31 Portfolio Management jobs in Johannesburg

Details

Location: Johannesburg, ZA

Date: 3 Apr 2025

Reference: 132698

Total Business Banking and Retail - CDR - Risk Collection

Credit Collections

Manage Self Professional

To provide client service by applying sound credit risk management principles with approved credit mandates through management of a designated portfolio of clients across multiple products enabling Nedbank to reduce the cluster impairment charge with the view to rehabilitate the client, in line with the business or individual turnaround strategy.

• Approve annual review of facilities by making decisions based on the credit risk policy guideline and credit norms in conjunction with relevant Nedbank strategy and the analysis based on the information provided.
• Analyse/Assess individual and juristic financial statements.
• Develop client exit or rehabilitation strategies by conducting inter-alia review of client facilities.
• Ensure policies and processes are followed within mandated signatories including checking and confirming the sign-off.
• Manage default accounts timeously by obtaining acceptable repayment arrangements or handover portfolio to legal collections.
• Give an overview of the book by developing and preparing portfolio review presentations based on Management Information Systems (MIS).
• Adapt to changes in Legislation by enforcing compliance to the changes.
• Ensure clean audit in area of responsibility by enforcing adherence to bank policies, processes and procedures and industry regulations.
• Implement sound credit risk management by providing advice on specialized credit risk matters to cross functional teams and direct reports, where applicable.
• Recommend enhancements to processes by constantly seeking innovative improvements to the credit systems.
• Motivate staff where applicable to perform and contribute to the success of the business by creating an environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.

• Minimum 5 years' experience in a Credit role in a Banking environment.
• Minimum 5 years' experience Analysing and Assessing individual and juristic financials.

• Successfully completed NQF Level 6 of Higher in a Finance or Credit-related field.

• Business administration and management
• Change management
• Client service management
• Communication Strategies
• Governance, Risk and Controls
• Organisational systems
• Principles of project management
• Strategic planning
• Management information and reporting principles, tools and mechanisms

Nedbank Johannesburg, Gauteng, South Africa

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Nedbank Johannesburg, Gauteng, South Africa

Join to apply for the Manager Credit Risk Portfolio Management role at Nedbank

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Requisition and Talent Acquisition Consultant Details

REQ 132699 - Twanette Coetser

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Location and Cluster

Total Business Banking and Retail - CDR - Risk Collection

Sandton, Gauteng

Career Stream

Credit Collections

Leadership Pipeline

Manage Self Professional

Manager Credit Risk Portfolio Management

Job Purpose

To provide client service by applying sound credit risk management principles with approved credit mandates through management of a designated portfolio of clients across multiple products enabling Nedbank to reduce the cluster impairment charge with the view to rehabilitate the client, in line with the business or individual turnaround strategy.

Key Deliverables

Credit and Credit Risk assessment and collections of arrears/excesse s of all products namely Current Accounts, Savings Accounts, Home Loan accounts, Commercial & Industrial Property, Personal Loan accounts, Term loans and Asset Based Finance {motor vehicles/yellow} goods.

Job Responsibilities

• Approve annual review of facilities by making decisions based on the credit risk policy guideline and credit norms in conjunction with relevant Nedbank strategy and the analysis based on the information provided.
• Analyse/Assess individual and juristic financial statements.
• Develop client exit or rehabilitation strategies by conducting inter-alia review of client facilities.
• Ensure policies and processes are followed within mandated signatories including checking and confirming the sign-off.
• Ensure policies and procedures are followed by reviewing recommended submissions from other parties.
• Manage default accounts timeously by obtaining acceptable repayment arrangements or handover portfolio to legal collections.
• Approve funding by making decisions based on the credit risk policy guideline and credit norms in conjunction with relevant Nedbank strategy and the analysis based on the information provided.
• Give an overview of the book by developing and preparing portfolio review presentations based on Management Information Systems (MIS).
• Adapt to changes in Legislation by enforcing the compliance to the changes.
• Ensure clean audit in area of responsibility by enforcing adherence to bank policies, process and procedures and industry regulations.
• Implement sound credit risk management by providing advice on specialized credit risk matters to cross functional teams and direct reports, where applicable
• Recommend enhancement to processes by constantly seeking innovative improvements to the credit systems.
• Motivate staff where applicable to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes
  
  

• Minimum 5 years' experience in a Credit role in a Banking environment
• Minimum 5 years' experience Analysing and Assessing individual and juristic financials.
  
