JOB SCOPE:

Roles & Responsibilities

1) Work closely with Business Units and IT partners in business requirement gathering, solution/functional review and ensure the end-to-end system & process delivery and testing
2) Implement and support digital customer journeys to further improve both customer and employee experience in bank
3) Work with regional country and functional teams to design, re-engineer the process, as well as implement operation solutions
4) Ensure the smooth operational rollout
Job roles and responsibilities
1) Re-engineer the end-to-end process, analyse and review operations solutions
2) Implement automation agenda to transform consumer banking operations
3) To conduct requirement gathering workshop, Review and documenting requirements artefacts
4) To review functional specifications and process define documents
5) Coordinate and ensures UAT test plans and test case are executed within UAT schedule
6) Post-production support, production issues review and track them to closure
7) Work closely with regional teams and country teams to ensure timely delivery of project

Skillsets (Good to have)

At least 1 year experience in systems development and / or business process improvement initiatives. Preferably with project life cycle experience in Financial Services Industry in the following areas:
1. Consumer Banking Operations
2. Customer Centre
3. Wealth / Loan / CASA product knowledge
4. Education : Bachelor / Diploma Degree holder
Core competencies
• Excellent oral and written communication skills
• Good, sound knowledge of banking and technology
• Good teamwork and inter-relationship skills
• Adaptable, disciplined and focused
• Organised and systematic
• Proven analytical skills
• Well versed in MS Office: Word, Project, Excel, Visio and PowerPoint

Team Summary

The Client Services team provides industry-leading operational support to Visa’s clients around the world. With our deep knowledge and expertise, we bring the voice of the customer into the design, development, and successful deployment of Visa products and services. We are trusted partners to Visa’s clients, providing expertise to support and successfully grow their business.

Client Contract Management (CCM) team supports Visa’s global strategy by managing the governance and contracting process of client contracts (from draft development and negotiation through to securing internal approvals, execution, auditing and reporting).

What a Contract Analyst, Client Contract Management does at Visa:

This role is an individual contributor within the AP CCM team based in Singapore office. The ideal candidate will be self-directed, analytical and a strategic thinker.

• Serve as the key CCM contract owner for the assigned markets in managing and facilitating client contract administration process which includes reviewing and processing contract requests, contract drafting, stakeholders’ approvals, contract issuance, and execution within agreed Service-Level Objectives (SLOs).
• Liaise with various stakeholders including Account Executives, Products, Legal, Finance, Audit etc to ensure that contracts are developed and approved consistently and promptly in accordance with relevant policies and procedures.
• Manage post-contract administration activities including and not limited to distribution of contract information to all necessary stakeholders, handling of hardcopies, contracts filing, database management, audit enquiries, and other post-execution activities.
• Maintain accurate and timely records and documents associated with all contracts for management reporting, capacity planning, as well as for audit purpose.
• Identify and implement process improvements for assigned markets and / or contract types, and provide value-add services to our stakeholders and business partners.
• Participate in special assignments and providing ad-hoc support and reporting as required, including but not limited to supporting other regions’ colleagues as needed.

Why this is important to Visa

The Contract Analyst is a subject matter expert in managing and administering client contracting process, from contract drafting request through to executed contract distribution, by working with various stakeholders of all levels. Subjected to audit reviews, Contract Analyst, as part of CCM team, ensures designated contracts are aligned with business processes and controls established by various Visa corporate policies and compliant with industry-specific rules and regulations, while continually looking for opportunities to optimize such process and controls.

Projects you will be a part of:

As part of the CCM team, you will get the opportunity to work on strategically important projects for Visa in addition to the core responsibilities of a Contract Analyst. This includes, but not limited to:

• Collaborating with our stakeholders including other region CCM colleagues, Legal, Finance, Sales, Products, Client Services etc, continuously looking for opportunities to optimize CCM processes and workflow to drive process improvements and efficiency;
• Participate in special assignments and providing ad-hoc support and reporting as required, including supporting other regions’ colleagues as needed.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Role Description

We are looking for experienced and enthusiastic SAP Finance/ FICO Consultant who can collaborate well with both internal and external stakeholders.

Responsibilities:

● Configure SAP FI modules (GL, AP, AR, Asset Accounting) and CO modules (Cost Center Accounting, Profitability Analysis, Product Costing).

● Collaborate with cross-functional teams to integrate SAP FICO with other modules (e.g., MM, SD, etc).

● Facilitate the definition of project scope, goals, and deliverables per client’s need.

● Define project tasks and resource requirements.

● Provide project plan and direct all project-related activities

● Develop and deliver reports, dashboards, and financial insights for stakeholders.

● Analyse business/technical requirements and objectives, perform fit/gap analysis, and provide client recommendations.

● Provides leadership and direction to team members working on a specific application.

● Provides technical expertise for the application and is versed in the application’s functions and interfaces.

● Ensure the timely delivery of software solutions.

Qualifications:

● Bachelor's degree in computer science, business, or a related field.

● Minimum of 5 years of SAP FICO experience

● Minimum of 5 years of SAP S4HANA architecture and solution landscape

● Knowledge of Supply Chain or production is an advantage.

● A sound working knowledge of international standards of best practice in the context of business process workflow.

● Project management tools and methodologies will be added value

These are the key responsibilities and core skills required. There may be variations depending on the level of experience and knowledge gained and the size and complexity of the business area.

