Financial Portfolio Manager
3 days ago
We are seeking a highly skilled Credit Analyst to join our team at Robert Walters. As a Credit Analyst, you will play a vital role in maintaining the quality and integrity of our client portfolio.
The successful candidate will have excellent analytical skills, with the ability to identify and mitigate risks associated with our client portfolio. This includes gathering and interpreting financial information, managing client exposure, and ensuring compliance with regulatory requirements.
The ideal candidate will have a financial or accounting tertiary qualification, with 1-2 years of experience in a similar role. Strong Excel knowledge is also essential for this position.
Key duties for the Credit Analyst include:
- Gathering and analysing client, industry, and relevant information, reporting concerns as needed
- Performing administrative tasks including client profile management and timely data capture onto the IT system
- Preparing and analysing management accounts, AFS, and Zeipro profiles for ongoing client monitoring
- Building and maintaining client Zeipro profiles as required
- Identifying and communicating review information, covenant breaches, and other concerns promptly
-
Financial Portfolio Manager
14 hours ago
Sandton, South Africa Large Investment Holding Company Full timeJob DescriptionA seasoned investment professional with over 10 years of relevant experience is required for post-investment portfolio management at a leading global investment holding company.The ideal candidate will participate in investment prospecting and portfolio review meetings, deploy on special projects as needed, and review financial models to aid...
-
Financial Portfolio Manager
6 days ago
Sandton, South Africa Excellerate JHI Full timeJob DescriptionWe are seeking a highly skilled Senior Accountant to oversee and manage all aspects of the Client Portfolio Financial Department at Excellerate JHI. As a key member of our team, you will develop systems that cater for the reporting needs of Property Owners and apply material and manpower resources to achieve objectives outlined in the strategy...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa MMI Holdings Full time-Introduction To grow an existing portfolio of clients through relationship management and product development. Role Purpose To grow an existing portfolio of clients through relationship management and product development and developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client...
-
Portfolio Manager
2 days ago
Sandton, South Africa Excellerate JHI Full timeAbout the RoleOversight and management of all aspects of the Client Portfolio Financial Department.Developing systems for reporting needs of Property Owners.Managing and providing guidance to Reporting and Operational Financial Managers.You will work closely with our team to provide management information and reports, as well as proactively communicate with...
-
Portfolio Manager
18 hours ago
Sandton, South Africa The Recruitment Council Full timeAre you a seasoned Portfolio Manager with a passion for navigating the complexities of Hedge Funds? An esteemed financial services firm, renowned for its innovative strategies and commitment to excellence, is seeking a talented individual to join its elite team. You will need to drive strategic investment portfolio management for the Fund of Hedge Funds...
-
Portfolio Transactions Manager
3 weeks ago
Sandton, South Africa TalentCru Full timeThis position focuses on assisting the Divisional Executive in managing the performance of portfolio companies. It involves working closely with Portfolio Management and Monitoring Teams, portfolio companies, and potential strategic partners. The role assists with strategic, operational, financial structuring and closing in-portfolio transactions for...
-
Portfolio Financial Director
6 days ago
Sandton, South Africa Excellerate JHI Full timeAbout UsExcellerate JHI is a leading real estate services company that combines global standards with specialized local knowledge to create customizable 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...
-
Portfolio Transactions Manager
3 weeks ago
Sandton, South Africa TalentCru Full timeThis position focuses on assisting the Divisional Executive in managing the performance of portfolio companies. It involves working closely with Portfolio Management and Monitoring Teams, portfolio companies, and potential strategic partners. The role assists with strategic, operational, financial structuring and closing in-portfolio transactions for...
-
Senior Portfolio Manager
7 days ago
Sandton, South Africa Guardrisk Full time**Introduction** To maintain and grow an existing portfolio of clients through relationship management and product development. **Role Purpose** To maintain and grow an existing portfolio of clients through relationship management and product development. **Requirements**: - Relevant tertiary qualification - FAIS compliant - Related Insurance...
-
Investment Portfolio Manager
2 weeks 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...
-
Head of Portfolio Management
6 days ago
Sandton, South Africa Ability Executive Recruitment Full timeJob OverviewWe are seeking an experienced professional to lead our Client Portfolio Financial Department. As Head of Finance and Administration, you will be responsible for managing all aspects of the department, including portfolio management and reporting.About the Role:Develop and implement financial strategies to achieve business objectives.Manage and...
-
Portfolio Manager
6 days ago
Sandton, South Africa 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
2 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction To develop and implement Guadrisk's strategic initiatives. Role Purpose To develop and implement Guadrisk's strategic initiatives including but not limited to new business development. Requirements - Com Degree or relevant tertiary qualification - FAIS Compliant - RE1 will be advantageous - at least 7 year's experience in the insurance...
-
Portfolio Manager
2 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction To develop and implement Guadrisk's strategic initiatives Role Purpose To develop and implement Guadrisk's strategic initiatives Requirements - Com Degree or relevant tertiary qualification - FAIS Compliant - RE1 will be advantageous - CA(SA) or Finance qualification would be advantageous - at least 7 year's experience in the insurance...
-
Portfolio Manager
6 days ago
Sandton, South Africa Afrifocus Securities Full timeExcellent commission splits and HUGE earning potential. Join a winning team today!! **Job Details**: Excellent commission splits and HUGE earning potential. Join a winning team today!! Strong sales and business development skills with a passion to work with people to build long term relationships. Solid work ethic and is committed to making a difference...
-
Specialist Pricing and Portfolio Management
7 days ago
Sandton, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - 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 Head
1 week ago
Sandton, South Africa Guardrisk Full time**Introduction** - Oversee and lead the management, development and growth of the portfolio by identifying opportunities to amplify existing and grow new portfolio of clients through effectively relationship management.**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Oversee and...
-
Portfolio Manager
18 hours ago
Sandton, South Africa Excelleratejhi Full timeJoin to apply for the Portfolio Manager role at Excellerate JHI3 weeks ago Be among the first 25 applicantsWho We AreWe 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...
-
Investment Portfolio Manager
14 hours ago
Sandton, South Africa Nefcorp Full timeWe are seeking an experienced Investment Portfolio Manager to join our team at Nefcorp.Key ResponsibilitiesThe successful candidate will be responsible for:Conducting post-investment due diligence and monitoring of investmentsConducting due diligence on applications from investees for further fundingOverseeing investee legal complianceConducting investee...
-
Portfolio Manager C&g
3 days ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Responsible for the management and underwriting of a portfolio of mid-corporate clients for the construction guarantees division. Role Purpose Responsible for the management and underwriting of a portfolio of mid-corporate clients for the construction guarantees division. Requirements - A Diploma/Degree in the Built Environment or Finance. -...