Portfolio Manager

3 weeks ago

Sandton, South Africa TalentCru Full time
Job Title: Portfolio Transactions Manager

About the Role:

This is an exciting opportunity to join our team as a Portfolio Transactions Manager, where you will play a key role in managing the performance of portfolio companies. As a seasoned professional with a strong background in investment banking, private equity, and corporate finance, you will be responsible for working closely with Portfolio Management and Monitoring Teams, portfolio companies, and potential strategic partners to drive value creation and risk mitigation.

Key Responsibilities:

  • Assist in the evaluation of portfolio companies' financial and operational performance, and develop strategies to improve their performance.
  • Work with internal teams and external advisors to evaluate risks and opportunities associated with operational and balance sheet restructures of portfolio companies.
  • Structure and negotiate detailed terms of refinancing deals, and develop recommendations for choice of financial instruments to use in transactions.
  • Assist in the execution of transactions, including drafting term sheets, managing the legal documentation process, and closing operational and balance sheet restructure plans of portfolio companies.
  • Proactively conduct portfolio reviews across multiple perspectives, and initiate or participate in forums for strategic change.
  • Drive value creation and monitor performance in portfolio companies, and assist in exit strategies, including preparing companies for sale and negotiating exits to maximize returns.

Requirements:

  • Minimum qualification: Bachelor's degree in finance, economics, or a relevant commercial or technical honours degree from a reputable institution.
  • Relevant Post Graduate qualification such as CA (SA) / MBA or equivalent would be an advantage.
  • 8-10 years of experience in Investment Banking, Private Equity, Corporate Finance and Corporate Strategy Consulting.
  • Proven track record in deal sourcing, structuring, and execution, and maturity experience at in working at a senior leadership level and management levels.
  • Sound knowledge and experience in developing and implementing turnaround strategies and plans.
  • Good understanding of different types of security for financial investments.
  • Working knowledge of Company, Contract, Taxation and Insolvency legislation.
  • Strong communication and networking skills.
  • Strong presentation and communication skills.
  • Proven proficiency in Microsoft Office products, especially Microsoft Excel.

Technical/Functional Competencies:

  • Analytical Skills: Analysing complex business situations, excellent financial modelling skills and making sound investment decisions.
  • Negotiation Skills: Demonstrated ability to negotiate favourable terms and close transactions.
  • Industry Knowledge: Satisfactory understanding of the industry or focus sectors.
  • Interpersonal Skills: Excellent communication, presentation, and relationship-building skills.
  • Project Management: Ability to manage multiple deals simultaneously and work under tight deadlines.
  • Financial modelling and acumen including risk identification and mitigation.
  • Investment and Portfolio Management.
  • Business/Commercial Acumen.
  • Formulating strategies and concepts.
  • Report writing skills.
  • Stakeholder Management - customer focus.
  • Problem Solving.

Leadership Competencies:

  • Resilience.
  • Decisiveness in Execution.
  • People Engagement.
  • Communication and Engagement.
  • Diverse Stakeholder Management.
  • Teamwork.
  • Innovation.
  • Change leadership.
  • Strategic Thinking.
  • Business Mindset.

Behavioural Competencies:

  • Presentation and communication skills.
  • Negotiation skills.
  • Relationship Building and Networking skills.
  • Persuading and Influencing skills.
  • Coaching and Mentoring.
  • Leading and Co-ordinating.
  • Competent in coaching and mentoring of team members.

  • Portfolio Manager

    1 week ago

    Sandton, South Africa TalentCru Full time

    {"title": "Portfolio Manager", "description": "Job SummaryTalentCru is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for monitoring and evaluating our investment portfolio, assisting in customer support, and post-investment management to ensure the company and economy derive the financial and...

  • Portfolio Manager

    1 week ago

    Sandton, South Africa TalentCru Full time

    Job DescriptionTalentCru is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for monitoring and evaluating our investment portfolio, assisting in customer support, and post-investment management.Key Responsibilities:Monitor and evaluate investment portfolio performanceAssist in customer support and...

  • Portfolio Manager

    1 week ago

    Sandton, South Africa TalentCru Full time

    Job Title: Portfolio ManagerThis role 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...

  • Portfolio Manager

    4 weeks ago

    Sandton, South Africa Headhunters Full time

    Job Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at Headhunters. As a Portfolio Manager, you will be responsible for managing client portfolios, conducting research, and ensuring compliance with regulatory requirements.Key Responsibilities:Manage client portfolios according to agreed investment strategiesConduct...