Interested candidates may apply through the application system or send it to [email protected]. Shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to Morgan Mckinley Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.morganmckinley.com/sg/privacy-policy. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Morgan McKinley Pte Ltd
Dinu Dinesh

EA License No: 11C5502

EAP Registration No: R22110286

• Tuas (pick up from Tuas Crescent MRT), Monday to Friday: 08:30 AM - 05:30 PM
• After confirmation typically 2 days WFH
• Basic + 2 times Bonuses

Responsibilities

• Responsible for General Ledger (GL), Fixed Asset and Inventory functions
• Prepare and post journal entries during month end financial close
• Perform variance and trend analysis at entity level
• Responsible for month end closing, yearly financial closing and quarterly reporting
• Correspond and resolve operational issues with various other departments
• Prepare balance sheet schedules
• Prepare quarterly GST submission and attend external bodies enquiries
• Assist in the annual budgeting exercise
• Handle audit and tax matters for the entity
• Any other tasks/projects assigned by GL accountant

Requirements

• Diploma/Degree in Finance/Accounting with at least 1-3 years of experience in a similar capacity (GL,FA, Budget, Balance Sheet, GST submission) with knowledge in full set account
• Proficient in MS applications (i.e. Word, Excel pivot table, vlookup, PowerPoint)
• Analytical thinking, detail oriented with good organizational and time management skills
• Effective communication skills for presenting financial data
• Job Reference: L8463V7V

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Kindly email your resume in a detailed Word format to [email protected]

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

Job Description

Purpose of the Role

You will be a part of the Asian Investment Banking Division (“AIBD”) that sits in the front line, responsible for the promotion of Corporate & Investment Banking (“CIB”) products and services in the Asia and Oceania region, covering both Global Corporates and Japanese Corporates. The Portfolio Management Department is a key function in AIBD that takes over the management of structured loans originated in AIBD, including real estate, oil and gas, infrastructure, renewables, energy and utilities, to monitor and enhance the credit quality of the portfolio through direct engagement of external and internal stakeholders and through credit risk assessment and support.

Your role will entail managing a portfolio of structured finance assets across Asia originated in Project Finance (power, natural resources, and infrastructure) and Shipping Finance. A key objective of the role is to provide strategic insight to the portfolio as first line of defence.

Job Responsibilities:

You will play an important role in our team by taking on responsibilities that include (but are not limited to):

Client Management and Strategy

• Active management of the overall risk profile of assets throughout project life, including ongoing monitoring of client and project conditions, proactive risk identification, recommendation of risk mitigants, and Management reporting.
• Implementation of solutions through stakeholder negotiations with clients, bank syndicates, external specialist advisors and internal stakeholders, including negotiation of waiver terms and amendment documents.
• Co-work with Origination team in the arrangement of refinancing transaction (where required), such as deal execution, negotiation, documentation review.
• Support the execution of stressed transactions.
• Maintenance of good client relationships through regular direct contact with clients to represent the business objectives to resolve issues while managing customer needs.

Portfolio Management, Credit Risk Analysis and Reporting

• Work on portfolio strategies, including the performance of stress testing, sector analysis and other portfolio analysis.
• Assessment and execution of secondary loan sales in collaboration with the MUFG Distribution Team.
• Preparation and oversight of borrower rating, credit applications and reviews, including preparing financial models, quantitative and qualitative analysis.
• Preparation and oversight of Management, Head Office and Regulatory Reporting.
• Preparation and coordination of internal and external audits, and inspections.

Strategic Initiatives

• Implementation of strategic initiatives, including enhancements to the credit monitoring process to improve business efficiency.
• Supporting the Head of Department in overall management of the portfolio and sector coverage.

Job Requirements

• Degree qualified.
• Minimum of 6 years experience in credit analysis, credit writing in similar structured finance or corporate banking
• Related experience in credit analysis, credit writing, recommendation to credit committee or being a credit approver would be advantageous.
• Candidates with experience should possess good understanding of banking products, credit risk, financial analysis, critical and data analysis, impact sensitivity studies, cashflow or financial modelling, options analysis, financing documentation and legal considerations.
• Experience in structured product financing would be beneficial.
• Good technical skills (including Excel proficiency), a strategic mindset and business acumen.
• Good organisation skills and attention to detail and accuracy.
• Good communication and writing skills.
• Proactive, resourceful and a good team player, with ability to build rapport with internal and external parties.

We regret to inform that only shortlisted applicants will be notified.

Job ID: 10068023

Purpose of the Role

You will be a part of the Asian Investment Banking Division (“AIBD”) that sits in the front line, responsible for the promotion of Corporate & Investment Banking (“CIB”) products and services in the Asia and Oceania region, covering both Global Corporates and Japanese Corporates. The Portfolio Management Department is a key function in AIBD that takes over the management of structured loans originated in AIBD, including real estate, oil and gas, infrastructure, renewables, energy and utilities, to monitor and enhance the credit quality of the portfolio through direct engagement of external and internal stakeholders and through credit risk assessment and support.

Your role will entail managing a portfolio of structured finance assets across Asia originated in Project Finance (power, natural resources, and infrastructure) and Shipping Finance. A key objective of the role is to provide strategic insight to the portfolio as first line of defence.

Job Responsibilities:

You will play an important role in our team by taking on responsibilities that include (but are not limited to):

Client Management and Strategy

• Active management of the overall risk profile of assets throughout project life, including ongoing monitoring of client and project conditions, proactive risk identification, recommendation of risk mitigants, and Management reporting.
• Implementation of solutions through stakeholder negotiations with clients, bank syndicates, external specialist advisors and internal stakeholders, including negotiation of waiver terms and amendment documents.
• Co-work with Origination team in the arrangement of refinancing transaction (where required), such as deal execution, negotiation, documentation review.
• Support the execution of stressed transactions.
• Maintenance of good client relationships through regular direct contact with clients to represent the business objectives to resolve issues while managing customer needs.

Portfolio Management, Credit Risk Analysis and Reporting

• Work on portfolio strategies, including the performance of stress testing, sector analysis and other portfolio analysis.
• Assessment and execution of secondary loan sales in collaboration with the MUFG Distribution Team.
• Preparation and oversight of borrower rating, credit applications and reviews, including preparing financial models, quantitative and qualitative analysis.
• Preparation and oversight of Management, Head Office and Regulatory Reporting.
• Preparation and coordination of internal and external audits, and inspections.

Strategic Initiatives

• Implementation of strategic initiatives, including enhancements to the credit monitoring process to improve business efficiency.
• Supporting the Head of Department in overall management of the portfolio and sector coverage.

