Latin America Capital Allocation Advisory Director

The mandate

The adviser will help Latin America finance leaders compare capital requests across different inflation, currency, liquidity and execution conditions. The standing question is which commitments should be funded, staged, redesigned or exited when headline returns are not economically comparable.

Three days each week will cover a fortnightly investment clinic, case review and one monthly regional council. The adviser will test baselines, cash conversion, downside, funding dependency, management capacity, reversibility and currency assumptions. Recommendations must show what evidence releases the next tranche.

The work will introduce post-investment learning so sponsors cannot silently rewrite original assumptions. Benefits will be reconciled after currency, timing, perimeter and displaced capital. Advice may favour a smaller staged option whose learning value exceeds a larger nominal return.

Country cases will also be viewed as a portfolio. The adviser will reveal concentration across currency, counterparties, leadership capacity and funding demand, then show how one commitment constrains another. Limited evidence should lead to reversible experiments with explicit learning objectives, not unsupported precision.

Post-investment review will retain the decision-date case, funding conditions and sponsor commitments. The adviser will distinguish an unforeseeable change from a weak outcome caused by ignored evidence or absent capacity. This should improve future judgement without rewarding hindsight or encouraging sponsors to hide uncertainty.

There is no line authority, funding approval or power to direct market teams. Management owns capital decisions and execution. Investor, lender, supplier or advisory interests connected to proposed uses must be disclosed.

At month nine, the council should use a comparable decision grammar, tranche gates and explicit exit triggers. The final opinion will identify stranded commitments and cases whose return remains unsupported.

Council papers will include the cost of delay and the option value of waiting. This prevents urgent presentation from defeating disciplined comparison. The adviser will also test whether management incentives encourage continued funding after evidence has weakened, and recommend governance safeguards without changing reward arrangements.

The final advisory record will show decisions where the council accepted uncertainty, including the evidence required to revisit them. It will separate an intentional staged commitment from indecision. Country finance leaders should be able to challenge a favoured use without being judged against its sponsor's hierarchy.

What you will own

• Create risk-adjusted comparison across market capital cases.
• Require source baselines, cash timing, capacity, downside and reversibility.
• Define staged-funding evidence and stop triggers.
• Separate operating outcome from currency and inflation effects.
• Review prior investments against original assumptions.
• Challenge sunk-cost arguments and unsupported strategic labels.
• Coach finance leaders to present contrary evidence.
• Advise only; formal funding remains with management.

Candidate qualifications

• Show regional capital advisory or leadership across Latin American markets.
• Provide an investment staged or stopped after downside testing.
• Demonstrate currency and inflation normalisation without false precision.
• Evidence post-investment reviews against original assumptions.
• Show influence without funding or line authority.
• Disclose relevant investor, lender or advisory conflicts.

Working terms and boundaries

• Three weekly advisory days include the fortnightly investment clinic, monthly regional council, preparation and agreed review of capital cases.
• Extra diligence, negotiation or travel requires separate written agreement.
• The adviser has no line authority and cannot approve capital or direct execution.
• Management owns assumptions, decisions, implementation and benefit reporting.
• Relevant financial and provider conflicts require continuing disclosure.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 11 October 2026. Mandate reference RHF-ADV-2026-SAO-01.