Essar Capital - Associate - Portfolio Management Team

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