295 Portfolio Manager jobs in South Africa

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The Portfolio Manager works under the supervision of the Head of Project Delivery Centre and oversees Portfolios of Business Demand (across the Group) as well as governance and delivery management using the PDC (Project Delivery Centre) methodology framework aligned to the Santam Agile Program and Project standard.

The Portfolio Manager works closely with a variety of stakeholders, including Executives, internal clients (Business stakeholders), vendors, and contractors. They may take responsibility for the management of multiple related projects, which are directed toward a common objective and in these instances will be the central point of contact and escalation for all program and project delivery within the account. They typically operate across domains, business units, geographies, and technologies.

The STS (Santam Technology Services) team has a position available for a Portfolio Manager who will be based at our Head Office in Cape Town, Tygervalley.

The role works across the Business Facing Units (Client Solutions, Broker Solutions, Partner Solutions, Specialist Solutions, Santam Re & International, and Shared and Enabling services).

The scope includes:

• Managing a portfolio of products aligning with the organisations’ strategic objectives.
• Monitoring portfolio items' progress and raising impediments impacting delivery.
• Program managing the Digital Program that drives the delivery of all digital initiatives in the SIIC (Strategic Investments Initiatives Committee) portfolio.
• Govern stage gates as per delivery framework.
• Monitor & ensure quality of project execution.
• Enable benefit tracking.
• Provide oversight and reporting of the 3-year portfolio view aligned to the corporate and IT strategic roadmap.
• Enhance & maintain portfolio and project risk management framework.
• Define and track key risk indicators.
• Define Project Management and Project Coordination resource demand and supply.
• Monitor and balance capacity & allocation.
• Contract management.
• Team leadership and management including but not limited to performance management, recruitment & career development.
• Facilitate Project Management and Project Coordination community of practice.

• Bachelor’s Degree in Computer Science, Information Technology, Business Administration, Software Engineering, or a related field.
• Portfolio Management Professional (PfMP) or Project Management Professional (PMP) AND/OR Certified Scrum Master (CSM) or Certified Scrum Product Owner (CSPO) or PMI-ACP (Agile Certified Practitioner).
• Overall 10+ years of experience in a Project Delivery Environment.
• 5-8 years of experience as a Senior Project Manager.
• 1-3 years of experience in the role of Portfolio Manager.

• Agile Delivery.
• Project Management.
• IT acumen.
• Business acumen.
• Atlassian suite of tools (Confluence, Jira, etc.).
• Conceptual (big picture thinking) with a strong focus on execution.
• Analytical.
• Appropriate communication at all levels (verbal and written).
• Solution-oriented.

• Drives results.
• Flexibility and adaptability.
• Client Focus.
• Business Acumen.
• Reporting and Administration.
• Balances Stakeholders.

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam, we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

Position title: PORTFOLIO MANAGER
Position reports to: HEAD OF PORTFOLIO SERVICES
Business Unit: PORTFOLIO SERVICES

Job Overview:

The Portfolio Manager (PM) is responsible for the high-level oversight and governance of the contractual relationship between the client and service provider. This role requires strategic contract execution, performance monitoring, and stakeholder management to ensure effective property and utilities management. The PM will play a pivotal role in mitigating risks, ensuring compliance, and driving efficiency in leasing, financial operations, and utilities management.

Core Responsibilities:

1. Contractual Compliance & Performance Management

• Act as the primary liaison for all contract-related matters, ensuring alignment with service-level agreements.
• Regularly audit and assess contract compliance to mitigate risks and improve operational efficiency.
• Develop performance frameworks to evaluate and track supplier effectiveness.
• Lead contract renegotiations and modifications when necessary.

1. Stakeholder & Client Relations

• Facilitate seamless communication between clients, vendors, and internal teams.
• Address and resolve stakeholder disputes efficiently.
• Organize periodic reviews with tenants, landlords, and service providers.

1. Real Estate & Leasing Administration

• Manage lease renewals, amendments, and compliance tracking.
• Ensure accurate documentation and processing of leasing agreements.
• Optimize occupancy rates through strategic lease negotiations and market analysis.

