Pretoria - Gauteng
Portfolio Management And Valuation Analyst Pretoria
Salary: up to R560k pa (Based on Experience)
Overview
To maximise value of assets under management by assisting in managing the portfolio of assets, monitoring and driving performance of the investments.
Requirements
- B Commerce Degree (Finance, Accounting, Engineering) or any other relevant commerce, science and engineering degree
- Post Graduate Degree (Finance, Engineering, Legal) or any other relevant commerce and engineering degree (Added Advantage)
- Minimum 2-4 years relevant experience
- Experience in:
- Credit risk assessment
- Financial analysis and interpretation
- Advanced Financial modeling skills
- Analysing new investments and conduct analysis of financial information relating to specific companies and portfolio data.
- Compile and consolidate portfolio reports and presentations.
- Creating financial models for investments for including analysis of returns, sensitivities and scenario analysis etc for restructuring or exit purposes
- Creating committee presentations on portfolio performance
- Assist in compiling investment reports to maximise value of assets under management (such as restructuring, follow on funding, debt conversion, rescheduling repayments, amendments, and regular waivers on defaulting investments).
- Compiling shareholder resolutions for annual general meetings, special shareholder meetings
- Manage and observe the portfolio investments for compliance with legal agreements including undertakings, covenants and payments.
- Conduct research and gather relevant data on the industry and competitors to contribute to knowledge management process (development of lessons learnt and best practices) and to identify growth opportunities and areas of concern.
- Assist senior team members in in active investment management focused on value add and successful exits
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