Portfolio Manager

1 week ago


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

This 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 transactions for portfolio companies. In addition, the role oversees, ensures and manages the quality and timeliness of Committee submissions before final review by the Divisional Executive.

Key Responsibilities:
  • Assist with generating innovative ideas through deep understanding of a sector, correctly assessing BP financial positions leading up to establishing capital requirements, nature and type of capital, additional capital sources outside the organization from which to raise new capital required to fund the implementation of Business Partner's restructuring and turnaround strategies.
  • Use and customize the client's financial models to evaluate the potential return on investment and developmental impacts of portfolio companies and on in-portfolio transactions.
  • Work with internal teams and external advisors (lawyers, accountants, consultants) to evaluate risks and opportunities associated with operational and balance sheet restructures of portfolio companies and with each transaction.
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.
Technical 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.

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