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Sandton: Account Manager – Investment Funds




Date 2024-06-15
Job Title Account Manager – Investment Funds
Employer
More Information
Salary Negotiable
Category Accounting Finance
Location North Johannesburg
/ Sandton

Job Summary

IDC has a portfolio Funds under management from various stakeholders. The organization also has invested Private Equity (PE) Funds. Monitoring and reporting of these funds requires a dedicated resource with relevant experience to monitor and evaluate organization`s portfolio, assist in customer support and post investment management of same – to ensure the company and the economy derive the financial and developmental benefits envisaged by these funds and investments. 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. 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 organization. To effectively interact with relevant SBU’s, departments and 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 Technical/Functional Competencies: • Financial and business acumen • Data interpretation and analytics • Back-office administrative skills • Compliance management • Investment/Portfolio Management • Stakeholder Management Customer Focus • Result and solution orientated. • Planning and organizing (Timeousness in delivery) • Report writing Behavioral Competencies: Presentation and Communication skills Negotiation skills Relationship skills Attention to detail

Account Manager – Investment Funds position available in North Johannesburg, Sandton. This job position was posted by . The job has been posted on 2024-06-15 in the Accounting Finance category

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