Job Summary:

• Develop market knowledge and identify potential acquisitions of individual assets or groups
• Interpret financial reports and create financial models to build an investment case
• Interact with the Group Head of M&A to ensure deals are managed efficiently
• Manage the approach to acquisition, identifying targets and liaising directly with business owners
• Identify schools’ attributes and owners, initial diligence
• Engage with prospective schools, creating a setting for a successful approach
• Develop relationships with key stakeholders, both internal and external
• Collaborate with and support Investment Directors by creating schedules of meetings 
• Maintain the proprietary database of schools to ensure seamless cross-team working
• Write investment reports for the Senior Management Team and Board

Skills on Resume:

• Market Research (Hard Skills)
• Financial Modeling (Hard Skills)
• Transaction Management (Hard Skills)
• Acquisition Strategy (Hard Skills)
• Due Diligence (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Collaboration (Soft Skills)
• Report Writing (Hard Skills)

Job Summary:

• Daily monitoring of existing portfolios and identification of potential opportunities and risks
• Execute equity trades in keeping with the portfolio managers' instructions across diverse Asian markets
• Real-time monitoring of ongoing trades to ensure accuracy and best execution
• Daily monitoring of cash positions for individual funds and execution of FX transactions per portfolio manager instructions
• Daily monitoring and reporting of risk management metrics
• Coordinate trade settlement and allocation with the middle/back office
• Collect and analyze market information on an ad hoc basis to support the investment team
• Work directly with clients and top brokerage firms to establish accounts
• Provide the outside sales team with the support that is necessary to succeed in the field while being a liaison between several departments
• Use technology to analyze data and produce detailed reporting that is necessary for driving business

Skills on Resume:

• Portfolio Analysis (Hard Skills)
• Equity Trading (Hard Skills)
• Risk Management (Hard Skills)
• FX Management (Hard Skills)
• Settlement Coordination (Hard Skills)
• Market Analysis (Hard Skills)
• Client Relations (Soft Skills)
• Data Analytics (Hard Skills)

Job Summary:

• Assists customers with complex questions and concerns using superior knowledge of organizational policies, procedures, and programs. 
• Provides product information and resolves problems related to brokerage accounts.
• Processes all investment fund orders and various paperwork to support Financial Advisors and Financial Consultants.
• Acts as a backup to Financial Advisors and Financial Consultants and has the authority to close deals within established guidelines.
• Develops and maintains superior knowledge of brokerage products and services and organizational policies, procedures, and programs.
• Keeps informed and aligns business within PSI and regulatory requirements.
• Adheres to compliance procedures and internal/operational risk controls by any applicable regulatory standards, requirements, and policies.
• Works with senior members of the firm to coordinate unique and comprehensive client-focused events nationwide
• Produces quality work within a target timeline

Skills on Resume:

• Customer Service (Soft Skills)
• Product Knowledge (Hard Skills)
• Order Processing (Hard Skills)
• Deal Closing (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Risk Management (Hard Skills)
• Event Coordination (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary:

• Prepare detailed financial models for proposed development and acquisition opportunities and conduct appropriate scenario analyses
• Verify and clearly document all major assumptions contained in financial models
• Recommend modeling strategies for acquisition and greenfield project structures based on current industry practices
• Provide mentorship and guidance to more junior team members and review financial models prepared by other team members for accuracy
• Maintain current knowledge of implications of tax and tax equity for the markets
• Provide financial modeling assistance to support project finance and tax equity financings associated with successful projects
• Lead due diligence associated with potential project acquisition opportunities, including working with various internal and external Subject Matter Experts (SMEs) to ensure diligence streams are completed and documented within tight transaction timelines
• Maintain understanding of the key assumptions underlying the various technical work streams and develop the ability to intelligently critique and provide sense check inputs provided by the SMEs
• Coordinate and proactively lead multiple workstreams related to project development (land acquisition, permitting, design, resource assessment) as required to progress greenfield opportunities through Algonquin's Project Stage Gate process
• Collect and document information from Algonquin team members and third-party partners to support key assumptions

Skills on Resume:

• Financial Modeling (Hard Skills)
• Data Verification (Hard Skills)
• Strategy Development (Hard Skills)
• Mentorship (Soft Skills)
• Tax Expertise (Hard Skills)
• Finance Support (Hard Skills)
• Due Diligence (Hard Skills)
• Coordination (Soft Skills)

Job Summary:

• Write and update market macro-research and mapping reports
• Collaborate with advisors on demographic and socio-economic analysis
• Support the team with any necessary research and data that informs the decision-making process
• Investment reports, risks, and regulation reports, and other ad-hoc requirements
• Draft reports on specific topics and geographies based on own research and using a clear referencing system
• Responsible for financial modeling to support new build projects and acquisitions
• Prepare concise investment materials to communicate the result of analysis with the manager, and departmental Director, and the SVP
• Keep abreast of current industry trends and renewable energy-related transaction activity to ensure valuations align with the current market and assist with the origination of deal flow to the team
• Develop and maintain a fundamental understanding of the energy markets in which the company operates and the implications for current origination or acquisition opportunities

Skills on Resume:

• Market Research (Hard Skills)
• Demographic Analysis (Hard Skills)
• Data Support (Hard Skills)
• Report Writing (Hard Skills)
• Financial Modeling (Hard Skills)
• Investment Analysis (Hard Skills)
• Trend Analysis (Hard Skills)
• Energy Market Knowledge (Hard Skills)

Job Summary:

• Interact with a high volume of clients to answer questions about investments
• Help to drive product improvements
• Assist with new signups as well as existing investors to provide excellent customer service
• Evaluate current and potential processes to improve customer retention and determine best practices
• Work with the Fundraising team to develop systematic methods for scaling investment business and improving investor communication
• Support the Group Head and work alongside other Investment Associates in supporting investment efforts.
• Collaborate with Investment Directors who work across the globe to grow ISP’s platform.
• Assist with the sourcing, evaluating, negotiating, and structuring of potential deals.

Skills on Resume:

• Client Interaction (Soft Skills)
• Product Development (Hard Skills)
• Customer Service (Soft Skills)
• Process Improvement (Hard Skills)
• Strategic Planning (Hard Skills)
• Team Support (Soft Skills)
• Global Collaboration (Soft Skills)
• Deal Structuring (Hard Skills)

Job Summary:

• Analyse global macroeconomic trends and their impact on business strategy
• Manage tenancy signing process, coordinate with various local and HQ departments, and perform the necessary verification and checks
• Analyze multi-phase development in-country at the existing land bank
• Assist in presentation preparation for Management to gain insight and drive the business, as well as for decision-making
• Responsible for the communication and management of various internal processes under the care of the Investment Management team
• Gain fantastic sector coverage experience working across a broad range of verticals on a variety of different buy-side and sell-side transactions.
• Build detailed financial models to evaluate the impacts of potential transactions and undertake financial/commercial analysis for inclusion in client reports.
• Manage and coordinate the work of junior Analysts.
• Responsible for deal origination and transaction management.
• Assist in managing advisors and due diligence work streams during transaction execution