  

• Successfully compelted NQF Level 6 of Higher in a Finance or Credit-related field
  
  

• Business administration and management
• Change management
• Client service management
• Communication Strategies
• Financial Accounting Principles
• Governance, Risk and Controls
• Organisational systems
• Principles of project management
• Strategic planning
• Management information and reporting principles, tools and mechanisms
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

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Johannesburg, Gauteng, South Africa 4 days ago

Johannesburg, Gauteng, South Africa 2 days ago

Johannesburg Metropolitan Area 3 days ago

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Midrand, Gauteng, South Africa 2 weeks ago

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Brakpan, Gauteng, South Africa 2 weeks ago

Randburg, Gauteng, South Africa 3 days ago

City of Johannesburg, Gauteng, South Africa 2 days ago

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Job Description

Credit Risk Portfolio Management for Blue Banner and SBSA Securitization assets. Responsibilities include producing monthly reporting information and packs, presenting at governance committees, managing credit risk and related projects, and working with a team responsible for the health of the overall Home Services credit portfolio. The role involves analyzing consumer credit data to inform credit decisions, portfolio management, impairment models, and risk appetite recommendations. Collaboration with the impairment modelling team is essential to enhance the IFRS9 impairment model. The role also involves building and improving predictive rolling forecasts and stress testing models, developing new reporting elements, and informing payment strategies through detailed analytics. You will consult with stakeholders to meet analytical requirements and proactively seek to optimize reporting through automation and value-added solutions.

Qualifications

• Completed Matric
• Science degrees (MSc, BSc, B Bus) in Mathematics, Statistics, IT, Actuarial Science, Engineering, Computer Science, or relevant fields
• Proficiency in SAS or SQL; experience with SAS Viya, Control M, or other coding languages is advantageous
• High computer literacy with MS Excel, Word, and PowerPoint

Experience

• 4-6 years in modelling, reporting, and analytics roles

Behavioral Competencies

• Practical Approaches
• Effective Communication
• Leadership Skills
• Fact Documentation
• Empowerment

Technical Competencies

• Active Listening
• Compliance Awareness
• Customer Relationship Management
• Data Compliance and Quality

Careers

Are you passionate about Africa's potential? Driven to succeed? Join Standard Bank Group, where over 50,000 dedicated individuals work towards Africa's growth. We value our people and aim to create an environment where you can bring your whole self, pursue your dreams, and shape a brighter future for Africa. If you're ready to make an impact, become part of our dynamic team.

Job Description:

Position:

• Facilitator - INSETA Wealth Management L5

Minimum Education and/or Qualifications required:

• Vocational qualification - As per QCTO requirements; one (1) Subject Level higher than being Facilitated
• Facilitation qualifications or equivalent
• ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage
• Qualification in Supply Chain Management/Logistics/ project management

Minimum Experience required:

• 3 - 5 years’ experience in HRD / Training and Development field
• 3 - 5 years’ experience in Learning and Development within OBE SETA and/or NQF context
• 3- 5 years' experience in facilitating INSETA Wealth Management NQF L5

Minimum Job Competencies required:

• A workable understanding of SETA, QCTO & SAQA
• Understand principles of Education, Training and Development
• Ability to implement / apply Legislative requirements (example SDA; SDLA & OHSA)
• Ability to identify, quality assure and/or assess theoretical modules required
• Ability to present / deliver training modules
• Good facilitation and presentation skills
• Ability to liaise with all levels throughout the Organisation and/or Group
• High level of computer literacy
• Qualified & registered assessor (where/when applicable)

Our client is an asset management company focused on local and global listed asset investment. They are seeking a Portfolio Administrator with a minimum of 4 – 5 years’ experience in a similar role (within an Asset Management / Investments space).

The ideal candidate will meet the following minimum requirements :

• B. Com, B. Bus Science, B. Sc or similar (preferably in Finance / Investments)
• 5+ years work experience in investment management or financial markets related administration environment
• Solid equity trading and settlement process knowledge / experience
• Strong FICA and FAIS knowledge
• Intermediate (or advanced) MS Power point, Excel and Word skills
• I-Net/ IRESS and/or Bloomberg experience highly advantageous

Your roles and responsibilities will include but not be limited to:

• Trading Activities

• Loading of on market trades
• Liaising between the brokers and administrators to resolve trade queries
• Loading of off-market trades and ensuring settlement

• Responding to audit requests
• Client reporting (generating NAV reports / compiling regulation 28 reports etc)
• Facilitating payment instructions and processing cashflows
• Scrip and cash recons
• Compliance
• Proxy voting and corporate actions

Location: Successful incumbent will primarily be based in Sandton, Johannesburg.

