Investment Portfolio Manager

3 weeks ago


Cape Town, Western Cape, South Africa Edge Executives Full time
Job Summary

We are seeking a highly skilled and experienced Investment Executive to join our team at Edge Executives. As a key member of our investment team, you will be responsible for sourcing and maintaining client portfolios, supporting business development initiatives, and maintaining client relationships.

Key Responsibilities
  • Deal Origination: Source and maintain client portfolios for deal origination, identifying new business opportunities and building relationships with key stakeholders.
  • Business Development: Assist in business development initiatives and networking, collaborating with cross-functional teams to drive growth and expansion.
  • Project Management: Independently manage project appraisal and resource coordination, ensuring timely and effective delivery of projects.
  • Negotiation and Deal Structuring: Support negotiation and deal structuring, working closely with clients and internal stakeholders to achieve mutually beneficial outcomes.
  • Contract Management: Oversee the finalisation of legal agreements, ensuring compliance with regulatory requirements and company policies.
Requirements
  • Education: Graduate degree, preferably BCom in Accounting, CA, CFA, or equivalent.
  • Experience: Minimum 3 years experience in deal structuring and project management.
  • Skills: Strong interpersonal, analytical, and negotiation skills, with the ability to work effectively in a fast-paced environment.
Personal Attributes
  • Analytical Thinking: Strong analytical skills, with the ability to evaluate complex data and make informed decisions.
  • Result-Oriented: A strong focus on delivering results, with a track record of achieving goals and objectives.
  • Ethical Judgement: A high level of ethical awareness, with the ability to make decisions that align with company values and principles.
  • Interpersonal Skills: Excellent interpersonal skills, with the ability to build strong relationships with clients, colleagues, and stakeholders.
  • Teamwork: A strong team player, with the ability to collaborate effectively with cross-functional teams to achieve common goals.


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