Portfolio Management Specialist (Green Fund)
- Midrand, Gauteng
The position is a FIxed Term Contract for 3 (Three) Years.
Reporting to the Head Climate & Environmental Finance, the role of the Portfolio Management Specialist will be the management of the health and risk of the Climate and Environmental Finance Unit investment portfolios with focus on the Green Fund.
1. In collaboration with Head: Climate & Environmental Finance provide active management of the Green Fund and other related Climate & Environment Investment Portfolios to ensure sustainability and to minimise non-performance and impairments with particular focus on:
a. Timeous preparation and presentation of portfolio reports using appropriate ratios and techniques to inform Management of the performance of the Green Fund portfolio and the risk implications thereof;
b. Early identification of loans and/or investments at risk of defaulting and recommendation of actions plans to fix such loans and/or investments; and
c. Ensuring accuracy and integrity of loan and investment MIS data so as to ensure proper portfolio monitoring and reporting;
d. Ensuring quality and timeous quarterly Green Fund reporting with assistance from the Fund Specialist
e. Ensuring Investment portfolio reporting is adhered to in collaboration with Climate Change Specialist, Climate finance Specialists and Fund Specialist.
Provide portfolio support for the overall Climate and Environmental Finance unit portfolio. This will include submission of periodic progress reports, ad-hoc requests and other reporting and monitoring requirements timeously that adheres to the specific contractual arrangements.
2. On-going comparison of the portfolio performance against planned performance and the implications thereof;
3. On-going monitoring of loan workout activities including loan restructuring, asset liquidation and all other negotiations with clients;
4. On-going monitoring of instruments and their related actives offered by the Climate & Environmental Finance Unit
5. In collaboration with DBSA Group Risk and Finance Division undertakes periodic valuation of the Green Funds’ Asset Portfolio
6. In collaboration with DBSA Group Risk and Finance Division provide portfolio reporting on the Green Fund and other related Climate & Environment Investment Portfolios
7. Involved in the development of log frames (climate, financial, gender, development impact and other relevant indictors etc) and theory of change for new projects and on-going monitoring of existing log frames for existing project under by the Climate & Environmental Finance Unit
8. Development of a Climate & Environmental Finance portfolio dashboard/monitoring tool to ensure ongoing monitoring of the portfolio which will inform periodic reporting to internal and external stakeholders
9. Assess and appraise the climate risk and impact of PPD potential investments (pipeline) by identifying how it aligns to the bank’s “net zero” pathway.
10. Input into the development and improvement of instruments and tools to assess net zero alignment of project proposals
Key Measures of Outputs
1. Quality of input into Portfolio Reports for all internal and external stakeholders
2. Ongoing monitoring of all reporting requirements for the Green Fund and other related Climate & Environment Investment Portfolios
3. Timeously provides required input into Portfolio Reports on the Green Fund and other related Climate & Environment Investment Portfolios
4. Timeously identifies and recommends actions on loans and recoverable grants and/or investments at risk of default
5. Effective and Active management of the Green Fund’s Asset Portfolio and other related Climate & Environment Investment Portfolios
6. Timeously update the portfolio dashboard/monitoring tool and effectively coordinate required inputs from the Climate & Environment Finance Unit
7. Quality of input into project/programme log frames
8. Quality and number of assessments of alignment of PPD pipeline to “net zero” strategy
9. Quality inputs into development and improvement of instruments and tools to assess net zero alignment of project proposals
Expertise & Technical Competencies
1. Bachelor’s degree in Environmental Economics, Environmental Sciences, Engineering or Development/Sustainability Studies.
2. Minimum 3 years of work experience in a similar role or credit risk management role
1. Previous portfolio management experience in Green or Climate related investments and some exposure to climate risk assessment will be an advantage
Required Personal Attributes
1. Written & Verbal Communication
a. Write effective correspondence, prepares reports, statements of circumstance and briefing notes;
b. Has a solid mastery of writing principles such as grammar, sentence construction etc.
c. Able to communicate complex problems or concepts, by making them simple and understandable for others;
d. Is articulate, demonstrates a wide range of vocabulary, and is confident when talking to large/high level
2. Regulatory Analysis
a. Interprets, analyzes and/or evaluates compliance with applicable legislation, sound regulatory practices and procedures, generally accepted accounting principles, and other such rules and regulations.
b. Demonstrates a thorough knowledge and understanding of applicable regulations, rules, entity/company practices, concepts, and industry issues.
c. Develops and maintains effective working relationships with regulated industries, government officials, administrators, and civic leaders.
3. Stakeholder Management
a. Actively engages partners and encourages others to build relationships that support DBSA objectives.
b. Understands and recognises the contributions that staff at all levels make to delivering priorities.
c. Proactively manages partner relationships, preventing or resolving any conflict.
d. Adapts style to work effectively with partners, building consensus, trust and respect.
e. Delivers objectives by bringing together diverse stakeholders to work effectively in partnership.
a. Prepares both standard and non-standard reports to time and quality standards.
b. Collate and analyses readily available data for inclusion in a report.
c. Designs / customizes reports to meet user needs.
5. Data Analysis
a. Accumulates data; summaries information into pertinent, understandable, and presentable form; discerning valid from invalid comparisons of data; and seeking explanation for variations in the data.
b. Initiates and maintains working relationships with stakeholders.
c. Interprets, analyzes and/or evaluates compliance with applicable legislation, sound regulatory practices and procedures, generally accepted accounting principles, and other such rules and regulations.
6. Portfolio Management
a. Conduct analysis of the performance of the Green Fund, CFF and other climate related portfolios within the unit where required
b. Identify loan and investment risks
c. Prepares portfolio reports
d. Ensure compliance with credit and investment policies of DBSA and external stakeholders
1. Customer Service Orientation
a. Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
b. Adapts processes and procedures to meet on-going customer needs.
c. Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
d. Thinks of new ways to align DBSA’s offerings with future customer needs.
2. Self-awareness and Self Control
e. Withholds effects of strong emotions in difficult situations.
f. Keeps functioning or responds constructively despite stress.
g. May apply special techniques or plan ahead of time to manage emotions or stress.
3. Strategic and Innovative Thinking
a. Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
b. Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
4. Driving delivery of results
a. Sets challenging goals that will have a significant impact on the business or support the organisational strategy.
b. Commits significant resources and/or time to ensure that challenging goals are achieved, while also taking action to mitigate risk.
5. Teamwork & Cooperation
a. Acts to promote a friendly climate and good morale and resolves conflicts.
b. Creates opportunities for cross-functional working.
Encourages others to network outside of their own team/department and learn from their experience