Portfolio Analyst
4 weeks ago
Credit & Portfolio Compliance Analyst Location: Remote – South Africa (UK Hours) Practice Areas: Credit Audit, Compliance & Portfolio Monitoring About Our Client Our client is a UK-based property lender providing short-term secured real estate finance solutions, including bridging loans, refurbishment finance, and development loans. They pride themselves on delivering tailored funding solutions to property investors and developers while maintaining rigorous credit and compliance standards. About the Role We are seeking a Credit & Portfolio Compliance Analyst to join their growing team, working remotely from South Africa. This role is critical in ensuring that loans are audited and monitored in line with approved credit terms and company policies, safeguarding portfolio quality and compliance from pre‑completion through to loan maturity. Key Responsibilities Pre-Completion Compliance Audit loan documentation and facility agreements to confirm alignment with approved Credit Committee terms. Verify all Conditions Precedent (e.g., insurance, valuations, KYC) are satisfied before loan disbursement. Escalate discrepancies or missing requirements promptly to managers or legal teams. Review funder‑related documentation to ensure accuracy of settlement statements and funding terms. Post-Completion Review Conduct thorough audits of executed loan files, ensuring all documents are signed, dated, and complete. Confirm security registrations with Companies House and UK Land Registry within required timeframes. Organise and maintain compliant loan files in internal systems, flagging exceptions and tracking resolutions. Ongoing Compliance Monitoring Track Conditions Subsequent (e.g., planning approvals, project milestones, paydowns) and maintain a compliance tracker. Follow up with borrowers on outstanding obligations and elevate non‑compliance to portfolio managers. Monitor Companies House alerts for relevant entities and report significant changes. Set up property sales alerts (e.g., Rightmove) to track market comparables and provide weekly updates. Operational & Portfolio Support Update internal platforms (e.g., Airtable, Hypercore, or client platforms). Support staged loan drawdowns by verifying compliance with pre‑drawdown conditions. Assist with drafting offer extension letters, demand letters, and initial instruction letters for valuers and solicitors. Prepare pro‑forma credit memos and contribute to portfolio reporting. Qualifications & Skills Required: Strong attention to detail and organisational skills. Excellent written and verbal communication in English. Analytical mindset with basic financial literacy. Ability to work independently and reliably. Comfort working UK business hours (10:00–18:30 SA). What We Offer ✅ Remote Role: Based in South Africa, supporting UK operations. ✅ Structured Training: Full onboarding, process training, and ongoing mentorship. ✅ Professional Development: Exposure to credit, compliance, and real estate finance. ✅ Growth Potential: Opportunity to scale responsibilities as the team expands. ✅ Impactful Work: Play a pivotal role in maintaining loan quality and supporting portfolio growth. #J-18808-Ljbffr
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Portfolio Analyst
3 weeks ago
WorkFromHome, South Africa Kula Full timeCredit & Portfolio Compliance Analyst Location : Remote – South Africa (UK Hours) Practice Areas : Credit Audit, Compliance & Portfolio Monitoring Our client is a UK‑based property lender providing short‑term secured real estate finance solutions, including bridging loans, refurbishment finance, and development loans. They pride themselves on...
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Portfolio Analyst
4 weeks ago
WorkFromHome, South Africa Kula Full timeAbout Our Client Our client is a UK-based property lender providing short-term secured real estate finance solutions, including bridging loans, refurbishment finance, and development loans. They pride themselves on delivering tailored funding solutions to property investors and developers while maintaining rigorous credit and compliance standards. We are...
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Senior Investment Analyst
4 weeks ago
WorkFromHome, South Africa InsidEntity Full timeA high-growth investment management firm is seeking a Senior Investment Analyst to support Financial Advisers with client investment needs. The fully remote role involves monitoring portfolios, conducting research, and producing deliverables. Ideal candidates should have a strong analytical background and experience in portfolio management. This position...
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Senior Investment Analyst
3 weeks ago
WorkFromHome, South Africa Insidentity Full timeA high-growth investment management firm is seeking a Senior Investment Analyst to support Financial Advisers with client investment needs. The fully remote role involves monitoring portfolios, conducting research, and producing deliverables. Ideal candidates should have a strong analytical background and experience in portfolio management. This position...
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Remote Senior Investment Analyst
2 weeks ago
WorkFromHome, South Africa Insidentity Full timeA high-growth investment management firm is looking for a Senior Investment Analyst to assist Financial Advisers in meeting client investment needs. This fully remote position involves monitoring portfolios, conducting research, and producing deliverables. Candidates should possess a strong analytical background and relevant experience in portfolio...
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Remote Credit
4 weeks ago
WorkFromHome, South Africa Kula Full timeA property finance company is seeking a Credit & Portfolio Compliance Analyst to ensure loans are compliant throughout their lifecycle. This entry-level full-time position is remote and requires strong attention to detail and analytical skills. Responsibilities include auditing loan documents and tracking compliance with various conditions. Candidates should...
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Remote Credit
3 weeks ago
WorkFromHome, South Africa Kula Full timeA UK-based property lender is seeking a Credit & Portfolio Compliance Analyst to ensure auditing and compliance of loans. This remote role based in South Africa involves reviewing loan files, monitoring compliance, and supporting operational tasks. Ideal candidates will possess strong attention to detail, excellent communication skills, and analytical...
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WorkFromHome, South Africa Insidentity Full timeA high-growth investment management firm is seeking a Senior Investment Analyst (SIA) to join their fully remote team in South Africa. This pivotal role involves managing model portfolios, executing investment strategies, preparing weekly and monthly deliverables, and providing advisory support to financial advisers. The successful candidate will have a...
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WorkFromHome, South Africa Insidentity Full timeA high-growth investment management firm is seeking a Senior Investment Analyst to support financial advisers with client investment needs. The remote role includes monitoring portfolios, conducting research, and producing deliverables. Ideal candidates should possess strong analytical skills and have experience in portfolio management. This position offers...
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WorkFromHome, South Africa Insidentity Full timeA high-growth investment management firm is seeking a meticulous Senior Investment Analyst (SIA) to join their fully remote team. This high-impact position supports Financial Advisers with client investment needs and is responsible for delivering and executing weekly and monthly investment deliverables. The ideal candidate will have a proven track record in...
