Finance Manager

# 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.*