Job title : Copy of Account Manager - Investment Funds
Job Location : Gauteng,
Deadline : December 13, 2024
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Qualification and Experience Qualifications: Minimum qualification: relevant commercial or technical honours degree
Experience: Minimum 5 years' experience in due diligence disciplines (e.g. Marketing, Technical or Financial) with regards to investing in Funds Monitoring and evaluation of investments Experience in interpretation of financial statements. Back-office support in the management of approved deals from first drawdown Proficiency in client relationship management and administration. Strong administrative and reporting skills. Strong financial skills and knowledge of accounting principles.
Roles and Responsibilities Internal / Operational Processes Support Senior Account Managers with the origination of investment opportunities based on strategic fit, developmental outcomes and economic viability. Develop framework, systems, and processes for management of the Fund portfolios. Draft and submit monthly reports to HOD on individual fund performance iro developmental, financial returns. Support internal processes regarding individual fund performance and valuations. Risk identification and mitigation. Prepare and submit submissions for either Credit or Policy committees where required for approval. Maintain accurate client data for reporting purposes. Support Senior Account Managers with post investment support.
Customer Focus & Stakeholder Management Maintain meaningful relationships with portfolio clients in conjunction with different support functions in the IDC. To effectively interact with relevant SBU's, departments and IDC Advisory Board/LPAC members in order to fulfil the process requirements in managing the PE portfolio. Manage and enhance the levels of service and communication to ensure the provision of client service excellence.
Learning, Leadership & People Growth Drive and manage own development to enhance own competencies. Participate in knowledge sharing in the team and cross functional. Development of templates, processes and systems for administration and reporting purposes
Accounting / Financial Services jobs