Portfolio Management

3 weeks ago

Cape Town, South Africa Edge Growth Full time

**Job purpose**

Be a part of the PM team and help manage and grow a portfolio of high-growth, early stage venture investments.

This role has a focus on overseeing a portfolio of companies, and managing key investor/stakeholder relationships. This person is a self-starter, who feels a strong sense of ownership in their work and has excellent team and interpersonal skills. Should Be able to run with the day-to-day portfolio management responsibilities with little or no oversight.

Edge Ventures manages a diverse set of Funds with an impact focus. The PM Team are responsible for overseeing the multiple investments (debt, equity and mezzanine) in exciting and impactful businesses.

**Core activities**

**Portfolio Management**
- Develop and maintain best practice venture capital deal management and assist in building the Delta management model
- Work with deal owners to ensure strong, strategic management to their investee companies
- Work with the team to build a strong Delta portfolio of investee companies
- Support the broader team, as required.
- Deliver value-added assistance to portfolio companies, including:

- Detailed financial analysis, modelling and valuations
- Assistance in strategy development
- Execution management
- Business building support
- Access to new markets
- Raising capital
- Special projects to unlock value
- Assist with internal deal top-ups and third party funding rounds
- Work with deal owners to leverage networks to source fundraising and exit opportunities
- Help ensure that financial reporting, systems and processes of portfolio companies meet required standards and assist in driving performance management in portfolio companies
- Assist in the delivery of special projects to unlock strategic value in portfolio companies
- Manage draw-down processes for additional capital to be deployed into portfolio companies
- Assist with the preparation of regular portfolio updates to the relevant committees and compile other reports to stakeholders as required from time to time.
- Assist in the preparation of a consolidated portfolio review report on a regular basis
- Assist in the development and maintenance of the PM lessons learnt database and records

**Governance**
- Ensure effective governance and best practice within portfolio companies

**Monitoring and Compliance**
- Assist the Investee Compliance Officer with the preparation of all monitoring and compliance investee related information and deliverables

**Legal**
- Provide ongoing analysis, interpretation and compliance in terms of the legal agreements relating to the portfolio companies that you are responsible for

**Operations and Admin**
- Help the PM Partner to improve internal processes, procedures and policies to improve best practice delivery to Edge Growth, the various funds under management and the market
- Embrace the ethos of continual improvement in identifying and driving initiatives to enhance or re
- engineer existing processes to increase efficiency.

**Qualifications**
- At least a graduate degree, preferably with a technical and / or quantitative emphasis (finance, engineering, accounting, law, )
- An MBA, CA(SA) or CFA degree would be advantageous

**Experience**
- Venture capital investing experience - preferably in the post
- investment and equity environment
- 3-5+ years in an investment or finance environment, preferably within a reputable investment firm
- Alternatively:

- 3-5+ years in a business consulting firm, with a bias towards financial modelling, business strategy and execution
- 3-5+ years in a top tier accounting firm with experience in auditing company/ies in the investment sector

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