Skills on Resume:

• Trend Analysis (Hard Skills)
• Tenancy Management (Hard Skills)
• Development Analysis (Hard Skills)
• Presentation Skills (Hard Skills)
• Internal Communication (Soft Skills)
• Sector Experience (Hard Skills)
• Financial Modeling (Hard Skills)
• Transaction Coordination (Hard Skills)

Job Summary:

• Prepare and present materials used in client meetings, covering topics such as strategic alternatives, capital market activity, and general corporate finance
• Transaction execution management, from the pitch phase through to closing and lead work streams such as due diligence, document drafting, etc
• Build, review, and edit financial models and valuation analysis
• Manage and develop junior bankers by serving as a teaching resource and through the delegation of appropriate work streams
• Interface with clients on a range of topics, from views on the state of the equity and debt market to capital structure considerations
• Supervise the asset allocation, glide path, and hedge path status of clients according to investment policy specifications
• Perform rebalancing analysis according to client specifications
• Perform day-to-day management of cash on hand for clients and Aon fund accounts
• Assist in post-investment management

Skills on Resume:

• Client Presentation (Hard Skills)
• Transaction Management (Hard Skills)
• Financial Modeling (Hard Skills)
• Team Development (Soft Skills)
• Market Analysis (Hard Skills)
• Asset Supervision (Hard Skills)
• Rebalancing Analysis (Hard Skills)
• Cash Management (Hard Skills)

Job Summary:

• Support the team by maintaining models, databases, and helping to manage the flow of information.
• Extract more value from the consultant databases, including investment ideas, manager alerts, fundraising, and performance data.
• Assist the front office in gathering the input required to implement straightforward investment decisions, such as asset sales, to fund ongoing liquidity requirements.
• Gather data/information for research projects (macro-based and thematic deep dives).
• Assist generally with the expected returns and help to improve data sources, methodologies, and macro assumptions.
• Verify trade execution with reports received from investment managers and custodians.
• Secure a highly competitive Investment Banking salary, along with a favorable bonus and RUI scheme.
• Prepare and submit required trades to investment managers and custodians.

Skills on Resume:

• Information Management (Hard Skills)
• Database Analysis (Hard Skills)
• Investment Support (Hard Skills)
• Research Assistance (Hard Skills)
• Data Verification (Hard Skills)
• Trade Verification (Hard Skills)
• Compensation Negotiation (Soft Skills)
• Trade Submission (Hard Skills)

Job Summary: 

• Analyze portfolios of both direct assets and pooled investment funds.
• Conduct due diligence on real estate projects, renewable energy ventures, and debt-related investments.
• Evaluate the financial strength and creditworthiness of tenants, issuers of public bonds, and private placement entities.
• Assess the reliability and financial stability of key counterparties, including housing associations.
• Perform comprehensive due diligence on asset managers operating across various asset classes.
• Support investment activities through detailed reporting and performance monitoring.
• Assist in sourcing new investment opportunities aligned with client objectives.
• Contribute to structuring tailored investment solutions that meet diverse portfolio needs.
• Gather and analyze market data to identify emerging trends influencing investment performance.
• Prepare insights and summaries to inform clients about relevant market developments.
• Share innovative investment ideas that align with client interests and market direction.
• Ensure all research and analysis adhere to professional standards and support strategic decision-making.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Credit Assessment (Hard Skills)
• Counterparty Evaluation (Hard Skills)
• Asset Manager Review (Hard Skills)
• Performance Monitoring (Hard Skills)
• Opportunity Sourcing (Soft Skills)
• Investment Structuring (Hard Skills)

Job Summary: 

• Conduct thorough due diligence on potential investment opportunities to evaluate suitability and risk.
• Select and monitor investment partners, including fund managers, co-investors, and direct investment entities.
• Assess ongoing performance of investment relationships to ensure alignment with strategic objectives.
• Identify and source new investment opportunities and partnerships across global markets.
• Explore diverse asset classes, including public markets, private markets, and absolute return strategies.
• Prepare detailed investment analyses that evaluate financial performance and strategic fit.
• Develop clear recommendations based on research findings for review by internal teams.
• Present investment proposals and findings to the Investment Committee for decision-making.
• Enhance the overall investment process through improved operational efficiency and oversight.
• Contribute to strengthening performance management and risk management frameworks.

Skills on Resume: 

• Due Diligence (Hard Skills)
• Partner Selection (Hard Skills)
• Performance Assessment (Hard Skills)
• Opportunity Sourcing (Soft Skills)
• Asset Class Analysis (Hard Skills)
• Investment Analysis (Hard Skills)
• Strategic Recommendations (Soft Skills)
• Proposal Presentation (Soft Skills)

Job Summary: 

• Serve as the liaison between the local office and headquarters to provide full support to the operation team.
• Manage and train new team members.
• Perform qualitative and quantitative analysis of investment portfolios.
• Monitor and track investment performance using software programs and Excel.
• Provide accurate and timely performance reporting, communicating with various vendors to resolve discrepancies and conduct reconciliations.
• Analyze and monitor the integrity of data submitted by thousands of investment managers by auditing databases for outliers and missing information.
• Assist in investment research projects using analytics tools.
• Assist with ad-hoc projects.

Skills on Resume: 

• Liaison Support (Soft Skills)
• Team Management (Soft Skills)
• Portfolio Analysis (Hard Skills)
• Performance Monitoring (Hard Skills)
• Reporting Accuracy (Hard Skills)
• Data Integrity Audit (Hard Skills)
• Research Assistance (Hard Skills)
• Project Support (Soft Skills)

Job Summary: 

• Screen new investment opportunities.
• Conduct industry research and analyze financial, operational, and strategic information related to target companies.
• Perform detailed technical analysis and rigorous financial modeling of potential investment opportunities.
• Track and report on sustainability metrics at investee companies.
• Draft investment memos at various stages of the investment process.
• Provide deal support by coordinating and performing due diligence and selecting or liaising with third-party advisors.
• Participate in portfolio management activities by engaging with management on strategic, financial, and operational initiatives and preparing quarterly and annual portfolio review reports.
• Liaise with internal and external service providers on valuations and other fund reports.
• Prepare presentations for internal strategic initiatives.

