Analyst Portfolio Enterprise Banking

Standard Bank Group; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading South African bank is looking for a dedicated professional to support day-to-day portfolio management operations. The ideal candidate will have a bachelor's degree in relevant fields and experience in Enterprise Banking. Responsibilities include ensuring compliance, client contact, and managing operational functions. This full-time role offers an opportunity to work in a dynamic banking environment focused on business solutions.

Qualifications

• Minimum of a bachelor's degree in a relevant field is typically required.
• Experience in Enterprise Banking or Business Banking is important.

Responsibilities

• Support day-to-day administration for portfolio management sales.
• Ensure compliance requirements are met.
• Act as a contact point for clients.

Skills

Financial Services

Cash Flow Analysis

Banking

Corporate Finance

Analysis Skills

Microsoft Powerpoint

Securities Law

Investment Banking

Private equity

Financial Analysis

Financial Modeling

Bloomberg

Education

Bachelor's Degree in Finance, Business Administration, Accounting, Economics, Banking and Financial Services, Mathematics or Statistics

Certification: FAIS

Job description

To support the Banker Enterprise (i.e. Portfolio & Multi-Channel) with the day-to-day administration portfolio management sales operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client providing sales and service fulfilment aligned to segment targets.

Qualifications

• Educational Requirements and Experience
  • Bachelors Degree: A minimum of a bachelors degree in a relevant field is typically required. This may include:
  • Finance
  • Business Administration
  • Accounting
  • Economics
  • Banking and Financial Services
  • Mathematics or Statistics (for roles involving more data analysis)
  • Certification: FAIS
• Experience

  Experience in Enterprise Banking (or Business Banking): Familiarity with the products and services offered to businesses (e.g. loans credit treasury services) and an understanding of the specific challenges faced by enterprises of different sizes.

Additional Information

• Behavioural Competencies:
  • Adopting Practical Approaches
  • Articulating Information
  • Checking Things
  • Developing Expertise
  • Embracing Change
• Technical Competencies:
  • Account Opening & Maintenance
  • Evaluating Risk Management Effectiveness
  • Financial Acumen
  • Product and Services Knowledge
  • Product Related Systems (Business Banking)

Remote Work

No

Employment Type

Full-time

Key Skills: Financial Services, Cash Flow Analysis, Banking, Corporate Finance, Analysis Skills, Microsoft Powerpoint, Securities Law, Investment Banking, Private equity, Financial Analysis, Financial Modeling, Bloomberg

Experience: years

Vacancy: 1