Portfolio Analyst, Strategy and Portfolio Management

About the role

The Portfolio Analyst, as part of the Strategy and Portfolio Management (“SPM”) team within the Project Development arm of PIDG, will play a key role in supporting the Portfolio Manager in shaping and optimising the portfolio across Asia and Africa and protecting and growing portfolio value. This involves supporting the Portfolio Manager in building, enhancing and reviewing tools and processes to monitor, evaluate and drive portfolio performance across Asia and Africa in conjunction with appropriate risk frameworks.

The individual will need to have a strong background in and understanding of the infrastructure sector and will need to leverage their experience and best practice when developing such processes, tools and frameworks for the entire portfolio. The role requires in-depth portfolio analysis, particularly in relation to new strategic initiatives, while balancing risk considerations of the Project development arm and PIDG.

Role and responsibilities

1.1 Portfolio monitoring and analysis

1. With the Portfolio Manager’s guidance, build and maintain the relevant tools and systems that allow monitoring, analysis and reporting on the overall InfraCo portfolio with respect to various parameters such as financial sustainability, development impact and risk considering distribution across geography, sector, size of project, stage of investment and other relevant dimensions.
2. Collect, compile and update the relevant data from different transaction teams and other PIDG central functions for the tools indicated above. This includes maintaining data integrity of the InfraCo Portfolio model to support our strategic digital solutions platform, which the SPM team is both helping develop and ultimately relying on for portfolio management.
3. Prepare documents and presentations meant for the InfraCo Executive Committee (“ExCo”) and InfraCo Investment Committee (“InfraCo IC”) that provide ongoing reports on the status of the portfolio and highlight any trends or any areas where the portfolio is seeing increasing risk or is falling short of certain targets or where there are opportunities to increase the portfolio’s exposure to achieve the overall objectives of the portfolio.
4. With the Portfolio Manager’s guidance, prepare reports showing portfolio-related metrics to PIDG and other governance bodies such as the PIDG Investment Committee (PIDG IC) and the InfraCo boards. This includes compiling the information necessary to produce key deliverables, such as a Quarterly Business Review and a portfolio review for the PIDG IC.
5. Assist the Portfolio Manager in preparing the 3-year Business Plan (2nd half of each year), which involves strong collaboration with relevant stakeholders on strategic planning, macro analysis and project-level data collection, data cleansing and analysis for InfraCo.

1.2 Support decision making at the portfolio level

1. Ensure accuracy and integrity of relevant data to support analysing the impact on the portfolio of proceeding with any new opportunity that is being considered for investment, or when an existing project is being considered for divestment or when existing projects are undergoing a significant change in their attributes.
2. Coordinate with the Business Development and Investment Management teams to support joint reviews of the pipeline and apply appropriate screening criteria for new opportunities in a manner that is aligned with the targeted composition of the InfraCo portfolio.
3. Compile portfolio-related details for the Business Development, Investment Management and Asset Management teams that would be relevant for inclusion in the investment memos for InfraCo IC and PIDG Investment Committee approval.

1.3 Risk Monitoring and Reporting and Policy Review

1. Co-ordinate efforts across InfraCo and PIDG central function teams to report on and monitor risk matters in line with the PIDG Risk Management Framework.
2. Develop tools and reports to monitor and alert potential and actual investment and concentration risk breaches.
3. Coordinate with InfraCo project leads and the PIDG risk team on undertaking (and then periodically updating) the risk rating of each project in accordance with prevailing equity risk assessment frameworks.

1.4 Support other team members of Strategy and Portfolio Management

1. Support financial modelling – SPM is mandated to provide best practice guidance on financial modelling. Although the financial models are owned by the project leads, the Portfolio Analyst is expected to complement the Financial Modeler within SPM to provide support on certain aspects of the guidance, such as setting up the models to be able to provide performance calculations (IRR, MOIC), Valuations (in collaboration with Finance) and others to ensure accuracy of the overall portfolio level data.
2. Support business processes –SPM is also mandated to streamline business processes across InfraCo and PIDG. These business processes are critical to ensuring that the relevant data for portfolio monitoring and analysis is available on a near-real-time, consistent and comprehensive basis. As such, the Portfolio analyst is expected to support the Business Process Analyst within SPM to support this workstream by helping identify areas where processes in Africa and Asia differ from each other and observed best practices in one region can be extended to the other.
3. Support strategic planning – In addition to the 3-year business plan, the SPM team is also responsible for strategic planning against the 2030 PIDG strategy, which includes design, implementation, and tracking of the InfraCo strategy in collaboration with and guidance of the InfraCo ExCo. The Portfolio Analyst is expected to support the Portfolio Manager in this effort.

