Portfolio Executive

3 weeks ago

Sandton, South Africa Broll Property Group 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.**
a. 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.
b. 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
c. 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
d. Plans and budgets: Prepares and completes budgets by January each year
Completes forecasts timeously. Reviews rental quarterly and ensure 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

e. 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 maintain the standards within those grades.
f. Debtors management: Monthly interaction meetings with debtors, debtors’ manager and leasing to ensure appropriate action taken and approve legal action.
g. Credit control: Responsible for management of:

- Arrears
- Legal action
- Write-offs
- Manage Legal Matters

h. 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
i. Assists, supports, and serves personnel as needed.

**2. Assumes responsibility for ensuring that professional business relations exist with clients, vendors, and trade professionals.**
a. Ensures that requests and questions are promptly and courteously resolved.
b. Ensures that customers are properly informed of Company Portfolio Management policies and procedures.
c. Ensures that the Company's professional reputation is maintained both internally and externally.
d. 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.**
a. Assists and supports personnel as needed.
b. Keeps management informed of area activities and of any significant concerns.
c. Attends and participates in meetings as required.
d. Completes reports and records.

**4. Assumes responsibility for related duties as required or assigned.**
a. Ensures that work area is clean, secure, and well maintained.
b. Stays informed regarding developments and changes in the Portfolio Management field.
c. Assists with publicity, education, and promotion of the Company. Cross sells services.
d. 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 p

  • Portfolio Management Executive

    3 days ago

    Sandton, South Africa AECI Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team at AECI as a Product Manager. The successful candidate will be responsible for managing and strategically growing a portfolio of bakery products into markets in South Africa and Southern Africa.Key ResponsibilitiesPortfolio Management: Develop and implement strategies...

  • Portfolio Manager

    1 week ago

    Sandton, South Africa Headhunters Full time

    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 courses.Knowledge of the Financial Services Industry, particularly in advice and investment management sectors.Understanding of FAIS, FICA, and other relevant...

  • Portfolio Manager

    1 week ago

    Sandton, South Africa Adzuna ZA B C2 Full time

    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 courses.Knowledge of the Financial Services Industry, particularly in advice and investment management sectors.Understanding of FAIS, FICA, and other relevant...

  • Portfolio Manager

    5 days ago

    Sandton, South Africa Headhunters Full time

    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 courses. Knowledge of the Financial Services Industry, particularly in advice and investment management sectors. Understanding of FAIS, FICA, and other relevant legislation....

  • Portfolio Manager

    3 months ago

    Sandton, South Africa Momentum Securities Full time

    **Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

  • Portfolio Manager

    3 days ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    **Why This Role?**: Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a **Portfolio Manager** to manage a growing portfolio of clients, lead financial process efficiencies, and drive new...

  • Portfolio Manager

    3 days ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    Job DescriptionAre you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a Portfolio Manager to manage a growing portfolio of clients, lead financial process efficiencies, and drive new business...

  • Specialist: Portfolio Management

    3 months ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Portfolio Director

    3 days ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    About This RoleAre you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a Portfolio Manager to manage a growing portfolio of clients, lead financial process efficiencies, and drive new business...

  • Portfolio Manager

    4 days ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    Job DescriptionWhy This Role?Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a Portfolio Manager to manage a growing portfolio of clients, lead financial process efficiencies, and drive new...

  • Portfolio Manager

    4 days ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    Why This Role?Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a Portfolio Manager to manage a growing portfolio of clients, lead financial process efficiencies, and drive new business...

  • Junior Portfolio Manager

    3 months ago

    Sandton, South Africa Momentum Securities Full time

    **Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...

  • Portfolio Manager: Planning, Governance and

    3 months ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary The...

  • Junior Portfolio Manager

    3 days ago

    Sandton, South Africa Momentum Securities Full time

    **Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...

  • Portfolio Manager

    3 months ago

    Sandton, South Africa CBRE Excellerate Full time

    **Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...

  • Portfolio Manager

    3 months ago

    Sandton, South Africa Sanlam Full time

    **What will you do?** - We have an exciting opportunity for a Portfolio Manager in our Risk Acceptance Department at Emerald.**What will make you successful in this role?** - Key responsibilities include: - Enhance the Emerald brand and foster a corporate culture that promotes sustainable ethical practices. - Support of all Emerald financial and growth...

  • Senior Commercial Specialist, Group Portfolio

    2 days ago

    Sandton, South Africa Exxaro Recruitment Full time

    At the heart of Exxaro Resources, our success story is not just written in numbers but in the vibrant tapestry of our people. We are more than a company.  We are a winning team, a community of passionate individuals who find fulfilment in shared victories. Joining Exxaro isn't just about a job; it's about becoming part of a winning family, where each member...

  • Senior Commercial Strategist, Group Portfolio

    1 day ago

    Sandton, South Africa Exxaro Recruitment Full time

    About Exxaro ResourcesWe are a leading mining and resources company, committed to driving excellence and innovation in every aspect of our operations.Our VisionWe value dynamic, forward-thinking professionals who are eager to make a significant impact.Job SummaryWe are seeking a highly skilled Senior Commercial Specialist to join our team and lead our...

  • Marketing Portfolio Lead

    3 days ago

    Sandton, South Africa Capitec Bank Full time

    About the RoleWe're seeking a highly motivated and adaptable professional to join our evolving Business Bank as a Marketing Portfolio Lead. As a key member of our team, you will be responsible for driving marketing objectives by executing targeted digital performance campaigns that align with our strategic goals.You will nurture existing client relationships...

  • Portfolio Manager

    3 weeks ago

    Sandton, South Africa Excellerate JHI Full time

    **Who we are** We are a leading real estate services company that combines global standards with specialised local knowledge to create customisable high-performance solutions for our clients. We advise property owners and occupiers on every aspect of their property strategies and assist them in the development, buying, selling, leasing, valuing and...