Skills on Resume: 

• Opportunity Screening (Hard Skills)
• Industry Research (Hard Skills)
• Financial Modeling (Hard Skills)
• Sustainability Tracking (Hard Skills)
• Investment Memo Writing (Hard Skills)
• Due Diligence Support (Hard Skills)
• Portfolio Management (Hard Skills)
• Stakeholder Liaison (Soft Skills)

Job Summary: 

• Perform detailed financial analysis across a wide range of investments to evaluate performance and risk.
• Develop cash flow models incorporating financing structures, tax assumptions, and return metrics such as IRRs.
• Run sensitivity analyses to assess the impact of variable factors on investment outcomes.
• Conduct thorough research to validate and support key underwriting assumptions used in financial modeling.
• Analyze and interpret economic indicators and public company data to inform valuation assessments.
• Review financial statements to perform operational benchmarking and comparative analysis.
• Prepare clear and accurate documentation for both internal reporting and external presentation purposes.
• Work independently and proactively within a small, collaborative team environment.
• Coordinate directly with senior team members and external advisors to support deal execution.
• Gain early and broad exposure to transactions through active involvement in multiple project stages.
• Build strong working relationships and collaborate closely with colleagues across global offices.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Cash Flow Modeling (Hard Skills)
• Sensitivity Analysis (Hard Skills)
• Underwriting Research (Hard Skills)
• Valuation Assessment (Hard Skills)
• Financial Benchmarking (Hard Skills)
• Documentation Preparation (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Develop detailed financial models tailored to each transaction to evaluate real estate equity and debt investments.
• Create comprehensive investment memorandums to present and support proposed investment opportunities.
• Screen new investment prospects by analyzing returns, structures, and financial assumptions.
• Assess complex joint venture and partnership waterfall structures to understand profit-sharing and distribution mechanics.
• Evaluate capital structure and budgeting scenarios to ensure efficient deployment of funds.
• Assist with portfolio operations encompassing leasing activities and asset management tasks.
• Contribute to the development of property budgets that align with strategic portfolio goals.
• Formulate and refine long-term asset strategies to optimize portfolio performance.
• Prepare sensitivity analyses to assess the impact of key variables on investment outcomes.
• Conduct ad-hoc analyses to support ongoing strategic and operational initiatives.
• Assist in executing transaction-related activities, including asset dispositions and recapitalizations.
• Perform major lease analyses, refinancing evaluations, and related financial reviews.
• Review deal-level financial performance, perform variance analysis, and report on project and operational status.

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Investment Memos (Hard Skills)
• Opportunity Screening (Hard Skills)
• Waterfall Analysis (Hard Skills)
• Capital Review (Hard Skills)
• Portfolio Operations (Hard Skills)
• Asset Strategy (Hard Skills)
• Sensitivity Analysis (Hard Skills)

Job Summary: 

• Develop comprehensive financial models to evaluate new investment opportunities with attention to key performance drivers.
• Analyze market dynamics to understand factors influencing investment returns and risk profiles.
• Conduct in-depth industry research to assess competitive positioning and sector trends.
• Evaluate potential investments through benchmarking and comparative market analysis.
• Manage multiple projects concurrently while maintaining accuracy and efficiency in all deliverables.
• Coordinate due diligence processes, ensuring all relevant data and insights are gathered effectively.
• Collaborate with third-party vendors and advisors to support research and transaction execution.
• Prepare detailed presentations that communicate investment opportunities to senior management.
• Highlight valuation metrics, expected return ranges, strategic synergies, and risk considerations in presentations.
• Ensure all activities comply fully with applicable laws, regulations, company policies, and industry standards.

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Market Analysis (Hard Skills)
• Industry Research (Hard Skills)
• Benchmarking Review (Hard Skills)
• Project Management (Soft Skills)
• Due Diligence (Hard Skills)
• Vendor Coordination (Soft Skills)
• Presentation Preparation (Soft Skills)

Job Summary: 

• Provide comprehensive support to the advisory team in performing investment analysis and managing client portfolios.
• Assist in evaluating portfolio performance to ensure alignment with client objectives.
• Conduct continuous research on financial markets and investment opportunities.
• Analyze market trends and provide timely insights to support advisory decisions.
• Prepare regular analytical updates summarizing market developments and investment performance.
• Review client portfolios on an ongoing basis to assess risk exposure and return potential.
• Compile detailed risk and return statistics to facilitate informed decision-making.
• Identify potential areas for portfolio improvement or rebalancing.
• Present recommendations to the advisory team for portfolio adjustments.
• Produce clear, accurate, and professional portfolio reports for internal and client use.

Skills on Resume: 

• Advisory Support (Soft Skills)
• Portfolio Evaluation (Hard Skills)
• Market Research (Hard Skills)
• Trend Analysis (Hard Skills)
• Analytical Updates (Hard Skills)
• Portfolio Review (Hard Skills)
• Risk Statistics (Hard Skills)
• Portfolio Recommendations (Soft Skills)

Job Summary: 

• Work directly with the General Partners, Partners, and other team members in identifying investment opportunities.
• Assess the suitability of companies for investment through market research, competitor analysis, and analysis of company business plans.
• Meet with prospective portfolio companies in pitching sessions while representing the firm in a professional manner.
• Attend investor demo days and other networking events to meet with prospective companies and generate dealflow.
• Build financial models of proposed investments.
• Write investment memorandums.
• Assist in detailed financial, commercial, and technical due diligence.
• Support portfolio companies.
• Keep abreast of emerging business, technology M&A, and funding trends in the technology sector, and prepare research reports on the same.

Skills on Resume: 

• Opportunity Identification (Soft Skills)
• Market Research (Hard Skills)
• Competitor Analysis (Hard Skills)
• Professional Networking (Soft Skills)
• Financial Modeling (Hard Skills)
• Investment Memos (Hard Skills)
• Due Diligence (Hard Skills)
• Portfolio Support (Soft Skills)

Job Summary: 

• Conduct initial screening and evaluation of prospective investment opportunities using both quantitative and qualitative criteria.
• Analyze key financial metrics and qualitative factors to assess the attractiveness of potential deals.
• Collaborate closely with team members and third-party advisors throughout the due diligence process.
• Participate in various due diligence workstreams, including accounting, legal, commercial, and human capital reviews.
• Contribute to deal execution by coordinating data collection and supporting transaction analysis.
• Engage actively with portfolio companies following investment completion.
• Assist management teams in driving business development initiatives and strategic growth plans.
• Support the identification and evaluation of potential add-on acquisitions and M&A opportunities.
• Monitor portfolio company performance through regular analysis of financial and operational results.
• Review monthly operating metrics and ensure adherence to project and impact benchmarks.
• Maintain accurate records and updates on portfolio performance for internal reporting purposes.

Skills on Resume: 

• Opportunity Screening (Hard Skills)
• Financial Analysis (Hard Skills)
• Due Diligence Support (Hard Skills)
• Workstream Participation (Hard Skills)
• Deal Execution (Hard Skills)
• Portfolio Engagement (Soft Skills)
• Business Development (Soft Skills)
• Performance Monitoring (Hard Skills)

Job Summary: 

• Identify and screen potential investment opportunities to ensure that they meet the investment criteria.
• Collect financial information and perform analyses of financial statements of potential investee companies.
• Provide general post-investment financial management and/or accounting support to portfolio companies.
• Assist in the implementation of accounting and financial management systems, including internal control, expense and cash management, and financial reporting in portfolio companies.
• Undertake monitoring of portfolio companies to ensure that they are compliant with Social Impact Performance Indicators and Framework.
• Support data compilation to fulfill reporting requirements to investors and relevant stakeholders during the life of the program.
• Support due diligence on potential investee companies.
• Provide regular updates to the team through calls, reports, and update reports.

