Portfolio Analyst

1 month ago

Johannesburg, South Africa World Bank Group Full time

**Portfolio Analyst**

Job #:
req30659
Organization:
IFC
Sector:
Investment
Grade:
GE
Term Duration:
3 years 0 months
Recruitment Type:
Local Recruitment

**Location**:
Johannesburg,South Africa
Required Language(s):
English
Preferred Language(s):
French, Arabic
Closing Date:
12/9/2024 (MM/DD/YYYY) at 11:59pm UTC

Description

The Manufacturing, Agribusiness & Services (MAS) Industry Group plays an important role in supporting IFC's strategic priorities, covering investments in the global manufacturing and services, agribusiness, health and education sectors. MAS' sectors play a critical role in providing goods and services to consumers; addressing core needs, creating jobs, contributing to government revenue and stimulating growth. In IFC's client countries, these sectors can account for as much as 80% of overall economic activity and can account for up to 90% of employment activity, particularly in the poorest countries.

MAS Africa is looking for a Portfolio Analyst whose primary job will be to support the Regional Head of Operations (RHIO) in the management of MAS Africa's portfolio, program, and operations. The Portfolio Analyst will provide analytical and administrative support to the RHIO by conducting portfolio data analysis, supporting portfolio management activities, making recommendations on portfolio actions, and monitoring investment compliance and reporting. In addition, the Portfolio Analyst will also provide support to MAS Africa management on activities associated with overall operations and strategies. The Portfolio Analyst will be a core member of the Central Unit of MAS Africa.

The position will be located in Johannesburg, South Africa.

Duties and Accountabilities:
Responsibilities include, (but are not limited) to:

- Provide analytical support to management team in evaluating risk and recommending active portfolio management actions. Analyze trends and discuss quarterly changes in portfolio profitability metrics and returns (Cash Income, Controllable Cash Income, RAROC, IRR, Dividend Yields etc.), risk ratings and portfolio quality;
- Support all aspects of portfolio compliance activities including timely completion of risk ratings, quarterly monitoring and other supervision reports including E&S reporting and insurance reporting, loss reserves and valuation exercises, and ensure consistently high level of performance in portfolio compliance scorecard;
- Track progress with equity sales plan, dividends received, capital gains and portfolio returns. Review and comprehend stock analyst reports, and track analysts' stock recommendations. Alert the management team and IOs to company updates and changes in stock recommendations;
- Prepare regular reports on equity investment performance and track performance of MAS Africa's equity portfolio vs. the market;
- Monitor the collection of income and fees from loan portfolio clients. Inform the management team and IOs of arrears. up with IOs on outstanding payments and analyze impact to NPLs and profitability;
- Prepare quarterly portfolio reports, review such reports for accuracy and consistency in reporting. Analyze and interpret portfolio reports to prepare summary of portfolio performance for discussion at quarterly portfolio meetings;
- Support quarterly portfolio meetings by scheduling meetings, compiling materials, identifying areas of risk and concern, and benchmarking performance for the division.
- Address ad-hoc information requests from regional and senior management teams, and coordinate portfolio evaluation and impact exercises like stress tests related to external shocks and developments;
- Assist in the preparation of internal supervision documents (waivers, amendments, Disbursements, Spreading of financials for IRP) and IFC development outcome measurement indicators and insurance with input/guidance from the relevant IO;
- Rigorously monitor timing of reporting compliance by IOs with persistent up on non-compliance;
- Maintain the pipelines for department and corporate level;
- Other tasks and activities related to portfolio management and operations and coordination that may be assigned from time to time.

Selection Criteria
- Bachelors degree in business, finance, accounting or equivalent field;
- Minimum of 3 years relevant work experience (finance, accounting etc.);
- Without exception, excellent knowledge of Word, Excel, PowerPoint and aptitude to learn new systems and databases. Skills of data analysis using Excel pivot table or Power BI are required. Skills of Tableau is a plus;
- Strong report building skills with the ability to convert raw data into business insights;
- Strong numerical, analytical and conceptual skills encompassing finance and the associated areas of investment and portfolio management;
- Excellent written, verbal communication and presentation skills in English is a must. Ability to speak Arabic or French is preferred;
- Ability to think independently, analyze problems and identify appropriate soluti

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