Position Title: Associate Vice President

Function: Portfolio Management

Position Purpose

To support Operating Partners in managing portfolio companies through periodic business performance reviews, investment analysis, planning, and comprehensive industry/market assessment with the objective of maximizing business value.

Position Requirements

Education

- MBA from a Tier-1 institute (IIM A/B/C/I/K/L or ISB) - Mandatory

- Bachelor's degree in Business Administration, Finance, Accounting, Economics, or related fields.

Experience

7 to 10 years of experience in:

- Portfolio management

- Investment banking

- Business performance monitoring

- Financial analysis and modelling

Skills & Competencies

- Strong understanding of business and financial parameters

- Advanced analytical and quantitative skills

- Expertise in financial modelling

- Experience in portfolio and asset management

- Strong stakeholder management and communication skills

Key Responsibilities

1. Portfolio Planning

- Analyse business objectives, financial capacity, and market trends to identify investment opportunities.

- Map potential markets and assess attractive sectors for future investments.

- Maintain strong knowledge of external market trends, valuation drivers, and investment benchmarks.

- Build financial models, databases, and forecasts to support investment recommendations.

- Evaluate securities, instruments, and investment options to support strategic decisions.

2. Performance Monitoring

- Conduct regular performance reviews of portfolio companies against defined targets.

- Identify gaps, risks, and discrepancies that may impact business performance or shareholder value.

- Track valuation metrics and investment performance at asset and portfolio levels.

- Prepare monthly and quarterly performance reports for senior leadership.

- Maintain investment information, analysis frameworks, and reporting dashboards.

3. Portfolio Management

- Independently manage multiple investment assets and coordinate with advisors, consultants, and legal teams.

- Ensure effective post-investment monitoring and highlight deviations for corrective action.

- Maintain strong relationships with operating teams and ensure accurate flow of business data.

- Coordinate with internal stakeholders such as finance, compliance, and business heads.

4. Market Research

- Manage relationships with external market intelligence and research agencies.

- Track regulatory changes, macro-economic trends, and sector-specific benchmarks.

- Conduct detailed industry and peer analysis to support strategic insights.

- Oversee competitive intelligence processes and maintain updated benchmarking databases.

- Support senior leadership with sector-focused financial research and insights.