Skills on Resume: 

• Opportunity Screening (Hard Skills)
• Financial Analysis (Hard Skills)
• Post-Investment Support (Soft Skills)
• Systems Implementation (Hard Skills)
• Impact Monitoring (Hard Skills)
• Data Reporting (Hard Skills)
• Due Diligence (Hard Skills)
• Team Updates (Soft Skills)

Job Summary: 

• Prepare a detailed financial analysis on multi-sector portfolio companies and targets, summarising and concluding for presentation onwards.
• Perform a full analysis and summary of the board of investment company board packs.
• Conduct detailed multi-currency fund analysis for use in investor presentations, investor analysis, and prospective investor pitches, including forward-looking, historical, and impact analysis.
• Prepare and review current and future corporate structures to ensure they are fit for purpose and deliver on their objectives.
• Conduct due diligence on potential investment opportunities.
• Assist the Head of Financial Analysis in support of deliverables.
• Conduct a detailed sector analysis encompassing a review and understanding of all available data sources.
• Prepare complex financial models and forecasts.
• Keep up to date with market developments, new investment products, and all other areas that can affect the markets, such as movements in the economies of relevant countries.
• Review sector reports and other external sources, providing high-level commentary and KPI reporting.
• Make recommendations, position ideas effectively, and articulate them to the investment advisers or decision makers through presentation of opportunities and support to conclusions.
• Ensure that all compliance regulations are met.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Board Pack Review (Hard Skills)
• Fund Analysis (Hard Skills)
• Corporate Structuring (Hard Skills)
• Due Diligence (Hard Skills)
• Sector Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Market Monitoring (Hard Skills)

Job Summary: 

• Conduct detailed financial analysis to evaluate potential investments and business opportunities.
• Develop and maintain complex financial models to assess performance under various scenarios.
• Support senior team members in handling legal documentation and transaction-related matters.
• Participate in negotiations by preparing data-driven insights and financial justifications.
• Assist during client meetings and visits by providing analytical and operational support.
• Perform thorough due diligence to verify financial, operational, and legal information.
• Ensure adherence to established procedures throughout the due diligence process.
• Contribute to the execution of complex and non-standardized financial transactions.
• Coordinate with internal departments and external service providers to facilitate deal execution.
• Prepare accurate and professional documentation for internal review and investor communication.
• Maintain clear and timely communication with stakeholders to ensure smooth transaction management.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Legal Documentation Support (Soft Skills)
• Negotiation Support (Soft Skills)
• Client Assistance (Soft Skills)
• Due Diligence (Hard Skills)
• Deal Execution (Hard Skills)
• Stakeholder Communication (Soft Skills)

Job Summary: 

• Participate actively in every stage of the investment process, from deal sourcing to execution and ongoing monitoring.
• Identify and evaluate potential investment opportunities that align with strategic objectives.
• Conduct thorough due diligence to assess the financial, operational, and market viability of prospective deals.
• Assist in transaction execution by coordinating analyses and supporting negotiations.
• Perform detailed industry research to understand sector dynamics and emerging opportunities.
• Develop informed perspectives on key market trends and growth drivers across industries.
• Lead quantitative analyses to evaluate investment returns, valuation metrics, and financial risks.
• Undertake qualitative assessments to gauge management capability and strategic positioning.
• Engage regularly with portfolio companies to monitor operational and financial performance.
• Collaborate with management teams to support strategic growth and value creation initiatives.
• Provide ongoing analytical insights to enhance investment decision-making and portfolio management.

Skills on Resume: 

• Opportunity Evaluation (Hard Skills)
• Due Diligence (Hard Skills)
• Transaction Support (Hard Skills)
• Industry Research (Hard Skills)
• Market Insights (Hard Skills)
• Quantitative Analysis (Hard Skills)
• Qualitative Assessment (Soft Skills)
• Portfolio Monitoring (Hard Skills)

Job Summary: 

• Prepare comprehensive financial and valuation analyses for both prospective investments and existing portfolio assets.
• Develop detailed assessments to determine investment attractiveness and long-term value potential.
• Conduct due diligence on potential investments to evaluate financial soundness and strategic fit.
• Build and maintain financial models to forecast performance under varying market scenarios.
• Analyze key assumptions to ensure the accuracy and reliability of financial projections.
• Prepare periodic reports outlining financial results and impact metrics for HSBC Pollination management and investors.
• Ensure timely and transparent communication of investment performance and portfolio developments.
• Monitor macroeconomic trends and market conditions that may influence investment outcomes.
• Assess competitive dynamics to identify risks and emerging opportunities within target sectors.
• Integrate market intelligence into investment recommendations and strategic planning.
• Support decision-making through rigorous analysis and clear presentation of financial findings.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Valuation Assessment (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modeling (Hard Skills)
• Assumption Review (Hard Skills)
• Performance Reporting (Hard Skills)
• Market Monitoring (Hard Skills)
• Risk & Opportunity Analysis (Hard Skills)

Job Summary: 

• Identify and source new investment opportunities through active engagement with researchers, investors, and management teams.
• Attend industry conferences and professional events to build relationships and discover emerging opportunities.
• Explore innovative startups or promising scientific research with potential for company creation.
• Conduct comprehensive due diligence on prospective investments to ensure scientific and financial viability.
• Evaluate the strength of management teams, business models, and commercial potential.
• Assess intellectual property positions and competitive landscapes to determine long-term defensibility.
• Ensure that all opportunities align with the organization’s mission, values, and commitment to advancing cancer care.
• Analyze scientific validity and therapeutic potential to confirm alignment with oncology impact goals.
• Collaborate closely with portfolio companies to provide strategic guidance and operational support.
• Offer targeted assistance to enhance portfolio company capacity and accelerate value creation.
• Monitor ongoing progress through regular communication and check-ins with portfolio teams.
• Track and synthesize developments in cutting-edge oncology research and investment trends.
• Prepare and present updates on portfolio performance and industry insights to the Health Team and Investment Committee.
• Share key findings and recommendations with the broader organization and community stakeholders.
• Represent the organization at major conferences and external events to strengthen its visibility and partnerships.

Skills on Resume: 

• Opportunity Sourcing (Soft Skills)
• Networking Engagement (Soft Skills)
• Innovation Scouting (Hard Skills)
• Due Diligence (Hard Skills)
• Team Evaluation (Soft Skills)
• IP Assessment (Hard Skills)
• Mission Alignment (Soft Skills)
• Scientific Analysis (Hard Skills)

Job Summary: 

• Execute transactions by sourcing, analyzing, and conducting due diligence on potential investment opportunities.
• Identify attractive deals within target markets and evaluate their strategic and financial feasibility.
• Perform detailed financial modeling to assess valuation, profitability, and risk exposure.
• Develop comprehensive valuation analyses using appropriate methodologies and market data.
• Prepare professional client presentations that communicate key findings and recommendations.
• Summarize complex financial information in a clear and persuasive manner for stakeholders.
• Conduct in-depth industry research focused on developments within the power and energy sectors.
• Analyze market trends, regulatory shifts, and technological advancements affecting the industry.
• Manage data rooms to ensure accurate, organized, and secure documentation during transactions.
• Oversee execution processes to maintain compliance and operational efficiency.
• Coordinate with internal teams and external advisors to ensure smooth and timely deal completion.