1. Financial Oversight & Risk Control

• Oversee financial transactions including lease payments, revenue recovery, and expense management.
• Ensure precise financial reporting, budget forecasting, and IFRS compliance.
• Drive initiatives for cost reduction and increased financial efficiency.
• Manage escalations related to non-payments and financial disputes.

1. Utilities & Infrastructure Coordination

• Oversee utilities management processes, including consumption tracking and municipal coordination.
• Validate and approve funding requests for utility expenditures.
• Manage account reconciliations and dispute resolution for municipal charges.
• Implement sustainability initiatives to optimize resource usage.

1. Data Management & Reporting

• Maintain data accuracy in property and lease management systems.
• Generate and present analytical reports on portfolio performance.
• Provide insight-based recommendations to senior management.
• Conduct trend analysis to drive strategic decision-making.

1. Risk, Compliance, & Legal Governance

• Identify operational risks and implement mitigation strategies.
• Ensure compliance with real estate regulations, financial guidelines, and contractual obligations.
• Partner with legal teams to manage disputes, evictions, and compliance-related matters.

Required Qualifications & Experience:

• Bachelor’s degree in Business, Finance, Real Estate, or a related discipline.
• 7+ years of experience in account management, contract oversight, or property/utility management.
• Strong knowledge of leasing laws, financial regulations, and risk management.
• Experience in strategic negotiations and contract execution.
• Ability to analyze market trends and provide data-driven insights.

Key Competencies & Skills:

• Strategic thinking and leadership.
• Strong financial and contract management acumen.
• Advanced stakeholder engagement and dispute resolution capabilities.
• High proficiency in property management systems and financial tools (e.g., SAP).
• Excellent organizational, analytical, and communication skills.

Performance Metrics:

• Compliance with all contract terms and SLAs.
• Accuracy and timeliness of financial reports.
• Tenant satisfaction and lease optimization rates.
• Successful resolution of contract disputes.
• Cost efficiency and budget adherence.

This role demands a proactive, results-driven professional who can drive operational excellence, maintain strong stakeholder relationships, and ensure seamless contract execution in the property and utilities sector.

Our client is seeking a skilled Portfolio Manager for their team.

Location: CPT North

Requirements:

1. Matric or similar with mathematics/numeracy
2. Fluent in English & Afrikaans (written & spoken)
3. Strong with Excel work (pivot tables, etc)
4. Basic financial skills - debits, credits, reconciliations
5. Strong management skills as will have a team of 2-3 to manage
6. Working in office only
7. Ability to work under pressure to reach tight deadlines
8. Occasionally, they may be required to work after hours to meet deadlines voluntarily.

Our client is seeking a skilled Portfolio Manager for their team.

Location: CPT North

Requirements:

1. Matric or similar with mathematics/numeracy
2. Fluent in English & Afrikaans (written & spoken)
3. Strong with Excel work (pivot tables, etc)
4. Basic financial skills - debits, credits, reconciliations
5. Strong management skills as will have a team of 2-3 to manage
6. Working in office only
7. Ability to work under pressure to reach tight deadlines
8. Occasionally, they may be required to work after hours to meet deadlines voluntarily.

The Portfolio Manager will be responsible for the day-to-day operational management of a portfolio of community schemes. This role requires ensuring the effective delivery of administrative, financial, and maintenance services, in line with legal requirements and company policies. The successful candidate will act as the main liaison between trustees/directors, owners, service providers, and company management.

Key Responsibilities

1. Scheme Administration

• Oversee the operational running of assigned community schemes (Bodies Corporate / HOAs)
• Prepare and circulate meeting notices, agendas, and minutes for trustee/director and general meetings
• Ensure compliance with relevant legislation, including the Sectional Titles Schemes Management Act, the Community Schemes Ombud Service Act, and company policies
• Maintain accurate and up-to-date records, registers, and correspondence

1. Financial & Payments Management

• Review monthly financial statements and ensure accuracy
• Process and authorise supplier and service provider payments in line with budgets and approval protocols
• Follow up on arrear levies and coordinate debt collection processes
• Assist trustees/directors with the preparation and presentation of annual budgets

