Portfolio Administrator

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Are you looking to gain hands-on experience in financial services and make a real impact early in your career? This role offers an excellent opportunity for a bright, hardworking, and outgoing individual to join a dynamic team focused on delivering lease finance solutions in the Materials Handling sector—specifically for forklift trucks.

You'll be joining a team that drives new business growth through strong, long-term relationships with our network of equipment dealers, while also seeking new introducers to expand our reach. We play a pivotal role in facilitating deal flow—from origination through to credit approval—by working closely with internal departments and external partners. Our finance agreements also support the collection of equipment maintenance payments on behalf of our dealers, ensuring seamless service for end customers. Through proactive portfolio management and collaboration, we aim to maximise return on equity (ROE) and deliver sustainable value to the business.

You'll be instrumental in resolving reconciliation issues within our Materials Handling lease portfolio. While the role is primarily administrative, it also involves direct communication with our dealer partners—representing Investec and helping to maintain strong, collaborative relationships.

Market or product knowledge isn't required for this role. What matters most is your ability to work independently, take ownership, and lead the reconciliation project with focus and precision. Are you someone who thrives on structure, enjoys problem-solving, and can confidently communicate even when the conversation is challenging?

Your responsibilities will include:

• Reconciling accounts to ensure data accuracy within our lease administration system.
• Managing non-client debtor receipts and supporting the integrity of financial records.
• Communicating reconciliation outcomes clearly to dealer partners, including preparing credit notes and supporting documentation.
• Analysing issues and articulating findings to our tech teams to support the development of system fixes.
• Handling sensitive conversations—such as the return of funds—with professionalism and care to preserve long-term business relationships.

You'll also support the client management team with live portfolio tasks such as processing terminations, loading new business data, and preparing drawdown documentation. Prioritising tasks to meet service level agreements (SLAs) and maintaining a high level of accuracy will be key to your success.

If you're detail-oriented, proactive, and ready to learn, this could be the perfect next step for you.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

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If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.