Job Requirements

• Degree qualified.
• Minimum of 6 years’ experience in credit analysis, credit writing in project financing or similar structured product financing.
• Related experience in credit analysis, credit writing, recommendation to credit committee or being a credit approver would be advantageous.
• Candidates with experience should possess good understanding of banking products, credit risk, financial analysis, critical and data analysis, impact sensitivity studies, cashflow or financial modelling, options analysis, financing documentation and legal considerations.
• Good technical skills (including Excel proficiency), a strategic mindset and business acumen.
• Good organisation skills and attention to detail and accuracy.
• Good communication and writing skills.
• Proactive, resourceful and a good team player, with ability to build rapport with internal and external parties.

We regret to inform that only shortlisted applicants will be notified.

Job ID: 10068023

Instead of mass-applying to entry level jobs, how about focusing on building your way up early to achieve your goals.
If you want to supplement your education or gain work exposure while studying, join us!

*DOB: 2003 and earlier; SG/PR

Added bonus: You enjoy problem solving with a team and having 1 on 1 coaching

This role is a stepping stone into other career paths in finance or simply to maximise your earning potential and generate a stream of passive and perpetual income that will create financial stability. At Credence, we believe you create your own path and future. You define your own limits.

As a Student Advisor, you will get to

• Have Overseas teams bonding and personal development courses
• Gain in depth knowledge on the Financial sector including but not limited to:

- Market volatility and portfolio

- Financing homes and loan qualification

-Retirement planning

• After this program, you will:
• Obtain Finance Certificates to your resume for your future career search
• Soft skills and presentation skills set (NLP, Sales and Public relation skills)
• Learn principles of entrepreneurship, salesmanship and leadership
• Overseas conference & incentive trips with unique experience- $1000 monthly allowance*+++- Free IPad*

Job Types: Part-time, Fresh graduate, Student job

Pay: $500 - $1,000 per month

Expected hours: 18 – 30 per week

Benefits:

• Flexible schedule

Supplemental Pay:

• Commission pay
• Performance bonus

Education: Min. Local Polytechnic Diploma or undergraduate

Min. 21 years old

Send resume and application to [email protected] for quick interview scheduling

• Location: Changi Airport
• Salary up to $4,000
• This role is up to 4.5 months to cover staff on maternity leave

Responsibilities:

• Support Manager/Assistant Manager in the Sales Profits Section.
• Ensure timely and accurate billing of fees and charges.
• Perform monthly rental reconciliations.
• Generate monthly utility reports.
• Verify utility consumption data before billing runs.
• Handle additional administrative tasks as assigned.
• Conduct month-end closing activities, including preparation of relevant journals.
• Ensure revenue recognition aligns with FRS and company policies.
• Liaise with external customers and internal staff on operational matters.

Requirements:

• Diploma or undergraduate degree in Accountancy, Business, Finance, or related field.
• At least 2-3 years of relevant experience preferred.
• Proficient in reconciliation processes.
• Strong attention to detail and accuracy.
• Good Microsoft Office skills, especially in Excel.
• Ability to thrive in a fast-paced environment.
• Excellent communication and interpersonal skills.
• Familiarity with SAP Systems is a plus.

HOW TO APPLY:

Interested applicants, please submit your updated resume in PDF/MS Word format to [email protected]

Please state your availability, current & expected salaries for processing purpose.

All applications will be treated in the strictest confidence.

We regret that only shortlisted candidates will be notified.

Tay Bi Hui Avery

Reg no: R23112677

EPS Consultants

95C5630

Job Description

Job Title: Operations Analyst

Corporate Title: Analyst

Division: Operations

Location: Singapore

Nomura Overview

Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its four business divisions: Retail, Asset Management, Wholesale (Global Markets and Investment Banking) and Merchant Banking. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

Department Overview

Nomura's Operations department supports the company's business activities through efficient operational processes. The team collaborates with senior leadership, business units, and stakeholders to develop effective operational strategies, providing guidance on process design, implementation, and management to align operations with business objectives. Nomura's Operations team specializes in trade processing, settlement, custody, and asset servicing, known for providing exceptional service to clients. With a strong track record and commitment to innovation and global reach, Nomura's Operations department is well-positioned to continue driving growth and success in the financial industry.

Function Overview

The Derivatives team in Singapore is involved in handling the OTC Derivatives and Structured Notes lifecycle events for wealth clients. This will also include Long-form confirmation drafting for structured OTC trades and the oversight of offshore activities that are performed by our vendors and offshore branches.

Role description

· Handle lifecycle activities and ensure day to day BAU process on OTC events for all markets are processed accurately and timely. (Equity Accumulators, Decumulators, Options, Structured Swaps and Notes).

· Ensure that the client Long-form confirmations are sent on a timely basis.

· Follow-up with counterparties on trade discrepancies &/or liaise with IWM Execution desk to resolve discrepancies.

· Handling all trade enquiries from both external and internal stakeholders.

· Perform ad hoc supports for the manager whenever applicable.

· Investigating and resolving all outstanding break items in Depot and Nostro as well as Internal accounts.

· Ensure daily day-end tasks and reports are completed with checklist signed off.

· MIS – contribute to weekly, monthly KRI/trade volume reporting.

· Review and streamline processes to improve efficiency and control.

· Participate in systems enhancements UAT and new products/initiative rollout.

Skills, experience, qualifications and knowledge required:

· 3-5 years in Wealth Management / Private Banking Operations for Analyst

· Experience in Structured products and OTC derivatives

· Understand the market rules and regulations for cross products.

· Versatile in excel

· Added advantage if candidate has Avaloq experience

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

• Maintain, manage and modify all software systems, tools, and applications.
• Identify the areas of improvement to reduce time to delivery avoiding manual errors.
• Support version upgrade for the products and amend the scripts/process as and when required.
• Integrate with SMS/NaaS notification tool.
• Coordinate with developers to build and implement technology solutions.
• Excellent communication skills and problem-solving abilities are essential.
• Provide testing support to meet DITSCAP, DII COE, JTA-A, and DoD standards.
• Knowledge of databases, system security and troubleshooting recommended.
• Prepare required documentation to cover each SDLC stages (e.g. Functional spec, test cases etc).
• Enhance system to deliver Change workflow functionality
• Rollout the solution to all environments across different environments.

The Investment Analyst will be responsible for conducting investment analysis, research/execution in public equity and private credit, financial modeling, portfolio management, and providing financial insights and recommendations. He/she will work closely with the investment team to evaluate potential investment opportunities and assist in the execution of investment strategies.

