Portfolio Analyst

4 weeks ago


Johannesburg, South Africa FNB Full time

Job Description To assist with Ongoing Credit Management and Ongoing Risk Management, or Collection support and administration to control exposure. Welcome to FNB – the home of the #Changeables. We design for the shapeshifters, delivering innovative products and services that reflect our pride in the exceptional people who make it all happen. We’re currently seeking a Portfolio Analyst with hands-on experience in Hogan and Plexus Collections , as well as account recovery . The ideal candidate will be skilled in engaging with customers to encourage payment, identifying early signs of risk, and initiating proactive conversations around defaulting accounts. Responsibilities include negotiating payment arrangements, assessing and adjusting accounts, and supporting ongoing credit and risk management processes. This role also involves providing administrative support for collections to help manage and control credit exposure. What You’ll Be Responsible For Managing costs and expenses within approved budgets to ensure cost efficiency Delivering exceptional service that exceeds customer expectations through proactive, innovative solutions Building and maintaining strong working relationships with stakeholders including end-users, SMEs, project managers, and senior leadership Staying up to date with legislative changes and industry best practices, and providing proactive advice and solutions Ensuring compliance with governance, legislative, and audit requirements Actioning accounts allocated via Plexus on a daily basis Monitoring and managing dormant accounts to improve client retention and reduce costs Overseeing account categorisation within your portfolio Driving efficiencies in the collections process to improve recovery rates Gathering and distributing relevant business intelligence Managing your own development to continuously grow your skills and competencies What You’ll Need Qualification: NQF Level 6 or equivalent Experience: 2–3 years in collections and recovery Proficiency in Hogan and Plexus systems Strong background in account risk management and payment arrangements What You’ll Gain Access To Opportunities to collaborate across segments and teams A challenging and rewarding work environment A platform to innovate and contribute to team, leadership, and business success We’re a Match If You Are Curious & courageous – always eager to learn and brave enough to challenge the norm Obsessed with mastery – committed to excellence and continuous improvement Open to ongoing personal growth and development Ready to take the next step in your career? Apply now – we’re excited to connect with you Job Details Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below: 30/10/25 All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties. Note: This description may include references to various job-related postings and locations for context; only the primary Portfolio Analyst role description is intended to describe the current opening. #J-18808-Ljbffr


  • Portfolio Analyst

    2 days ago


    Johannesburg, South Africa Origins Personnel Full time

    **Portfolio Analysts responsibilities**: - Monitoring the performance of investments to ensure they are meeting their stated objectives. - Analyzing financial statements to measure the impact of market fluctuations on a firms financial position. - Determining the rate of return on an investment or determining the amount of cash inflow or outflow over...


  • Johannesburg, South Africa Standard Bank of South Africa Limited Full time

    Overview Business Segment: Insurance & Asset Management Location: ZA, GP, Johannesburg, 30 Baker Street To participate in the development of the Melville Douglas Diversified Portfolio Solutions offering in both the domestic and offshore markets, act as the Portfolio Analyst for select funds, conduct ongoing research and provide input and guidance to the...


  • Johannesburg, South Africa National Empowerment Fund Full time

    A governmental development agency in Johannesburg seeks a Data Analyst to support the execution of strategic objectives and drive innovation in the development finance sector. The role includes analyzing investment portfolio data, preparing performance reports, and conducting research. Candidates should have at least 3 years of relevant experience and strong...


  • Johannesburg, South Africa Goldman Resourcing Full time

    A major financial institution in Johannesburg seeks an experienced data analyst to drive portfolio optimization and product analytics. Candidates need a relevant degree and 2 to 5 years of experience in a data environment. The ideal candidate is energetic, self-motivated, and ready to make analytics-driven decisions. This role involves understanding...


  • Johannesburg, South Africa Edge Executive Search Group Full time

    A respected organisation in development finance is seeking a Data Analyst to support strategic planning and reporting. You will analyze investment portfolio data, produce performance insights, and contribute to key reports. The ideal candidate has a minimum of 3 years’ experience in financial environments, strong analytical skills, and proficiency in Excel...


  • Johannesburg, South Africa RMB - Rand Merchant Bank Full time

    TTS Client Intelligence Portfolio Analyst Job Description Dear Future TTS Client Intelligence Portfolio Analyst, RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values, we drive innovative ideas that...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To provide analysis of the financial results of the peer group banks as well as the analysis of peer strategies at a product level which is inclusive of analysis of asset management entities as well as insurance given the group strategic initiatives in these markets Hello Future Financial Portfolio Analyst Welcome to FNB, the home of the...


  • Johannesburg, South Africa RMB - Rand Merchant Bank Full time

    TTS Client Intelligence Portfolio Analyst Job Description Dear Future TTS Client Intelligence Portfolio Analyst, RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values, we drive innovative ideas that...


  • Johannesburg, South Africa Stonehage Fleming Group Full time

    WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Johannesburg office and also has a strong working relationship with the Investment Management Client Team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service...


  • Johannesburg, South Africa RMB Full time

    TTS Client Intelligence Portfolio Analyst Dear Future TTS Client Intelligence Portfolio Analyst, RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values, we provide innovative ideas that set us apart....