Corporate Support

PIDG Ambassador – Act in all circumstances as an ambassador of PIDG, displaying and demonstrating the highest ethical and moral standards, while effectively managing and controlling budgets and expenditures.

Qualifications and education requirements

1. Bachelor’s degree in finance, Accounting, Business or equivalent from a reputable university; Master’s degree in relevant disciplines or other qualifications such as CFA advantageous.
2. 5 to 7 years of hands-on work experience in an investment management or risk analysis environment, preferably in Africa, with a focus on portfolio review and quantitative analysis, modelling of complex investment products at a portfolio level, portfolio and risk reporting, dashboard creation, coordinating data compilation and decision making across teams.
3. Demonstrate good exposure to and understanding of best practice, risk and controls framework.
4. Experience in the infrastructure sector, working with international development institutions and/or regional experience in Africa would be advantageous.
5. Demonstrate the ability to deliver analytical/quantitative concepts simply and practically to influence outcomes.
6. Ability to operate in ambiguity, grasp processes and workflows, and distil key issues.
7. Ability to collaborate with internal and external stakeholders across levels.
8. Strong analytical and problem-solving skills.
   (i) Thorough knowledge of Microsoft Word, Excel, PowerPoint; Power BI is a plus.
   (j) Highly proficient in both oral and written English. Proficiency in one or more of the regional languages in one of the countries where InfraCo is mandated to work is a plus.
9. Strong appreciation and passion for PIDG and InfraCo’s mandate, with a strong work ethic and desire to work in a fast-paced and demanding environment, are essential.

Competencies

• Dependability/Responsibility – Willing to take up additional assignments or responsibilities. Willing to be held accountable for assignments (take responsibility for actions, results and mistakes). Considered to be reliable and meets commitments by only making promises that can be kept; adheres to all applicable policies. Cooperates and communicates effectively with team members/other parties of the business. Promotes and supports an environment where teamwork and group participation are valued. Willing to share information, expertise and resources with others as needed.
• Initiative, Planning and Organisation – Exhibits appropriate independence in work by taking prompt and proper action within the limits of authority delegated. Seeks additional tasks and opportunities to add value as time permits. Offers constructive suggestions and initiates improved methods of performing job duties. Sets clear and realistic goals and develops effective work plans to achieve the goals. Able to balance and prioritise multiple objectives. Utilises available time and resources efficiently. Anticipates potential problems and creates contingency plans.
• Communication & Interpersonal Skills – Communicates in an open and consistent manner, ensuring others stay informed on the status of assigned work or key organisational issues that might affect them. Able to convey ideas clearly in a variety of settings, including one-on-one or team settings and presentations. Communicates effectively in a variety of formats, including emails, reports, bids, and decision documents. Listen to others and confirm understanding or ask for an explanation if necessary. Develops and maintains positive working relationships with peers and supervisors. Shows tact and diplomacy in dealing with others. Works to resolve interpersonal conflicts quickly. Seeks and welcomes feedback on own performance.
• Judgment & Decision-Making Skills – Analyses and identifies problems and opportunities by dealing with objective facts. Develops and evaluates multiple solutions to resolve a problem. Understands the impact a decision can have on other parts of the organisation or on the long-term goals of the company. Form judgments and decisions based on objective, agreed-upon criteria rather than a hidden agenda. Leads by example by creating a fair and professional environment with high standards for self and others. Exhibit cost awareness by meeting budgets, controlling costs and developing economic solutions to problems.
  Interested applicants, please send your detailed, updated resume to [email protected]. All applications will be treated with the strictest confidence. We regret that only shortlisted applicants will be contacted.

PIDG is an equal opportunities employer and values the diversity of all its employees, associates, owners, service providers and customers

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