Assist in preparing monthly performance reports of the portfolio and Investor packs
Track and review performance of existing holdings and presenting findings to senior management.
Market Scan & proactive tracking of macro & micro trends.
Portfolio management: Monitoring the investment portfolios on a regular basis, tracking performance against benchmarks, and making adjustments to ensure alignment with investment objectives.
Conduct research and analysis on investment opportunities across various asset classes including equities, fixed income, private equity, and private debt.
Assist in preparing investment decks and recommendations for investment committee and board approvals.
Other ad-hoc tasks as assigned
Qualifications:
4-6 Years experience in the desired field
Degree holder in Accounting, Finance, Business or Economics.
Proficient in Microsoft Office tools and familiarity with Bloomberg / Other portfolio management software.
Team management experience (desirable).
Detailed-oriented and high level of work quality.
Strong Work Ethic,
Good written, verbal communication and presentation skills and the ability to articulate complex financial information to non-financial stakeholders.
Self-motivated, hands-on, takes initiative and be able to work independently.
Compensation will be around $4K - $6K plus annual discretionary bonus + medical insurance.
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