Portfolio Strategy & Capital Allocation Director
- Co-design and run the PASHA Financial Holding’s 3-year portfolio strategy and capital allocation process, translating Group priorities into clear targets and investment plans for each OpCo.
- Lead portfolio assessment and capital deployment decisions, including growth CAPEX, balance sheet optimization, and evaluation of new business opportunities, in close partnership with the OpCos, Finance, and Risk.
- Co-develop and maintain equity stories and value creation plans for all major OpCos, including Bir Ecosystem, Pasha Bank, Pasha Insurance and Pasha Life.
- Originate, evaluate, and execute (with advisers and internal teams) M&A, partnerships and potential divestitures across the portfolio, including end-to-end valuation, financial modelling and deal support.
- Coordinate the preparation of Investment Committee and Board papers on portfolio strategy, capital allocation, and major transactions.
- Build, lead and develop a small, high-performing Portfolio Strategy and Capital Allocations team, instilling Priveate Equity-style ways of working and close collaboration with PASHA Financial Holding Performance Management and OpCo strategy teams.
Requirements
- 10–15+ years of experience in a combination of: private equity / investment funds, investment banking, corporate finance or advisory (Big Four), and/or strategy roles in leading financial institutions with international presence.
- Strong understanding of banking and insurance strategy and economics; exposure to fintech or digital ecosystems is highly desirable.
- Proven track record in end-to-end M&A transactions, valuation and financial modelling, portfolio assessment, and capital deployment decisions.
- Experience working with senior executives, Boards, and institutional investors; IPO and fundraising exposure is a strong plus.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field; MSc in Finance or CFA preferred.
- Alignment with the PASHA Leadership DNA.
- Strategic and analytical, with very strong financial discipline.
- Comfortable challenging OpCo CEOs and senior leaders while building trust and partnership.
- Practical, hands-on and able to move from portfolio thinking to detailed modelling and execution, with strong process management.