Portfolio Monitoring and Valuations Associate at Robert Walters

• 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