  • Portfolio Manager

    2 months ago

    Sandton, South Africa Headhunters Full time

    Requirements: BCom or similar degree.Preferably a postgraduate qualification.5+ years in the financial services industry.2+ years in portfolio management.Other relevant education or courses.Knowledge of the Financial Services Industry, particularly in advice and investment management sectors.Understanding of FAIS, FICA, and other relevant...

  • Portfolio Manager

    2 months ago

    Sandton, South Africa Headhunters Full time

    Requirements: BCom or similar degree. Preferably a postgraduate qualification. 5+ years in the financial services industry. 2+ years in portfolio management. Other relevant education or courses. Knowledge of the Financial Services Industry, particularly in advice and investment management sectors. Understanding of FAIS, FICA, and other relevant legislation....

  • Portfolio Manager

    2 months ago

    Sandton, South Africa Adzuna ZA B C2 Full time

    Requirements: BCom or similar degree.Preferably a postgraduate qualification.5+ years in the financial services industry.2+ years in portfolio management.Other relevant education or courses.Knowledge of the Financial Services Industry, particularly in advice and investment management sectors.Understanding of FAIS, FICA, and other relevant...

  • Portfolio Manager

    5 months 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...

  • Portfolio Manager

    1 month ago

    Sandton, South Africa TalentCru Full time

    {"title": "Portfolio Manager", "content": "Job SummaryTalentCru is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for ensuring the correct and timeous implementation of approved transactions and the management of business partners with the view of enhancing portfolio management by focusing on support,...

  • Portfolio Manager

    3 weeks ago

    Sandton, South Africa TalentCru Full time

    Job Title: Portfolio Transactions ManagerAbout the Role:This is an exciting opportunity to join our team as a Portfolio Transactions Manager, where you will play a key role in managing the performance of portfolio companies. As a seasoned professional with a strong background in investment banking, private equity, and corporate finance, you will be...

  • Portfolio Manager

    1 week ago

    Sandton, South Africa TalentCru Full time

    Job DescriptionJob Title: Associate - Development Debt SmallJob Summary:We are seeking a highly skilled and experienced Associate to join our team as a Portfolio Manager. The successful candidate will be responsible for managing a portfolio of business partners, ensuring timely and accurate implementation of transactions, and providing support to enhance...

  • Portfolio Manager

    2 months ago

    Sandton, South Africa TalentCru Full time

    About the RoleTalentCru is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for monitoring and evaluating our organization's portfolio, assisting in customer support, and post-investment management to ensure the company and the economy derive the financial and developmental benefits envisaged by...

  • Portfolio Manager

    1 month ago

    Sandton, South Africa TalentCru Full time

    Job DescriptionJob Title: Portfolio Transactions ManagerCompany: TalentCruLocation: [Insert Location]Job SummaryWe are seeking a highly skilled Portfolio Transactions Manager to join our team at TalentCru. The successful candidate will be responsible for managing the performance of portfolio companies, working closely with Portfolio Management and Monitoring...

  • Portfolio Manager

    1 month ago

    Sandton, South Africa TalentCru Full time

    {"title": "Portfolio Manager", "content": "Job SummaryTalentCru is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for effectively managing the implementation and post-investment of the GTIP portfolio, as well as the audit assessment and allocation process. You will ensure an accurate database of the...

  • Portfolio Manager

    2 months ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    **Why This Role?**: Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a **Portfolio Manager** to manage a growing portfolio of clients, lead financial process efficiencies, and drive new...

  • Portfolio Manager

    2 months ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    Job DescriptionAre you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a Portfolio Manager to manage a growing portfolio of clients, lead financial process efficiencies, and drive new business...

  • Portfolio Manager

    2 months ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    Job DescriptionWhy This Role?Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a Portfolio Manager to manage a growing portfolio of clients, lead financial process efficiencies, and drive new...

  • Portfolio Manager

    4 months ago

    Sandton, South Africa Redefine Properties Limited Full time

    Portfolio Manager **Primary Purpose of the Job** To assume responsibility and accountability for the performance of the portfolio and the people therein. To ensure investment growth through maximization of the net income on each property through effective property management and asset control. **Key Performance Areas (KPA’s)** - To assume responsibility...

  • Portfolio Manager

    1 month ago

    Sandton, South Africa TalentCru Full time

    Job Title: Associate - Development Debt SmallAbout the Role:We are seeking a highly skilled and experienced professional to join our team as an Associate - Development Debt Small. In this role, you will be responsible for ensuring the correct and timely implementation of approved transactions and managing business partners to enhance portfolio management.Key...

  • Portfolio Manager

    2 months ago

    Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

    Why This Role?Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a Portfolio Manager to manage a growing portfolio of clients, lead financial process efficiencies, and drive new business...