Portfolio Manager: Growth & Risk Optimization

Merchant West; Cape Town; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Merchant West requires a Portfolio Manager to oversee a client facilities portfolio, monitor performance and risk, and foster strong client relationships. The role involves deal support, portfolio growth, reporting, and ensuring compliance with credit policies and governance frameworks.

The ideal candidate has 4+ years in a client-facing financial role, with a strong background in finance, credit risk, and analytical modelling to optimise portfolio performance.

Qualifications

• Degree in Finance/Mathematics with Accounting as a subject.
• 4+ years in a client-facing financial role.
• Strong ability in credit risk evaluation and financial modelling.
• Experience with deal structuring and portfolio management.

Responsibilities

• Manage and monitor a portfolio of client facilities for performance and asset quality.
• Maintain client relationships and identify opportunities for growth.
• Support deal structuring and execution within the portfolio.
• Prepare portfolio reports and maintain accurate records.
• Ensure adherence to credit policies and governance frameworks.

Skills

Portfolio management

Credit risk evaluation

Deal structuring

Client relationship management

Portfolio reporting

Financial modelling

Cash flow analysis

Analytical thinking

Negotiation

Stakeholder engagement

Education

Finance/Mathematics degree

Accounting as subject

Tools

Financial software

Job description

Merchant West requires a Portfolio Manager to oversee a client facilities portfolio, monitor performance and risk, and foster strong client relationships. The role involves deal support, portfolio growth, reporting, and ensuring compliance with credit policies and governance frameworks.

The ideal candidate has 4+ years in a client-facing financial role, with a strong background in finance, credit risk, and analytical modelling to optimise portfolio performance.