Senior Associate - Investment & Portfolio Strategy

Mumbai | 4-6 Years | Tier 1 MBA Preferred

About the Platform

Our client is a diversified principal investment platform with a multi-billion-dollar asset base and operating companies generating multi-billion-dollar revenues globally.

With a legacy spanning over five decades, the group has built, scaled and monetised large platforms across energy, metals & mining, infrastructure, logistics, technology and consumer sectors.

The investment arm functions as the central capital allocation and portfolio strategy team, evaluating new opportunities, deploying proprietary capital and driving value creation across portfolio companies.

Role Overview

The Senior Associate will work directly with senior investment leadership (Operating Partner structure) and will be responsible for a hybrid mandate spanning:

- Investment opportunity evaluation

- Sector mapping and capital allocation planning

- Financial modelling and return analysis

- Post-investment performance governance

The role sits at the intersection of capital deployment and portfolio value protection.

Key Responsibilities

Investment & Portfolio Planning

- Identify and evaluate new investment opportunities within metals & mining and related capital-intensive sectors

- Build detailed financial models (P&L, cash flow, IRR, NPV, leverage sensitivity)

- Analyse commodity cycles, capex intensity and capital structure implications

- Support development of investment cases and internal approval material

Performance Monitoring & Value Creation

- Track portfolio performance against underwriting assumptions

- Analyse EBITDA-to-cash conversion, working capital cycles and capex discipline

- Monitor leverage, covenants and valuation drivers

- Highlight risks and recommend corrective actions to senior leadership

Portfolio Governance

- Engage with portfolio company leadership teams

- Coordinate with advisors, consultants and research providers

- Support structured reporting and investment reviews

Candidate Profile

- 4-6 years of experience in Investment Banking / Private Equity / Deal Advisory

- Mandatory exposure to Metals & Mining transactions or investments

- Strong ownership of financial modelling and valuation

- Experience analysing capital-intensive / cyclical businesses

- Tier 1 MBA strongly preferred (CA a plus)

Why This Role

- Exposure to multi-sector capital allocation at scale

- Work directly with senior investment leadership

- Blend of forward-looking investment evaluation and portfolio value governance

- Long-term value creation focus within a principal capital platform

If you are looking to transition from pure transaction execution into a broader capital strategy role with sector depth in metals & mining, this could be a compelling next step.