Skills on Resume: 

• Opportunity Sourcing (Soft Skills)
• Deal Evaluation (Hard Skills)
• Financial Modeling (Hard Skills)
• Valuation Analysis (Hard Skills)
• Client Presentations (Soft Skills)
• Information Summarization (Soft Skills)
• Industry Research (Hard Skills)
• Transaction Coordination (Soft Skills)

Job Summary: 

• Collaborate with partners to prepare companies for investment, guide companies post-investment, and monitor their progress, including consolidated inputs.
• Own deal-flow processes, liaise with entrepreneurial communities to source deal-flow, and perform initial filtering of deal-flow companies.
• Liaise with other team members on various activities relating to strategic partners.
• Identify, source, and evaluate new investment opportunities.
• Support the investment team in negotiation and investment execution.
• Execute various projects, including developing and researching investment theses and conducting detailed due diligence.
• Establish and maintain strong professional networks.
• Work with companies through the due diligence process and provide inputs on technology, product, market sizing, supply chain, and competition.
• Represent the firm at various events and lead marketing events and activities such as competitions.

Skills on Resume: 

• Partnership Support (Soft Skills)
• Deal-Flow Management (Hard Skills)
• Strategic Liaison (Soft Skills)
• Opportunity Evaluation (Hard Skills)
• Negotiation Support (Soft Skills)
• Due Diligence (Hard Skills)
• Network Building (Soft Skills)
• Technical Assessment (Hard Skills)

Job Summary: 

• Originate and identify potential deals through targeted marketing and relationship-building activities.
• Assess business plans to evaluate the feasibility and attractiveness of proposed investment opportunities.
• Meet with potential clients to explore collaboration and investment possibilities.
• Conduct preliminary evaluations to determine alignment with strategic investment goals.
• Prepare comprehensive proposals and presentations for submission to the Investment Committee.
• Perform detailed due diligence covering legal, financial, and commercial aspects of potential deals.
• Coordinate with advisors and internal teams to ensure thorough verification of key information.
• Oversee the completion and execution of legal documentation to finalize transactions.
• Manage portfolio investments to monitor performance and identify areas for value enhancement.
• Maintain strong relationships with portfolio companies to support growth and strategic objectives.
• Ensure ongoing compliance and effective reporting throughout the investment lifecycle.

Skills on Resume: 

• Deal Origination (Soft Skills)
• Business Plan Review (Hard Skills)
• Client Engagement (Soft Skills)
• Preliminary Evaluation (Hard Skills)
• Proposal Preparation (Soft Skills)
• Due Diligence (Hard Skills)
• Transaction Coordination (Soft Skills)
• Portfolio Management (Hard Skills)

Job Summary: 

• Provide regular and ad hoc analytical reports on portfolio positioning across all client accounts.
• Evaluate investment exposure by issuer, asset type, and strategy to ensure proper diversification.
• Collaborate closely with the Portfolio Management and Investment Operations teams to maintain data accuracy.
• Monitor trades and positions to support portfolio integrity and compliance.
• Contribute directly to portfolio management activities through detailed investment and performance analysis.
• Demonstrate proficiency in analyzing both credit and non-credit instruments, including SPACs and PIPEs.
• Participate actively in team discussions to share insights and support investment decision-making.
• Communicate findings clearly and proactively during group meetings and strategy sessions.
• Assist Portfolio Managers in preparing responses to client and marketing inquiries.
• Provide analytical input to enhance client communication and portfolio transparency.
• Identify opportunities to streamline existing workflows through automation and technological improvements.
• Implement process upgrades that improve efficiency, accuracy, and reporting capabilities.

Skills on Resume: 

• Portfolio Reporting (Hard Skills)
• Exposure Analysis (Hard Skills)
• Data Collaboration (Soft Skills)
• Trade Monitoring (Hard Skills)
• Performance Analysis (Hard Skills)
• Instrument Analysis (Hard Skills)
• Team Contribution (Soft Skills)
• Clear Communication (Soft Skills)

Job Summary: 

• Work directly with clients and leading brokerage firms to establish and manage investment accounts.
• Ensure all account setups comply with firm policies and regulatory requirements.
• Provide comprehensive support to the outside sales team to enhance their performance in the field.
• Act as a liaison between multiple departments to facilitate smooth communication and workflow.
• Leverage technology to analyze business data and generate detailed performance reports.
• Collaborate with senior leadership to plan and coordinate nationwide client-focused events.
• Assist in the design and execution of events that strengthen client relationships and brand presence.
• Participate in all phases of the private equity deal cycle, including origination, due diligence, value creation, and exit.
• Perform detailed market and industry research to identify and screen potential investment opportunities.
• Lead specific due diligence workstreams while coordinating efforts among external advisors.
• Assess key financial, operational, and legal factors during the due diligence process.
• Support value creation initiatives by tracking portfolio performance and identifying improvement opportunities.
• Assist in developing and executing strategic and operational initiatives to enhance portfolio value.

Skills on Resume: 

• Client Account Management (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Sales Support (Soft Skills)
• Cross-Department Liaison (Soft Skills)
• Data Analysis (Hard Skills)
• Event Coordination (Soft Skills)
• Due Diligence (Hard Skills)
• Portfolio Value Creation (Hard Skills)

Job Summary: 

• Build and maintain fund and deal-level models.
• Work with various team members to perform underwriting, compile investment reports, and support due diligence, closing, servicing, and other related functions.
• Build and maintain fund models used by management to make investment decisions.
• Prepare underwriting of commercial real estate properties based on historical financial statements, projections, and market standards to determine projected income, value, and loan amount.
• Prepare investment reports and investor requirements, including analysis of the borrower, property, underwriting, valuation, location, market, leases or rent roll, photographs, aerials, and maps.
• Gather site, neighborhood, and city data, including demographics, sales and rent comparables, absorption surveys, and occupancy studies.
• Assist with closing coordination by working with paralegals and outside legal teams to collect due diligence items, order third-party reports, and fulfill other closing requirements.
• Work with the Controller and Accounting teams to maintain monthly servicing reports and perform routine servicing duties.
• Collaborate with operations and investor relations teams to provide investor and borrower reporting.

Skills on Resume: 

• Fund Modeling (Hard Skills)
• Underwriting Support (Hard Skills)
• Decision Modeling (Hard Skills)
• CRE Underwriting (Hard Skills)
• Investment Reporting (Hard Skills)
• Market Data Collection (Hard Skills)
• Closing Coordination (Soft Skills)
• Servicing Support (Hard Skills)

Job Summary: 

• Participate actively in investment decision-making processes to support strategic portfolio management.
• Review relevant materials before manager meetings to ensure thorough preparation.
• Attend and contribute to manager meetings, both at the Foundation and during travel.
• Engage in post-meeting debrief sessions with the Investment Team to evaluate findings and insights.
• Take part in internal discussions to shape investment recommendations and strategies.
• Represent the Foundation professionally within the broader investment community.
• Develop and maintain strong relationships with allocators and investment professionals.
• Serve as an ambassador for the Foundation through consistent external engagement and communication.
• Perform or coordinate detailed analyses of existing manager portfolios and performance metrics.
• Review and interpret periodic manager reports to identify key developments and emerging trends.
• Highlight noteworthy changes or risks for the Investment Team’s attention.
• Assist in conducting periodic evaluations of selected managers to ensure ongoing alignment with investment objectives.
• Support the new manager's due diligence process through screening, calls, and research.
• Prepare follow-up materials, contribute to discussions, and assist in drafting recommendation memos.
• Collaborate with the investment team on asset class research, strategy reviews, and annual asset allocation exercises.

