Portfolio Associate

Founded in 2016, Pezesha is an online marketplace for business loans. We connect MSMEs to affordable working capital and other financial services through a collaborative approach with capital providers and supply chain partners. We have an ambitious growth plan to target 500,000+ SMEs over the next 2 years across Africa by enabling them with affordable working capital. We are operational in Kenya and Uganda and are gearing to our scaling plans across East Africa. It is an incredibly exciting time to join our talented team of 60+ individuals as we enter our next phase of growth!

Visit our website: https://pezesha.com/ for more information.

Role overview & Responsibilities:

We are looking for a Portfolio Associate who will be responsible for partner engagement, portfolio retention, portfolio analysis and reporting on a daily basis.

Primary responsibilities:

  • Manage the day to day of assigned key accounts portfolio monitoring, performance and analysis
  • Do follow ups with contact persons from the partner side and ensure all matters are addressed on time and feedback loop closed to ensure portfolio growth and relationship building
  • Come up with new strategies and ideas to grow the portfolio and be instrumental in the implementation to ensure portfolio optimisation
  • Analyse customer behavior and loan data to uncover patterns, trends and insights that can be used to enhance the efficient delivery of the focus metric target and uncover predictive patterns
  • Create and continuously refine experiment design to achieve the stated experiment objectives
  • Use the predictive patterns and experiment results to construct a systematic direction for the assigned portfolio and design, conduct and continuously A/B tests to evaluate the impact of new features
  • Work closely with the data, finance and tech team to drive seamless integration of new solutions to the assigned portfolio
  • Making daily calls to existing customers about the loan product to drive the uptake and retention rate of the assigned portfolio (s)
  • Conduct and document all customer feedback covering new and existing borrowers to ensure portfolio uptake
  • Collate all results above into a consistent weekly audit and report for the operations and management team

our skills and experience:

  • At least 2 years of relevant operations experience with at least 1 year experience as a data analyst is a plus
  • Basic knowledge of SQL writing for data extraction as well as R for data analysis
  • Expert knowledge of Microsoft Excel
  • Excellent knowledge of the financial inclusion industry (microfinance, SME banking, banking, asset finance/leasing, fintech, payments, etc.)
  • Finance experience is an added advantage

Your personal characteristics;

  • Intrinsically motivated by the mission of Pezesha Africa
  • Results-orientated and pragmatic with exceptional quantitative and analytical ability and attention to detail and integrity
  • Independent thinker and worker who can juggle multiple projects simultaneously with fast-changing priorities
  • Accepts constructive criticism positively
  • Flexibility to roll up your sleeves and attack problems and projects as they arise, where you will need to set out a clear structure, method and outcomes yourself
  • Tech savvy who embraces new software and online tools and is personally interested by tech-enabled solutions
  • Effective and Efficient in managing and communicating with team members and stakeholders based remotely or in different timezones.

How to apply;

Please send a single pdf file containing a brief and bullet-pointed cover letter and your CV on the subsequent page(s) with “REF: PORTFOLIO ASSOCIATE 2024” as the subject of your email to [email protected]

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