Job Summary: 

• Support early-stage business planning by assessing opportunities across the private, commercial, rental, and affordable sectors.
• Provide financial modelling and scenario planning to help the leadership team make well-informed decisions.
• Develop models that evaluate project viability, financial performance, and long-term outcomes.
• Work closely with finance teams to ensure modelling assumptions are accurate and aligned with corporate standards.
• Collaborate with commercial departments so that financial outputs drive effective decision-making.
• Conduct sensitivity analyses to understand how changes in market or cost variables affect overall feasibility.
• Identify key risk factors and illustrate their potential impact through clear modelling outputs.
• Prepare summaries that highlight the financial implications of each opportunity.
• Support portfolio-wide evaluation by ensuring all modelling contributes to consistent and strategic planning.

Skills on Resume: 

• Opportunity Assessment (Hard Skills)
• Financial Modelling (Hard Skills)
• Scenario Planning (Hard Skills)
• Model Development (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Sensitivity Analysis (Hard Skills)
• Risk Identification (Hard Skills)
• Financial Summarisation (Hard Skills)

Job Summary: 

• Implement campaigns and reporting processes meticulously while delivering on the communication and investment objectives.
• Buy media and manage offline campaign delivery tracking.
• Assist the Investment Managers and Directors in growing the usage of the different media channels.
• Maintain relationships with key media owners and the broader PHD team.
• Manage day-to-day agreed initiatives and implement campaigns effectively.
• Ensure the brief is delivered and brought to plan within the appropriate criteria, such as budget and targets.
• Negotiate discounts, makegoods, and added value.
• Control budgets, enter data accurately, and perform thorough checking.
• Work closely with the Group Trading Director to ensure that auditing deliverables are met.
• Support the end-to-end investment process by ensuring strong execution, communication, and delivery across all activities.

Skills on Resume: 

• Campaign Implementation (Hard Skills)
• Media Buying (Hard Skills)
• Campaign Tracking (Hard Skills)
• Media Relationships (Soft Skills)
• Initiative Management (Soft Skills)
• Budget Control (Hard Skills)
• Discount Negotiation (Hard Skills)
• Investment Execution (Hard Skills)

Job Summary: 

• Conduct wide-ranging market analysis on businesses.
• Identify and assess potential investment opportunities spanning a wide range of industries.
• Ensure the deals that are sourced and analysed align with the strategic direction of the firm.
• Manage key stakeholder relationships with internal and external parties.
• Present investment proposals to the Investment Committee.
• Support the leadership team in different aspects of deal execution, including conducting financial due diligence as well as performing financial modelling and business valuation.
• Responsible for the post-investment monitoring of portfolio companies to provide support in their decision-making.
• Liaise with key members of portfolio companies to support strategic decision-making.

Skills on Resume: 

• Market Analysis (Hard Skills)
• Opportunity Assessment (Hard Skills)
• Strategic Alignment (Soft Skills)
• Stakeholder Management (Soft Skills)
• Proposal Presentation (Soft Skills)
• Financial Due Diligence (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Strategic Liaison (Soft Skills)

Job Summary: 

• Network and build relationships in the commercial real estate field.
• Source and capture investment market intelligence.
• Engage with external parties and colleagues from all teams and specialisms to assemble, underwrite, and interrogate cashflow models.
• Liaise with Research & Analytics and Development colleagues on repurposing options across multiple sectors.
• Prepare investment papers in support of asset purchases.
• Prepare presentations, pitches, and proposals.
• Support the provision of investment analysis and strategic investment advice to new and existing clients.
• Strengthen collaboration across teams to enhance the quality and accuracy of investment insights.
• Support ongoing portfolio strategy by aligning insights with long-term investment objectives.

Skills on Resume: 

• Relationship Building (Soft Skills)
• Market Intelligence (Hard Skills)
• Model Underwriting (Hard Skills)
• Cross-Team Liaison (Soft Skills)
• Investment Papering (Hard Skills)
• Presentation Preparation (Hard Skills)
• Investment Analysis (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Identify international investment opportunities through comprehensive market research and comparative analysis.
• Evaluate the strategic, financial, and operational merits of potential investments.
• Conduct full due diligence across legal, technical, financial, and commercial dimensions.
• Synthesize due diligence findings into clear, decision-ready assessments.
• Negotiate investment terms and contractual agreements with counterparties in multiple jurisdictions.
• Ensure that negotiated contracts comply with relevant international regulatory requirements.
• Track the performance of active investments on both technical and commercial levels.
• Assess financial returns against benchmarks and projected outcomes.
• Review operational data to detect emerging risks or inefficiencies.
• Identify opportunities to enhance value within existing investments.
• Recommend targeted improvements that strengthen operational or financial performance.

