To implement and maintain portfolio management of the listed equity investment portfolios, including restructurings and corporate actions and obtaining the most value through the development and implementation of value creation plans and relationship building, to achieve sustained growth and maximize profitability for the business partner which will result in the organization partaking in the benefits realization.

BCom Accounting or BEng / BSc or similar qualification
Post-graduate degree / Honours or CA(SA) would be an advantage
MBA/MBL would be an advantage
CFA, or similar would be an advantage
At least have 8-10 years of relevant experience in post-investment monitoring or portfolio performance management.
Experience in a Corporate Finance environment and specifically in Listed Investments
5 years experience in a private equity environment will be an added advantage.
Experience working in the financial services industry e.g. a commercial bank
Experience working in a high-level collaborative environment
Ability to manage multiple competing priorities while building effective relationships
Thorough understanding of developing value-creation activities
Extremely organized and persistent, with drive and determination to achieve goals
Experience in MA, due diligence, drawdowns, and exit process of investments is essential
Knowledge of financial markets (including equity capital markets), regulation and legislation
Financial modeling proficiency essential

Post-investment management, performance monitoring, and performance reporting of an allocated portfolio of complex and technical business partners
Working closely with business partners to identify areas for growth and value creation, crafting and monitoring the implementation of the value creation plans
Periodically conduct fair values of equity investments and impairment reviews by the approved guidelines and policies
In collaboration with the business partner management team, define KPIs and design dashboards to collect data for progress monitoring of such KPIs.
Build sound relationships with business partner management teams and boards through regular visits to / engagements with business partners
Proactively identify early warning signals and initiate appropriate intervention processes where necessary, exercising step-in rights early to limit potential losses
Monitor strategic initiatives 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 sectors.
Implement and manage a process for forecasting listed share dividends and variants on dividend income to determine contribution toÂ 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.
Ensure that all exit processes i.e. early settlement, IRR, and other calculations and release of security on an allocated portfolio of business partners are properly executed.
Promptly monitor all payments due including interest, capital, dividends, fees, etc. on an allocated portfolio of Business Partners.
Analyze financial information from allocated business partners regularly and assess the need for initiating intervention based on the analysis
Work closely with the boards and management teams of the Business Partners to ensure that the Business Partners are profitable.
Monitor and evaluate that proper governance structures exist and are being applied
Monitor and evaluate compliance with all relevant legislation and regulations;
Work collaboratively with members of theÂ teams including SBUs to ensure that the investee companies under management achieve their stated targets and forecasts and to identify opportunities for the clients to leverage these investments to achieve some of their developmental goals
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.
Forecast of value share prices dividend incomes and recommend equity selling options and timing to assist with the liquidity and funding.