JD Manager Portfolio Management

Company Overview

Not specified.

Job Summary

The JD Manager Portfolio Management will be responsible for overseeing and enhancing the portfolio management functions within the organization. The role involves monitoring portfolio performance, supporting financial and operational benchmarking, assisting in fundraising activities, and leading technological initiatives to optimize portfolio management processes. The candidate will play a key role in ensuring the financial health and strategic growth of portfolio companies through rigorous analysis, governance support, and innovative technology deployment.

Responsibilities

• Conduct regular portfolio monitoring and present insights to the Investment Committee (IC).
• Review Business Plans (B-plans) and Annual Operating Plans (AOPs) for portfolio companies.
• Assist portfolio companies in building operating leverage by strengthening their FP&A (Financial Planning & Analysis) functions.
• Perform internal and external benchmarking on financial and operational metrics to identify areas for improvement.
• Support the preparation of Quarterly Limited Partner (LP) reports.
• Assist in financial due diligence during investment processes.
• Support portfolio companies in governance setup, including MIS (Management Information System), ERP (Enterprise Resource Planning), outsourced finance, audit setup, and internal controls.
• Lead bi-annual valuations of portfolio companies.
• Facilitate fundraising efforts by providing diligence support and data insights.
• Lead technology initiatives such as developing portfolio management platforms, benchmarking tools, automation, and integrating AI solutions.
• Manage cap table of portfolio companies.
• Assist in working capital management and debt raising for portfolio companies.
• Drive tech-driven projects to enhance portfolio performance and management efficiency.

Qualifications

• Chartered Accountant (CA) qualification.
• 5-6 years of post-qualification experience.
• Experience in Big 4 Due Diligence (DD), Investment Banking (IB), or Financial Planning & Analysis (FP&A) in consumer startups.
• Strong understanding of financial analysis, portfolio management, and corporate governance.
• Proven experience in financial modeling, valuation, and benchmarking.
• Knowledge of ERP systems, MIS setup, and internal controls.
• Excellent analytical, presentation, and communication skills.
• Educational qualification: CA (Chartered Accountant).

Preferred Skills

• Experience with technology-driven portfolio management tools.
• Familiarity with AI and automation in financial processes.
• Strong project management skills.
• Ability to work in a fast-paced, dynamic environment.
• Prior experience in fundraising and due diligence processes.

Experience

• 5-6 years of relevant experience post-qualification.
• Experience working with private equity, venture capital, or startup ecosystems.
• Exposure to financial due diligence, portfolio monitoring, and valuation.

Environment

• The role may involve a hybrid work setting or remote work, depending on the company's policies.
• The position requires interaction with portfolio companies, internal teams, and external stakeholders.
• The work environment is dynamic, with a focus on technology integration and strategic growth initiatives.

Salary

Not specified.

GrowthOpportunities

Not specified.

Benefits

Not specified.