Installation and Service Portfolio Value Adviser

The mandate

The committee's standing question is whether installation growth and service expansion are creating durable lifecycle value or merely shifting risk and cash between business lines. The adviser will test the portfolio economics and contract assumptions behind that choice. The retainer is not a request to set sales targets or manage service execution.

Three days monthly cover evidence review, a portfolio-owner discussion and the commercial-finance committee meeting. Attendance is included. A portfolio query receives acknowledgement within two working days and a documented opinion within four once the agreed source material is supplied. Continuous bid review and urgent contract negotiation are outside the reserved capacity.

Advice begins on 19 October 2026 for a nine-month term. The committee chair may renew where independent lifecycle-economics challenge remains useful and conflict conditions are unchanged. There is no line authority over commercial or service teams, and no executive responsibility for their outcomes. Internal leaders retain pricing, investment and delivery decisions.

The sponsor supplies anonymised installation cohorts, service economics, contract terms and working-capital assumptions. Advice should distinguish installation contribution from the service value it may enable, recognising that service conversion and retention are not guaranteed. The adviser must expose the cost of warranties, obligations and cash timing before treating a large installed base as automatically valuable.

Concurrent work outside directly competing equipment portfolios is allowed. Supplier incentives, advice to a competing bidder or interests in a service partner may create a conflict and require disclosure. Pricing execution, engineering assurance and asset financing negotiation are excluded. The committee wants a finance-commercial perspective able to challenge growth claims without taking over the commercial seat.

What you will own

• Challenge lifecycle value assumptions by comparing installation contribution, service conversion and retained obligations, pressing sponsors to identify which benefits are evidenced and which remain conditional.
• Test service economics after warranty, staffing and response commitments, advising where gross service revenue overstates the durable contribution of the installed base.
• Shape portfolio comparisons that include milestone cash and working capital, preventing a margin-led choice from ignoring funding and collection consequences.
• Examine contract conditions that transfer long-tail risk between installation and service, identifying which exposure belongs in the investment case before approval.
• Press owners to stage portfolio commitments behind conversion or operating evidence, distinguishing a learning decision from an irreversible expansion of capacity.
• Review proposed performance measures for double counting of installation and later service value, advising how the committee should interpret the economic bridge.
• Record the independent portfolio view and its reversal conditions, leaving pricing, contract signatures and service execution with the authorised internal owners.

Candidate qualifications

• Evidence finance-commercial judgement in equipment installation, aftermarket service or a comparable long-cycle business. Explain a lifecycle-value case you challenged and the service or contract assumption that changed the recommendation.
• Demonstrate ability to connect margin and cash over the customer lifecycle. Candidates should describe a portfolio option that looked profitable but imposed unattractive timing or obligation exposure, and show how that tradeoff was presented.
• Provide a service-economics example that considered warranty and response commitments rather than treating every recurring contract as high-quality income. Explain the evidence used and the remaining uncertainty.
• Show advisory independence from equipment suppliers, bidders and service partners. Describe conflict disclosure or recusal and how confidential commercial records stayed separated from concurrent assignments.
• Be able to sustain three reserved days monthly and offer a decision-ready opinion without assuming executive authority. Professional finance capability must be evidenced, including a source-linked lifecycle bridge and a clear distinction between measured service conversion, a plausible forecast and a benefit that cannot yet support an investment commitment. Describe a portfolio cohort where warranty or service response obligations changed after the original investment case. Show how you kept both the initial assumption and revised economics visible, and how the committee understood whether the change reflected pricing, retention or operational performance.

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 9 October 2026. Mandate reference PCT-ADV-2026-IND-12.