Portfolio Manager

We are seeking a Portfolio Manager to join our team. The ideal candidate will have a working knowledge of basic accounting concepts and be capable of reconciling and preparing account statements for payment. They should be able, or willing, to learn the company’s systems and software relevant to the position. The Portfolio Manager will be responsible for receiving and auditing council accounts, ensuring accuracy and compliance. Additionally, they will attend monthly management meetings with clients, where they will prepare and present detailed management reports. A key responsibility will also be to enforce strict credit control.

REQUIREMENTS

1. Financial qualification would be beneficial.
2. B-Degree would be beneficial.
3. Excellent knowledge of Excel.
4. Death & disability cover.
5. Valid driver’s license.
6. Excellent problem-solving skills.

DUTIES

1. Fully Bilingual.
2. Strong leadership.
3. Direct reporting to Operations Manager.
4. Excellent client service.
5. Timekeeping and planning.
6. Excellent verbal and written skills.
7. Deadline and goal oriented.
8. Work well under pressure.
9. Must be able to work overtime if needed.

Desired Skills:

1. Accounting.
2. Credit Control.
3. Systems and Software.
4. Financial Reporting.