Roles & Responsibilities:
· With a good relationship with an investor, regular catchup with investors to keep them updated on what’s happening with their investments.
· Conduct market and data analysis on target companies and their related industries, including the study of financial reports, and execution of in-depth due diligence on key stakeholders.
· Stay updated on the latest news and developments, understand how it could affect ongoing/upcoming investments, and provide alternate solutions.
Job Scope :
· Managing and monitoring portfolios.
· Conduct the KYC reports
· Deliver performance reports on existing investments and track progress.
· To assist the marketing team in various corporate events and promotions.
· To assist in annual/periodic review of investors' accounts.
· To assist in the preparation of documents for the new listing.
· To onboard new Accredited Investors and Institutional Investors.
· To book-build for new deals.
· Meet new investors.
Key Requirements:
· Professional qualifications with CPA, ACCA, or relevant professional qualifications preferred.
· 5+ years' experience in external, and internal auditing, preferably gained from Big 4 Accounting firms.
· Knowledge of the financial industry is an advantage.
· Outstanding analytical competence, dedication to details and accuracy, and good financial modeling skills.
· Excellent confidence with highly motivated communicator.
· Strong drive to learn.
