Capital Allocation and Portfolio Value Director

The mandate

The Investment Committee wants an independent challenge to how scarce capital is compared across proposals with different durations, risk profiles and strategic narratives. Individual papers may be internally persuasive, yet their assumptions and measures do not always permit a genuine portfolio choice. The adviser will help the committee compare opportunity cost, resilience and exit options on one disciplined basis.

The cadence consists of a monthly committee, a preparatory challenge clinic and one day of independent analysis each week. Advice will focus on the standing question: which commitments create the best risk-adjusted value when timing, capacity to execute and foregone alternatives are considered together?

This appointment carries no line authority, voting right, capital approval or power to commission work directly from management. The Director can ask the Chair to obtain evidence, recommend deferral and record unresolved weaknesses. Final decisions belong to the Committee; implementation belongs to accountable executives.

The nine-month term closes after two portfolio reallocation rounds and an effectiveness review. Renewal is exceptional and must address a newly defined question. All financial interests, advisory relationships and recent engagements capable of influencing capital judgement must be disclosed; affected matters require recusal recorded in the minutes.

What you will own

• Create a common investment scorecard covering strategic relevance, cash profile, risk-adjusted return, execution capacity, reversibility and opportunity cost.
• Challenge discount rates, terminal assumptions, ramp curves and benefit dependencies using consistent evidence standards across competing proposals.
• Introduce reference-class comparisons that expose optimism without substituting historical averages for informed judgement.
• Review at least twelve investment or continuation papers and record recommendation, contested premise, committee disposition and later outcome.
• Frame portfolio-level concentration and sequencing effects that cannot be seen when proposals are considered independently.
• Establish post-decision checkpoints that distinguish learning-based adaptation from silent erosion of the original case.
• Facilitate two reallocation sessions where continuing commitments compete explicitly with new opportunities and protected capacity is quantified.
• Transfer the challenge prompts and scorecard administration to the committee secretariat before the closing review.

Candidate qualifications

• Eighteen or more years in strategic finance, capital allocation, corporate planning or investment governance with regular committee exposure.
• Specific examples of recommending stop, stage, defer or resize decisions against well-sponsored proposals, including subsequent value effect.
• Technical command of discounted cash flow, real options, risk adjustment, scenario analysis, capital rationing and benefit dependency mapping.
• Evidence of comparing unlike investments without forcing them into a misleading single metric or allowing strategic language to evade economics.
• Experience designing post-investment review that produced reallocation decisions rather than retrospective compliance commentary.
• Board-level communication skill demonstrated through concise choices, clear uncertainty and traceable recommendations.
• A disclosure profile compatible with independent advice on confidential capital priorities in the agreed market.

Working terms and boundaries

• The adviser serves three days a week for nine months, organised around preparation, committee challenge and independent analysis.
• No line authority, approval power or management representation is conferred; all evidence requests and recommendations route through the Committee Chair.
• Conflicts are disclosed before access, refreshed before each committee cycle and recorded with any recusal or information restriction.
• Due diligence execution, valuation assurance, transaction negotiation and project management are excluded from this advisory scope.
• Completion requires two observed reallocation rounds, an adopted scorecard and a Chair-accepted assessment of unresolved portfolio risks.

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 FPA-ADV-2026-ZRH-07.