Portfolio Finance Controller

Exclusive Search Recruitment Consultants
  • Chennai
  • 15-20 lakh
  • 10-12 years
  • 20 Oct 2015

  • Company Secretary/ Secretarial

  • Financial Services/ Capital Markets
Job Description

Portfolio Finance Controller will be responsible for

a. risk management matters as applicable to portfolio companies,

b. monitoring the performance of portfolio companies thorugh MIS, interaction with CFO of investee companies,

c. monitor lead indicators regarding any risks etc., interaction with advisors/consultants on industry, economic matters affecting the portfolio cos.,

d. ensure that compliances are in place

e. Review of Internal auditors reports and highlight areas of concerns in IFC in portfolio companies.

f. Compare the investment thesis and monitor the actual performance on monthly or quarterly basis as the case may be and compare and advise on lead indicators where there is deviation.

g. Monitoring to ensuring compliances of various applicable statutes by PF companies

h. Management of finances of AMC and Fund working with banks etc.,

i. Assist CFO with performance and financial data on portfolio companies in getting the valuation of the companies

j. Participate in the Webinars and investor meets and explain portfolio companies performance on periodical basis

k. Provide inputs and review the news letters to the investors with portfolio companies performance

l. Participate in investors calls and management meetings and discuss performance

j. Advising on Portfolio company performance on issues/plans etc.,
k. Closure of Monthly reporting within 5 working days
l. Full understanding and compliance with regulatory environment of PF companies
m. Working with finance team of PF companies
n. Interaction with internal and statutory auditors

Competencies/Skill sets for this job

Portfolio Finance Reports Mis Pf Investors

Job Posted By