Financial Portfolio Manager

3 days ago


Sandton, South Africa Robert Walters Full time
Credit Analyst Job Description

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


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