Portfolio Manager

Overview

The Portfolio Manager role focuses on deal screening / analysis, financial modeling, company valuation (multiples / DCF), transaction execution, portfolio management, IC / board material preparation, and strategic contribution toward the group’s overall strategy. The position supports the CIO in managing the group’s investment strategy and long-term objectives, and coordinates with external consultants for due diligence as required.

Responsibilities

• Screen and evaluate investment opportunities; lead financial modeling, valuation, and due diligence process management.
• Support the CIO in managing the group’s long-term and short-term investment strategy by analyzing historical performance, portfolio company strategy, return metrics, and industry dynamics; help develop and update long-term investment objectives.
• Evaluate and prioritize a pipeline of new investment opportunities.
• Coordinate with external consultants and service providers for financial, technical, or commercial due diligence as required; conduct market research, financial analysis, modelling, and forecasting.
• Monitor portfolio progress toward group investment goals and report deviations and value-creation initiatives.
• Coordinate with the finance department to provide an investment income forecast on a quarterly basis and update forecasts based on actual results.
• Perform ad hoc tasks as assigned by the CIO.

General Managerial Duties

Seniority level

Employment type

Job function

Industries

#J-18808-Ljbffr