Account Manager

3 weeks ago


Sandton, South Africa Adzuna ZA B C2 Full time

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IDC has a portfolio Funds under management from various stakeholders. The organization also has invested Private Equity (PE) Funds. Â Monitoring and reporting of these funds requires a dedicated resource with relevant experience to monitor and evaluate organization's portfolio, assist in customer support and post investment management of same - to ensure the company and the economy derive the financial and developmental benefits envisaged by these funds and investments.

Qualifications:

  • Minimum qualification: relevant commercial or technical honours degreeÂ

Experience:Â

  • Minimum 5 years’ experience in due diligence disciplines (e.g. Marketing, Technical or Financial) with regards to investing in Funds
  • Monitoring and evaluation of investments
  • Experience in interpretation of financial statements.
  • Back-office support in the management of approved deals from first drawdown
  • Proficiency in client relationship management and administration.
  • Strong administrative and reporting skills.
  • Strong financial skills and knowledge of accounting principles.

Internal / Operational Processes

  • Support Senior Account Managers with the origination of investment opportunities based on strategic fit, developmental outcomes and economic viability.
  • Develop framework, systems, and processes for management of the Fund portfolios.
  • Draft and submit monthly reports to HOD on individual fund performance iro developmental, financial returns.
  • Support internal processes regarding individual fund performance and valuations.
  • Risk identification and mitigation.
  • Prepare and submit submissions for either Credit or Policy committees where required for approval.
  • Maintain accurate client data for reporting purposes.
  • Support Senior Account Managers with post investment support.

Customer Focus Stakeholder Management

  • Maintain meaningful relationships with portfolio clients in conjunction with different support functions in the organization.
  • To effectively interact with relevant SBU’s, departments and Advisory Board/LPAC members in order to fulfil the process requirements in managing the PE portfolio.
  • Manage and enhance the levels of service and communication to ensure the provision of client service excellence.

Learning, Leadership People Growth

  • Drive and manage own development to enhance own competencies.
  • Participate in knowledge sharing in the team and cross functional.
  • Development of templates, processes and systems for administration and reporting purposes

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Technical/Functional Competencies:

• Financial and business acumen
• Data interpretation and analytics
• Back-office administrative skills
• Compliance management
• Investment/Portfolio Management
• Stakeholder Management Customer Focus
• Result and solution orientated.
• Planning and organizing (Timeousness in delivery)
• Report writing

Behavioral Competencies:

  • Presentation and Communication skills
  • Negotiation skills
  • Relationship skills
  • Attention to detail

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