• Strong analytical skills and ability to evaluate investment opportunities

• Knowledge of investments, finance, and corporate finance

• Excellent problem-solving and critical thinking abilities

• Strong attention to detail and accuracy

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

• At least 3 years of relevant working experiences

Applicants should have excellent academic results. A degree in Economics, Accounting, Business Administration or Engineering with a minimum of 3 years’ experience in corporate finance, private equity, investment banking, audit or related fields is a requirement. Past experience in equity/fixed income research and knowledge of financial analysis would be a pre-requisite.

Candidates who are fluent in Indonesian, Thai, Japanese and/or Chinese will also enjoy an added advantage. Successful applicants will enjoy opportunities to participate in the exciting and growing field of private equity and the opportunity will provide exposure to various industries in China and Asia. Incumbents can expect a challenging, rewarding and fulfilling work environment.

Job Description: -

a) Perform financial due diligence and analysis on prospective projects and recommend an investment decision.

b) Develop an investment policy aligned to the company strategy and an investment criteria for evaluating prospective projects

c) Develop complex financial models and analyses legal documents that enhance return on investment of projects and financial planning.

d) Preparation financial documents for presentation to potential and current investors on specific investments

e) Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios

f) Liaising with other fund managers, legal advisers, stock market traders, stockbrokers and regulators with a view to expanding funding access while improving market perception.

g) Conducting market research on the industry and gather market intelligence to enhance

management of funds.

h) Ensuring that all investment compliance regulations are met.

i) Any other duties as may be assigned from time to time.

Primary duties and responsibilities:

• Propose and design solution to meet the business needs. Ensure a fully integrated system to meet the business needs within the stipulated timeframe and allocated resources using the OutSystems Rapid Application Development platform.

• Responsible for ensuring the proposed solution is aligned with the overall architecture design.

• Responsible for complying with the program standards, processes and technical standards defined for the project.

• Responsible for the design, development and implementation of all integration points and interfaces with SAP, any selected 3rd party software and othe applications/systems.

• Perform the following key activities:

• Run workshops; facilitate group discussions for requirement gathering, design and solutioning.
• Propose solutions to fulfil business requirements and recommend potential areas for streamlining.
• Document the business process flow using the tool identified for the project and ensure compliance of the rules and requirements.
• Design, document and develop programs according to functional specifications received and ensure the developed programs fulfil the business requirements
• Plan, identify, define and conduct System Integration Test and User Acceptance Test to ensure the proposed solution fulfil the business requirements.
• Collate information required for the authorization setup.
• Plan and define the data migration requirements as well as oversee the successful completion of the data migration activities to enable system implementation.
• Plan and prepare the training materials as well as to conduct the user training.
• Plan and perform the cutover for the modules assigned.
• Ensure programs developed pass the required vulnerability assessments and code quality inspections.
• Deliver all project documentations defined for the projects that minimally includes design specifications, program specifications, test cases, training materials, cutover execution plan and data migration specification.
• Provide on-site support where necessary.
• Troubleshoot any problems reported before and after implementation of solution.

• Ensure optimal system design and configuration of the application functionality.

• Ensure the quality of the deliverables.

• Participate in any quality assurance activities and resolve any risks or areas for improvement identified.

• Perform risk management which includes identification of risk; provision of mitigation solutions and management for risks.

• Responsible for the timely preparation and reporting of progress status updates to the Project Manager and other management, which include preparation and presentation in meetings.

Responsible to perform impact assessment on change requests, design and present solution to users, test and implement the solution to meet requirements within the stipulated timeframe.

• Review and troubleshoot reported cases and work with the internal/external teams to develop solution that will ensure integrity of the system and meet the business needs within the stipulated timeframe.

• Responsible to manage and resolve all problems reported and service requests received during the maintenance phase.

Pre-Requisites:

• Education Qualification:

• The candidate(s) should possess at least a Degree in Computer Science, Engineering or Equivalent.

• Competencies:

• Ability to communicate and articulate clearly to seek resolution of project issues.
• Good team player, responsible and conscientious.
• Ability to work independently and efficiently, managing timelines and expectations, and producing high quality deliverables (programs, documentation).
• Working Experience: Minimum four (4) years of Business Analyst experience with at least two (2) years as a Team Lead managing projects and people.

Primary duties and responsibilities:

• Propose and design solution to meet the business needs. Ensure a fully integrated system to meet the business needs within the stipulated timeframe and allocated resources using the OutSystems Rapid Application Development platform.

• Responsible for ensuring the proposed solution is aligned with the overall architecture design.

• Responsible for complying with the program standards, processes and technical standards defined for the project.

• Responsible for the design, development and implementation of all integration points and interfaces with SAP, any selected 3rd party software and other applications/systems.

• Perform the following key activities:

• Run workshops; facilitate group discussions for requirement gathering, design and solutioning.
• Propose solutions to fulfil business requirements and recommend potential areas or streamlining.
• Document the business process flow using the tool identified for the project and ensure compliance of the rules and requirements.
• Design, document and develop programs according to functional specifications received and ensure the developed programs fulfil the business requirements.
• Plan,identify, define and conduct System Integration Test and User Acceptance Test to ensure the proposed solution fulfil the business requirements.
• Collate information required for the authorization setup.
• Plan and define the data migration requirements as well as oversee the successful completion of the data migration activities to enable system implementation.
• Plan and prepare the training materials as well as to conduct the user training.
• Plan and perform the cutover for the modules assigned.
• Ensure programs developed pass the required vulnerability assessments and code quality inspections.
• Deliver all project documentations defined for the projects that minimally includes design specifications, program specifications, test cases, training materials, cutover execution plan and data migration specification.
• Provide on-site support where necessary.
• Troubleshoot any problems reported before and after implementation of solution.

• Ensure optimal system design and configuration of the application functionality.

• Ensure the quality of the deliverables.

• Participate in any quality assurance activities and resolve any risks or areas for improvement identified.

• Perform risk management which includes identification of risk; provision of mitigation solutions and management for risks.

• Responsible for the timely preparation and reporting of progress status updates to the Project Manager and other management, which include preparation and presentation in meetings.

