Portfolio Management

2 weeks ago


Cape Town, Western Cape, South Africa Edge Growth Full time

Job purpose
Oversee the management and growth of a portfolio of high growth, early stage venture investments. Responsible for the Funds' performance in collaboration with the Partner, and a team of investment professionals.

Stakeholder and Investor relationship management.

Core activities

Portfolio Management:

  • Drive performance management in investee companies of the fund.
  • Responsible for stakeholder reporting (including portfolio valuations) of the Fund.
  • Participate in credit committees as and when required.
  • Deliver business development mentoring and other valueadded services to portfolio companies, e

g:

  • Operational diagnostics to identify shortcomings and propose solutions.
  • Assistance in strategy development & execution.
  • Businessbuilding and valueadding support
  • Access to new markets.
  • Raising capital.
  • Special projects to unlock value
  • Deliver selected products to portfolio companies
  • Assist Partner/s in extracting maximum value and impact from the portfolio.
  • Participation in Edge Fundrelated workshops, strategic sessions and other portfoliorelated forums.
  • Assistance in portfolio strategy development & execution.

Governance

  • Ensure effective governance and best practice within investees.
  • Help ensure effective governance at a Fund Level.

Leadership

  • Provide highlevel technical expertise and support to the PIM team.
  • Responsible for strategic level engagement and management

Monitoring and compliance

  • Oversee the implementation of effective monitoring and compliance at investee, fund & portfolio levels.

Legal

  • Oversee portfolio and internal legal compliance and risks.

Relationship and Stakeholder Management

  • Responsible for stakeholder management
  • Investor relations and reporting
  • Reporting on Fund level performance

Qualifications

  • Ideally CA (SA) and/or CFA
  • Alternatively, Tertiary degree with an outstanding academic performance record with a strong problem solving (e.g. Engineering, Actuarial Science, Statistics, Finance, Business Science)
  • MBA from a highlyregarded institution will be an advantage
  • Track record of performance / excellent results

Experience

  • Finance and / or venture capital investing experience, preferably in the postinvestment environment.
  • Preferable: 510 years in an investment or finance environment, preferably within a reputable investment firm.
  • Secondary:
  • 5+ years in a business consulting firm with a bias towards business strategy and execution / project delivery roles, or advisory services to small businesses, or
  • 5+ years in a top tier accounting firm


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