Portfolio Executive

1 week ago

Pretoria, Gauteng, South Africa Broll Property Group Pty Ltd Full time

POSITION PURPOSE

Responsible for the management of the Property. Ensure investment growth and maximum income of Property through effective property management and asset control. Ensures that such Portfolio Management operations are in accordance with established policies, procedures, and legal requirements. Ensures that services are delivered professionally and efficiently and that customers' problems are resolved promptly.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

  1. Assumes responsibility for the effective and efficient completion of Portfolio Management functions.
    1. Property management: Stays abreast of market activities in respect of tenant movement, new developments, major vacancies and other landlord's strategies. Attends meetings/functions related to successful operation of property i.e. SAPOA, CJP etc.
    2. Asset management: Controls/schedules/implements regular preventative maintenance program in line with budget constraints. Motivates refurbishments, major repairs as appropriate. Attends site meetings with contractors in respect of maintenance/expansion of projects. Monitors progress. Inspects/enforces tenant responsibilities during and on termination of lease terms. Liaises with appropriate government, provincial and/or local authorities. Responsible for compliance of OSH act.
    3. Client reporting: Provides accurate information to client according to agreed format timeously. Analysis of monthly income/expenses. Monitors turnover rentals. Analyses operating costs on a quarterly basis in terms of the approved forecasts. Monitors all municipal recoveries (and general recoveries) on a monthly basis.
    4. Plans and budgets: Prepares and completes budgets by January each year. Completes forecasts timeously. Reviews rental quarterly and ensures best possible rate achieved and maintained. Assists in:
      • Formulation of business plans for the unit.
      • 5 year budget – preparation and control.
      • Quarterly reviews and monitoring results.
      • Quarterly expenditure/analysis.
      • Sets and motivates Capex/Ti philosophy per building in consultation with client.
      • Approves Ti standard specification as recommended by the project manager.
      • Approves Capex within authority limits.
      • Ensures we conform to Capex philosophy and procedures.
      • Estimates new operating costs.
      • Ensures recovery of operational costs in accordance with lease terms.
      • Required to attend to monthly forecasting on managed properties where required.
      • Analyse and assess tenant turnovers.
    5. Building management: Devises a five-year maintenance plan including allowances for provisions or depreciation where applicable (annually) for submission to the assistant general manager/director. Investigate/initiate proposals for refurbishments. Maintains a hands-on control of projects in hand. Reviews the building status/grade annually and maintains the standards within those grades.
    6. Debtors management: Monthly interaction meetings with debtors, debtors' manager and leasing to ensure appropriate action taken and approve legal action.
    7. Credit control: Responsible for management of:
      • Arrears.
      • Legal action.
      • Write-offs.
      • Manage Legal Matters.
    8. Parking management: Monthly/ad hoc interaction meetings all parkades. In conjunction with the responsible person for parking, maintain accurate control of "in house" operated parkades.
    9. Assists, supports, and serves personnel as needed.
  2. Assumes responsibility for ensuring that professional business relations exist with clients, vendors, and trade professionals.
    1. Ensures that requests and questions are promptly and courteously resolved.
    2. Ensures that customers are properly informed of Company Portfolio Management policies and procedures.
    3. Ensures that the Company's professional reputation is maintained both internally and externally.
    4. Represents the Company in contacts with business and trade professionals.
  3. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Company personnel and with management.
    1. Assists and supports personnel as needed.
    2. Keeps management informed of area activities and of any significant concerns.
    3. Attends and participates in meetings as required.
    4. Completes reports and records.
  4. Assumes responsibility for related duties as required or assigned.
    1. Ensures that work area is clean, secure, and well maintained.
    2. Stays informed regarding developments and changes in the Portfolio Management field.
    3. Assists with publicity, education, and promotion of the Company. Cross sells services.
    4. Completes special projects as assigned.

PERFORMANCE MEASUREMENTS

  1. Portfolio Management services are efficiently and effectively provided in accordance with established Company policies and standards and with applicable laws and regulations.
  2. Problems are closely tracked and effectively resolved.
  3. Good business relationships exist with customers and their Portfolio Management needs are properly assessed and met. Effective financial counseling is provided as needed.
  4. Professional business relations exist with customers and external trade contacts. Questions and problems are promptly and courteously resolved.
  5. Effective working relations and coordination exist with Department and Company personnel. Support is provided as required.
  6. Management is appropriately informed of area activities and of any significant concerns.

EDUCATION/CERTIFICATION: Matric and associated degree in business or related field with a strong retail/shopping centre background specifically in rural and township areas and a minimum of 5 years' experience in a similar role. Requires to hold a valid Fidelity Fund Certificate.

