Social Impact Portfolio Investment Analyst
Job Description:
Purpose:
A financial services company is looking for a Social Impact Portfolio Investment Analyst who is responsible to help drive the company’s Social Impact agenda across the agriculture, energy, water and waste sectors. This is an excellent opportunity for candidates with a commercial credit analyst background or related experience who want to expand into project oversight, stakeholder management and early leadership while playing a meaningful role in advancing the company’s Green Economy strategy. You will support, implement and monitor high-impact programmes that contribute to sustainable growth, job creation and environmental stewardship while developing your portfolio management and strategic execution capabilities
Key Job Outputs:
- Support delivery of the Social Impact Unit’s portfolio by applying strong analytical, project coordination and change management skills to meet project objectives
- Build and maintain productive relationships with internal and external stakeholders to support investment decisions, ensure alignment to strategy, and enhance social return on investment (SROI)
- Uphold governance standards within Corporate Social Responsibility and ensure compliance with internal frameworks, policies, and processes
- Contribute to key development targets, including youth employment, skills development and enterprise creation
- Recommend enhancements to systems, processes and ways of working to improve operational effectiveness and value delivery
- Manage and maintain accurate project and portfolio information to support reporting, decision-making and monitoring
- Contribute to updating and maintaining the Portfolio Management Framework
- Conduct research and evaluate CSR trends to identify opportunities for improvement and innovation
- Prepare clear accurate progress reports for various stakeholders
- Represent the company at events and engagements that raise awareness of social impact programmes and highlight success stories
- Support the planning and execution of flagship events such as the the company Green Economy Indaba
- Perform any other duties as required to support the success of the SIU portfolio
Core Competencies:
Stakeholder Engagement
- Nature stakeholder relationships
- Support progression of high potential partnerships
Investment Management
- Perform credit and financial analysis potential business deals
- Review existing clients through analysis and interpretation of financial and economic metrics
- Provide comprehensive report and recommendations
- Present findings and ability to repayment
- Monitor and report on covenants
Technical Skills
- Stakeholder Relationship Management
- Design Thinking / Client-Centred Approach
- Project Management
- Digital and Analytical Skills
- Strong Communication (written & verbal)
- Problem-Solving & Innovation
- Portfolio Management Fundamentals
- Emerging leadership and decision-making capability
Behavioural Competencies
- Clear confident communication
- Connected decision-making
- Innovation and proactiveness
- Execution and follow-through
- Strong business acumen
Qualifications:
- Matric / Grade 12
- Preferred: BCom in Economics, Finance, Environmental or Social Development
Experience:
- 2-3 years in one or more of the following:
- Commercial Credit / Financial Analysis
- Project or Portfolio Management
- Impact Investing
- Public Affairs
- Graduate Development Programmes
- Management Consulting
Salary: Market related
Should you not hear from us within 2 weeks, kindly consider your application as unsuccessful.
All personal information received will be processed in accordance with The Protection of Personal Information Act No. 4 OF 2013