Portfolio Management Specialist
4 weeks ago
Job Summary
We are seeking a highly skilled Portfolio Management Specialist to join our team at TalentCru. As a key member of our financial services team, you will be responsible for providing administrative support to achieve business objectives and deliver exceptional service to our stakeholders.
Key Responsibilities
- Provide administrative support to the financial services team, ensuring efficient and effective delivery of services.
- Assist in the collection and analysis of data, including financial statements and client information.
- Support the preparation and submission of reports, including valuations and risk grading.
- Collaborate with internal stakeholders to ensure timely and accurate completion of tasks.
- Develop and maintain accurate and up-to-date databases and filing systems.
- Provide exceptional customer service and support to internal and external stakeholders.
Requirements
- National Diploma in Commerce or equivalent.
- Minimum of 2-5 years' experience in a financial services administrative environment.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
Technical Competencies
- Stakeholder Management
- Customer Insight and Focus
- Analytical Thinking
- Information Searching
- Process Orientation
- Attention to Detail
- Report Writing
Behavioural Competencies
- Planning Organising
- Relationship Building
- Self starter / Pro-active
- Willing to Learn
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