Portfolio Management Associate

Oman Investment Authority

Performance Monitoring & Analysis:

• Track and analyze the operational and financial performance of portfolio assets 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.
• Assist in tracking capex projects, asset upgrades, and divestment readiness metrics.
• Support the consolidation and formatting of financial forecasts, operational assumptions, and strategic inputs.
• Coordinate data input for asset classification (e.g., core, growth, divestment-ready).

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.
• Ensure timely and accurate reporting from portfolio companies is logged, reviewed, and escalated as necessary.
• Use data analytics to forecast asset performance, assess risk, and guide decision-making.

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.
• Coordinate with legal and finance teams to compile inputs for Term Sheets, Share Purchase Agreements (SPAs), and Conditions Precedent (CPs).
• Liaise with consultants and external advisors during due diligence and transaction execution phases, ensuring timely information flow.
• Track post-transaction actions and integration outcomes where applicable, reporting deviations and learnings.

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.
• Coordinate with legal, finance, and strategy departments to ensure data and actions are aligned with governance protocols.
• Support interaction with consultants for data gathering, due diligence, and asset analysis where required.
• Engage with external vendors and contractors to ensure the availability of parts, services, and expertise needed for optimal asset performance.

Investment Process

• Supporting the screening and initial evaluation of new investment opportunities that align with the group s strategic objectives and portfolio themes.
• Assisting in the development of financial models, sensitivity analyses, and investment feasibility assessments.
• Conducting market research, benchmarking, and commercial due diligence under the guidance of the Investment Team.
• Contributing to the preparation of investment memos, presentation decks, and internal documentation for Investment Committee reviews.
• Supporting data room setup, transaction documentation gathering, and liaison with consultants or legal/financial advisors.
• Ensuring all work adheres to confidentiality protocols and aligns with investment governance processes.
• Applying insights from current asset performance to assess post-investment risks, synergies, and integration considerations.

Other Duties

• Undertake any additional responsibilities or strategic assignments as directed by management.