Southwest Regional Portfolio Coordinator

Portfolio Associate (Southwest) We seek a detail-oriented Portfolio Associate to support investment activities in the Southwest region. The ideal candidate will possess a Bachelor’s degree in Finance, Business, or a related field, along with 2–3 years of relevant experience in portfolio management, financial analysis, or investment operations. Proficiency in financial modeling, valuation techniques, and proficiency in Microsoft Excel are essential. Strong analytical skills, with the ability to interpret financial data and generate actionable insights, are required. Excellent communication and interpersonal abilities are necessary to collaborate effectively with clients, stakeholders, and team members. Responsibilities include conducting market research, assisting in asset allocation strategies, monitoring portfolio performance, and preparing detailed reports for senior management. The role demands a proactive approach, problem-solving capabilities, and a commitment to maintaining the highest ethical standards in all financial dealings. Emata Barbara, a vibrant city in southwestern Uganda, serves as the regional hub for healthcare services, education, and commerce. Known for its strategic location along major transportation routes, Barbara plays a pivotal role in connecting rural and urban communities. The city boasts a diverse population, cultural richness, and a growing economy driven by agriculture, trade, and tourism. With improved infrastructure and access to essential services, Barbara continues to attract investment and foster development in the region. Mbarara Experienced professionals in the financial services sector are sought to provide expert guidance, drive strategic initiatives, and ensure regulatory compliance across diverse financial products and solutions. Candidates must possess a strong academic background in finance, economics, or a related discipline, coupled with a minimum of five years of progressive experience in financial analysis, risk management, or advisory roles. Proficiency in financial modeling, data analysis, and proficiency with industry-standard software such as Excel, Bloomberg Terminal, or similar platforms is essential. The role demands exceptional analytical thinking, meticulous attention to detail, and the ability to communicate complex financial concepts clearly to stakeholders at all levels. Responsibilities include developing and implementing financial strategies, conducting thorough market research, evaluating investment opportunities, and maintaining rigorous adherence to compliance frameworks to mitigate risks and optimize performance. Accounting and Finance, Business Operations, Agribusiness, and Agricultural Services & Products are among the key areas of focus for this role. The position requires a strong foundation in financial management, operational efficiency, and strategic planning within the agricultural sector. Responsibilities include overseeing financial reporting, optimizing business processes, managing agribusiness projects, and ensuring compliance with industry regulations. Proficiency in financial analysis, budgeting, and agricultural market trends is essential, along with the ability to drive sustainable growth and operational excellence in dynamic environments. Description Do you find fulfillment in maintaining a flawless repayment schedule and ensuring loans reach farmers’ accounts within minutes? We seek a Portfolio Associate to sustain the seamless flow of our dairy loans and uphold the health of our portfolio throughout Southwest Uganda. About Emata We are a rapidly expanding Ugandan fintech company revolutionizing agricultural finance. Since our inception in 2021, we have supported over 60,000 farmers while establishing partnerships with more than 100 agribusinesses and cooperatives, including some of Africa’s most prominent agro-industry leaders. By integrating artificial intelligence, cutting-edge technology, and specialized sector knowledge, we create and deliver premium lending solutions meticulously designed to meet the unique financial needs of farmers. Digital offerings include digital loans, crop insurance solutions, and seamless digital payment services. A collaborative unit comprising over twenty engineers, data scientists, product specialists, and business professionals. We offer unique cultural benefits, including cappuccinos sourced from the farmers we support, the autonomy to explore and innovate, and the flexibility to work remotely on select days, among other advantages. Our organization prioritizes collaborative efforts over hierarchy, encourages independent problem-solving rather than imitation, and emphasizes accountability for results, rapid skill development, and unwavering ethical standards. What you’ll do You will serve as the driving force behind our Dairy Southwest portfolio, ensuring timely disbursement of funds, prompt repayment, and continuous growth in each farmer’s loan limit. Your responsibilities will include: Responsibilities include establishing loan products, conducting KYC and CRB verification, making pre-disbursement calls, and ensuring loans are disbursed within 15 minutes of approval.

Ensure portfolio quality remains optimal by maintaining PAR within target thresholds, proactively pursuing timely repayments, and meticulously reconciling all funds against the established repayment schedule. Proactively identify potential repayment challenges in their initial stages, escalating concerns promptly and collaborating closely with clients and farmers to resolve issues collaboratively. Drive the expansion of our lendable portfolio by enhancing MIS adoption and ensuring farmer data remains accurate and comprehensive. Ensure all insurance policies remain current and appropriately maintained, verifying coverage where necessary. Expedite the settlement of claims promptly to maintain operational efficiency and compliance with regulatory requirements. Provide assistance with product launches and strategic partnerships by facilitating the preparation of new or refreshed product rollouts in the market while maintaining accurate and current reporting on partnership activities and progress summaries. You might be the one if you are Detail-oriented and proficient with numerical data, schedules, and reconciliation processes, ensuring precision and accuracy in all tasks. You exhibit initiative by actively pursuing issues rather than adopting a passive approach and waiting for problems to arise. Proven ability to communicate effectively both over the phone and in person with agricultural professionals, including farmers and business partners. A collaborative professional who assumes full responsibility for achieving results. Fluency in both Runyankole and English is required. What we offer You’ll have the chance to advance your career within an award-winning, venture-capital-backed startup that is revolutionizing access to finance for African farmers. In addition to a competitive compensation package, you will receive health insurance, an employee shareholder plan, and salary loans, all within a collaborative and dedicated team environment. Eager to make a meaningful difference? Be sure to submit your application promptly, as selections are conducted on a continuous basis.

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