Responsible to perform impact assessment on change requests, design and present solution to users, test and implement the solution to meet requirements within the stipulated timeframe.

• Review and troubleshoot reported cases and work with the internal/external teams to develop solution that will ensure integrity of the system and meet the business needs within the stipulated timeframe.

• Responsible to manage and resolve all problems reported and service requests received during the maintenance phase.

Pre-Requisites:

• Education Qualification:

• The candidate(s) should possess at least a Degree in Computer Science, Engineering or Equivalent.

• Competencies:

• Ability to communicate and articulate clearly to seek resolution of project issues.
• Good team player, responsible and conscientious.
• Ability to work independently and efficiently, managing timelines and expectations, and producing high quality deliverables (programs, documentation).
• Working Experience: Minimum four (4) years of Business Analyst experience with at least two (2) years as a Team Lead managing projects and people.

Responsibilities

• Prepare and deliver accurate management reports, including monthly forecasts and semi-annual budgets, with variance and trend analysis for the region.
• Assist in developing budgets and forecasts, ensuring they reflect strategic goals and business priorities.
• Analyze financial performance and key metrics to identify risks and opportunities for improvement.
• Work with various departments to collect and verify financial data, ensuring accuracy and timeliness.
• Provide analysis and insights that connect financial reports to business strategies.
• Prepare ad-hoc reports and analyses as needed to support management decisions.
• Handle other tasks as required.

Requirements:

• Degree in Accounting or equivalent qualification.
• At least 3 years of relevant experience.
• Good in numbers and data.
• Proficient in MS Office including Power BI, Vlookup, Pivot Table and PowerPoint.
• Excellent communication and presentation skills to engage with stakeholders.
• Detail-oriented, organized, and a team player.
• Self-motivated and able to work independently.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: QWR66RR9

• Min 3 years of experience.
• At least 5 years of data-related working experience, with at least 3 years of hands-on experience in data management and data analytics in the finance, investment, banking, and asset management industries.
• Good understanding of the principles, key controls and processes relating to data management.
• Good at working with details and is meticulous in operations and tasks.
• Good understanding of data modelling.
• Good understanding on OLTP, Data Lake, Lakehouse technologies that may include knowledge of Snowflake, S3, AWS Glue, DeltaLake, DataBricks.
• Good understanding of CI/CD pipelines, DevOps, DataOps, and their applicability in financial services.
• Experience in working with databases using database technologies (e.g. MS SQL, Snowflake, Redshift and PostgreSQL) and data integration products (e.g. Informatica, Data Factory, Bash).
• Extensive data-related experience in programming languages eg Python, SQL, Scala, Javascript, and similar.
• Experience in working with business intelligence and data visualization tools e.g. Tableau, PowerBI.
• Experience with SDLC methodology and/or agile methodologies like Scrum and Kanban and its related applications eg Confluence and JIRA.
• Good team player, with strong analytical skills and enjoys complex problem solving.
• Experience in data engineering platforms and virtualization eg Denodo, Jupyter, O365.
• Excellent written and spoken English and strong presentation skillsets.
• Strong inter-personal and people leadership skills to interact with diverse stakeholders.

Responsibilities:

• Working closely with data analysts and business end-users to implement and support data platforms using best-of-breed technology and methodology.
• Implement and design robust and scalable solutions to meet business needs and take operational considerations into account. Demonstrate technical expertise in the assigned areas.
• Manage operations and maintain SLAs. Implement automation in data management. Collaborate with data engineering, architecture, and governance.
• Perform data and metadata quality, modeling, lineage, cleansing, onboarding, registration, discoverability, access controls, migration, optimization, and cataloging. Execute, maintain and manage the whole data lifecycle.
• Conduct requirement workshops with stakeholders, analyze and translate business and other requirements holistically into data strategies, plans, and actions.
• Cover all aspects of data distribution and data service.
• Design and implement scalable data pipelines and data service modules with robustness in mind to support the growing demands from business users.
• Analyze and resolve day-to-day operational incidents and advisory to business users.
• Listen to upstream changes, perform impact analysis and mitigate-modify-implement.
• Do impact analysis, inform and distribute to downstream users and applications.
• Analyze systems operations data (SLAs, customer satisfaction, delivery quality, team efficiency etc.) to identify actionable trends for continual improvements.
• Data, application, and system checking and testing (eg UAT), CICD and go-live.

Job Descriptions:

• Receive training about BI (Business Intelligent) products, data analysis and project management;
• Execution of data validation, data mining and data analysis activities;
• Assist Lead Data Analyst (LDA) with BI project implementation leveraging Yonyou BI product (integrated with Yonyou EPR system and Cloud Platforms) ;
• Assist LDA in drafting the scope of BI project, and confirming the project timeline.
• Prepare technical documentation and other deliverables to meet the project requirements, and Summarize the best practice of software solution implementation project implementation.

Requirements:

• 3 years of experience in Data Analyzing preferably in the fields in Business applications and cloud solutions, ERP experience
• Graduated in Data Science, Information Technology, and Business Analyst.
• Preferably familiar with database tools such as SQL query and has experience in DBMS e.g. SQL Server, Oracle will have an advantage.
• Possess a strong interest in investigating and identifying causes of issues, and able to propose solutions to rectify the issue
• Excellent problem-solving and analytical skills and good verbal and written communication skills.
• A team contributor who can learn fast, perform under pressure and excel in a fast-paced environment.
• Fluency in both English and Mandarin is required to liaise with English and Mandarin-speaking associates.
• Will be based in Singapore and travel for overseas projects in Southeast Asia

Business Analyst - 2 Years Contract - Singapore

What's in it for you:

• Advanced technologies and Enterprise level projects
• Excellent Career Progression Opportunities awaits
• Built-from-Scratch environment
• In-house applications

Day-to-Day Responsibilities:

• Requirement Gathering: Work closely with stakeholders to gather and document business requirements for new features and enhancements.
• Analysis and Documentation: Analyze business processes and workflows, creating user stories, use cases, and functional specifications.
• Project Planning: Assist in defining project scope, objectives, and deliverables, supporting project management activities.
• Communication: Act as a liaison between business stakeholders and the development team, ensuring clear understanding of requirements and priorities.
• Solution Design: Collaborate with the development team to design solutions that meet business needs and technical capabilities.
• Testing and Validation: Participate in testing activities and facilitate user acceptance testing (UAT) to ensure solutions meet requirements.
• Continuous Improvement: Identify opportunities for process improvements and recommend solutions to enhance efficiency and business operations.

