The Portfolio & Risk Manager will be responsible for overseeing the full lifecycle of the fund's debt and revenue-based financing (RBF) portfolio, combining portfolio monitoring, credit risk management, and enterprise risk oversight within a single function.
Key Responsibilities
Portfolio Monitoring & Portfolio Management
Develop and maintain the fund'sportfolio monitoring framework covering financial, operational, ESG,impact, and governance indicators across all investee companies.
Monitor portfolio performance fromdisbursement through repayment, ensuring timely identification of risksand opportunities.
Track covenant compliance,repayment schedules, arrears, restructurings, and recovery activitiesacross the debt and RBF portfolio.
Conduct quarterly portfolioreviews, including management meetings, site visits, covenant testing, andperformance assessments.
Develop portfolio dashboards andmanagement reports for the Investment Committee, Management Team, LPs, andBoard.
Maintain portfolio company riskratings and performance assessments on an ongoing basis.
Work closely with portfoliocompanies to improve financial reporting, governance structures,management information systems, and operational controls.
Partner with the TechnicalAssistance function to design and implement post-investment supportprograms that enhance portfolio performance.
Coordinate workout, restructuring,and recovery initiatives where portfolio companies experience financialstress.
Prepare investor reporting packs,impact reports, capital account statements, and portfolio performanceupdates.
Credit Risk Management
Independently review all proposeddebt and revenue-based financing transactions prior to InvestmentCommittee approval.
Conduct periodic risk assessmentsand present risk reports to senior management and the Board.
Ensure compliance with applicableregulatory, investor, and governance requirements.
Develop early-warning indicatorsand portfolio surveillance tools to identify emerging risks.
Support business continuityplanning and operational risk management initiatives.
Coordinate with legal counsel,auditors, and external advisors on risk-related matters.
Impact Measurement & Reporting
Monitor impact performanceindicators and ESG metrics across the portfolio.
Support reporting aligned withrecognized frameworks such as IRIS+, 2X Challenge, IMP, and DGGFrequirements.
Ensure portfolio companies provideaccurate and timely impact and ESG data.
Integrate impact andsustainability considerations into portfolio monitoring and riskassessment processes.
Requirements
Bachelor's degree in Finance,Accounting, Economics, Business Administration, or a related field.
Professional qualifications suchas CFA, FRM, ACA, ACCA, CIPM, or equivalent are strongly preferred.
Minimum of 7-10 years of relevantexperience in credit risk management, portfolio monitoring, privatecredit, SME banking, development finance, impact investing, or fundmanagement.
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