Employment opportunity: Head of Portfolio Management
Sefa is looking for a Head of Portfolio Management to lead the Sefa social finance team consisting of relationship managers, consultants and fellows.
The role will oversee all aspects of the investment process, to help build and maintain a robust, diverse and profitable loan portfolio with social impact, engage with fellow impact investors and integrate with other business activities of the Sefa group. In doing so you will be helping our clients improve social outcomes in communities across Australia. You will be working towards providing equitable access to finance for purpose-driven organisations.
We are a small, dynamic, impact investment organisation.
You will have strong analytical skills and the ability to work positively and collaboratively with co-investors and partners.
We offer a flexible working environment and the opportunity to influence the future success and direction of Sefa.
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 weekly team training sessions 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 Head of Portfolio Management will:
Lead the social finance team consisting of Relationship Managers and consultants in Sydney, Melbourne and Brisbane.
Drive business development for social finance opportunities in collaboration with the rest of the Sefa team.
Assist the social finance team in allocating pipeline and conducting due diligence on transactions.
Oversee ongoing monitoring of loan portfolio debt serviceability and social impact.
Contribute to strategy and execution of Sefa’s social finance / investment readiness products and advisory services.
Deliver advisory engagements, with a focus on capital structuring, capital raising support and payment-by-outcome tenders.
Liaise with potential co-investors and foundations for syndicated and blended transactions, working with Sefa Partnerships where relevant.
You should also consider:
There will be regular domestic travel involved.
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.
Secured property lending experience.
Strong analytical skills, e.g. around financial analysis and/or investment assessments.
Track record in originating, structuring and executing bespoke finance transactions for purpose-driven organisations.
Ability to work with a variety of internal and external stakeholders.
Relationship building skills with a focus on patience and resilience, given the nature of the evolving impact investment sector in Australia.
Strong interpersonal and communication skills.
Ability to coach and lead members of the social finance team in developing their professional lending skills in the social finance sector.
It would be helpful if you have:
Leadership and governance experience.
Understanding of the challenges facing social finance organisations in Australia.
For more information please contact Hanna Ebeling, Acting CEO on hanna.ebeling@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 7 February 2020.