Job Description
Position Overview:The Head - Investment will lead the organization's investment strategy, evaluation, execution, and portfolio management across the Oil & Gas and broader Energy sector.The role will be responsible for identifying and assessing high-value investment opportunities, developing investment theses, leading financial and commercial due diligence, structuring transactions, negotiating with counterparties, and presenting investment recommendations to the Investment Committee or Board.The incumbent will play a critical role in deploying capital prudently to generate sustainable long-term returns while ensuring alignment with the organization's strategic objectives, risk appetite, and growth plans.Key Responsibilities:1. Investment Strategy & Planning:- Develop and implement the organization's investment strategy in alignment with corporate objectives and long-term growth plans.- Identify priority investment themes across the Oil & Gas value chain, including upstream exploration and production, oil and gas fields, LNG and natural gas, refining and petrochemicals, midstream infrastructure, terminals, gas distribution, energy infrastructure, and renewable energy opportunities.- Develop investment frameworks, hurdle rates, risk parameters, and capital allocation principles.- Continuously monitor industry trends, commodity cycles, regulatory developments, and emerging investment opportunities.2. Investment Origination:- Build and maintain a strong pipeline of potential investments, acquisitions, joint ventures, strategic partnerships, and divestments.- Develop relationships with promoters, governments, sovereign funds, private equity or infrastructure funds, investment banks, financial institutions, advisors, and industry participants.- Evaluate unsolicited investment proposals and proactively originate strategic opportunities.- Identify opportunities for inorganic growth through M&A, strategic investments, JVs, farm-ins or farm-outs, asset acquisitions, and corporate investments.3. Investment Evaluation & Due Diligence:- Lead end-to-end evaluation of investment opportunities from initial screening through final investment decision.- Assess commercial, financial, operational, technical, legal, tax, regulatory, ESG, and geopolitical risks.- Lead preparation or review of detailed financial models covering project economics, DCF, NPV, IRR, MOIC, payback period, sensitivity analysis, commodity price assumptions, production profiles, CAPEX or OPEX, and financing structures.- Validate assumptions and challenge investment cases to ensure robust decision-making.- Coordinate with internal functions and external advisors for comprehensive due diligence.4. Transaction Structuring & Execution:- Develop optimal transaction structures considering commercial, financial, tax, legal, regulatory, and risk implications.- Lead negotiations with investment partners, sellers, buyers, lenders, governments, and other stakeholders.- Evaluate and negotiate acquisition, JV, or share purchase agreements, term sheets, MOUs, investment agreements, and other transaction documentation in coordination with Legal.- Drive transactions from term sheet through signing, closing, and post-closing integration.- Ensure transactions comply with internal approval processes and applicable laws and regulations.5. Investment Committee & Board Management:- Prepare high-quality investment proposals and recommendation papers for the Investment Committee, CEO, and Board.- Present investment cases, risks, returns, strategic rationale, and recommendations to senior management and Board-level stakeholders.- Establish clear decision-making criteria and ensure appropriate documentation of investment decisions.- Provide regular updates on the investment pipeline, transaction status, capital deployment, and portfolio performance.6. Portfolio Management:- Monitor performance of existing investments, JVs, subsidiaries, and strategic holdings.- Establish appropriate KPIs and performance-monitoring frameworks.- Identify value-creation opportunities across the investment portfolio.- Recommend corrective actions, restructuring, additional investment, refinancing, or exit strategies where required.- Lead portfolio optimization and capital recycling initiatives.7. Risk Management:- Establish robust investment risk assessment and mitigation frameworks.- Assess exposure to commodity prices, foreign exchange, interest rates, country risk, regulatory changes, geopolitical developments, and operational risks.- Ensure appropriate scenario planning and downside protection in investment decisions.- Work closely with Risk, Finance, Legal, Compliance, Technical, and Operations teams.8. Market Intelligence & Strategic Insights:- Track global and regional Oil & Gas investment trends, valuation benchmarks, M&A activity, and capital flows.- Monitor crude oil, natural gas, LNG, refining, petrochemical, and energy-transition market dynamics.- Provide senior management with insights on potential market opportunities and threats.- Benchmark investment performance against industry peers and global best practices.9. Team Leadership:- Build, lead, and develop a high-performing investment team.- Define roles, responsibilities, objectives, and performance metrics for the investment function.- Develop strong analytical, commercial, and transaction capabilities within the team.- Foster a culture of rigorous analysis, accountability, integrity, and disciplined capital allocation.Key Deliverables / KPIs:- Quality and value of investment pipeline generated.- Risk-adjusted returns on invested capital.- IRR, NPV, and MOIC delivered from investments.
