Senior Portfolio Manager - Unlisted Investments (Mt4)- Capricorn Asset Management

Capricorn Group Limited - windhoek, namibia

15 days ago

Senior Portfolio Manager - Unlisted Investments (MT4)- Capricorn Asset Management

Listing reference: capgh_000250

Listing status: Online

Apply by: 21 July 2024

Position summary

Introduction

Is primarily responsible for the management of all Alternative Asset and Unlisted portfolios. Analyze various investments and evaluate suitability for inclusion in the portfolios and execute all documents related to the transaction.

Job description


KEY PERFORMANCE AREAS

Deal origination

Investment Evaluation

  • Draft investment evaluations
  • Financial Analysis
  • Credit evaluation in line with Macro Economic view
  • Deal Structuring Design and structure transactions with investee companies
  • Evaluate different forms/vehicles/structures through which investments can be made
  • Investigate and recommend various alternative assets to the portfolio management team.
  • Presentation of short-listed deals to relevant boards and committees.
  • Execute transaction by ensuring all CPs and board requests are met and communicated.
  • Assist in additional request from CIO.
  • Maintain and develop Deep dive due diligent reports including economic research, when applicable.

  • Portfolio Management

  • Ensure all documentation is up to date
  • Monitor on an ongoing basis the underlying investments
  • Conduct due diligence on prospective investee companies
  • Collateral Management
  • Oversee the monitoring and periodic review all counterparties
  • Compile and analyze monthly/quarterly exposures
  • Member of the Credit & Compliance Committee
  • Monitor market events that may possibly impact on exposures
  • Monitor portfolio cash flows and administrative matters
  • Monitor trade execution and capturing
  • Supervise daily portfolio pricing and valuations
  • Assist with presentations and attend client feedback sessions

  • People Management

  • Ensure alignment
  • Effectively delegate tasks
  • Monitor performances

  • Risk Management

  • Develop and maintain policies and procedures to ensure compliance with tasks and mandates.
  • Maintain relationship and regulatory reports.
  • Keep updated with any regulatory changes.

  • Asset Owners Relationships and stakeholder engagement

  • Investor engagements and relationship building
  • Ability to cross sell additional products
  • Engage and develop strategic focus areas for stakeholders

  • Minimum requirements



    Core Competencies:

  • High level of understanding of integracies of SMEs
  • Deep understanding of contractual and different levels of capital
  • Deciding and Initiating Action
  • Leading and Supervising
  • Ability to ensure responsible fast decision making and hig turnaround times
  • High ability to multitask and work parallel
  • Formulating Strategies and Concepts
  • Planning and Organizing
  • Entrepreneurial and Commercial Thinking

    Experience/Knowledge

  • Minimum 10 years of experience in the financial services industry
  • Credit Experience
  • Computer literate (MS Word and Excel)
  • Excellent oral and written communication skills
  • Proven history of historic success deal making

    QUALIFICATIONS

  • B.Com preferably in Banking, Economics, Statistics
  • CAIA, CFA, MBA, CA will be advantage
  • Ability to travel flexibly in Country (Own transportation)


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