POSITION SIZE

FINANCIAL / OPERATIONAL
NON-FINANCIAL

Assets: N/A
Budget: N/A
DIRECT REPORTEES
NA

INDIRECT REPORTEES
NA

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

NETWORK

WITHIN THE ORGANIZATION
OUTSIDE THE ORGANIZATION

• Business Heads

• Finance and Accounting team

• Compliance Team

• Credit Agencies

• Research Houses

• Consultants

• Industry experts

• Vendors

• Government agencies
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 workplace, 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 screenin

📌 Sr. Associate (India)
🏢 Essar
📍 India