Senior Manager- Portfolio Management and Valuations

Fempower; Pretoria; On-site; ZAR 1,000,000 - 1,600,000; Full time

Job summary

A leading investment firm is seeking an experienced Portfolio Manager to lead their management and valuations division. The ideal candidate will have a strong background in corporate finance and proven experience in driving value creation within private market investments. This leadership role requires strategic vision and exceptional interpersonal skills, along with extensive expertise in transaction structuring and risk management.

Qualifications

• Minimum 10 years relevant experience with 5 years in management.
• Experience in Corporate finance, Private Equity, Management Consulting.
• FAIS Representative qualification is mandatory.

Responsibilities

• Lead portfolio management and valuations division.
• Develop and implement value creation strategies.
• Oversee post-investment monitoring and stakeholder management.

Skills

Transaction Structuring

Credit risk management

Portfolio Management

Value Creation

Corporate Finance

Mergers & Acquisitions

Business acumen

Education

B Commerce Degree (finance, engineering, legal)

Post graduate qualification (CFA, MBA, M.Com, MSc)

Job description

Lead and monitor investments made for compliance to legal agreements, lead value creation within the portfolio to generate positive investment performance in line with the investment manager’s mandate.

Duties :

• To provide strategic vision, leadership and management of the portfolio management and valuations division
• Strategy formulation, implementation, review and adaptation
• Lead and coordinate portfolio management and value creation activities of all Unlisted Investments to maximise client value.
• Develop and implement functional relationships with other investors and stakeholders
• Lead Post investment monitoring, review and reporting
• Develop and implement value creation strategy for the business unit and portfolio companies including exit planning.
• Provide team leadership to manage investments in an efficient manner (i.e. quick turnaround, staff productivity)
• Support client relationship management activities
• Risk Management (manage enterprise risks), compliance and reporting.
• Lead a dynamic team of professionals

Requirements :

Minimum Qualifications and Experience :

• B Commerce Degree (finance, engineering, legal) or any other relevant commerce and engineering degree

Minimum 10 years relevant experience with 5 years in a Management position

• Corporate finance, Private Equity, Management Consulting / Corporate Advisory and Investment experience
• Extensive portfolio management experience and proven track record in driving value creation within private market investments
• FAIS Representative

Preferred Qualifications :

• Post graduate qualification CFA Chart holder / MBA (Finance) / M.Com / MFI / MSc / CA / Engineering and / or any relevant Master’s degree or professional qualifications

Minimum Technical / Core Skill Requirement

• Transaction Structuring
• Credit risk management and restructuring
• Extensive Portfolio Management and Value Creation experience
• Corporate Finance
• Mergers & Acquisitions
• Business acumen

Competencies and skills :

• Leading and Supervising
• Formulating Strategies and Concepts
• Deciding and Initiating Action
• Persuading and Influencing
• Delivering Results and Meeting Expectations
• Business acumen
• Presenting and Communicating Information (verbal and written)
• Interpersonal skills
• Time Management and prioritisation

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