Job Description
1. Assist with financial data updating, format editing and performing relevant data analysis
2. Participate in industry research projects and drafting investment memos
3. Participate in deal sourcing including taking minutes for external and internal meetings, putting together pipeline analysis, setting up and organizing meetings
4. Assist with monthly portfolio review and update meetings including performing data analysis for monthly reporting, preparing for meeting (e.g., agenda and meeting announcements)
5. Assist with bookkeeping activities including data and documentation preparation as well as sharing on internal folders
Job Requirements
1. Finance, Accounting, Economics or related disciplines
2. Strong verbal and written communication skills
3. Highly motivated with a desire to learn and an ability to proactively make suggestions for improvement
4. Ability to work independently
5. Proficient in Microsoft applications (Word, Excel, PPT)
6. Required at least 3 days a week
7. Working half offsite and half onsite for at least 6 months