To apply or for more elaborate details send us a detailed CV (in MS Word format) via email to (PFA_G)

Are you detail-oriented, client-focused, and passionate about the world of investments? We’re assisting an asset manager in their search for an experienced Portfolio Administrator to join their dynamic Operations team.

If you thrive in a high-performance environment and have a solid understanding of trading, compliance, and client servicing within the asset management space, this might be the perfect opportunity for you.

Key Responsibilities:

1. Trade Processing & Settlements

• Load on-market and off-market equity and FX trades via NX Manager
• Liaise with brokers and administrators to resolve trade discrepancies
• Ensure timely and accurate trade settlements
• Resolve unmatched trades within required timeframes

1. Client Support & Reporting

• Respond to client queries and audit requests with professionalism and urgency
• Generate and distribute NAV, Regulation 28, and bespoke client reports
• Collaborate with Maitland to provide customised reporting solutions

1. Client Onboarding

• Assist in reviewing mandates and verifying supporting documents
• Ensure FICA compliance and coordinate account openings with banks and Maitland
• Process initial scrip and cash take-ons efficiently

1. Cash Flow Management & Payments

• Load and instruct payments for fees, inflows, and outflows
• Notify portfolio managers of cashflow activity
• Ensure compliance with cut-off times and reporting deadlines
• Support monthly invoicing and payment processes

1. Proxy Voting & Corporate Actions

• Monitor corporate actions and ensure timely elections by portfolio managers
• Load proxy votes on the Maitland system and communicate with relevant parties

1. Compliance & Regulatory Monitoring

• Manage FICA documentation and respond to compliance-related requests
• Monitor and report mandate breaches (pre- and post-trade)
• Distribute compliance reports and escalate exceptions as required

1. Reconciliations

• Investigate and resolve all unmatched cash and scrip items daily

Requirements:

Minimum Requirements:

• Degree in Finance or Investments.
• 3 – 5 years of relevant experience in financial services/asset management.
• Solid understanding of financial markets, equity trading, FICA & FAIS.

Preferred:

• Experience with Maitland systems (e.g., NX Manager).
• Exposure to compliance, client reporting, and trade settlements.

Skills & Attributes:

• Strong numeracy and MS Excel proficiency.
• Excellent communication and client service orientation.
• High attention to detail and ability to work independently.
• Strong time management and multitasking skills.

Location: Successful incumbent will primarily be based in Sandton, Johannesburg.

To apply or for more details send us a detailed CV (in MS Word format) via email to (PFA_G)

Are you detail-oriented, client-focused, and passionate about the world of investments? We’re assisting an asset manager in their search for an experienced Portfolio Administrator to join their dynamic Operations team.

If you thrive in a high-performance environment and have a solid understanding of trading, compliance, and client servicing within the asset management space, this might be the perfect opportunity for you.

Key Responsibilities:

1. Trade Processing & Settlements

• Load on-market and off-market equity and FX trades via NX Manager
• Liaise with brokers and administrators to resolve trade discrepancies
• Ensure timely and accurate trade settlements
• Resolve unmatched trades within required timeframes

1. Client Support & Reporting

• Respond to client queries and audit requests with professionalism and urgency
• Generate and distribute NAV, Regulation 28, and bespoke client reports
• Collaborate with Maitland to provide customised reporting solutions

1. Client Onboarding

• Assist in reviewing mandates and verifying supporting documents
• Ensure FICA compliance and coordinate account openings with banks and Maitland
• Process initial scrip and cash take-ons efficiently

1. Cash Flow Management & Payments

• Load and instruct payments for fees, inflows, and outflows
• Notify portfolio managers of cashflow activity
• Ensure compliance with cut-off times and reporting deadlines
• Support monthly invoicing and payment processes

1. Proxy Voting & Corporate Actions

• Monitor corporate actions and ensure timely elections by portfolio managers
• Load proxy votes on the Maitland system and communicate with relevant parties

1. Compliance & Regulatory Monitoring

• Manage FICA documentation and respond to compliance-related requests
• Monitor and report mandate breaches (pre- and post-trade)
• Distribute compliance reports and escalate exceptions as required

1. Reconciliations

• Investigate and resolve all unmatched cash and scrip items daily

Requirements:

Minimum Requirements:

• Degree in Finance or Investments.
• 3 – 5 years of relevant experience in financial services/asset management.
• Solid understanding of financial markets, equity trading, FICA & FAIS.

