Posted 2 years ago

Portfolio Analyst

Duties and Accountabilities:
 
•  Provide analytical support to PM in evaluating risk and recommending active portfolio management actions. Analyze trends and discuss quarterly changes in portfolio profitability metrics and returns (Cash Income, Controllable Cash Income, RAROC, IRR, Dividend Yields etc.), risk ratings and portfolio quality.
•  Support all aspects of portfolio compliance activities including timely completion of risk ratings, quarterly monitoring and other supervision reports including E&S reporting and insurance reporting, loss reserves and valuation exercises, and ensure consistently high level of performance in portfolio compliance scorecard.
•  Track progress with equity sales plan, dividends received, capital gains and portfolio returns.  Review and comprehend stock analyst reports, and track analysts’ stock recommendations. Alert PM and IOs to company updates and changes in stock recommendations.
•  Use Bloomberg to prepare regular reports on share price performance, trading volumes, market performance etc., and track performance of MAS’ listed equity portfolio of the market.
•  Monitor the collection of income and fees from loan portfolio clients. Inform PM and IOs of arrears. Follow up with IOs on outstanding payments and analyze impact to NPLs and profitability.
•  Prepare quarterly portfolio reports, review such reports for accuracy and consistency in reporting. Analyze and interpret portfolio reports to prepare summary of portfolio performance for discussion at quarterly portfolio meetings.
•  Support quarterly portfolio meetings by scheduling meetings, compiling materials, identifying areas of risk and concern, and benchmarking performance for the division.
•  Address ad-hoc information requests from regional and senior management teams, and coordinate portfolio evaluation and impact exercises like stress tests related to external shocks and developments.
•  Assist in the preparation of internal supervision documents (waivers, amendments, Disbursements, Spreading of financials for IRP) and IFC development outcome measurement indicators and insurance with input/guidance from the relevant IO 
•  Rigorously monitor timing of reporting compliance by IOs with persistent follow up on non-compliance
•  Other tasks and activities related to portfolio management and coordination that may be assigned from time to time.

 

Selection Criteria

 

•  Bachelor’s degree in business, finance, accounting, or equivalent field
•  Minimum of 3 years relevant work experience (finance, accounting etc.)
•  Without exception, excellent knowledge of Word, Excel, PowerPoint and aptitude to learn new systems and databases. Skills of data analysis using Excel pivot table or Power BI are required. Skills of Tableau is a plus.  
•  Strong report building skills with the ability to convert raw data into business insights
•  Strong numerical, analytical, and conceptual skills encompassing finance and the associated areas of investment and portfolio management.
•  Excellent written, verbal communication and presentation skills in English is a must. Ability to speak Arabic or French is preferred. 
•  Ability to think independently, analyze problems and identify appropriate solutions is a must.
•  Excellent organizational, administrative and time management skills with proven ability to work efficiently in parallel on multiple fronts under time constraints.
•  Strong interpersonal skills and the ability to work with stakeholders at all levels (inside and outside IFC) with demonstrated teamwork and client service orientation is a must. 
•  Knowledge of the Africa region and regional business practices is a plus.
•  Knowledge of IFC’s portfolio procedures and processes, or strong previous relevant experience is a plus.

IFC

  • Cairo, Egypt
  • Project Management
  • Full-time
  • N/A
  • No
  • 2+
  • visit website
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