Junior Portfolio Manager (Hybrid)

SUMMARY:
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POSITION INFO:

Our client  looking for a dynamic, high performing, problem solver, with great attention to detail, experience in the credit and risk industry and with a specific focus on member/ client satisfaction, to join their Team.

The person would be individually accountable but should be able to function well within and contribute towards a collaborative team environment, where a common vision is shared. While being an exceptional team player they should also be able to take initiative, be self-motivated and proactive to achieve outstanding results in a high-pressure environment. Under the guidance of the Manager: Portfolio Management, this person will be expected to take responsibility and ownership for the successful management of the member relationships and the credit and/or risk data of the assigned portfolio as well as various administrative functions. They will furthermore be expected to be able to engage with a vast and diverse stakeholder base proactively and effectively at various organisational levels, both internal and external to the company's environment to drive the effective delivery and implementation of the company's strategy and related objectives and provide input into the relevant progress reporting against targets.

Location: Midrand (Hybrid)

High-level description of role

• Arrange and organise meetings, including relevant documentation, logistical and refreshments etc.
• Perform minute taking duties during meetings and prepare minutes, matters arising activity log and decision log and distribution thereof.
• Follow up on and update matters arising from meeting minutes.
• Provide an administrative support function to the Unit. 
• Assist with any other operational support required by the Unit.
• Provide input to the company's executive team and Office in general, on all aspects within functional area.
• Participate and deliver on actions from sub-committees and/or project committees
• Develop, implement, monitor, support and execute project administrative processes and functions.
• Ensure roll-out schedules and other relevant member information are updated and populated on the relevant applications.
• Develop, maintain, manage and distribute relevant records, including minutes, project plans, scopes of work, terms of reference, decision logs, scope change logs, activity logs, ad hoc and replacement file logs, budgets and expenditure etc. 
• Develop, maintain, manage and distribute a chronological log on key events and developments within the company's environment.
• Identify, monitor, manage and support the member on solutions for any deficiencies in their data, within the assigned portfolio to optimise the quality of the submitted data, and effective uploads by bureaus.
• Utilise Power BI, assess portfolios and identify data quality issues from the analysis and member implementation of the remedial actions to resolve issues.
• Proactive fault-finding/monitoring, problem solving and propose solutions in conjunction with bureaus (includes file testing, bureau reports, data clean- ups, migrations and conversions and MDM alerts).
• Effective rollout of and member utilisation of all the company's tools. 
• Participate in the development and implementation of the vision, mission, strategic and operational plans of the Association.
• Establish and maintain member relationships within the assigned portfolios and within the hierarchical structures for each member to enhance value-add and reputation.
• Implementation of member engagements per the portfolio management plan.
• Prepare and submit Member Profiling and Quarterly Reports 
• Track and provide input into any data problems in using and promoting the company's Data Specifications and Tools.
• Provide support to optimise participation in market surveys for purposes of member acquisition and overall membership satisfaction with company's.
• Maintain member profiles and relevant member company information.
• Establish, maintain and deepen relationships with identified industry associations within respective portfolio.
• Provide sound/factual support and input. Respond and resolve enquiries and concerns within the company's mandate.
• Monitor and assign unallocated company's Support Station (Freshdesk) tickets to the right person/agent.
• Monitor and manage unresolved/overdue tickets resolution timelines and escalate to Unit Manager as relevant.
• Compile and provide detailed, complete and accurate test report consolidations as well as consolidations and log of bureau validation anomalies identified.
• Execute any other administrative processes and functions and stakeholder support as assigned.
• Update and manage the policy and SOPs revision schedule for Unit and identify any changes that impacted an earlier revision than scheduled.
• Extract and provide PowerBI reports and graphs for monitoring and measuring metrics reporting to governance structures and to inform work of the Unit.
• Produce various reports and logs.
• Monitoring and actioning missing statistics on Power BI with applicable Associate Members
• Stay abreast on current trends, investigate and research industry trends within functional area to enhance the company's service delivery and value proposition.
• Identify and circulate key press releases and/or articles related to the company's environment, data related issues, applicable legislation and/or company's members’ developments to the team.

Qualifications

• NQF Level 6 Diploma / Advance certificate
  • Project Management / Office Administration, Business, Finance, Management or related field
• NQF Level 7 3 year degree / Advanced diploma
  • Project Management / Information Technology, Business, Finance, Management or related field

Experience

• Highly desired: Knowledge or experience in the credit environment is a crucial part of the role.
• The candidate should have experience managing and interacting with various stakeholders, both internal and external.
• Experience in engaging members, clients, or customers in a proactive and effective manner is critical.
• This includes promoting tools or products, ensuring their correct usage and resolving any issues promptly.
• The candidate needs analytical skills and proactive work ethics to identify potential anomalies and implement corrective measures.
• Given the nature of the role, it could be beneficial if the candidate has experience working in (or with) a credit provider or data provider, regulatory or industry associations, understanding how they operate and the complexity of stakeholders involved.
• Office Administration and Project Administration
  • 2 years
• Stakeholder/member management
  • 3 years
• Information Technology
  • 2 years
• Credit and Risk Industry
  • 1 year
• Data management
  • 3 years

Competencies

• Drivers Licenses: Code B;Motor vehicle licence
• Computer Literacy
  • MS Office
  • Power BI
• Behavioural Competencies
  • Accountability
  • Analytical Thinking
  • Attention to detail
  • Communication
  • Conflict Management
  • Consultation
  • Coordination
  • Customer/Member Service Orientation
  • Disciplined
  • Influencing
  • Innovative and Creative
  • Interpersonal and Relationship Building
  • Leadership
  • Planning and Organising
  • Proactive Problem Solving
  • Resilience and Tenacity
  • Responsibility
  • Self-motivated
  • Stress tolerance
• Functional / Technical Competencies
  • Business Acumen
  • Knowledge of applicable data management
  • Knowledge of the credit and risk industries, including bureaus
  • Craft messages for knowledge transfer and education of stakeholders
  • Presentation skills
  • Project Management
  • Report writing
  • Research
  • Statistical Analysis
  • Understanding of applicable legislation