Portfolio Monitoring and Valuations Associate

A leading global investment firm is seeking a Portfolio Monitoring Associate to join their Cape Town office, offering you the opportunity to become an integral part of a highly respected Team.

What You'll Do

As a Portfolio Monitoring Associate, you will immerse yourself in the heart of portfolio monitoring activities. Your day-to-day responsibilities will be to:

• Manage quarterly and monthly valuation exercises by preparing drafts, templates, and reviewing proposed assumptions in close collaboration with investment teams.
• Support the transition of valuation processes to new systems and operating models by developing automation solutions and becoming the central technical expert within the valuations function.
• Prepare detailed schedules and analysis covering valuations, financial performance, and exit forecasting to support Portfolio Committee meetings with senior executives.
• Attend Portfolio Committee meetings to minute actions accurately and provide comprehensive support to committee members as required.
• Work closely with external advisors including third-party valuers, analytics software providers, and auditors to ensure robust valuation processes.
• Prepare schedules and analysis for quarterly updates to investors as well as ad hoc reporting for other internal teams.
• Develop commercial and efficient processes from first principles that enhance operational effectiveness across the portfolio monitoring function.
• Provide guidance and training to the Portfolio Analyst within the team, supporting their development through mentorship and delegation of responsibilities.
• Build productive working relationships with private wealth teams, fund administration, investor relations teams, and external systems developers.
• Actively collaborate with colleagues across departments to promote camaraderie, respect, and effective communication throughout all projects.

What You Bring

• A postgraduate qualification in finance or a related field is essential.
• Strong experience in business valuation and advanced Excel skills, including big data management
• Ability to analyse complex data and deliver clear, actionable insights
• Experience with system projects or new business processes highlights adaptability and technical proficiency
• Excellent English communication skills support effective relationship-building internally and externally
• Proficiency in MS Word, PowerPoint, and Outlook ensures efficient documentation and presentations
• Quick learning of new systems demonstrates flexibility with evolving technologies
• Strong interpersonal skills enable effective collaboration across all levels, including senior management
• Exceptional organisational skills ensure the ability to manage multiple projects and meet deadlines consistently
• Leadership potential is shown through managing small teams, setting expectations, reviewing progress, and providing guidance

What Sets This Company Apart

This organisation stands out for its commitment to fostering an inclusive culture where collaboration thrives among knowledgeable professionals dedicated to excellence.

What's Next

If you are ready to take the next step in your career journey within portfolio monitoring at a globally respected investment firm, apply now!

Apply today by clicking on the link provided.