Requirements:

• At least 3 years of working experience as a Business Analyst in software development
• Bachelor Degree in Computer Science, Engineering, Information Systems or related disciplines.
• Strong analytical, problem-solving skills and attention to detail
• Familiar with SQL and writing SQL queries
• Experience in running agile projects is preferred.

This is a 2 years contract position, renewable and convertible to permanent.

EA License Number: 16S8131

Recruiter License Number: R22105628

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the Team

FIS is a leading global provider of technology solutions for banks, capital markets firms and merchants. The company has over 60,000 people around the world who are dedicated to advancing the way the world pays, banks, and invests. FIS helps their clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers.

What you will be doing

This role will report to a Finance Director Senior and has high visibility to the senior management across different functions and geographies of the business.

• Be the Finance partner to business in achieving business objectives.
• Responsible to provide revenue recognition guidance in accordance with accounting standard ASC 606, IFRS and company policies.
• Tasks include designing complex business and commercial scenarios, simulate cost and profit analyses.
• Offering deal structuring guidance to evaluate best possible result for both FIS & the client, in collaboration with Legal, Tax, treasury and other departments.

Additionally, this role may involve implementing process changes by integrating new procedures with existing ones, communicating these changes to affected departments, and focusing on process analysis and re-engineering to address technical issues and solutions in current and future business environments. Other responsibilities include -

• Planning, executing, and overseeing process improvement initiatives such as ISO, Lean, or Six Sigma,
• Evaluating existing processes, identifying areas for improvement, collecting data to pinpoint root causes of issues, measuring performance against process requirements, recommending
• Surveying and analyzing best practices for techniques and processes,
• Delivering presentations and training courses including measurement, analysis, improvement, and control.
• Facilitating process & quality improvement efforts
• May lead re-engineering team and act as project manager.
• Other related duties assigned as needed.

What you bring

• Minimum 6 years of relevant experience
• Finance background, with substantial experience partnering with a wide range of functions and stakeholders.
• Good technical accounting skills with specific knowledge and application of revenue recognition guidance (ASC606) and IFRS15 accounting standards.
• In-depth knowledge of financial services industry practices, regulations, and processes
• Proficiency in quality management methods, tools, and technologies
• Advanced proficiency in at least one appropriate process methodology, e.g., ISO, Lean, Six Sigma
• Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization, e.g., executive, management, individual contributors

Added bonus if you have

• Experience within a similarly focused product and services organization, operating at a global enterprise level

What we offer you:

• Competitive salary
• Attractive benefits
• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• A modern, international work environment and a dedicated and motivated team

Key responsibilities:

• Analyze mainly Indian companies and recommend companies for investment from the assigned industries and any other investable company.
• Preparing investment notes on companies and tracking companies and industries.
• Understand companies positioning, business potential, possible threats etc for recommendation for investment ideas and buy / sell decisions.
• To figure out good businesses / companies eligible for re-rating.
• Responsible for communication of investment philosophy, and match investor expectation by beating the market.
• Managing the portfolio of mainly Indian companies under the guidance of Portfolio manager where they deem necessary.
• Ensure adherence to investment policies.
• Implementing the trades on a regular basis as per the requirements of the portfolios using the system.
• Help in answering any investor queries related to the portfolio/Macro
• Preparing investor reporting material wherever required for different funds Monthly, Quarterly and adhoc.
• Preparing internal presentation for fund discussions

Behavioral Competencies:

• Conceptual Clarity.
• Strong analytical and quantitative skills.
• Highly motivated, dynamic, hardworking and eager to succeed.

Role Core Competencies:

• 8 yrs + experience of analyzing and trading of Indian Equities
• Must be able to communicate and speak fluently in Hindi
• Experience of tracking certain sectors in India for 8 yrs+
• Experience of looking Indian mid and small cap companies in-depth with financial modelling
• Mid Cap exposure or people with stock specific expertise.
• Conceptual Clarity.
• Good understanding of equity investment processes, capital markets, companies & sectors.
• Strong analytical and quantitative skills.
• Ability to recommend stocks/companies for investments, backed up with adequate research.
• Ability to effectively work with team.
• Ability to prepare and logically organize research materials in the form of a report and also in the form of a presentation that is readily understood by the reader.
• Familiarity with internet & high value information resources like Bloomberg, Thompson research etc. will be an added advantage.
• Some knowledge of trading and the systems used for the same
• Some knowledge of portfolio level allocation

Formal Qualifications:

• CA / MBA or post-graduate degree in Finance/Economics, with 10+ years of experience in Analysing Indian Equities

Regulatory Requirements:

• Able to meet MAS licensing and Fit and Proper requirements in respect of regulated Fund Management activities

Overview:

An Analyst with CBC Group is designed to provide insight into the day-to-day role of healthcare-focused investment professionals. We are seeking candidates who demonstrate excellent analytical skills as well as those who excel at financial modeling, critical thinking, data gathering and industry research. The role is to work with investment teams, focusing on fielding market research and undertaking a wide array of industry analyses and competitive assessments, modeling build-up, presentation materials preparation as well as multiple ad-hoc requests for transaction-related purposes. Our unique structure provides Analyst with exposure to the full life cycle of a deal, covering investment process, due diligence and closing and ultimately encouraging ownership and a sense of responsibility from day one.

Qualifications:

• Candidates are expected to meet the following requirements:
• Expected 1-2 years’ experience in consulting firms, Investment Banking, Private Equity fund, or investment consultant would be preferred.
• Exposure to the private equity industry across a variety of asset classes (including buyout, credit, growth equity investment strategies).
• Demonstrated excellent analytical, communication, and interpersonal skills. Strong modeling skillset.
• A proactive and entrepreneurial work ethic, with the ability to take initiative and work well under pressure.
• Willingness to learn and professional attitude and interests in healthcare industry.
• Preferred to have an advanced degree in finance, management or life sciences related disciplines from a top-tier institution.

