Chief Investment Officer (CIO)

ROLES AND RESPONSIBILITIES

Planning and Strategy:

• Review, validate and monitor Group Investment Management Division’s strategic and business plan.
• Establish target setting goals and validate Group Investment Management Division’s scorecard.
• Drive the design of overall Group Investment Management Division’s strategy in coordination with relevant management reporting into the Division.
• Support Group Investment Management Division business goals by providing input and guidance.

Budget Management:

• Oversee and facilitate the achievement of Group Investment Management Division’s strategy, objectives and KPIs.
• Oversee Group Investment Management Division budgeting cycle and lead the budgeting process.
• Direct overall operations effectively within budget, and report accurately on progress made and challenges encountered to relevant top management.
• Formulate strategies that result in positive financial impact for Group Investment
• Management Division and mitigate financial and operational risks.
• Prepare, submit and justify budget enhancement requests to relevant top management.

Processes Management:

• Direct the development and implementation of Group Investment Management Division’s policies, systems, processes, procedures and controls so that all relevant.
• procedural/legislative requirements are fulfilled while delivering high quality and cost effective results.
• Promote a culture of innovation and continuous improvement through adapting to changes in international standards, changes in the business environment and adoption of leading practices within Group Investment Management Division.
• Oversee escalated non-compliance case resolution and reduce non-compliance through ensuring the availability and promotion of stipulated policies and procedures.

Strategic Portfolio Management:

• Take leadership of portfolio strategy development, strategic planning, M&A and other transaction-related activities, portfolio structure and relevant processes and governance.
• Design overall investment strategy and overall capital allocation framework in collaboration with finance and strategic development functions and devise and advance the strategic policy and direction.
• Oversee portfolio structure, develop the portfolio strategy and generate action plans and implement these plans to create value for shareholders.
• Advise Board of Directors and CEO on portfolio structural options, strategic recommendations and initiatives to drive shareholder value ensuring.
• Lead the review of portfolio structuring options and develop the target portfolio structure blueprint.
• Restructure and turn around the portfolio on the short-term, with a medium to long term focus on identifying, incubating and building new business sectors and investments.
• Provide support as required to the Finance team in reviewing deal structure and financing arrangements to ensure maximum value from the portfolio and investment opportunities.
• Ensure the portfolio structure contributes to the realization of the Strategy and Business Plan in line with overall Vision.
• Work extensively with the Board of Directors and the CEO in addition to partnering with the C-level team and CEOs of Business Sectors and key Portfolio entities to ensure buy-in and focus on key portfolio restructuring and strategy implementation activities and translating this into tangle value across the portfolio.

Transaction and Valuation Management:

• Develop relevant investment, divestment and other M&A / transactions proposal and review processes to enable good governance of such proposals and approvals.
• Manage investment opportunity review processes and evaluation of new investment opportunities and expansions to current businesses in order to provide recommendations to the CEO and Board for approval.
• Manage and coordinate the investment proposal process in line with the corporate strategy and investment strategy guidelines including M&A and divestments.
• Oversee M&A and other transactional / deal activities across the portfolio as well as assessing the impact of any proposed shareholding changes.
• Build a platform of relevant advisors to support with the execution of transactions across the portfolio as needed.
• Evaluate new investment opportunities and present recommendations.
• Identify value creation opportunities (which may include business operational improvements or turnarounds, sector restructuring, acquisitions, investments and divestments), development of value creation plans together with business owners.
• Develop opportunities outside existing business segments in collaboration with strategic development function.
• Oversee the transfer of off-balance sheet assets to the target portfolio structure.

Portfolio monitoring:

• Develop and implement robust portfolio and investment performance tracking and reporting including regular internal portfolio valuations.
• Manage reviews of existing portfolio performance at a total portfolio, sector and individual company level.
• Evaluate existing investments and drive value creation initiatives, entailing as necessary operational turnarounds, restructuring or divestments. Follow up on value creation plan execution and resulting performance.

Market Research and Reporting:

• Leads the Market Research and data management including platforms across market, general portfolio and legal data including management of the entity database.
• Manage data and market research platforms including entity and legal data.
• Provide comparative analysis and market insights on the performance of the business in comparison to competitors and recommends needed turnarounds and corrective actions for underperforming businesses.
• Reports up-to-date situational awareness of all core issues to pertinent decision makers.

People Management:

• Instill a culture of development, guidance and performance within Group Investment Management Division.
• Lead, guide and evaluate Division’s direct reports.
• Provide development opportunities to the team and ensure career paths and succession plans are charted out, reviewed and updated.
• Identify and recruit key senior talent for Group Investment Management Division.
• Set and communicate clear performance expectations, coach and provide support and regular feedback to direct reports on performance.
• Act as a role model and champion the application of corporate values within Group Investment Management Division.

JOB QUALIFICATIONS AND REQUIREMENTS