Strong written and verbal communication skills.
  • Ability to operate independently while working within a structured investment process.
  • Relevant FAIS / FSCA experience would be advantageous, and the successful candidate must be capable of satisfying any regulatory requirements applicable to the role.

Opportunity

  • This is an opportunity to join a growing asset-management business and play a meaningful role in developing and implementing its offshore investment capability.
  • The successful candidate will work closely with senior management and the investment team across discretionary portfolios, alternative strategies and future offshore investment solutions.

Salary will be determined based on the experience and quality of the applicant for the role.

Annual salary of R500 000 to R720 000 for the successful candidate.

2. Administration Assistant / Junior Role

Key Responsibilities

The role will provide support across the broader O2 Asset Management business, including:

  • Assist with general investment and client administration.
  • Prepare and assemble client presentation packs, investment packs and internal meeting documents.
  • Assist with the preparation, checking and organisation of application forms, mandates and supporting documentation.
  • Maintain client, broker, prospect and product-provider lists.
  • Provide regular feedback to relevant team members on outstanding items.
  • Support the investment team with portfolio and product-related administrative requirements.
  • Follow up on account applications, transfers and general administrative matters.

Candidate Profile

The preferred candidate will have:

  • Matric, with a relevant tertiary qualification or studies in Commerce, Finance, Business Administration, Investments or a related field advantageous.
  • Approximately 0–2 years’ work experience.
  • Previous exposure to financial services, investments, banking, stockbroking, wealth management or office administration would be advantageous but is not essential.
  • Good Microsoft Word, Excel, Outlook and PowerPoint capability.
  • Strong attention to detail.
  • Good written and verbal communication skills.
  • Ability to maintain accurate records and lists.
  • Good organisational and time-management ability.
  • Confidence communicating with external service providers.
  • Ability to work across several tasks and team members simultaneously.
  • A willingness to learn about investments and asset management.

Annual package, candidate dependent, from R200 000 to R360 000 per annum.

Applications

Applications for both positions may be sent to info@O2AssetManagement.com.

Please submit your CV by 30 September 2026.