REQUIRED KNOWLEDGE : Thorough knowledge of Company Portfolio Management products and applicable policies and standards. Understanding of government regulations and legal requirements involving Portfolio Management and related functions. Familiarity with Portfolio Management programs.

EXPERIENCE REQUIRED: At least five years of progressive experience in Property Management related positions. Administrative and supervisory experience. Real estate experience very helpful.

SKILLS/ABILITIES: Strong leadership and supervisory skills. Financial background essential. Good project management abilities. Well organised. Solid communication abilities. Able to meet deadlines. Demonstrable understanding of property management. Able to communicate effectively at all levels. Professional, confident and mature. High energy level. Self-Starter. Able to control stress and work well under pressure. Able to prioritise workflow. Able to relate well at all levels. Able to act on own initiative or with minimum input. Able to control, motivate and direct staff. Able to develop and work to budgets. Excellent proven negotiation skills. Computer literacy – Windows, Microsoft Word, Outlook and Excel. Able to use PC and basic business equipment.

#J-18808-Ljbffr

  • Portfolio Financial Expert

    1 week ago

    Pretoria, Gauteng, South Africa Ability Executive Recruitment Full time

    Ability Executive Recruitment is seeking a skilled Portfolio Financial Expert to join our team. The successful candidate will be responsible for the financial management of a portfolio of properties and companies.This involves managing full debtor's payment function, preparing financial information and schedules for monthly management packs and/or reporting,...

  • Portfolio Management Executive

    2 weeks ago

    Pretoria, Gauteng, South Africa Findojobs South Africa Full time

    We're looking for a skilled professional to manage our delivery and execution portfolios. As a key member of our team, you will be responsible for overseeing the translation of business strategy into programmes/projects, managing the entire delivery and execution lifecycle, and ensuring benefits realization.Responsibilities:Coordinate the management of...

  • Portfolio Management Executive

    4 days ago

    Pretoria, Gauteng, South Africa Capitec Bank Ltd. Full time

    Job ResponsibilitiesThe Portfolio Management Executive will be responsible for managing a portfolio of business clients, providing them with expert advice on financial solutions, and identifying opportunities to grow their business. You will also be responsible for maintaining relationships with existing clients, identifying new business opportunities, and...

  • Airline Portfolio Executive

    2 weeks ago

    Pretoria, Gauteng, South Africa Hr Genie Full time

    Hr Genie is seeking a talented Airline Portfolio Executive to manage and maintain airline portfolios. The successful candidate will have a proven track record of success in identifying and pursuing new business opportunities, developing and maintaining strong client relationships, and analysing market trends to capitalise on emerging opportunities.Key...

  • Financial Portfolio Management Executive

    4 days ago

    Pretoria, Gauteng, South Africa Ananzi Full time

    Job OverviewA leading financial institution based in Olympus, Pretoria East is seeking a highly skilled Office Portfolio Administrator Manager to join their team. The successful candidate will be responsible for overseeing and supporting Executive Client Portfolio Administrators in an office environment.

  • Portfolio Operations Manager

    4 days ago

    Pretoria, Gauteng, South Africa Ability Executive Recruitment Full time

    About the OpportunityThis is an exceptional opportunity for a highly skilled Finance and Administration professional to join our team as a Portfolio Operations Manager. The successful candidate will be responsible for overseeing all aspects of finance, administration, and reporting for our portfolio, and will have the opportunity to develop and implement...

  • Portfolio Development Executive

    11 hours ago

    Pretoria, Gauteng, South Africa Teraco – A Digital Realty Company Full time

    About the RoleThis Portfolio Development Executive position is responsible for developing and maintaining strong relationships with our clients. The ideal candidate will have excellent communication and problem-solving skills, as well as experience in similar roles.Key ResponsibilitiesBUILD STRONG RELATIONSHIPS WITH CLIENTSIDENTIFY BUSINESS OPPORTUNITIES AND...

  • IT Portfolio Manager

    1 week ago

    Pretoria, Gauteng, South Africa Oxyon Human Capital Solutions Full time

    Job Overview:A talented IT Portfolio Manager is sought to lead the execution of diverse, complex information technology programs and manage multiple large-scale IT projects.About the Role:This strategic position involves program planning, execution, timing, functionality, quality, communication, and cost management. The ideal candidate will monitor and...

  • Real Estate Portfolio Executive

    3 days ago

    Pretoria, Gauteng, South Africa Airports Company South Africa Full time

    About the RoleThis is an exciting opportunity to join ACSA as a Real Estate Portfolio Executive.The successful candidate will be responsible for developing and implementing a comprehensive property strategy aligned with ACSA's network and overarching strategies.This involves managing the property portfolio, driving revenue growth, and ensuring alignment...

