To implement and maintain portfolio management of the equity market portfolios, obtaining the most value through the development and implementation of value creation plans and relationship building, to achieve sustained growth and maximized profitability for the business partner which will result in the organization partaking in the benefit realization.
Qualifications: Post graduate degree in commerce or engineering (with exposure to finance) disciplineMBA/MBL/CFA or CA (SA) would be an added advantage.Knowledge and Experience The candidate should at least have 8 to 10 years of relevant experience in post investment monitoring or portfolio management.Experience in a private equity environment will be an added advantage.Experience working in Portfolio Management environment for a financial institutionsExperience working in a high-level collaborative environment.Ability to manage multiple competing priorities while building effective relationships.Thorough understanding of developing Value Creation activitiesExtremely organized and persistent, with drive and determination to achieve goals.Experience in due diligence, drawdowns and exit process of investments is essential.Strong financial management covering financial analysis and financial modellingPrior experience in the manufacturing, tourism and Agro sectors will be an added advantage. Post investment and portfolio monitoring and management of allocated portfolio of complex and technical business partners.Working closely with business partners in identify areas for growth and value creation, crafting and monitoring the implementation of the value creation plans of the investee companies.Conduct regular business partner reviews including client visits and assigning of risk rating, and risk staging to business partners.Periodically conduct fair values of equity investments and impairment reviews in accordance with the approved organization guidelines and policies on allocated portfolio of complex, technical and high value business partners.In collaboration with the business partner management team, define KPI's and design dashboards to collect data for progress monitoring of such KPI's.Frequent collection of data for monitoring of VC Plans and reformulating the strategic initiatives if / when required.Build sound relationships with business partner management teams and board through regular visits to business partners.Ensure value creation plans are crafted to generate revenue growth and contain and manage costs in order to improve EBIT.Proactively identify early warning signals and initiate appropriate intervention processes where necessary, exercising step-in rights early to limit potential losses.Provide non-financial value add to business partners through access to connections and resources, providing market insights and proprietary insights required to assist the Business Partner to grow – opportunity to utilize the services of Capability Sourcing in such instances.Monitor strategic initiative through data insights, dashboards and reports to identify deviations from agreed plans and take appropriate action.Collaborate with Business Units to obtain expert insights relative to specific Business Partner sectors.Assisting with client cashflow management (including input of timeous collections encompassing accurate forecasting of collections measured against actual performance).Implement and manage a process for forecasting Business Partner dividend payments and future projections and variants on dividend income to determine contribution to organization funding.Obtain/Research and analyze market, industry, and financial reviews to gain insights and trends to identify growth opportunities and areas of concern.Ensure that all necessary amendments to contracts during the life span of the business partner are adequately executed.Monitor and timeously report on undrawn facilities on the allocated portfolio of business partners.Ensure that all exits processes i.e., early settlement, IRR and other calculations and release of security on allocated portfolio of business partners are properly executed.Promptly monitor all payments due to organization including interest, capital, dividends, fees etc.
on allocated portfolio of business partnersAnalyze financial information from allocated business partners on a regular basis and assess the need for initiating intervention based on the analysis.Work closely with the boards and management teams of the investee companies to ensure that the business partners under management are profitable.Monitor and evaluate that proper governance structures exist and are being applied.Work collaboratively with members of the client teams to ensure that the investee companies under management achieve their stated targets and forecasts • Prepare portfolio reports as and when required on the portfolio under management.
• Provide continuous technical guidance to fellow team in all key areas of their responsibilities.
TECHNICAL COMPETENCIES
• Value Creation Planning
• Portfolio Management
• Analytical/Diagnostic Skills
• Financial Analysis
• Financial modelling
• Business/Commercial Acumen
• Client Insights Focus
• Formulating strategies and concepts
• Report writing Skills.
• Project Management Skills
• Problem Solving
• Creating Innovating
BEHAVIOURAL COMPETENCIES
• Good Communication Skills
• Self-motivated
• Coping with Pressures and Setbacks
• Negotiating Influencing
• Deciding and initiating.
• Stakeholder Management
• Planning and organizing