Portfolio Manager

Introduction

We are looking for a detail orientated and dependable Portfolio Manager to join our team in Cape Town. This is an excellent opportunity for a candidate who enjoys working in a structured environment, takes pride in accuracy and wants to contribute to a growing and established organisation. The successful candidate will play an important role in supporting the  of the business through ensuring profitability withing the portfolio.

PEC Utility Management is a South African company that offers utility management services to property owners, managers and consumers. The company also provides technical support, metering and customer service solutions.

As a leading provider of comprehensive utility management services across South Africa, PEC Utility Management is committed to efficiency, sustainability and cost savings. Through innovative solutions, the company empowers property owners, managers and consumers to optimise utility usage and reduce environmental impact.

With offices in Pretoria, Cape Town, Bloemfontein and Durban, PEC Utility Management services clients nationwide.

Duties & Responsibilities

• Working knowledge of basic accounting concepts

• Able and willing to learn company systems and or software relevant to the position

• Able to reconcile and prepare account statements for payments.

• Responsible for receiving and auditing of council accounts within the portfolio

• Attend monthly management meetings with clients

• Prepare monthly reports for clients

• Ensure strict credit control actions including age analysis, reconciliations and communication with clients.

• Verify discrepancies and resolve issues as needed

• The above-mentioned requirements should all be performed within very strict deadlines and therefore the successful candidate must be able to work under pressure.

• Perform any other ad hoc duties required by the company.

Experience & Qualification

Qualifications and Experience

• Grade 12 with Mathematics

• Financial qualification would be beneficial

• A minimum of 3 year's experience in utilities portfolio management and people management

• Excellent knowledge of basic accounting principles

• Fully bilingual

• Sage X3 experience will be an advantage

• Must be computer literate with strong MS Excel skills

• Good verbal and written communication skills

• Excellent client service and negotiation skills

• Valid driver's licence

• Fully computer literate on:

• MS Excel

• MS Word

• Sage X3

Skills and Competencies

• Good work ethic

• Dedicated and loyal

• High attention to detail and accuracy

• Must be able to identify mistakes and correct them

• Strong timekeeping and planning skills

• Deadline and goal orientated

• Reliable and honest

• Ability to work well in a team environment

• Ability to work well under pressure

Package & Remuneration

• Competitive salary based on qualifications and experience.

• Group Risk benefits including:

• Life Insurance

• Funeral Benefit

• Disability Benefit

• LYRA Employee Wellness Programme

• Performance incentives and annual increases may be considered based on individual and company performance.

• Tools of trade required for the role will be provided.

Why Join Us?

Join a respected national organisation that plays an important role in helping clients manage and optimise utility consumption across South Africa. You will become part of a professional and supportive team where accuracy, service excellence and continuous improvement are valued, while gaining exposure to a dynamic finance environment with opportunities for long term growth and development.