Skills on Resume: 

• Manager Meeting Prep (Soft Skills)
• Professional Representation (Soft Skills)
• Relationship Building (Soft Skills)
• Portfolio Analysis (Hard Skills)
• Report Interpretation (Hard Skills)
• Manager Evaluation (Hard Skills)
• Due Diligence Support (Hard Skills)
• Asset Class Research (Hard Skills)

Job Summary: 

• Evaluate new investment proposals and potential target businesses through detailed financial analysis.
• Conduct valuation assessments and build financial models to determine expected returns and risks.
• Take responsibility for key elements of the deal process from initial review through completion.
• Coordinate commercial, financial, tax, and legal due diligence activities in collaboration with external advisors.
• Ensure all due diligence findings are properly documented and integrated into investment decisions.
• Research specific sectors and geographic markets aligned with the firm’s investment mandate.
• Develop sub-sector strategies based on market trends and competitive analysis.
• Support post-deal portfolio management to monitor performance and ensure value creation.
• Assist in maintaining and updating the deal pipeline to track potential investment opportunities.
• Screen and filter deals to prioritize the most promising opportunities for further review.
• Prepare valuation analyses and investment materials for presentation to the Investment Committee.
• Deliver clear and insightful reports to support informed and timely investment decisions.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Valuation Modeling (Hard Skills)
• Deal Process Management (Soft Skills)
• Due Diligence Coordination (Hard Skills)
• Sector Research (Hard Skills)
• Strategy Development (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Pipeline Management (Soft Skills)

Job Summary: 

• Analyze client data, market trends, and benchmarks to identify potential risks and opportunities.
• Evaluate both private and public sector developments to inform investment and business strategies.
• Provide consulting services that include detailed financial analysis and project-specific financial modeling.
• Develop and maintain financial models to assess the feasibility and profitability of client projects.
• Research and identify suitable investment opportunities that align with client objectives.
• Prepare data-driven reports and presentations to support project evaluation and decision-making.
• Assist partners in connecting with potential clients and investors through targeted outreach.
• Support business development efforts by delivering accurate and persuasive documentation.
• Offer expert advice during project evaluation reviews to enhance investment outcomes.
• Review and interpret contractual agreements to ensure compliance with client interests.
• Provide recommendations on key contract terms to mitigate risks and protect stakeholder value.

Skills on Resume: 

• Client Data Analysis (Hard Skills)
• Market Evaluation (Hard Skills)
• Financial Modeling (Hard Skills)
• Feasibility Modeling (Hard Skills)
• Opportunity Sourcing (Soft Skills)
• Report Preparation (Hard Skills)
• Business Development (Soft Skills)
• Contract Review (Hard Skills)

Job Summary: 

• Participate in all stages of the underwriting and due diligence process for real assets fund investments.
• Analyze financial, operational, and market data to support investment evaluation and decision-making.
• Assess potential risks and returns associated with proposed real asset opportunities.
• Perform continuous monitoring and in-depth analysis of assigned portfolio investments.
• Prepare detailed performance reports highlighting key insights and portfolio developments.
• Collaborate with operations, accounting, tax, and legal teams during due diligence and transaction execution.
• Ensure all investment activities comply with internal guidelines and external regulations.
• Conduct comprehensive market and industry research to identify emerging trends and opportunities.
• Evaluate investment strategies and sector developments that influence real asset performance.
• Support related analytical projects to enhance portfolio management and strategic planning.

Skills on Resume: 

• Underwriting Support (Hard Skills)
• Data Analysis (Hard Skills)
• Risk Assessment (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Performance Reporting (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Market Research (Hard Skills)
• Strategy Evaluation (Hard Skills)

Job Summary: 

• Prepare and maintain deal pipeline information on new investments.
• Conduct financial analysis on new and existing investments for both real estate and private equity asset classes.
• Prepare Investment Committee memos on new and existing transactions.
• Prepare presentations for circulation to the Relationship Management team and prospects or clients.
• Prepare quarterly reviews and portfolio updates for existing transactions.
• Conduct risk and scenario analysis on existing portfolio transactions.
• Work closely with the Risk Manager on new and existing portfolio transactions.
• Perform macro analysis for both real estate and private equity asset classes and apply a relative value framework analysis.
• Collaborate with fund administrators and back office teams on all requirements for capital calls, distributions, NAV review, and other communications.

Skills on Resume: 

• Pipeline Management (Soft Skills)
• Financial Analysis (Hard Skills)
• IC Memo Preparation (Hard Skills)
• Client Presentation Prep (Soft Skills)
• Portfolio Reviews (Hard Skills)
• Risk Analysis (Hard Skills)
• Macro Analysis (Hard Skills)
• Fund Coordination (Soft Skills)

Job Summary: 

• Participate in screening and due diligence meetings with both new and existing investment managers.
• Prepare thoroughly before meetings and document key insights afterward.
• Conduct ongoing market research to identify new opportunities and maintain the deal flow database.
• Perform research on emerging manager types, investment strategies, and structures.
• Prepare investment memos summarizing findings and recommendations for committee review.
• Contribute to Investment Committee meetings through analytical input and presentation support.
• Engage with portfolio company management to review performance and provide actionable insights.
• Develop financial models and written reports for monthly, quarterly, and ad-hoc updates.
• Communicate with clients to provide account updates or address requested changes.
• Execute operational tasks related to complex securities and cash transactions.
• Assist in account management, including trade entry, opportunity identification, and documentation updates.

Skills on Resume: 

• Manager Screening (Hard Skills)
• Market Research (Hard Skills)
• Strategy Research (Hard Skills)
• Investment Memos (Hard Skills)
• IC Support (Soft Skills)
• Portfolio Engagement (Soft Skills)
• Financial Modeling (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Prepare high-quality materials and proofread presentations for investor and board meetings.
• Ensure accuracy, clarity, and consistency across all presentation content.
• Compose reports and materials related to global investments, including venture capital and private equity.
• Conduct thorough market research to analyze industry dynamics and competitive positioning.
• Perform SWOT analyses to identify key strengths, weaknesses, opportunities, and threats.
• Support the development of long-term organizational strategies that align with business goals.
• Assist in translating strategic objectives into actionable project plans.
• Plan, implement, and oversee strategic initiatives as required by leadership.
• Provide analytical input and recommendations to guide executive decision-making.
• Collaborate with senior management to ensure informed, data-driven strategic outcomes.

