SKILL/COMPETENCIES REQUIREMENTS : - Understanding of business parameters - Analytical skills - Financial modelling - Portfolio and asset management - Research and analytics - Data interpretation and presentation AREA KEY ACTIVITIES 1. Portfolio monitoring and management : - Understand the technical and operational business needs, processes and key success factors of the businesses - Identify the top level performance factors, collect data from the portfolio company's teams and assess the gap between current business performance and target performance - Monitor and follow up on portfolio's performance and provide recommendations on improvement to the Sr. Associate to ensure high achievement of returns - Study the strategy of similar businesses, understand best investment practices of competitors and work along with the Sr. Associate to provide inputs on charting out the future direction - Prepare and present regular reports on the business's performances to be shared with relevant stakeholders - Support the Sr. Associate - Portfolio Management in identifying any risks with the current investment, and prepare and present an investment proposal highlighting possible new / change in investments to increase business growth - Build and maintain effective relationships with the operating company's teams and under the guidance and support of the Sr. Associate 2. Market Research : - Maintain knowledge of market investment opportunities and provide an analysis and explanation on the best investment solutions - Predict, analyze and evaluate risk quotient based on historic data and provide the data to business team for making investment decisions - Conduct and manage research on various economic and market indicators for the business/industry and develop the macro-market intelligence process from collection to dissemination and archiving to ensure the provision of required information - Define investment areas, build databases, financial models and forecast to formulate investment recommendations for the operating company business area - Evaluate and compares the relative quality of various securities, financial instruments in the equity space to provide insights for investment decisions - Utilize all available resources including financial information for preparing and presenting regular reports on the business's progress to relevant stakeholders - Provide comparative analysis and market insights on the performance of the business in comparison to competitors and recommend needed turnarounds and corrective actions for underperforming businesses. KEY PERFORMANCE INDICATORS : - Investment strategies - Performance of portfolio - Market / competitor data collected - Business review report - Quality of reports presented - Keeping oneself updated with all developments / changes in the field of investment research

Mumbai

Essar Capital - Associate - Portfolio Management & Financial Modelling 

Essar Capital - Associate - Portfolio Management & Financial Modelling  ,Job Description for Essar Capital - Associate - Portfolio Management & Financial Modelling  in Essar Capital in  Mumbai for (2-5) years of experience. Apply Now!

Job Description for Essar Capital - Associate - Portfolio Management & Financial Modelling  in Essar Capital in  Mumbai for (2-5) years of experience. Apply Now!