     3. Maintenance & Service Provider Coordination

• Oversee and coordinate maintenance work, ensuring quality and timely completion
• Review quotations and prepare comparative reports for trustee/director approval
• Monitor service provider performance and contracts
• Ensure compliance with 10-year maintenance plans and special project schedules

1. Meetings & Reporting

• Attend trustee/director and general meetings (including after-hours as required)
• Report operational issues, financial concerns, and progress on projects to senior management

1. Stakeholder Management

• Act as the main point of contact for trustees/directors, owners, and residents
• Handle complaints, disputes, and queries professionally and efficiently
• Maintain strong relationships with contractors, service providers, and regulatory bodies

Requirements

Qualifications & Experience

• Matric (Grade 12) essential; relevant tertiary qualification in Property Management, Real Estate, or equivalent is advantageous
• Minimum 3 years’ experience in community scheme / sectional title / HOA management
• Strong understanding of STSMA, CSOS, and relevant legislations

Skills & Competencies

• Excellent organisational and multitasking skills
• Strong written and verbal communication abilities
• Financial literacy, with experience reviewing budgets and financial statements
• Problem-solving and conflict resolution skills
• Computer literacy (MS Office, property management systems)
• Ability to work independently and under pressure

Additional Information

• Own transport and valid driver’s licence required
• Willingness to attend after-hours meetings

Should you wish to apply please submit your CV through for consideration.

Only shortlisted candidates will be contacted. Should you not receive a response within 14 days please consider your application unsuccessful. We will keep your CV on our database for any other relevant roles that may arise.

• Financial qualifications and or BCom degree.
• 3-4 years’ experience in a similar role.
• Computer literate.
• Organizational skills.
• Strong experience on Excel.
• Bilingual in Afrikaans and English.
• Matric certificate.
• Client service skills.
• Ability to work overtime if required.
• Leadership skills.
• Deadline driven and must have good problem-solving skills.

• Reconcile and prepare account statements for payment.
• Responsible for receiving and auditing council accounts.
• Attend monthly management meetings with clients.
• Preparation of management reports for clients.
• Credit control.
• General ad hoc duties.

Our client is seeking a skilled Portfolio Manager for their team. Location: CPT North Requirements:

1. Matric or similar with mathematics/numeracy
2. Fluent in English & Afrikaans (written & spoken)
3. Strong with Excel work (pivot tables, etc)
4. Basic financial skills - debits, credits, reconciliations
5. Strong management skills as will have a team of 2-3 to manage
6. Working in office only
7. Ability to work under pressure to reach tight deadlines
8. Occasionally, they may be required to work after hours to meet deadlines voluntarily.

CloudCA is a modern, tech-enabled accounting and advisory firm committed to helping individuals, families, and businesses manage their financial lives with confidence. We combine deep professional expertise with digital efficiency to deliver services that are accurate, timely, and human. As we continue to grow, we’re looking for a dedicated Portfolio Manager to join our collaborative team and support our purpose-driven clients.

As a Portfolio Manager at CloudCA, you’ll manage your own portfolio of clients and play a hands-on role in the preparation of financial statements, tax filings, and compliance reporting. You’ll serve as the primary point of contact for your clients, supported by a skilled team and well-defined internal systems. This role is ideal for someone who enjoys working independently, solving problems, and building long-term client relationships.

• Manage a portfolio of clients, ensuring timely and accurate delivery of accounting and tax services.

• Prepare and review financial statements, VAT submissions, and SARS filings.

• Maintain up-to-date and compliant records using platforms like Xero, daftworxs, Dext and more

• Collaborate with internal departments (Tax, Secretarial, Bookkeeping) to ensure integrated client service.

• Handle client queries professionally and proactively.

• Support process improvements and mentor junior team members where needed.

• BCom Accounting or equivalent; SAIPA/SAICA articles preferred.

• 3–5 years’ experience in a professional services or accounting firm.

• Proficiency in accounting systems (e.g., CaseWare, Xero, Dext).

• Strong attention to detail and ability to work to deadlines across multiple clients.

• Excellent communication skills and a proactive, service-oriented mindset.

• Competitive salary and performance incentives

• Exposure to diverse, high-value clients

• Tools and systems that make your work easier

• A culture of trust, support, and growth