Skills on Resume: 

• Presentation Preparation (Soft Skills)
• Content Accuracy (Hard Skills)
• Investment Reporting (Hard Skills)
• Market Research (Hard Skills)
• SWOT Analysis (Hard Skills)
• Strategy Development (Soft Skills)
• Project Planning (Soft Skills)
• Executive Support (Soft Skills)

Job Summary: 

• Oversee the management and performance of existing portfolio investments.
• Participate in deal origination activities to identify and pursue new opportunities.
• Collaborate closely with operating partners located across the United States.
• Conduct detailed financial analyses and build cash flow models for both current and potential assets.
• Perform comprehensive industry research to assess trends and investment viability.
• Contribute to due diligence and transaction execution processes for new deals.
• Assist senior team members in sourcing and evaluating investment opportunities.
• Support multiple due diligence workstreams, including credit assessment and valuation analysis.
• Ensure analytical outputs and financial models are precise, timely, and comprehensive.
• Coordinate with external consultants, auditors, and legal advisors to facilitate deal processes.
• Evaluate potential investments by integrating financial, operational, and strategic considerations.

Skills on Resume: 

• Portfolio Oversight (Hard Skills)
• Deal Origination (Soft Skills)
• Partner Collaboration (Soft Skills)
• Financial Modeling (Hard Skills)
• Industry Research (Hard Skills)
• Due Diligence (Hard Skills)
• Opportunity Evaluation (Hard Skills)
• Process Coordination (Soft Skills)

Job Summary: 

• Participate actively in the full investment process from origination to execution.
• Focus initially on deal sourcing by building relationships within the start-up and venture community.
• Research and identify promising deal opportunities through sector and market analyses.
• Analyze and synthesize investment opportunities to evaluate strategic and financial potential.
• Present findings and recommendations clearly to the investment team.
• Engage in due diligence by coordinating inputs from technology, legal, finance, and human capital partners.
• Provide analytical support and expertise to portfolio companies to enhance their growth and performance.
• Assist boards of directors with strategic and operational decision-making.
• Represent the firm at industry events and conferences to expand its network and visibility.
• Continuously refine and improve internal deal sourcing and investment evaluation processes.
• Responsible for risk management, compliance, and sustainability initiatives within the fund’s operations.

Skills on Resume: 

• Deal Origination (Soft Skills)
• Sector Research (Hard Skills)
• Opportunity Analysis (Hard Skills)
• Presentation Support (Soft Skills)
• Due Diligence (Hard Skills)
• Portfolio Support (Soft Skills)
• Board Assistance (Soft Skills)
• Risk Management (Hard Skills)

Job Summary: 

• Evaluate, underwrite, conduct due diligence, and close acquisitions and dispositions.
• Perform feasibility analysis, design, marketing, and construction of development projects.
• Work closely with senior management and interact extensively with the real estate community.
• Prepare acquisition and development updates and coordinate reporting to shareholders and investors.
• Produce Investment Committee materials and assist senior management with Investment Committee presentations.
• Participate in the asset management of existing properties by overseeing leasing, capital projects, tenant relations, investor relations, and communications.
• Monitor project budgets and schedules to identify significant variances.
• Assist in the leasing of owned and managed assets.
• Facilitate the marketing of projects to investors and ensure that all project agreements are properly documented.
• Serve as liaison and monitor the flow of information regarding projects among investors, market research personnel, construction groups, and architects.
• Collaborate with appropriate personnel to design and implement marketing plans.
• Provide support for project design and site selection activities.
• Serve as a member of various project teams to facilitate the company's needs.

Skills on Resume: 

• Acquisition Underwriting (Hard Skills)
• Feasibility Analysis (Hard Skills)
• Senior Collaboration (Soft Skills)
• IC Preparation (Hard Skills)
• Asset Management (Hard Skills)
• Budget Monitoring (Hard Skills)
• Project Marketing (Soft Skills)
• Cross-Team Liaison (Soft Skills)

Job Summary: 

• Develop a deep understanding of clients’ strategic priorities to identify suitable revenue opportunities.
• Analyze client needs to align investment and advisory solutions with their long-term goals.
• Prepare comprehensive and insightful materials to support business origination efforts across the firm’s product range.
• Evaluate clients’ strategic options by modeling potential financial impacts and outcomes.
• Facilitate connections between buyers and sellers of assets, securities, and businesses.
• Leverage the firm’s global capabilities to design and deliver innovative, tailored solutions.
• Build and maintain strong relationships with internal product partners to enhance collaboration.
• Assist deal leaders in conducting due diligence for new real asset opportunities across the Asia-Pacific region.
• Evaluate investment opportunities in fund investments, secondary transactions, and direct investments.
• Monitor portfolio performance to ensure alignment with stated investment strategies and objectives.
• Track qualitative and quantitative indicators to assess consistency, risk, and performance trends.
• Contribute analytical insights and recommendations to support ongoing investment management.
• Participate in special projects and cross-functional initiatives.

Skills on Resume: 

• Client Strategy Analysis (Soft Skills)
• Solution Alignment (Soft Skills)
• Origination Materials (Hard Skills)
• Financial Modeling (Hard Skills)
• Deal Facilitation (Soft Skills)
• Partner Collaboration (Soft Skills)
• Due Diligence (Hard Skills)
• Portfolio Monitoring (Hard Skills)

Job Summary: 

• Assist senior bankers in executing M&A and corporate finance transactions from start to finish.
• Prepare detailed pitch books, presentations, and marketing materials to support client engagements.
• Conduct comprehensive financial analyses and develop models to assess deal viability and valuation.
• Collaborate on live transactions, providing analytical and logistical support throughout the process.
• Participate in client pitches and attend meetings to gain direct exposure to senior executives.
• Contribute research and insights to help identify new business opportunities and transaction ideas.
• Perform in-depth industry and company analyses to support strategic recommendations.
• Train and mentor junior bankers to strengthen their technical and analytical skill sets.
• Work closely with senior team members to understand transaction strategy and client objectives.
• Engage with cross-functional teams across the firm to deliver integrated client solutions.

Skills on Resume: 

• M&A Execution Support (Soft Skills)
• Pitch Book Preparation (Hard Skills)
• Financial Modeling (Hard Skills)
• Transaction Support (Hard Skills)
• Client Engagement (Soft Skills)
• Opportunity Research (Hard Skills)
• Industry Analysis (Hard Skills)
• Team Mentoring (Soft Skills)

Job Summary: 

• Develop and maintain strong relationships with target companies, entrepreneurs, and industry professionals.
• Engage with executives and investors to identify and evaluate potential investment opportunities.
• Conduct detailed due diligence on prospective investments to assess strategic and financial viability.
• Build and maintain complex financial models to support valuation and decision-making.
• Perform comprehensive valuation analyses to determine fair market value and return potential.
• Formulate clear and data-driven investment theses that guide strategic recommendations.
• Monitor portfolio companies continuously to evaluate performance and growth prospects.
• Provide analytical insights and independent investment judgments to inform key decisions.
• Support strategic planning and investment selection processes across the portfolio.
• Participate in all stages of the deal cycle, with a focus on financial analysis and due diligence.
• Prepare materials for Investment and Board Committee presentations, summarizing key findings and performance updates.
• Contribute to the preparation of regular portfolio performance reports for internal and external stakeholders.
• Assist in managing portfolio companies and driving operational and strategic growth initiatives.

