Employment opportunity: Portfolio Analyst

Sefa is looking for a Portfolio Analyst to play a key role in the Sefa Social Finance team. They will provide loan administration support to the Social Finance Relationship Managers and work with clients across a diverse range of activities.

About Sefa

We partner with for-purpose organisations and investors to unlock social impact. While supporting the growth and scale of purpose-driven organisations, we generate positive returns for investors. Learn more about some of our clients.

Team Sefa are avid tea drinkers, each with a strong case of wanderlust. We balance our dedicated focus on helping others with a healthy love of chocolate. Above all, we're united in our commitment to bringing great social enterprises to fruition. Won't you join us?

The Portfolio Analyst will:     

  • Assist the Social Finance team with loan administration activities, loan disbursement, ongoing portfolio management (with a focus on covenant monitoring), and periodic credit reviews.

  • Support the periodic meeting processes of the Sefa Investment Committee and other governance committees

  • Manage the pipeline, portfolio and business reporting processes across investments (and fee-for-service engagements as required)

  • Assist in managing relationships with existing borrowers/co-investors and on-boarding new borrowers/co-investors. Co-investors include other private investors, high net worth individuals, philanthropy and government.

  • Screen and respond to loan enquiries and collate information for initial due diligence, assist the Social Finance Relationship Managers with high level review of financials and business plans

  • Work collaboratively with the wider Sefa team and consultants on technical/financial fee-for-service opportunities including investment readiness, capital structuring, due diligence, and portfolio management where required.

You should also consider:

  • Our office is based in Ultimo, Sydney. We share an office with like-minded organisations including World Wildlife Fund (WWF). The office is Green Star Accredited by the Green Building Council Australia.

  • Sefa operates a flexible work environment. This is a full-time role but there is flexibility in our working arrangements, including working from home. The Sefa team enjoys five weeks of paid leave each year to recharge.

You have:

  • Passion, energy, commitment and understanding of the impact investing / social finance / social enterprise sectors.

  • Experience preparing management reports and / or board papers

  • Confidence using IT systems (e.g. data entry, exporting) and Microsoft Office

  • An eye for detail, organised and enjoys improving processes

  • Strong analytical skills, e.g. financial analysis and/or investment assessments.

  • Relationship management skills.

  • Strong communication skills with the ability to work with a diverse range of stakeholders.

  • Ability to operate independently and take ownership in a small organisation that is constantly innovating as the market develops.

    It would be helpful if you have:

  • Lending / credit analysis experience, ideally in small to medium sized organisations.

  • Consulting / advisory experience with a preferred focus on financial performance and capital structuring for small organisations.

  • Secured lending and property experience.

  • Understanding of the challenges facing for-purpose organisations in Australia.

For more information please contact Tanya Wong, Social Finance Relationship Manager on tanya.wong@sefa.com.au.

To apply send your CV and a one-page cover letter to Linda Carseldine, Chief Operating Officer on linda.carseldine@sefa.com.au by 2 July 2021.

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