To ensure the correct and timely implementation of approved transactions and proactive management of Business Partners with the view of enhancing portfolio management by focusing on support, value add, growth, and optimizing cash flow collection, where relevant, and protection of the organisation's interests.Qualifications:BCom Accounting with a postgraduate degree e.g. BCompt (Honours) or BSC Engineering or similar 4-year undergraduate qualification with finance experience. CA (SA) would be an advantage.Knowledge and Experience:The candidate should have at least 5-8 years of relevant experience in post-investment monitoring/portfolio management or experience in managing key aspects of business partner relationships by considering risks, mitigants, and protecting financial interests. Experience and knowledge in portfolio management, restructurings, due diligence, and drawdown processes are required. Accounting/relevant IFRS9, financial modelling, and analysis experience will be advantageous. Experience in assessing the economic viability of businesses and/or projects, skills in the analysis and interpretation of financial statements, and sound knowledge of business and the diversity of risks that may affect businesses are essential. A good understanding of different types of security and economic trends would be an advantage. Project management experience will also be advantageous. Knowledge and/or understanding of BP strategic diagnostics would be beneficial.Responsibilities:Ensure proper handover of Business Partners from the respective SBU is completed and all key priority and risk areas are discussed during the handover meetings.Periodically conduct SPPI (e.g. loans) impairment reviews and prepare Business Partner credit quality assessment reports in accordance with approved organisation guidelines and policies on allocated portfolio Business Partners.Identify Business Partners where performance is not at the required level and develop a framework to ensure regular client visits occur and a diagnostic analysis is conducted to identify areas requiring improvement and specialized assistance.Schedule performance monitoring feedback sessions with investee companies on a regular basis.Ensure that monitoring and counselling services are provided on Value Creation levers in accordance with the Value Creation Plans and that Business Partners meet their contractual and underwriting obligations.Conduct regular client visits and Business Partner reviews including undertaking reviews, application of funds review where applicable, AFS analysis, covenant reviews, and assigning of risk ratings to Business Partners.Proactively identify early warning signals and initiate appropriate intervention processes where necessary.Ensure that all necessary amendments to contracts during the lifespan of the Business Partner are executed timely and adequately.Monitor and follow-up on all payments due to the organisation, including interest, capital, dividends, fees, etc. on allocated portfolio of business partners.Focus on collection inflows from business partners and monitor forecasts against actual performance.Analyse financial information from allocated business partners regularly and assess the need for initiating intervention based on the analysis.Maximise the organisation's value and limit losses by considering eventual exiting of investments where relevant.Assist in refining and adopting the evolving debt as set out.Participate in department and organisation-wide initiatives linked to the department's function.Prepare portfolio reports as required on the portfolio under management and present to relevant portfolio risk management committees.Prepare and present credit submissions (amendments, condonations, restructurings, etc.) to the relevant credit committees.TECHNICAL COMPETENCIES:Portfolio ManagementCustomer Insight FocusFormulation of Strategies ConceptsStakeholder ManagementFinancial ModellingBusiness/Commercial AcumenReport Writing SkillsValue Creation PlanningProblem SolvingAnalytical Diagnostic SkillsProject Management SkillsConsulting SkillsBEHAVIOURAL COMPETENCIES:NegotiatingInfluencingCredible ActivistDeciding and InitiatingPlanning and OrganizingCoaching and MentoringPresentation and Communication SkillsCoping with Pressures and Setbacks
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