Financial Portfolio Manager

7 days ago


Cape Town, Western Cape, South Africa Nefcorp Full time

Job Overview:

Nefcorp is seeking a highly skilled and motivated Financial Portfolio Manager to join our team in Cape Town. This role offers the opportunity to work with a dynamic organization that is committed to economic development and growth.

About the Role:

The Financial Portfolio Manager will be responsible for screening and processing regional applications in accordance with Nefcorp's policies and procedures. Additionally, you will process and refer applications that meet requirements to the Funds for further consideration and monitor the Nefcorp investment portfolio within the Regional Office.

Main Responsibilities:

  • Perform eligibility screening of new applications for funding in terms of Nefcorp's criteria and mandate.
  • Prepare financial analysis as part of the commercial screening process of new applications.
  • Call applicants to request information and meet as well as advise applicants where applicable.
  • Perform desktop research using search engines to obtain industry information required in the assessment of applications.
  • Identify risks on applications and make recommendations to the Regional Manager in respect of the way forward.
  • Build networks in Western Cape and source good deal flow for Nefcorp.
  • Attend conferences and seminars that are part of the Pre-Investment Business Support.
  • Resolve complaints that cannot be resolved by Product Advisor and provide Pre-Investment mentorship to applicants where necessary.
  • Conduct post-investment due diligence and monitoring of all investments in the Nefcorp iMbewu portfolio.

Requirements:

  • Postgraduate Commerce Degree will be a distinct advantage.
  • 3 years' experience in 2 or more of the following areas: SME funding/deal making/investment environment, business banking, venture capital environment, and/or development finance.
  • 3 years' experience in managing an SME portfolio.
  • Good working knowledge of key commercial statutes and regulations (e.g., Tax, Companies Act, and BEE legislative environment).
  • Ability to perform desktop analysis and risk assessments on applications and put forward compelling written recommendations for consideration.
  • Ability to analyse and interpret financial statements.
  • PC literacy and competency in Microsoft Excel, Word, and PowerPoint.
  • Good presentation skills and ability to communicate at all levels.

Personal Attributes/Behaviours/Attitudes:

  • Ability to maintain good relationships with clients.
  • Ability to work in a team.
  • Must be self-motivated.
  • Ability to take initiative and make decisions.
  • Interpersonal skills.
  • Result-oriented and deadline-driven.
  • Exceptionally professional with outstanding business ethics.


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