Internal Portfolio Manager: Office Automation at Merchant West

About the role:

• The Internal Portfolio Manager plays a vital role in supporting the sales teams, servicing the broader Asset Finance team where required. This position involves coordinating deal submissions, managing internal systems, and supporting the Portfolio Manager in delivering efficient, accurate, and client-focused outcomes. With strong performance, there is potential for the role to evolve into a client-facing position, including the management of house accounts and supplier relationships.

Main Accountabilities:

Deal Assistance:

• Organise and coordinate resources to compile effective deal packs for submission to the credit department.
• Respond to customer complaints and provide after-sales support when requested.
• Process all deal packs accurately and in a timely manner.
• Communicate any delays or issues in processing deals to clients and Portfolio Managers.
• Monitor team progress, identify potential improvements, and propose effective solutions.
• Assist in the preparation and organisation of promotional materials and events.

Client Management:

• Update and manage the Customer Relationship Management (CRM) system to ensure accurate records and prevent duplication of client or supplier contacts with other Portfolio Managers.
• Maintain and manage key accounts, ensuring consistent client communication and support.

Internal Processes

• Track and measure the quality of business and credit deal submissions to the credit department.
• Collect monthly feedback from the credit department on the quality of submitted deals.
• Maintain an asset register to monitor the status of pending and declined deals.
• Support the Portfolio Manager in maintaining internal standards and procedures.

Qualifications:

• Matric required.
• BCom degree with Finance and/or Mathematics, Accounting as a subject(s) advantageous.

Experience:

• 1-2 years working experience in a similar role, with desire to move to client facing role.

Skills:

• Detail-oriented with a focus on deadlines.
• Capable of working independently with minimal supervision.
• Excellent time management skills.
• Effective relationship management

Competencies:

• Commercial judgement and financial acumen
• Analytical thinking and problem solving
• Decision making and sound risk judgement
• Stakeholder engagement and collaboration
• Negotiation and influencing capability
• Accountability and ownership
• Results orientation and performance focus
• Integrity and governance discipline