Portfolio Analyst at Summit Recruitment and Search

Key Responsibilities:

• Prepare and circulate the monthly/quarterly portfolio reports to the lending teams and program leads for review.
• Prepare and update all tables, graphs, and financial information for the portfolio clients and other requests.
• Build and review portfolio reports on a monthly/quarterly basis with the lending team to review the pipeline, IRR, and portfolio performance.
• Prepare one-pagers drafts/KYCs/DD for review and approval by the investment committee.
• Assist the Portfolio Manager – Capital and TA with supervision priorities and compliance.
• Provide support to the Investment/TA staff, including research/client payment administration, consultant identification, and contracting.
• Take minutes and track follow-ups for supervision meetings (LQFRs, SAIRs, Valuations).
• Complete and file ad hoc requests from stakeholders, auditors, and external meetings.

Qualifications:

• Must have bachelor’s degree in mathematics or a related field
• Must have 3+ years of credit experience
• Demonstrated ability to support portions of investment activities(sourcing/due diligence, as well as drafting related memos/financial analysis, and legal agreements)
• Strong analytical skills, with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
• Demonstrated support or ability in research, client supervision/compliance, and capacity building interventions
• Experience working in banking or microfinance institutions is a must
• Experience in financial analysis, credit analysis, and data analysis is preferred.
• Ability to interact with clients & partners, & manage relationships;
• Strong interpersonal skills and ability to interact with & partners, & manage relationships.

Deadline for applications: 30th March, 2024