This role is responsible for assisting the Investment Team managing a wide spectrum of investments and related operations of the Family Office which includes:
- Creating investment mandates, investment plans, portfolio construction strategies, security selection and deployment plans for the portfolio
- Participate in quarterly fund manager calls and help extract portfolio analytics to effectively monitor and conduct performance review of existing investments in view of the entire portfolio and asset allocation.
- To prepare monthly / quarterly performance reports of the underlying investments and entire portfolio
- Support in assessment and migration into the necessary tools - reporting solution, deal flow management, any others if necessary, such as AI tools for investment assessment, investment DD etc.
- Participate in monthly/quarterly calls with investee companies and prepare summary of company update to be shared with Principals
- Assisting in thematic/sector/equity research towards investment thesis development
- To analyse and summarize subscription documents of potential investments from commercial, legal, financial perspective
- Creating business/financial models on excel for new investment ideas
Profile:
- 1-2 years of work experience in wealth management, portfolio management
- Degree holder or working towards an MBA. CFA/CAIA/FRM qualification would be an advantage
- Experience across Direct Equities, Fixed Income, Mutual Funds, Private Equity and Venture Capital is preferred
- Good working knowledge of Microsoft Excel and PowerPoint
- Excellent written, verbal communication skills and presentation skills. Must be able to work well in a multi-cultured, diverse team.
- Well, organized with great attention to details
- Capable of understanding direction and being a team player as well as being a self-starter and independent worker.
