- Implementation of investment strategies for various fund assets and client portfolios.
- Conducting thorough research on investment opportunities to define risk-and-return profiles and support investment decisions.
- Assembling financial models to value debt and equity and applying these models in investment and financial planning decisions.
- Preparing detailed investment recommendations and reports for review and approval by senior management and clients.
- Monitoring existing external investment managers and their performance including material differences versus benchmarks.
- Performing due diligence on prospective new managers and recommending them for the portfolio.
- Assisting in the preparation of quarterly reports and letters to clients and managing client interactions and communications.
- Supporting the day-to-day asset trading on behalf of the funds investors.
- Identifying managing and proposing resolutions for systemic cross-work risks issues and interdependency conflicts within portfolios.
- Participating in the administration of team portfolios on an ongoing basis resolving issues and disseminating information to partners.
- Conducting financial analysis calculating financial covenants and yields performing industry analysis and preparing financing memorandums.
- Analyzing complex companies and industries conducting credit analysis and assigning credit ratings for portfolios.
- Reviewing and evaluating key partnership terms and documents and conducting due diligence on offering memorandums and subscription documents.
- Contributing to the development and execution of planning in partnership with enterprise integrated planning and respective Project Management Offices (PMOs)
- Bachelors degree in business finance economics or a similar field is required.
- Minimum of 3 years of portfolio management experience or commercial banking portfolio management experience.
- Familiarity with financial modeling and comprehensive knowledge of topics related to financial planning.
- In-depth understanding of the securities industry including investment and insurance products and services.
- Knowledge of risk management principles and portfolio construction and adjustment techniques.
- Proficient experience in change management methodologies.
- Experience using data reporting with a strong ability to translate complex data into actionable insights for business partners.
- Working knowledge of credit products lifecycle especially commercial loan products.
- Strong knowledge of GAAP Accounting / International Financial Reporting Standards and ratio analysis cash flow and trend analysis.
- Ability to read and analyze financial statements and to handle subjectivity in financial analysis.
- The Chartered Financial Analyst (CFA) designation or Certified Financial Planner (CFP) certification is an added advantage.
- Ability to work in a fast-paced environment and manage time effectively across multiple projects simultaneously.
- Excellent communication networking and interpersonal skills for client interactions and internal collaboration.
Required Experience:
IC
Implementation of investment strategies for various fund assets and client portfolios.Conducting thorough research on investment opportunities to define risk-and-return profiles and support investment decisions.Assembling financial models to value debt and equity and applying these models in investm...
- Implementation of investment strategies for various fund assets and client portfolios.
- Conducting thorough research on investment opportunities to define risk-and-return profiles and support investment decisions.
- Assembling financial models to value debt and equity and applying these models in investment and financial planning decisions.
- Preparing detailed investment recommendations and reports for review and approval by senior management and clients.
- Monitoring existing external investment managers and their performance including material differences versus benchmarks.
- Performing due diligence on prospective new managers and recommending them for the portfolio.
- Assisting in the preparation of quarterly reports and letters to clients and managing client interactions and communications.
- Supporting the day-to-day asset trading on behalf of the funds investors.
- Identifying managing and proposing resolutions for systemic cross-work risks issues and interdependency conflicts within portfolios.
- Participating in the administration of team portfolios on an ongoing basis resolving issues and disseminating information to partners.
- Conducting financial analysis calculating financial covenants and yields performing industry analysis and preparing financing memorandums.
- Analyzing complex companies and industries conducting credit analysis and assigning credit ratings for portfolios.
- Reviewing and evaluating key partnership terms and documents and conducting due diligence on offering memorandums and subscription documents.
- Contributing to the development and execution of planning in partnership with enterprise integrated planning and respective Project Management Offices (PMOs)
- Bachelors degree in business finance economics or a similar field is required.
- Minimum of 3 years of portfolio management experience or commercial banking portfolio management experience.
- Familiarity with financial modeling and comprehensive knowledge of topics related to financial planning.
- In-depth understanding of the securities industry including investment and insurance products and services.
- Knowledge of risk management principles and portfolio construction and adjustment techniques.
- Proficient experience in change management methodologies.
- Experience using data reporting with a strong ability to translate complex data into actionable insights for business partners.
- Working knowledge of credit products lifecycle especially commercial loan products.
- Strong knowledge of GAAP Accounting / International Financial Reporting Standards and ratio analysis cash flow and trend analysis.
- Ability to read and analyze financial statements and to handle subjectivity in financial analysis.
- The Chartered Financial Analyst (CFA) designation or Certified Financial Planner (CFP) certification is an added advantage.
- Ability to work in a fast-paced environment and manage time effectively across multiple projects simultaneously.
- Excellent communication networking and interpersonal skills for client interactions and internal collaboration.
Required Experience:
IC
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