  • Portfolio Executive and Operations Leader

    1 week ago

    Pretoria, Gauteng, South Africa Clear Leaf Full time

    Job SummaryWe are seeking a talented National Property Portfolio Executive to join our team at Clear Leaf. This role is responsible for managing our property portfolio, ensuring compliance with statutory and legislated requirements, and driving operational efficiency.The successful candidate will have a strong background in operations management, people...

  • Business Portfolio Strategy Executive

    2 weeks ago

    Pretoria, Gauteng, South Africa Mmi Holdings Ltd Full time

    Job Summary:Mmi Holdings Ltd is hiring a Business Portfolio Strategy Executive to drive business growth and success. The successful candidate will have a strong background in business strategy and excellent leadership skills.Key Responsibilities:Drive Business Growth: Drive business growth and success by developing and implementing effective business...

  • Commercial Asset Manager Executive

    11 hours ago

    Pretoria, Gauteng, South Africa Ability Executive Recruitment Full time

    The role of Commercial Asset Manager Executive involves overseeing the effective management and development of specific property assets. This includes driving growth and profitability objectives while managing subordinates and property teams. You will be responsible for providing input and executing property strategies related to the specific property. Key...

  • Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Headhunters Full time

    : Our client in the Financial Services Industry is currently looking to employ a Portfolio Manager in Sandhurst, Johannesburg.A wonderful career opportunity awaits you.Requirements:BCom or similar degree.Preferably a postgraduate qualification.5+ years in the financial services industry.2+ years in portfolio management.Other relevant education or...

  • Executive Portfolio Manager

    3 days ago

    Pretoria, Gauteng, South Africa Capitec Bank Ltd. Full time

    At Capitec Bank Ltd., we are committed to providing exceptional service in the banking industry. As a Team Leader, you will play a crucial role in managing our Relationship Suite, ensuring effective portfolio management, client activations, and revenue growth.Key ResponsibilitiesTo excel in this position, you will:Led a team of Relationship Bankers to...

  • Risk Management Executive for Portfolio Oversight

    12 hours ago

    Pretoria, Gauteng, South Africa Ntice Sourcing Solutions Full time

    Join our team as a Risk Management Executive and take ownership of our global portfolio, driving business growth through effective risk management strategies.About Ntice Sourcing SolutionsNtice Sourcing Solutions is a leader in providing top talent to forward-thinking organizations. We pride ourselves on delivering exceptional results through expert hiring...

  • Portfolio Director

    2 weeks ago

    Pretoria, Gauteng, South Africa Headhunters Full time

    Job DescriptionHeadhunters is seeking a Portfolio Director to join our team in Johannesburg. As a key member of our financial services industry team, you will be responsible for marketing, client acquisition and mandates, portfolio implementation, and portfolio management.Key Responsibilities:Develop and execute strategic plans to acquire new clients and...

  • Portfolio Development Lead

    19 hours ago

    Pretoria, Gauteng, South Africa Rmb Nigeria Limited Full time

    Job Description:The Portfolio Development Lead will be responsible for developing and executing client portfolio strategies that drive growth in flow and event business activity for specific clients or client portfolios within sectors. This role requires strong leadership and management skills, as well as excellent communication and collaboration...

  • Strategic Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa The South African Breweries Full time

    Job OverviewThe South African Breweries is seeking a highly skilled Strategic Portfolio Manager to lead the development and execution of business strategies across its portfolio. This role requires strong leadership, analytical, and communication skills to drive growth, profitability, and market expansion.Key ResponsibilitiesDevelop and Execute Business...

  • Insurance Portfolio Executive

    2 weeks ago

    Pretoria, Gauteng, South Africa Watershed Consulting Full time

    Job Summary">We are seeking a Client Relationship Manager to manage and grow our client relationships and portfolios, while expanding the business.">Main Responsibilities:">">Develop and implement strategies to grow existing clients' portfolios through organic growth, upselling, cross-selling, and new business development.">Maintain regular interactions with...

  • Portfolio Strategy Lead

    2 weeks ago

    Pretoria, Gauteng, South Africa Deka Minas (Pty) Ltd Full time

    Job DescriptionWe are seeking a highly skilled Portfolio Strategy Lead to join our team at Deka Minas (Pty) Ltd. In this role, you will be responsible for managing a portfolio of projects, overseeing their planning, execution, and delivery.Key Responsibilities:Developing and implementing portfolio strategies that align with organisational goalsManaging...