Skills on Resume: 

• Relationship Building (Soft Skills)
• Opportunity Evaluation (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modeling (Hard Skills)
• Valuation Analysis (Hard Skills)
• Investment Thesis (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Strategic Support (Soft Skills)

Job Summary: 

• Work across internal teams to evaluate project opportunities and prepare recommendations for the relevant internal delegated authority or decision maker.
• Contribute to funding proposals and debt-raising activities to support the long-term capital needs of the business.
• Perform financial and commercial analysis, along with financial modelling, for new real estate, property development, and investment or acquisition opportunities.
• Ensure that divisional activities comply with internal policies and governance structures.
• Manage and administer the submissions process related to the Investment Committee.
• Collect and analyze data across key LDA internal and external KPIs.
• Produce regular internal research reports.
• Ensure that the business adheres to the highest standards regarding document retention.
• Manage and respond to ad-hoc internal and external requests in a timely and professional manner.

Skills on Resume: 

• Project Evaluation (Hard Skills)
• Funding Support (Soft Skills)
• Financial Modeling (Hard Skills)
• Governance Compliance (Hard Skills)
• IC Administration (Soft Skills)
• KPI Analysis (Hard Skills)
• Research Reporting (Hard Skills)
• Request Management (Soft Skills)

Job Summary: 

• Source early-stage cryptoasset network investment opportunities.
• Drive transactions through each phase of the pipeline, including initial contact, due diligence, and decision-making.
• Identify and thoroughly evaluate key valuation drivers, themes, industry trends, and unique factors related to early-stage cryptoasset networks and businesses.
• Present early-stage cryptoasset investment recommendations to the Investment Committee.
• Manage early-stage cryptoasset deal execution, including deal structuring, negotiation, and documentation.
• Participate in investor, developer, and other industry conferences to gather strategic intelligence.
• Manage, grow, and maintain a strong network of relationships with founders, developers, investors, and other industry players to remain at the forefront of next-generation projects and ideas.
• Perform deep, bottom-up fundamental research on specific cryptoassets and related businesses to generate high-conviction investment ideas.
• Design and formalize processes for managing and enhancing cryptoasset investing activities.

Skills on Resume: 

• Crypto Sourcing (Soft Skills)
• Pipeline Management (Soft Skills)
• Valuation Analysis (Hard Skills)
• IC Presentation (Soft Skills)
• Deal Execution (Hard Skills)
• Industry Networking (Soft Skills)
• Fundamental Research (Hard Skills)
• Process Design (Hard Skills)

Job Summary: 

• Coordinate with external data providers and performance reporting software to synthesize data and portfolio results for Investment Committee distribution.
• Monitor investment managers’ portfolios and performance, maintain records of performance drivers and portfolio exposure.
• Coordinate, participate in, and document regular calls or meetings with external money managers.
• Provide administrative support to the Investment Team, including scheduling, making travel arrangements, managing budgets and expenses, and preparing materials for Investment Committee and Board distribution.
• Oversee, organize, and prioritize the flow of external manager communication.
• Assist in crafting and maintaining total portfolio exposure and risk templates for internal use and Investment Committee discussion.
• Provide modeling and analytical support for asset allocation and investment policy setting.
• Support new manager identification, evaluation, and due diligence across multiple asset classes represented in the portfolio.
• Utilize analytical tools and resources, such as Bloomberg and other databases, to help assess the attractiveness of global markets and investment strategies.

Skills on Resume: 

• Data Coordination (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Manager Communication (Soft Skills)
• Admin Support (Soft Skills)
• Communication Oversight (Soft Skills)
• Risk Templates (Hard Skills)
• Asset Modeling (Hard Skills)
• Manager Due Diligence (Hard Skills)

Job Summary: 

• Perform administrative tasks on the commercial mortgage system.
• Interact with commercial borrowing customers and external service providers.
• Track and follow up with clients against target dates on administrative items such as property taxes, PPSA registrations, insurance, client correspondence, and client financial statements.
• Provide excellent customer service to current and prospective customers, including responding promptly to all customer inquiries, building trust, and maintaining ongoing relationships.
• Assist with administrative tasks related to completing new mortgage set-up and funding, as well as mortgage discharges and payouts.
• Coordinate a variety of activities, materials, research, and scheduling for Board and Committee meetings.
• Assist with the preparation and communication of various regular compliance reporting and complete other compliance support tasks.
• Handle invoice processing, budget administration, travel arrangements, and incoming or outgoing mail for the courier.
• Track and handle reporting for the Senior Vice President’s expenses and other miscellaneous tasks for the department, such as file management, coordinating necessary communications, and handling vacation tracking for the division.

Skills on Resume: 

• Mortgage Administration (Hard Skills)
• Client Follow-Up (Soft Skills)
• Customer Service (Soft Skills)
• Mortgage Processing (Hard Skills)
• Meeting Coordination (Soft Skills)
• Compliance Support (Hard Skills)
• Invoice Management (Hard Skills)
• Department Support (Soft Skills)

Job Summary: 

• Assist current and prospective clients in achieving financial wellness by supporting the Investment Advisor’s advice and solutions to meet clients’ needs across various investment products, including stocks, bonds, mutual funds, and other instruments.
• Support and enhance the client relationship for targeted clients.
• Process security transactions accurately and efficiently within established policies, procedures, and regulations set out by various regulators, including performing complex calculations to rebalance portfolios.
• Ensure all documentation adheres to compliance standards, policies, and procedures in all investment dealings.
• Assist with and perform activities related to all types of investment accounts, including contributions, investment options, maintenance, research gathering for analysis, and regulatory compliance matters.
• Handle inquiries from branch personnel or clients regarding all types of investment accounts, managing complex and technical questions independently when fully competent.
• Provide clients with accurate information regarding security transactions and general inquiries about account status.
• Reconcile data for accuracy and investigate and correct errors.
• Provide administrative support to the Wealth Management team by booking appointments, preparing correspondence and reports, and maintaining organized files and materials.
• Partner with branch staff to identify potential clients who may benefit from Wealth Management products and services.
• Follow up on branch referrals and client inquiries to develop and maintain effective relationships.
• Make referrals to other staff for loans, investments, and insurance, and direct inquiries to the relevant BlueShore Financial personnel.
• Update the Client Relationship Management (CRM) software to keep the Financial Advisor informed of all client interactions.
• Make recommendations for process improvements and implement them.
• Stay up to date on all compliance regulations, including any changes, updates, and enhancements.

Skills on Resume: 

• Client Support (Soft Skills)
• Relationship Management (Soft Skills)
• Transaction Processing (Hard Skills)
• Compliance Documentation (Hard Skills)
• Account Administration (Hard Skills)
• Inquiry Handling (Soft Skills)
• Data Reconciliation (Hard Skills)
• Wealth Admin Support (Soft Skills)