Preferred:

• Experience with Maitland systems (e.g., NX Manager).
• Exposure to compliance, client reporting, and trade settlements.

Skills & Attributes:

• Strong numeracy and MS Excel proficiency.
• Excellent communication and client service orientation.
• High attention to detail and ability to work independently.
• Strong time management and multitasking skills.

Location: Successful incumbent will primarily be based in Sandton, Johannesburg.

To apply or for more details send us a detailed CV (in MS Word format) via email to (PFA_G)

Our client is an asset management company focused on local and global listed asset investment. They are seeking a Portfolio Administrator with a minimum of 4 – 5 years’ experience in a similar role (within an Asset Management / Investments space).

The ideal candidate will meet the following minimum requirements :

• B. Com, B. Bus Science, B. Sc or similar (preferably in Finance / Investments)
• 5+ years work experience in investment management or financial markets related administration environment
• Solid equity trading and settlement process knowledge / experience
• Strong FICA and FAIS knowledge
• Intermediate (or advanced) MS Power point, Excel and Word skills
• I-Net/ IRESS and/or Bloomberg experience highly advantageous

Your roles and responsibilities will include but not be limited to:

• Trading Activities

• Loading of on market trades
• Liaising between the brokers and administrators to resolve trade queries
• Loading of off-market trades and ensuring settlement

• Responding to audit requests
• Client reporting (generating NAV reports / compiling regulation 28 reports etc)
• Facilitating payment instructions and processing cashflows
• Scrip and cash recons
• Compliance
• Proxy voting and corporate actions

Location: Successful incumbent will primarily be based in Sandton, Johannesburg.

To apply or for more elaborate details send us a detailed CV (in MS Word format) via email to (PFA_G)

Domain: Finance

Type of contract: Regular position

Experience: Minimum 3 years

Understanding of complex regulatory frameworks within the petroleum industry, with ongoing changes over the years

Experience in organizations with low profitability cultures, resulting in poor variance analysis across different business units

As a Financial Planning Analyst, you would be responsible for the following duties and responsibilities:

Budgeting & Forecasting

• Deliver annual long-term plans and budget packages aligned with group instructions, ensuring consistency with management decisions and business expectations.
• Collaborate with management and strategy teams to align financial strategies with overall business objectives; develop scenario analysis capabilities for multi-business stream activities.
• Conduct in-depth variance analysis to explain discrepancies between actual results, budgets, and forecasts; recommend corrective actions as needed.
• Assist in evaluating company performance by analyzing financial and operational data, including ad hoc analyses.
• Ensure the accuracy and reliability of financial forecasts and models; support the development of financial models and data analytics tools.

CAPEX

• Implement Capex controlling practices and policies across TMSA and NBE in accordance with group policies.
• Create and maintain investment structures for affiliates; load budgets on SAP according to approved Formal Commitment of Authority (FCA), managing 10% tolerance adjustments.
• Assist in preparing annual Capex budgets and rolling long-term plans (LTP).
• Produce monthly Capex reporting packs with clear, concise analysis; communicate explanations for variances to the Board, MANCOM, and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting planning and Capex control.

HSEQ

• Manage and minimize HSE risks by ensuring compliance with all HSE policies, rules, guidelines, and legal requirements.
• Promote a safe working environment and contribute positively to HSE KPIs and risk reduction strategies.
• Identify and enforce HSE competency requirements within the area of responsibility.

A Financial Planning Analyst should possess:

• A postgraduate degree in finance, with 5 to 7 years of relevant business experience and in-depth industry knowledge.
• Comprehensive understanding of functional interactions across the entire company.
• Knowledge of TotalEnergies Group reporting rules.
• Excellent personal computer skills, including advanced Excel, database skills, and financial modeling abilities.
• Strong interpersonal skills, ability to work under pressure and meet deadlines, analytical skills, and attention to detail.
• Fluency in English, which is the working language.

TotalEnergies values diversity, promotes individual growth, and offers equal opportunity careers.

TotalEnergies is an equal opportunity employer. All applicants meeting the criteria will be considered without discrimination based on race, gender, age, disability, religion, or other protected characteristics.