Portfolio Analyst

FNB South AfricaCape Town, ZA

9 days ago

Job description

Job title : Portfolio Analyst

Job Location : Western Cape, Cape Town

Deadline : November 16, 2025

Quick Recommended Links

Jobs by Location
Job by industries

Are You Someone Who Can

Manage costs / expenses within approved budget to achieve cost efficiencies

Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions

Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members

Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders

Comply with governance in terms of legislative and audit requirements

Monitor / manage / close dormant accounts to increase retention of client base and decrease cost

Monitor and manage the categorisation of accounts within portfolio and manage triggered accounts to ensure client portfolio is up to date.

Monitor and manage the collection process to increase efficiencies and increase recovery

Gather and distribute relevant business information

Manage personal development to increase own skills and competencies

You Will Be an Ideal Candidate If You Have

Additional Information

2-3 years' experience in credit, collections and / or recovery

Experience on Hogan and Plexis, will be advantageous

Account risk management

Payment arrangements

Proactive risk management of current accounts

Qualification

Higher Certificate at NQF Level 5

Diploma or Degree in relevant field would be advantageous

Equivalent qualification

End Date : October 29, 2025

Accounting / Financial Services jobs

Create a job alert for this search

Portfolio Analyst • Cape Town, ZA

Related jobs

Promoted

Portfolio Manager

Persona StaffCape Town, South Africa

Financial qualifications and or BCom degree.Bilingual in Afrikaans and English.Ability to work overtime if required.Deadline driven and must have good problem-solving skills.Reconcile and prepare a...Show moreLast updated: 30+ days ago

Promoted

FP&A Analyst

The Legends AgencyCape Town, South Africa

Kickstart Your FP&A Career in a Global, Multi-Currency Business Growth Opportunity as a Senior Analyst.Cape Town | Hybrid (3 days office, 2 days remote) | R45000 - R55000 p / m | UK Hours.Our cli...Show moreLast updated: 25 days ago

Principal SAP Project Portfolio Management (PPM) Functional Analyst

DLK GroupCape Town, WC, za

Quick Apply

Expertise in SAP PPM system configuration and setup.Strong ability in business process analysis and solution implementation aligned with organizational objectives. Experience in project execution, e...Show moreLast updated: 21 days ago

Promoted

Portfolio Manager

MorningstarCape Town, ZA

Job Location : Western Cape, Cape Town.We are looking for a Portfolio Manager to join our Multi Asset Portfolio Management team. You will contribute to the success of our multi-asset strategies by h...Show moreLast updated: 5 days ago

Promoted

Investment Analyst

CA Financial AppointmentsCape Town, South Africa

Our client, a respected player in the venture capital space, is looking for an ambitious.This is a unique opportunity to work closely with high-growth technology businesses shaping the future of Af...Show moreLast updated: 30+ days ago

Promoted

Senior Credit Analyst

Astron Energy Ltd.Cape Town, Western Cape, South Africa

Responsibilities for this position may include but are not limited to : .Corporate : For complex and large exposure accounts, obtain financial statements, credit agency reports and other pertinent in...Show moreLast updated: 30+ days ago

Promoted

Investment Portfolio Implementation Analyst (Newly Qualified CA(SA))

Rory Mackie & AssociatesCape Town, South Africa

About our clients Portfolio Implementation Team : .The Portfolio Implementation team models Portfolio Manager driven investment views, facilitates tactical trade instructions, monitors asset allocati...Show moreLast updated: 1 day ago

Promoted

Actuarial Reporting Analyst

Paton PersonnelCape Town, South Africa

A leading financial services group is seeking a senior actuarial analyst to support the corporate risk product portfolio. The role focuses on quarterly valuations, liability and profit analysis, and...Show moreLast updated: 30+ days ago

Promoted

Actuarial Analyst

Network RecruitmentCape Town, South Africa

As an Actuarial Analyst, youll play a pivotal role, designing pricing models, valuing complex portfolios, and generating insights that guide the boardroom strategy. This is the perfect opportunity f...Show moreLast updated: 30+ days ago

Promoted

Portfolio Administrator

Conova RecruitmentCape Town, South Africa

Product set-up, maintenance & record keeping.Managing & controlling all transactions processed between relevant parties.Set-up & maintenance of trading instructions, input & send au...Show moreLast updated: 5 days ago

Promoted

Property Reporting Analyst

CA Financial AppointmentsCape Town, South Africa

Bring your passion for property and attention to detail to a role where financial precision meets property management.Here, you'll play a key role in ensuring the group's property portfolio runs se...Show moreLast updated: 30+ days ago

Promoted

Credit Analyst

CA Financial AppointmentsWestlake, South Africa

Exceptional opportunity for a young investment professional with exceptional financial modelling skills and who has a keen interest in the area of credit investments in particular.Contribute to an ...Show moreLast updated: 30+ days ago

Promoted

FP&A Analyst

CA Financial AppointmentsCape Town, South Africa

An opportunity to make a real impact across multiple entities worldwide as a FP&A Analyst, in a Global software business in a fast-growing environment, collaborative team culture focused on inn...Show moreLast updated: 30+ days ago

Crypto Investment Analyst (Remote)

Token MetricsCape Town, Other, South Africa, 7100

Remote

Crypto Investment Analyst (Remote).As a Crypto Investment Analyst at Token Metrics, you will play a crucial role in identifying and evaluating emerging cryptocurrencies and Web3 projects with the p...Show moreLast updated: 22 days ago

Promoted

Credit Analyst

HR GenieCity of Cape Town, South Africa

Credit and Analytics Executive.We are seeking a highly analytical Credit Analyst with strong data skills and experience in credit risk or financial analysis. The role focuses on analysing large data...Show moreLast updated: 12 days ago

Senior Investment Analyst

FetolaPlumstead, WC, za

Quick Apply

Join Fetola and Make a Difference as a Senior Investment Analyst.Apply now for a full-time role based in Cape Town .Salary : R47 640 - R53 956 per month (negotiable based on experience) wi...Show moreLast updated: 11 days ago

Promoted

FP&A Analyst

Communicate RecruitmentUnited Kingdom, South Africa

Create financial models for forecasting, budgeting, and strategic planning.Deliver high quality outputs to specified deadlines. Monthly, quarterly, and annual financial reports, offering clear insig...Show moreLast updated: 16 days ago

Promoted

Fund Reporting Specialist

Believe ResourcingCape Town, Western Cape, South Africa

Location : Claremont, Cape Town Salary : Competitive Salary Employment Type : Full-Time, Permanent.Established in Cape Town in 1993, this prominent South African asset management company offers a d...Show moreLast updated: 30+ days ago