POSITION REQUIREMENTS
Education
Bachelor’s Degree in Business Administration or Accounting or Finance or equivalent is required
Master’s Degree in Business Administration or Finance or equivalent is preferred
Experience
3 to 6 years of experience in Portfolio Management or investment banking or business performance monitoring
SKILL/COMPETENCIES REQUIREMENTS
Understanding of business parameters
Analytical skills
Financial modelling
Portfolio and asset management
Research and analytics
Data interpretation and presentation
WITHIN THE ORGANIZATION
OUTSIDE THE ORGANIZATION
Business Heads
Finance and Accounting team
Compliance Team
Credit Agencies
Research Houses
Consultants
Industry experts
Vendors
Government agencies
#
AREA
KEY ACTIVITIES
1
Portfolio Planning
Understand the business requirements, financial ability and objectives, and use market and technical knowledge to identify and articulate investment opportunities
Map new markets of potential interest, and identify potentially attractive investment opportunities within those markets to support business growth
Maintain excellent knowledge of external environment, market trends, investment opportunities and provide a thorough analysis and explanation (credit ratings, share-holder value etc.) on the best investment solutions to the Operating Partner
Evaluate and compare the relative quality of various securities, financial instruments in the equity space to provide insights for investment decisions
Define Investment areas, build databases, financial models and forecast to formulate investment recommendations
2
Performance Monitoring
Identify top level business performance factors and conduct a review to understand the current business performance and gap between target Monitor the business growth, performance vs target
Identify and highlight and risks, discrepancies or hurdles that might exist in the business and provide recommendations on suggestive measures
Conduct assessment of investment performance by maintaining and updating investment management information, analysis and reporting framework
Track valuation and investment performance at the investment level and raise any challenges/ discrepancies that impact shareholder return with the Operating Partner for further review and action
Prepare monthly / quarterly reports and analysis to provide a thorough performance analysis and explanation (credit ratings, share-holder value etc.) on the investment solutions to the Operating Partner
Monitor and follow up on investments and portfolios performance to ensure high achievement of returns
Provide regular updates within the team about the portfolio's accounts development and provide recommendations on future investment decisions
3
Portfolio Management
Independently manage multiple and complex investments and efficiently coordinate and interact with advisors, consultants, legal counsels and management
Carry out post investment follow-up to facilitate adherence whilst promptly highlighting any discrepancies and areas of improvement to the Operating Partner for immediate corrective action for the investments
Develop and maintain effective relationships with business operating teams and ensure collection of business data under the guidance and support of the Operating Partner
4
Market Research
Manage the relationship with external market intelligence agencies and build long-term relationships for the benefit of Essar Capital
Ensure the provision of analysis and reports on industry market trends internationally and conduct and manage research on various economic and market indicators
Maintain database of international and regional benchmarks
Support the Operating Partner on industry or sector focused financial reports and ensure they are provided in an accurate and precise manner
Ensure the development of the competitive intelligence process from collection to dissemination and archiving to ensure the provision of required information
In collaboration with the Research Analyst, provide monthly reports on completion benchmarking and investment research to the Operating Partner
Keep abreast with statutory and regulatory norms and keep management updated of any changes
KEY PERFORMANCE INDICATORS
Investment strategies
Performance of portfolio
Growth in business value
Quality of reports
Accuracy of analysis