Portfolio Manager at Simeon's Pivot

Job Description

• We are in need of a proficient portfolio manager who will provide relationship management support for assigned portfolio of clients (and prospects) who are primarily active commercial real estate owners, investors and developers.

Duties

• Assist and support in structuring and facilitating credit and non-credit product delivery.
• Establish strong credibility with internal and external stakeholders (clients, colleagues, credit, and servicing) based on sound judgment and accurate and timely information sharing.
• Carry out interviews to understand clients’ investment needs and make sure they are met.
• Provide analysis of business and personal financial statements, and identification of transaction strengths and weaknesses to inform the deal structures, pricing and terms.
• Design customized investment solutions for the clients.
• Develop and manage sustainable investment allocations
• Obtain loan request information from commercial lender or borrower to prepare cash flow analysis, analyse credit information, financial statements, tax returns and other related information pertaining to loans.
• Regular checks with clients with respect to market conditions, economic trends and updated investment allocation.
• Proactively manage the portfolio to both maximize profitability and ensure strong asset quality.
• Serve as the trusted advisor to the clients and prospects.

Qualifications and Skills

• Minimum of 5 years working experience in credit management, financial services or investment field, with a focus investment and portfolio management in micro finance banking.
• Bachelor's degree in Business, Finance or related field preferred.
• Qualification in financial field will be an added advantage.
• Excellent modelling, writing, presentation, communication and interpersonal skills.
• Strategically minded, previous management level experience required
• Strong legal documentation and transaction experience
• High degree of efficiency in data interpretation and a penchant for research and analysis.

Salary
The gross salary is N3.6M per annum.