Verified Job
Accounting - Finance
Essar Capital - Associate - Portfolio Management Team
Accounting - Finance
#772239
Remote / WFH
Essar Capital
Job Description
Associate - Portfolio Management Team (3-6 yrs)
POSITION PURPOSE:
To assist Senior Director/Operating Partner in managing & enhancing Essar Capital's portfolio companies while also supporting investment evaluation & capital allocation decisions through periodic business performance review, investment analysis & planning and by conducting industry & market analysis in order to maximize the value of the business.
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:
- 3-5 years of experience in Portfolio Management or investment banking or business performance monitoring
SKILL/COMPETENCIES REQUIREMENTS:
- Understanding of business parameters (performance drivers & investment return metrics)
- Analytical skills
- Strong financial modelling and valuation skills (IRR, NPV, scenario analysis)
- Portfolio and asset management
- Investment analysis and capital allocation understanding
- Data interpretation and presentation
AREA KEY ACTIVITIES:
1. Portfolio Planning & Investment Screening:
- 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
- Support the Operating Partner / Senior Director in screening and evaluating new investment opportunities, expansion projects, and capital allocation decisions
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 Value Creation & Governance:
- 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. Investment Analysis & Transaction Support:
- Conduct financial analysis and due diligence support for potential investments, acquisitions, or strategic opportunities
- Support preparation of investment memos, financial models, and transaction evaluation notes
- Evaluate project economics, investment risks and return scenarios for capital deployment decisions
- Assist in monitoring post-investment performance against original investment assumptions
5. Market Research & Sector Intelligence:
- 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
POSITION PURPOSE:
To assist Senior Director/Operating Partner in managing & enhancing Essar Capital's portfolio companies while also supporting investment evaluation & capital allocation decisions through periodic business performance review, investment analysis & planning and by conducting industry & market analysis in order to maximize the value of the business.
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:
- 3-5 years of experience in Portfolio Management or investment banking or business performance monitoring
SKILL/COMPETENCIES REQUIREMENTS:
- Understanding of business parameters (performance drivers & investment return metrics)
- Analytical skills
- Strong financial modelling and valuation skills (IRR, NPV, scenario analysis)
- Portfolio and asset management
- Investment analysis and capital allocation understanding
- Data interpretation and presentation
AREA KEY ACTIVITIES:
1. Portfolio Planning & Investment Screening:
- 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
- Support the Operating Partner / Senior Director in screening and evaluating new investment opportunities, expansion projects, and capital allocation decisions
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 Value Creation & Governance:
- 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. Investment Analysis & Transaction Support:
- Conduct financial analysis and due diligence support for potential investments, acquisitions, or strategic opportunities
- Support preparation of investment memos, financial models, and transaction evaluation notes
- Evaluate project economics, investment risks and return scenarios for capital deployment decisions
- Assist in monitoring post-investment performance against original investment assumptions
5. Market Research & Sector Intelligence:
- 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
