Private Equity Portfolio Manager at Britam

Job Purpose:

The job holder will be responsible for Private Equity deal origination and value creation as well as fund raising and investor relations. The successful candidate will report to the Chief Investment Officer.
Key responsibilities

• Private Equity deal origination and value creation.
• Assessing potential private equity investment opportunities.
• Reviewing potential private equity funds with a target of giving investment recommendations.
• Responsible for investor relationship management and investment transactions.
• In charge of fund raising and portfolio management.
• Conduct research and maintain a perspective on current and future economic conditions and industry trends.
• Prepare and deliver reports and presentations to internal and external stakeholders.
• Comply with statutory and other relevant regulatory bodies.
• Adhere to internal and external risk and compliance standards.
• Delegated Authority; As per the approved delegated authority matrix.
• Perform any other duties as may be assigned from time to time.

Key Performance Measures

• Fund Raising
• Client Relationship Management
• Soundness of recommendations
• Reporting TAT

Knowledge, experience and qualifications required

• Bachelor's degree in Commerce, Finance, Economics or related field
• 6-8 years’ experience in financial markets with hands on exposure to traditional and alternative asset classes with a focus on private equity 3 of which should be at management level with specialisation in private equity
• CFA Charter Holder
• Member of relevant professional body

Technical/ Functional competencies

• Knowledge and experience in investment management,
• Knowledge of capital markets
• Portfolio analysis and management
• Excellent organisational and analytical skills
• Report writing skills
• Communication and presentation skills

Core Competencies

Change Leaders in Britam need to:

• Strategically lead a function to service customers from a sustainable and growing customer base whilst increasing profit;
• Continuously configure and adapt the functional area to most effectively suite the future view of the business;
• Introduce new concepts so that they are adopted appropriately at the right time (manage the rate of change);
• Be in touch with the changing industry, customer needs and international best practice;
• Improve the efficiency of the function by appropriately challenging managers about operational and tactical issues;
• Ensure the function has the most appropriate people capability through effective inspirational leadership, people development, and optimized succession planning;
• Ensure clarity of expectations for individuals in the function and other stakeholders across the group;
• Facilitate functional integration;
• Ensure the development and establishment of appropriate behaviour and values (culture) within the function that aligns with the strategic direction and values of the business;
• Co-ordinate between functions and divisions to ensure optimization of the value chain and resources;
• Ensure alignment of strategy, objectives and deliverables within the function;
• Develop innovative partnerships and distribution channels to increase Britam’s market penetration;
• Ensure a seamless experience for clients;
• Appropriately allocate funds and capital to maximize shareholder value;
• Adequately manage operational risk;
• Increase operational efficiency;
• Provide access to accurate and consistent information and services across all channels;
• Improve quality and speed of decision making across the business.