Senior Manager (Portfolio Strategy and Investments)

Purpose of the Role

The Senior Manager, Portfolio Strategy and Investments plays a central role in driving complex, high-impact portfolio-level strategic initiatives across PASHA Financial Holding (PFH), including M&A, partnerships, and capital events. The role combines strategic thinking, advanced analytical capability, and hands-on transaction execution, while also acting as a team leader and thought partner to the Director, Portfolio Strategy and Investments.

The Senior Manager is expected to independently manage multiple workstreams, oversee and coach junior team members, ensure high-quality output standards, and contribute to the continuous development of PFH frameworks, methodologies, and governance processes.

Strategic Context

The Portfolio Strategy and Investments function sits at the heart of PFH's value creation agenda, partnering with Operating Company (OpCo) leadership and Group functions to evaluate, structure, and execute the Group's most significant investment and strategic decisions.

The Senior Manager serves as a key bridge between PFH's strategic priorities and OpCo-level execution, ensuring analytical rigour and governance discipline across all major capital and portfolio initiatives.

Key Responsibilities

Portfolio Strategy and Investment Execution

• Support the Director in shaping and executing PFH's portfolio strategy and investment agenda across the Group, ensuring alignment between PFH strategic priorities and OpCo initiatives.

• Drive analytical and commercial assessment of major investment decisions, including growth CAPEX, balance sheet optimisation initiatives, M&A, strategic partnerships, and new business opportunities — covering valuation, financial modelling, due diligence coordination, transaction structuring, and investment case development.

• Partner closely with OpCo leadership teams, Finance, Risk, Treasury, and Strategy functions to challenge strategic assumptions, evaluate value creation potential, and support strategic decision-making across the Group.

Governance and Quality Control

• Prepare high-quality materials for PFH Executive Committee, Investment Committee, and Boards, ensuring strategic clarity, analytical rigour, and decision readiness.

• Act as a key quality control and thought partner across strategic and investment initiatives led by OpCos and internal teams, ensuring consistency with PFH investment frameworks, methodologies, and governance requirements.

• Contribute to the continuous improvement of portfolio strategy, investment evaluation, and capital allocation frameworks, processes, and governance standards across PFH.

External Stakeholder Management

• Coordinate and manage external advisors, consultants, financial institutions, and transaction counterparties across strategic and investment projects.

Team Leadership

• Lead and mentor junior team members across project execution, financial analysis, and investment processes, while helping build a high-performing, execution-oriented team culture.

Key Relationships

Internal:

• PFH Executive Committee members

• PFH cross-functional teams

• OpCo Boards of Directors

• OpCo CEOs and teams

External:

• Financial advisors and consultants

• National and international investors

• Commercial institutions and shareholders

Required:

• Bachelor's degree in Finance, Economics, Business, or a related field.

• Postgraduate qualification: MBA or MSc in Finance; CFA certification is a strong advantage and may be considered in lieu of a postgraduate degree.

• 8–12 years of experience in investment banking, M&A advisory, strategy consulting, or corporate development.

• Demonstrated experience leading complex strategic projects and transactions.

• Strong strategic thinking and problem-solving capabilities.

• Advanced financial modelling and valuation skills.

• Strong transaction execution capabilities.

• Ability to work effectively under ambiguity and tight deadlines.

• Strong written and presentation skills.

• Fluency in English.

Preferred:

• Exposure to the financial services sector.

• Proficiency in Azerbaijani and/or Russian.