AD, Portfolio Mgt (perm) with Global Investment Firm
Date Posted: Dec 2021
At least 8 years of related portfolio mgt exp with a top-tier management consulting, investment banking, corporate finance, M&A and/or accounting firm
Familiar with the Singapore market and have good knowledge of shareholder issues and applicable regulatory issues
Our client is a renowned financial institution with a global presence. An opportunity now exists for as an experienced professional to join as an AD in its Portfolio Mgt department.
Core function:
Conduct in-depth analyses on portfolio companies covering, but not limited to: business strategy, operational efficiency and competitiveness, market performance, and industry attractiveness
Identify value creation opportunities in portfolio companies such as: operational improvements, balance sheet restructuring, strategy refocusing, and corporate restructuring
Assist in financial analysis and modelling as part of investment-related activities
Support engagement with management teams and Board Directors across various industries and geographies
Participate in regular engagement with key portfolio companies, including attending results briefings by senior management teams and organising key discussion forums involving senior executives
Contribute to discussions around portfolio synergies and potential organic and inorganic opportunities
Monitor the performance of select key assets and understand their ongoing financial strength, competitive positioning, and industry attractiveness
Assist in strategic portfolio management and reporting activities in the following areas:
On-going performance monitoring and reporting for key portfolio companies
Reviewing of various shareholder and governance related issues
Conduct research and interpret financial statements / reports and present findings in support of decision-making
Qualifications/Capabilities:
Bachelor’s degree, preferably with exposure to finance, accounting, and/or economics
At least 8 years of working experience with a top-tier management consulting, investment banking, corporate finance, M&A and/or accounting firm
Be familiar with the Singapore market and have good knowledge of shareholder issues and applicable regulatory issues
Be familiar with key business concepts and be able to apply them appropriately
Self-starter with a proven ability to manage multiple priorities and to work independently
Be able to lead teams and coach – within the team and on joint project teams
Have good interpersonal skills and be able to work well as part of different teams and deal with multiple stakeholders
Possess excellent writing skills and be familiar with the use of appropriate electronic data sources (e.g. Bloomberg, Factiva, etc) for business and industry information research and presentation
-At least 8 years of related portfolio mgt exp with a top-tier management consulting, investment banking, corporate finance, M&A and/or accounting firm
- Familiar with the Singapore market and have good knowledge of shareholder issues and applicable regulatory issues
Our client is a renowned financial institution with a global presence. An opportunity now exists for as an experienced professional to join as an AD in its Portfolio Mgt department.
Core function:
Conduct in-depth analyses on portfolio companies covering, but not limited to: business strategy, operational efficiency and competitiveness, market performance, and industry attractiveness
Identify value creation opportunities in portfolio companies such as: operational improvements, balance sheet restructuring, strategy refocusing, and corporate restructuring
Assist in financial analysis and modelling as part of investment-related activities
Support engagement with management teams and Board Directors across various industries and geographies
Participate in regular engagement with key portfolio companies, including attending results briefings by senior management teams and organising key discussion forums involving senior executives
Contribute to discussions around portfolio synergies and potential organic and inorganic opportunities
Monitor the performance of select key assets and understand their ongoing financial strength, competitive positioning, and industry attractiveness
Assist in strategic portfolio management and reporting activities in the following areas:
On-going performance monitoring and reporting for key portfolio companies
Reviewing of various shareholder and governance related issues
Conduct research and interpret financial statements / reports and present findings in support of decision-making
Qualifications/Capabilities:
Bachelor’s degree, preferably with exposure to finance, accounting, and/or economics
At least 8 years of working experience with a top-tier management consulting, investment banking, corporate finance, M&A and/or accounting firm
Be familiar with the Singapore market and have good knowledge of shareholder issues and applicable regulatory issues
Be familiar with key business concepts and be able to apply them appropriately
Self-starter with a proven ability to manage multiple priorities and to work independently
Be able to lead teams and coach – within the team and on joint project teams
Have good interpersonal skills and be able to work well as part of different teams and deal with multiple stakeholders
Possess excellent writing skills and be familiar with the use of appropriate electronic data sources (e.g. Bloomberg, Factiva, etc) for business and industry information research and presentation
To apply, pl send your cv in word doc including details on your current salary, expected salary and notice period. You can email to resume@cap-cg.com, or click the below “Apply for this Job” button.
We regret to inform that only shortlisted candidates will be notified.
Posted by:
CAP Consulting (EA license: 14C7175) Caroline Poh (EA Registration: R1105649)
