Portfolio Managent Principal

2 weeks ago


Cape Town, South Africa RMM Full time

Key Responsibilities:
Portfolio Management:

- Drive the performance management of investee companies within the fund.
- Responsible for stakeholder reporting, including portfolio valuations.
- Participate in credit committees as needed.
- Provide business development mentoring and other value-added services to portfolio companies, such as operational diagnostics, strategy development and execution, business-building, value-adding support, access to new markets, raising capital, and special projects to unlock value.
- Deliver selected products to portfolio companies.
- Assist Partner/s in extracting maximum value and impact from the portfolio.
- Participate in workshops, strategic sessions, and other portfolio-related forums.
- Assist in portfolio strategy development and execution.

Governance:

- Ensure effective governance and best practices within investees.
- Help ensure effective governance at a Fund level.

Leadership:

- Provide high-level technical expertise and support to the PIM team.
- Responsible for strategic-level engagement and management.

Monitoring and Compliance:

- Oversee the implementation of effective monitoring and compliance at investee, fund, and portfolio levels.

Legal:

- Oversee portfolio and internal legal compliance and risks.

Relationship and Stakeholder Management:

- Responsible for stakeholder management.
- Investor relations and reporting.
- Reporting on Fund level performance.

**Requirements**:
**Qualifications**
- Ideally CA (SA) and / or CFA
- Alternatively, tertiary degree with an outstanding academic performance record with strong problem solving abilities (e.g. Engineering, Actuarial Science, Statistics, Finance, Business Science)
- MBA from a highly-regarded institution will be an advantage
- Track record of performance / excellent results

**Experience**
- Finance and / or venture capital investing experience, preferably in the post-investment environment.
- Preferable: 5-10 years' in an investment or finance environment, preferably within a reputable investment firm.
- 5+ years' in a business consulting firm with a bias towards business strategy and execution / project delivery roles, or advisory services to small businesses, or
- 5+ years' in a top tier accounting firm

**Job Types**: Full-time, Permanent

**Salary**: R100,000.00 - R140,000.00 per month


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