• Maintain, manage and modify all software systems, tools, and applications.
• Identify the areas of improvement to reduce time to delivery avoiding manual errors.
• Support version upgrade for the products and amend the scripts/process as and when required.
• Integrate with SMS/NaaS notification tool.
• Coordinate with developers to build and implement technology solutions.
• Excellent communication skills and problem-solving abilities are essential.
• Provide testing support to meet DITSCAP, DII COE, JTA-A, and DoD standards.
• Knowledge of databases, system security and troubleshooting recommended.
• Prepare required documentation to cover each SDLC stages (e.g. Functional spec, test cases etc).
• Enhance system to deliver Change workflow functionality
• Rollout the solution to all environments across different environments.

• 3+ years of experience in Mobile Testing and Java SDK.
• Analyze business requirements and technical designs for testability and traceability
• Participate in test planning, estimating, and scheduling
• Develop test plans covering functional, system integration, and regression testing
• Design both manual and automated test cases and scripts
• Utilize appropriate tools for the development and execution of manual and automated test cases and scripts
• Diagnose, document, help troubleshoot, and isolate bugs and issues encountered during testing
• Log daily progress and escalate testing issues using the appropriate escalation paths

Portfolio Finance Manager

About the Private Infrastructure Development Group

At the Private Infrastructure Development Group (PIDG), we get infrastructure finance moving and multiplying – accelerating climate action and sustainable development where most urgently needed. We work with public and private partners to bridge financing gaps, directing capital and expertise into projects that promote climate resilience and sustainable growth. Working throughout the project lifecycle, we reduce financial risk, transform markets, and build local capacity, creating a deep and lasting impact.

We are a group of companies that work together to improve lives throughout south and south-east Asia and Africa. Active since 2002, more than 50% of our investments have been either in countries classified as Least Developed Countries or Fragile and Conflict Affected States. These are the countries where infrastructure gaps are the largest and most urgent and where the population is youngest and growing fastest. These are also the countries that contributed the least to climate change and yet are suffering the worse impacts, in some of the regions with the richest biodiversity left on the planet, which is quickly being depleted.

Building on a pioneering track record of integrating climate and inclusion considerations in infrastructure investment, we launched our 2030 strategy in 2023, which makes action on climate and nature, together with sustainable development through new and improved infrastructure, the central purpose of all we do.

About the Role

The Portfolio Finance Manager plays a key role in finance related matters for PIDG and InfraCo companies in Asia, including its subsidiaries and joint ventures. The candidate will work closely with internal and external stakeholders, in ensuring the completion and accuracy of financial reporting related to day-to-day operations and investment projects, and compliance with the local tax/audit regulatory requirements.

The role will contribute to the smooth and efficient running of the business.

This position will require a person of integrity and commitment, as well as the maturity in exercising ownership and judgement over matters.

Main Responsibilities

Accounting & Tax:

• Subsidiaries’ Financial Review – Ensure timely and accurate preparation of subsidiaries’ audited financial statements, management accounts and financial reports, and review accounting procedures as necessary.
• Monthly and Quarterly Closing – Review and assist in monthly and quarterly closing of PIDG and InfraCo Asia subsidiaries’ accounts, working closely with outsourced accounting service provider and local project accountants.
• Tax Planning & Compliance – Ensure that PIDG and InfraCo Asia and all related entities are tax compliant. Provide oversight on tax planning, filing and review of assigned entities, and work with external advisors as required.
• Project Structure & Incorporation – Help to review projects’ investment structure and manage incorporation of PIDG and InfraCo Asia entities for new project investments. Work with internal teams and professional firms on structuring and incorporation of PIDG and InfraCo Asia’s entities for new project investments as and when required. Assist with the review of various agreements to be entered into by the company (e.g. joint development agreement, loan agreement, shareholders’ agreement etc.) from a finance and commercial perspective, and ensure investment/divestment transactions are properly recorded in accounts.
• Company, Project Accounting & Audit – Liaise with internal team, outsourced and project companies’ accountants, tax service providers and auditors for finance related matters for PIDG and InfraCo Asia group entities incorporated in various mandated countries in Asia.
• Group Consolidation, Audit and Statutory Filing – Assist Finance Manager in charge of group accounts on preparation of group consolidation, financial statements and annual filings for the PIDG and InfraCo Asia group. Assist with the completion of the year-end audit process within PIDG and statutory deadlines with auditors.
• Due Diligence – To lead, perform and share best practices on internal financial due diligence for new investments as and when required. Work with external advisors on tax and commercial due diligence for project investments and divestments and provide support as and when required to the deal team.
• Valuation – Review business valuation models for new project investments and quarterly/annual fair valuation exercises for existing investments as prepared by business leads/project company teams; challenge business and valuation assumptions used in discounted cashflow models (e.g. Forecast, WACC, IRR etc.). To lead and manage auditors’ review of fair valuation during year end audit while working closely with business leads and other finance team members.
• Outsourced Provider Management – Manage outsourced accounting and tax service providers and auditors for Singapore incorporated companies under InfraCo Asia.
• Recharges and Cost Allocation – Support the calculation and basis of recharges and cost allocation to project companies as required.

Oversight of Project Companies - Management & Financial Reporting:

• Project Financial Review – Assist to review project financial reports prepared by the business team/project company teams and provide analysis of expenditure against approved budgets.
• Financial Information – Respond to ad hoc requests for financial information and analysis as required by senior management and shareholders/PIDG.
• Continuous Improvement – Suggest improvements and support the implementation of changes to the monitoring and reporting process. To work with business teams to set up financial and operational dashboards customized for projects/investments to better track investment returns against approved targets.
• Entity Setup/Closure – Work closely with internal/project company teams on the set up/closure of entities for new investments undertaken and projects divested respectively.

