Portfolio Scenario Stress-Testing Director

The mandate

The Portfolio Committee wants independent advice on how apparently diversified plans behave when assumptions move together. Individual forecasts contain downside cases, yet correlations, shared bottlenecks and simultaneous funding demands are not consistently visible. The adviser will test aggregate resilience without offering an investment recommendation on any single portfolio component.

The standing question is which combinations of movement breach cash, capacity or return thresholds early enough to require a portfolio response. Two days a week cover model challenge, a monthly committee and two structured stress sessions. Work must distinguish severe-but-plausible combinations from arbitrary shock multiplication.

The Director holds no line authority, allocation vote, risk acceptance or model ownership. Advice may recommend scenario changes, exposure limits or escalation triggers through the Committee Chair. Management retains assumptions and responses; the committee retains all portfolio decisions.

The six-month appointment ends after the second stress session and transfer of the challenge method. Renewal requires a different standing question. Conflicts include holdings or mandates affected by portfolio choices and prior authorship of models under review; complete disclosure and subject-specific recusal are required.

What you will own

• Review portfolio assumptions for common economic drivers, shared operating dependencies and correlated management responses.
• Design four compound scenarios with documented plausibility, sequence, duration and recovery rather than simultaneous percentage shocks alone.
• Map cash, funding, capacity, return and commitment thresholds to decision lead times and accountable forums.
• Identify diversification claims that fail because exposures share a hidden driver or recovery resource.
• Facilitate two stress sessions in which executives choose actions, observe second-order effects and reconsider unavailable options.
• Recommend early indicators and escalation points that operate before aggregate limits are visibly breached.
• Record management actions, scenario residuals and assumptions requiring deeper owner evidence after each exercise.
• Transfer scenario construction and challenge prompts to internal portfolio and FP&A owners.

Candidate qualifications

• At least 18 years in portfolio FP&A, scenario design, strategic risk or committee advisory roles.
• Evidence of exposing a hidden correlation or common dependency that changed aggregate portfolio action.
• Strong capability in correlation judgement, sequence effects, scenario plausibility, liquidity thresholds, capacity and recovery paths.
• A case where you rejected a dramatic stress as analytically weak and built a more decision-useful alternative.
• Experience advising committees without taking ownership of models, assumptions or allocation decisions.
• Skill in exercise facilitation that captures decisions and second-order effects rather than simply presenting loss estimates.
• A conflict-disclosure history suitable for independent access to protected portfolio information.

Working terms and boundaries

• The adviser serves two days weekly for six months, including six committee meetings and two scheduled stress sessions.
• No line authority, vote, risk acceptance, model approval or portfolio execution is provided.
• Conflicts are assessed before model access and refreshed for each scenario; the Chair determines information restriction or recusal.
• Formal model validation, asset diligence and implementation of stress responses sit outside the advisory role.
• Closure requires two completed exercises, an adopted challenge method, assigned residual actions and committee acceptance.

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 7 October 2026. Mandate reference FPA-ADV-2026-DOH-43.