
Associate Asset Strategist
1 day ago
Portfolio Management Role
The Portfolio Management Associate is a key position responsible for ensuring the optimal performance, reliability, and lifecycle of an organization's physical assets.
- Key Responsibilities:
- Monitor and analyze asset performance against defined KPIs (e.g., IRR, ROI, EBITDA, uptime, efficiency)
- Support the Manager in preparing asset performance dashboards, variance analyses, and risk assessments
- Assist in identifying value creation opportunities and underperformance indicators
- Asset Lifecycle Planning & Business Planning:
- Contribute to the preparation of asset lifecycle management plans, business plans, and capital improvement proposals
- Coordinate the annual business planning process with subsidiaries, ensuring timely submission and compliance with group standards
- Data Management & Reporting:
- Maintain performance databases and portfolio monitoring tools
- Support the Manager in producing reports and insights for Asset Management reviews and Board submissions
- Exit Strategy & Transaction Support:
- Assist in gathering, organizing, and analyzing data required for asset valuation, divestment readiness assessments, and exit strategy planning
- Support the Manager and Director in the preparation of transaction-related documentation, including data rooms, deal summaries, and performance history packs
- Cross-Functional & Stakeholder Coordination:
- Collaborate with cross-functional teams, including operations, finance, engineering, and supply chain, to ensure effective asset performance management
- Liaise with portfolio company teams to support implementation of performance initiatives
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