Investment Portfolio Manager

SUMMARY:

POSITION INFO:
Key Responsibilities Evaluate credit portfolios, distressed debt opportunities, and alternative investment opportunities to support informed investment decision-making. Develop and maintain complex financial models, including valuation, scenario, sensitivity, and stress-testing analyses. Support transaction execution activities, including due diligence, financial assessments, deal structuring, and investment implementation. Prepare investment memoranda, committee papers, valuation reports, and executive presentations for senior stakeholders. Assess credit quality, non-performing loan (NPL) exposures, portfolio performance metrics, and risk-adjusted return opportunities. Conduct in-depth corporate finance and investment analyses to quantify upside potential, downside risk, and expected returns. Assist with ongoing portfolio management initiatives, providing actionable recommendations to improve investment outcomes. Partner with cross-functional teams throughout the investment lifecycle to ensure efficient execution and monitoring of investments. Serve as a key deputy to the Client Solutions Executive, acting as a trusted second-in-command within the investment team. Job Experience and Skills Required: Qualifications CA(SA), CFA, or BCom Honours in Accounting, Finance, Investments, Economics, Actuarial Science, or a related discipline. Experience 3-5 years of relevant experience within one or more of the following environments: Investment analysis Credit investments Corporate finance Investment banking Financial advisory Debt portfolio acquisitions Distressed credit or NPL markets (advantageous) Technical Skills Advanced financial modelling and valuation expertise. Strong capabilities in: Discounted Cash Flow (DCF) valuations Scenario modelling Sensitivity analysis Stress testing Investment appraisal and financial analysis Experience preparing investment committee submissions and presenting recommendations to senior stakeholders. Advanced Excel and PowerPoint proficiency. Exposure to SQL and Power BI would be advantageous. Key Competencies Strong commercial acumen with the ability to convert analysis into practical investment recommendations. Exceptional analytical and problem-solving abilities. Ability to critically assess and defend valuation assumptions and investment opinions. Strong communication and stakeholder engagement skills, including interaction with investment committees and senior executives. High attention to detail and commitment to accuracy. Proven ability to manage multiple workstreams and deliver under demanding deadlines. Academic excellence and a track record of achievement will be highly regarded. Essential Requirements Demonstrated experience supporting investment transactions, due diligence processes, or deal execution activities. Strong background in valuation methodologies and financial modelling. Ability to analyse complex financial information and generate meaningful investment insights. Confidence interacting with senior decision-makers and presenting investment recommendations. Commercially minded with sound judgement and a strong understanding of risk and return dynamics. Apply now! For more exciting (Finance\/ Engineering\/ IT \/ Supply Chain \/ Commercial & C-Suite) vacancies, please visit: I also specialise in recruiting in the following: Financial Managers Financial Accountants Financial Controllers Chartered Accountants Group Reporting & Consolidations Accountant Commercial Finance and FP&A positions If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles \/ positions. For more information, contact: Mandisa Phahla Recruiting Consultant