Essar Capital - Vice President - Portfolio Management

Vice President - Portfolio Management (10-15 yrs)

POSITION PURPOSE :

To assist Operating Partners in managing the Essar Capital's portfolio companies 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 :

- 10 to 12 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

NETWORK :

WITHIN THE ORGANIZATION :

- Business Heads

- Finance and Accounting team

- Compliance Team

OUTSIDE THE ORGANIZATION :

- Credit Agencies

- Research Houses

- Vendors

- Consultants

- Industry Leads

- Shareholders

JOB DESCRIPTION :

Essar Capital

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 and performance of portfolio

- Quality of reports

- Accuracy of analysis