Position Name - Associate – Portfolio Governance & Analytics
Location - Worli - Mumbai
Experience Range - 5-10 yrs
Mandatory Requirement:
- CA with 5–8 years of experience in Internal Audit, Risk Advisory, Governance, MIS, FP&A, or Controllership.
- Strong expertise in Governance, Risk Management, Internal Controls, and Financial Analytics.
- Excellent stakeholder management skills with experience interacting with CFOs, senior leadership, and board-level stakeholders.
About the client:
A leading India-focused private equity investment platform with a strong track record of partnering with high-growth businesses across diverse sectors. The firm focuses on creating long-term value through strategic investments and active portfolio management.
Job Roles and Responsibilities:
- Oversee the internal audit program across portfolio companies, ensuring risk-based audit coverage, appropriate auditor selection processes, quality of audit execution, and timely reporting of findings to audit committee with clear recommendations and closure timelines. Monitor remediation progress and escalate unresolved issues to SOG leadership where required.
- Act as a governance advisor across the portfolio. Guide businesses on policies, SOPs, Delegation of Financial Powers (DOFP), ERP controls, and segregation of duties. Bring in best practices, not just observations.
- Support portfolio companies in building risk management frameworks and risk registers. Provide an independent view on risk completeness, rating, and remediation tracking across each business, and escalate critical exposures to SOG leadership.
- Be the fund's independent compliance lens. Review statutory, legal, and internal compliance adherence across portfolio companies. identify gaps, and provide periodic risk and governance updates to SOG leadership and the investment committee.
- Own the fund's performance visibility. Design and standardize MIS frameworks, dashboards, and reporting cadence across portfolio companies. Use technology and automation aggressively; the goal is insight, not spreadsheet management.
- Analyze financial and operational performance across the portfolio: revenue, margins, working capital, and sector-specific drivers. Produce scorecards and analytics that give the investment team a true picture of performance, trends, and emerging risks.
- Be a trusted advisor to portfolio company CFOs and management teams on governance, reporting quality, and financial discipline. Bring benchmarks and best practices from across the portfolio; build capacities, earn credibility as someone who makes their job easier.
- Take on special projects as directed by SOG leadership: deep-dive business reviews, due diligence support, benchmarking, and fund-level strategic analysis. Stay current on regulations, governance standards, and emerging digital and AI tools.
Qualification and Experience:
- Chartered Accountant with a strong academic record (top rank or distinction is a genuine differentiator). 5–8 years across internal audit, risk advisory, due diligence, controllership, MIS, or FP&A; Big 4 / mid-tier audit firm exposure and/or PE-adjacent industry experience preferred.
- Deep grounding in internal controls, governance, and risk management; strong command of financial statements, business performance analysis, budgeting, forecasting, working capital, and cash flows. You can read a P&L, a balance sheet, and an audit report with equal fluency.
- Sharp analytical thinker who derives insight, not just output. You go beyond the numbers to understand what is driving performance and where risks are building. Prior experience preparing or presenting at board or investment committee level is a strong plus.
- High personal intensity and ownership. You hold yourself to a high standard, operate comfortably with ambiguity, and engage senior stakeholders — CFOs, audit committees, investment committee members — with confidence.
- Commented [BC1]: MIS & Analytics - TBD
- Strong communicator and presenter, able to distil complex analysis into a clear, well-structured board deck or a one-page brief. You write well and think clearly under pressure.
- Genuinely technology-oriented. Proficient in Excel, PowerPoint, and financial modelling; familiar with ERP and BI tools (Power BI, Tableau or equivalent). Actively curious about AI and digital analytics. Someone who reaches for new tools naturally will thrive here.
