Senior Manager- Portfolio Management and Valuations

SUMMARY:
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POSITION INFO:

Purpose of the role:

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

• Corporate Advisory
• 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)
• Emotional Intelligence
• Interpersonal skills
• Negotiation skills
• Time Management and prioritisation