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What is the role of an investment officer in a holding company?
​By Mansour Baker, SHRM-CP
Posted  01 August 2020
The Investment Officer is responsible for reviewing and managing the subsidiaries’ performance, achieving integration and synergies where possible and assisting in enhancing sales of subsidiaries. His/her role also includes supervising the execution of all group treasury, corporate finance, and financial risk management activities.
Exhibit 1
Functional Responsibilities for the Investment Team
Key Accountabilities
Review and management of performance of subsidiaries
  • Assists the Subsidiaries’ Management in developing strategies
  • Reviews and provides approval of business plans, budgets, investment plans, performance plans, senior resource plans, senior succession plans for all subsidiaries
  • Supervises monitoring and control of performance of subsidiaries’ operating budgets versus plan, identifying key areas of variance
  • Makes recommendations regarding corrective actions, validates action plans for change and monitors their implementation
  • Reports to the Board on performance of subsidiaries
  • Supervises the review of growth project appraisals of subsidiaries and the evaluation against corporate strategy
  • Provides inputs for business planning, operating budgets and KPIs for the company, subsidiaries and affiliates
Integration of subsidiaries and realization of synergies
  • Identifies subsidiaries for integration and potential synergies between subsidiaries
  • Reviews and validates the plan to execute and control integration of subsidiaries
  • Reviews and validates the plan to realize synergies between subsidiaries
  • Reviews and validates business cases for integration and the realization of synergies
  • Coordinates with the subsidiaries and team to implement the integration, provide post integration assistance and monitor KPIs
Sales enhancement of subsidiaries
  • Assists in the formation of joint sales teams across subsidiaries that serve same clients
  • Sets targets and encourage providing 1-stop-shop solution to key clients
  • Drives sales efforts of similar solutions to clients
  • Forms partnership with client accounts for providing services/products, materials, and equipment
Group Treasury & Corporate Finance
  • Reviews and validates annual cash flow projections
  • Evaluates and validates capital needs and ensure the activities required to acquire funding from financial institutions are undertaken, and that funding costs are optimized
  • Evaluates company’s investment returns against the plan and the financial objectives set for by the CEO and the Board
Group Risk Management
  • Defines risk control strategy in consultation with the Board
  • Reviews and validates action plans to manage risks, including operational, financial, corporate & reputational risks
  • Reviews and validates measures of risks, and the analysis for causes and implications
  • Works with the Business Development Department to evaluate the risks (financial and otherwise) of potential investments and maintain a risk balanced portfolio of investment opportunities
Organizational Relationships
  • Keeps CEO and members of the Investment Committee informed as to functional activities
  • The focal point for all the subsidiaries’ CEOs, he/she regularly consults with, advises, and informs them on matters of performance management, integration and sales enhancement objectives and business growth, and reviews business opportunities
Reporting
  • Oversees the preparation and generation of subsidiaries monthly and quarterly financial performance reports of actual results vs. budget and comparison to the previous year 
  • Highlights deviations from the original budget and raises questions to top management of the subsidiaries for clarification and justification
  • Presents consolidated performance reports of subsidiaries to the company board of directors for review 
Qualifications
  • Minimum 10 years of relevant experience with at least 5 years in a senior management or similar role 
  • Bachelors (Masters preferred) degree in Finance 
  • CFA certification and MBA in business administration is preferable
  • Demonstrates expertise in financial risk management
  • Successful track record in the integration of companies and demonstration of substantial value
  • Strong leadership and team-building skills
Technical Competencies
The below are technical competencies that are closely aligned with the key accountabilities:
Financial Analysis
  • The ability to analyze financial statements and data to provide insights about the financial performance and position of the organization over time and in comparison.
Business Planning
  • The ability to analyze business trends, implications, and options to devise holistic and plans.
Budgeting
  • The ability to compile, formulates, present and execute a budget over a specific period, as well to monitor the use of expenditures.
Financial Reporting
  • The ability to prepare financial reports and financial statements using appropriate regulatory requirements on the organization’s operations and financial conditions (including quality and sustainability reporting, customer profitability).
Marketing
  • The ability to source, identify and assess current business and new business opportunities for market penetration.
Business Performance
  • The ability to monitor, evaluate and quantify business performance, for a defined period, which may include planned sales volumes and revenues, resource quantities, costs and expenses, assets, liabilities, and cash flows as well as non-financial metrics.
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