ASSISTANT MANAGER – Enterprise Portfolio Management - OMDM

We seek a candidate for our Enterprise portfolio management team who can work with the broader group on reporting, planning, and operations management by leveraging intense market research, data analysis, presentation skills, and stakeholder management.

Someone with experience in market research with solid database expertise (CapIQ, Hoovers, Factiva, etc.), analytics and visualization, building relationships, sharing new ideas, working in teams, mentoring, coaching, providing support to the leadership team, and quickly adapting to the changing business requirements.

Key skills and professional experience:

• Seven plus years of work experience, including at least four years in market research/analysis/ handling independence issues and leading teams

• At least three years of experience in appraising team members with coaching and mentoring experience

• Strong knowledge of financial transactions such as joint ventures, M&A, spinoffs, and other related concepts and strategies of professional services organizations; strong analytical, problem-solving, and critical thinking skills

  • Excellent secondary research skills with expertise in databases like Factiva, OneSource, Hoovers, Thomson, BoardEx, etc.

  • Expertise in data visualization skills and ability to present data analysis in intuitive graphical and tabular formats. Familiarity with data visualization tools such as Tableau or PowerBI will be an advantage

  • Strong review skills and attention to detail. Tracking quality metrics and helping the management to make effective decisions from the data

  • Excellent team player with experience working and driving conversations with virtual teams

  • Excellent verbal and written communication skills in English; Strong client & project management skills with proven experience in providing counsel to senior executives

  • Should be innovative, take initiative, and adapt to changes per the business requirements

  • Strong MS Office skills, especially Excel and PowerPoint

Work you’ll do:

As an Assistant Manager in the Enterprise Portfolio Management team - OMDM, you will lead the research and analysis on business-specific issues and assist in preparing reports/updates for senior leaders. Also, through intense secondary research, you would support the USI/broader team in monitoring/handling the independence issues, joint ventures, and spinouts. You would also manage the conflict checks and flag issues that will impair solutions. You will be responsible for quality control and driving enhancements in other team members’ deliverables by reviewing their drafts and providing appropriate coaching and feedback. The role also includes counseling responsibilities for EPM analysts/senior analysts and assisting the USI team leader in managing the team’s workflow and operations.

Key job responsibilities include:

Intake/Pro-active Monitoring Support:

• Lead complete necessary research/analysis to enable identification/monitoring/tracking of potential MDM challenges

• Manage and analyze substantial stockholder conflict check data; track, analyze, and report EPM and COE activities to identify trends/issues.

• Ideate and execute processes that will enable visibility and periodic monitoring of our footprint across complex portfolios

• Track and provide a standard response to email inquiries; Conduct due diligence and escalate acute/complex cases for triage

• Support monitoring of substantial stockholders and flag ACP R and Alliance Partner Investors

• Oversee and support the co-ownership scenarios involving clients and operate/B2B2B engagements

• Establish best practices and standard tools/resources that can be leveraged across COEs for seamless support

The team

EPM’s mission is to guide the account teams and businesses through cross-business strategic decisions to optimize the firm’s position as the firm serves the clients in today’s increasingly interconnected marketplace and complex regulatory environment. The ultimate objective is to maximize value for the firm while maintaining world-class businesses by informing and shaping how the firm can best serve the clients in the evolving marketplace. EPM operates firmwide to prevent voids that block growth opportunities. There are short-term aspects (e.g., optimizing day-to-day opportunities) and long-term elements (e.g., harmonizing our business strategies and modifying our business investments to factor in the regulatory landscape). Ultimately, EPM enhances the ability to operate more effectively as one integrated firm.

Qualifications

Required:

• MBA or an equivalent master’s degree

Location: Hyderabad

Work Timing: 11 am to 8 pm IST (with some level of flexibility on two days every week)

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