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Investment Manager Career in South Africa

Explore the official OFO occupation, common tasks, specialisations and approved South African qualification pathways.

OFO Code2021-241202
Trade occupationNo
Green occupationNo
Related qualifications0

Occupation overview

Manages a portfolio of securities, in which he/she may exercise his/her own discretion, on behalf of clients.

What does a Investment Manager do?

An Investment Manager manages clients’ portfolios of securities and may make investment decisions using their own professional judgement. The work can include managing funds, hedge funds or discretionary portfolios, with responsibility for aligning investment choices with each client’s portfolio objectives.

Specialisations

Discretionary ManagerFund ManagerHedge Fund ManagerPortfolio Manager

How to become a Investment Manager in South Africa

  1. Build a strong foundation in financial markets, investment principles and portfolio management through relevant education or professional learning.
  2. Develop the ability to analyse securities and make well-reasoned investment decisions on behalf of clients.
  3. Gain practical experience in investment, fund or portfolio management environments and take on increasing responsibility.
  4. Confirm current qualification, employer, regulatory and professional requirements with relevant South African financial-sector authorities, employers or recognised education providers.

Edupstairs Preparation Guidance

There is no single universal qualification pathway established here for becoming an Investment Manager. Relevant education can support entry into the investment field, while progression commonly depends on developing analytical judgement, client-management ability and practical responsibility in portfolio or fund management. Verify current South African requirements before choosing a programme or role.

Useful school subjects

  • Mathematics
  • Accounting
  • Economics
  • Business Studies
  • English
  • Computer Applications Technology

Skills that may help

  • Financial and securities analysis
  • Portfolio decision-making
  • Numerical reasoning
  • Risk awareness
  • Judgement and discretion
  • Client communication
  • Attention to detail
  • Research and information evaluation

Related Careers

Data source: Career information is based on South Africa’s Organising Framework for Occupations (OFO) and Edupstairs career guidance. Employer, training and professional requirements may vary and should be confirmed with the relevant organisation.