Portfolio Manager - CA Global Group
Africa 17 hours ago Full-Time Salary - Market Related
Portfolio Manager
CA Global Group
Africa
Date Created : 17 hours ago
Job Type : Full-Time
Salary : Market Related
Reference Number: JP-AGC-003
Job Description
Our client, a global private credit investment firm focuses on financing SMEs across emerging markets through structured lending, trade finance and partnerships with high‑quality non-bank financial institutions. They operate with a disciplined, risk-first investment approach and have a strong footprint across Africa — with South Africa and Kenya being key strategic markets.
The Portfolio Manager plays a central role in originating, structuring, executing, and managing investments across Africa and other emerging markets. The role requires strong analytical capability, sound credit judgement, commercial negotiation skills, and the ability to manage both new transactions and ongoing borrower relationships.
The Portfolio Manager works autonomously while collaborating closely with the Chief Investment Officer, Risk, Operations, Legal, and external partners to ensure strong portfolio performance and disciplined risk management.
Responsibilities:
Origination & Market Coverage
- Source new investment opportunities across Africa through direct outreach, networks, and partnerships with financial institutions.
- Conduct market mapping, competitive analysis, and opportunity screening.
- Maintain a high‑quality pipeline aligned with the client’s portfolio strategy.
Deal Structuring & Execution
- Lead preparation of investment proposals, IC memos, financial models, credit analysis, and due‑diligence workstreams.
- Participate in and frequently lead commercial negotiations (term sheets, pricing, structuring, covenants).
- Work with internal and external legal counsel to ensure efficient documentation and enforceable security packages.
- Coordinate across Risk and Operations to ensure timely execution, conditions‑precedent fulfilment, and disbursement.
- Ensure all KYC/AML, onboarding, and policy requirements are fully satisfied.
Portfolio Monitoring & Risk Management
- Maintain oversight of borrower performance, financial reporting, covenant compliance, and collateral positions.
- Prepare renewal packages and annual reviews.
- Identify early warning signs, escalate emerging risks, and propose restructurings or enforcement actions as appropriate.
- Engage directly with borrowers to maintain reporting discipline and address operational, financial, or legal concerns.
Relationship Management
- Build and maintain strong relationships with counterparties, borrowers, and market partners across Latin America.
- Represent the client in meetings, due‑diligence visits, and conferences.
- Support borrowers’ operational resilience and risk mitigation through continuous engagement.
Internal Collaboration
- Partner closely with Risk and Operations to ensure consistent portfolio oversight.
- Maintain accurate and complete CRM and internal system data for pipeline and portfolio activities.
- Contribute to portfolio construction discussions and broader investment strategy development.
Compliance
- Ensure all activities comply with company policies, FCA rules, and relevant local regulatory frameworks.
- Complete mandatory compliance training and uphold our clients’ risk culture.
Required Knowledge, Skills & Abilities:
- 5+ years of experience in private credit, trade finance, structured lending, or emerging‑market financial services.
- Proven experience across Latin America, ideally working with NBFIs and/or corporates.
- Fluent English with strong proficiency in other African languages being a plus.
- Demonstrated experience in credit underwriting, deal structuring, and portfolio management.
- Strong financial modelling and analytical skills.
- Experience negotiating commercial terms and managing borrower relationships.
- Understanding of cross‑border legal frameworks and collateral structures.
- High attention to detail, disciplined risk mindset, and strong execution capability.
- Familiarity with or interest in impact investing.
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