Business Plan, Budgeting & Forecast - Group & Project Companies:

• Business/Operating Planning – Support the preparation of Business Plan and Annual Operating Plan for the organization and assist Senior Management as required.
• Budgets & Reporting – Review investment proposals and project budgets. Liaise with investment management team/project company teams in relation to annual budgeting, year to date spending and forecasts, quarterly reporting and various finance related matters.
• Forecast & Cash Flow Management – Regularly monitor and forecast company and project cash flow for monthly and quarterly reporting purposes and to highlight on cash flow risks. Review company payments and expense claims as needed in compliance with company policies and procedures. Manage payments in relation to capital calls for investments by InfraCo Asia in accordance with shareholder/ investment agreements.

Audit and Internal Controls:

• Annual Audit Review – Manage annual audit process within PIDG and InfraCo Asia and liaise with external auditors. Monitor financial compliance by projects and support local project finance team on the coordinating/performing of potential audits/internal reviews and other financial matters as required.
• Committee Support – Support the Head of Finance/Finance Manager in reporting to the Audit / Investment Committee and Risk Management Committee or Board, including organizing meetings, preparing papers and minutes.
• Policy development – Support the implementation and documentation of internal controls and procedures for PIDG and InfraCo Asia as required.
• Internal Controls –Perform in-country on-site or off-site/desktop internal control reviews, including documentation of procedures, to make sure the control process is compliant with company and shareholders requirements, and work with business team/project company teams to ensure effective controls are implemented, including managing PIDG and InfraCo Asia’s banking activities.

Payments:

• Payments – Prepare, review and process company payments and expense claims in compliance with company policies and procedures. Manage payments to consultant/vendors in accordance with relevant consultancy services agreements.
• Banking – Support banking related matters for PIDG and InfraCo Asia e.g. opening of bank accounts, changes in bank signatories and approvers or KYC documentation of PIDG and InfraCo Asia entities when required.

Corporate Support:

• Corporate Information – Work closely with the corporate secretarial team to maintain and monitor corporate information including Group structure, directorships, shareholding etc. Maintain data/information as required for disclosure/compliance purposes.
• Company Initiatives – Support assessment and implementation of new initiatives/changes undertaken by the team and the Company.
• PIDG and InfraCo Asia Ambassador – Act in all circumstances as an ambassador of PIDG and InfraCo Asia, displaying and demonstrating the highest ethical and moral standards, while effectively managing and controlling budgets and expenditure in accordance with the PIDG and InfraCo Asia policies and procedures.

Qualifications and education requirements

• Certified Public Accountant (CPA), with a Bachelor’s degree in Accounting, Finance, or other relevant field from a reputable university/credible organization.

Skills and Experience

• At least 8 years of hands-on work experience in relevant finance role (preferably with around 3-4 years in a Big Four accounting firm) in a dynamic and fast paced multinational environment with exposure in the Asia region essential.
• Prior exposure in a finance business partner or advisory role for corporate related investment projects either in a leading or review role e.g. financial and tax due diligence and financial modelling will be highly advantageous.
• Proficiency in IFRS with exposure to consolidation or investment accounting dealing with overseas entities.
• Experience in infrastructure sector, working with international development institutions and investment funds and/or regional experience in Asia would be advantageous.
• Highly proficient in both oral and written English. Proficiency in one or more of the regional languages in one of the countries where InfraCo Asia is mandated to work is a plus; and
• Strong appreciation and passion for PIDG and InfraCo Asia’s mandate with a strong work ethic and desire to work in a fast-paced and demanding environment essential.

Interested applicants, please send your detailed, updated resume to [email protected].

All applications will be treated with strictest confidence. We regret that only shortlisted applicants will be contacted.

PIDG is an equal opportunities employer and values the diversity of all its employees, associates, owners, service providers and customers.

We seek a motivated Business Analyst with at least 2 years of experience to join our team. The ideal candidate will work closely with stakeholders to analyze business needs, gather requirements, and develop solutions that enhance our operational efficiency.

Key Responsibilities:

• Collaborate with stakeholders to identify business requirements and translate them into functional specifications.
• Conduct data analysis and create reports to support decision-making processes.
• Facilitate meetings and workshops to elicit requirements and gather feedback.
• Document processes, workflows, and system specifications.
• Assist in the development of project plans and timelines.
• Support the testing and implementation of new systems and processes.
• Identify areas for improvement and provide recommendations to enhance business operations.
• Maintain strong communication with team members and stakeholders throughout the project lifecycle.

Qualifications:

• Bachelor’s degree in Business Administration, Information Technology, or a related field.
• Minimum of 2 years of experience as a Business Analyst or in a similar role.
• Strong analytical and problem-solving skills.
• Proficiency in data analysis tools (e.g., Excel, SQL).
• Familiarity with business process modeling and documentation techniques.
• Excellent verbal and written communication skills.
• Ability to work collaboratively in a team environment.

Preferred Skills:

• Experience with project management methodologies (Agile, Waterfall).
• Knowledge of industry-specific software and tools.
• Certification in Business Analysis (e.g., CBAP, CCBA) is a plus.

We are looking for a dynamic Investment Analyst. The Investment Analyst will report to the Directors and the Investment Manager directly and will be exposed to, and assist with, various financial tasks, analysis, and research for the real estate projects that APG is involved in.

The company has a host of ongoing and upcoming projects invested in by APG's global network of investors. This role will require a range of tasks the Investment Analyst will assist with. By virtue of it being a lean team in Singapore, this role will also expose the analyst to a variety of different tasks, including liaising with the Australian team for one of the portfolio businesses in an upcoming and niche real estate segment.

Perform market research, competitive analysis, and other ad-hoc research as needed for ongoing/new deals;

Conduct financial projections and analysis for new deals;

Prepare/amend financial models for ongoing projects as they approach the refinance stage;

Assist in the preparation of investment memorandums, pitch decks and quarterly investor updates and newsletters;

Participate in pitch meetings with investors;

Build and maintain relationships with investment partners & investors;

Assist the Directors and the Investment Manager on due diligence materials required by institutional funders for different projects;

Compile data and prepare reports on the economic and real estate market updates for our investor newsletters;

Review and participate in tax and legal due diligence;

Be involved in a variety of tasks for a deal from initiation to execution across different segments;

Provide support to the Managing Director and perform other related duties and assignments.