Skills on Resume: 

• Market Research (Hard Skills)
• Investment Evaluation (Hard Skills)
• Due Diligence (Hard Skills)
• Assessment Synthesis (Hard Skills)
• Contract Negotiation (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Performance Tracking (Hard Skills)
• Value Enhancement (Hard Skills)

Job Summary: 

• Source potential Private Equity fund investments through structured market scanning.
• Evaluate identified funds by conducting comprehensive due diligence.
• Carry out on-site interviews with fund managers to assess strategy and capability.
• Analyse historical track records to understand performance consistency.
• Compare fund metrics against relevant peer groups to gauge competitiveness.
• Prepare detailed investment reports that summarise findings and support decision-making.
• Monitor the progress of existing fund commitments regularly.
• Attend Annual General Meetings to gather updates and validate ongoing performance.
• Review fund communications to identify risks or emerging trends.
• Contribute to special projects within the team when unique needs arise.
• Provide flexible support to ensure the team meets evolving organisational objectives.

Skills on Resume: 

• Fund Sourcing (Hard Skills)
• Due Diligence (Hard Skills)
• Manager Assessment (Soft Skills)
• Track Record Analysis (Hard Skills)
• Peer Comparison (Hard Skills)
• Investment Reporting (Hard Skills)
• Commitment Monitoring (Hard Skills)
• Team Support (Soft Skills)

Job Summary: 

• Work on high-potential investment cases centred on the U.S. market.
• Build a strong professional network across investors, startups, and corporate partners.
• Develop a comprehensive understanding of the evolving dynamics within the mobility sector.
• Gain exposure to top-management decision-making processes in a major international organisation.
• Contribute to a global and inclusive team that operates with speed and collaboration.
• Engage in a work environment that values diversity, creativity, and team spirit.
• Collaborate closely with an experienced U.S. Investment Director.
• Leverage the director’s industry knowledge and connections to enhance learning.
• Participate in discussions that shape strategic investment perspectives.

Skills on Resume: 

• U.S. Market Insight (Hard Skills)
• Professional Networking (Soft Skills)
• Sector Understanding (Hard Skills)
• Decision-Making Exposure (Soft Skills)
• Global Collaboration (Soft Skills)
• Creative Mindset (Soft Skills)
• Director Collaboration (Soft Skills)
• Strategic Discussion (Soft Skills)

Job Summary: 

• Actively conduct ecosystem outreach, source high-quality deals, and manage the deal pipeline.
• Manage communications with startups and the internal team.
• Perform in-depth analysis of market, industry, competitors, business models, and financial metrics.
• Conduct commercial and financial due diligence on startups.
• Construct financial models and perform returns analysis.
• Structure investment deal terms and negotiate with founders.
• Draft Investment Committee papers to present investment opportunities to partners and the team.
• Monitor the performance of portfolio companies and provide regular reports to partners and the team.
• Lead deal flow from end to end in senior roles.

Skills on Resume: 

• Ecosystem Outreach (Soft Skills)
• Deal Pipeline Management (Hard Skills)
• Startup Communications (Soft Skills)
• Market Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modelling (Hard Skills)
• Deal Negotiation (Soft Skills)
• Portfolio Monitoring (Hard Skills)

Job Summary: 

• Oversee, train, and mentor junior team members.
• Help recruit, develop, and retain first-rate investment talent and foster a team-oriented culture of intellectual curiosity, analytical rigor, and creativity.
• Develop and cultivate strong, positive working relationships with other members of the investment team.
• Prepare, discuss, and engage on topics and managers as a thoughtful voting member of the Internal Investment Committee.
• Conduct research and analysis on a wide variety of evolving strategic investment topics and handle ad hoc projects, analyses, presentations, and reports.
• Partner effectively with risk management on developing and utilizing tools to assist with asset class and manager analysis.
• Maintain and enhance the organisation’s reputation externally as a thoughtful, leading, socially responsible investment program.
• Actively participate in related committees such as the Defined Contributions Plans Investment Committee.
• Collaborate with other team members to develop portfolio analytics, attribution analyses, risk management, and performance measurement.

Skills on Resume: 

• Team Leadership (Soft Skills)
• Talent Development (Soft Skills)
• Relationship Building (Soft Skills)
• Committee Engagement (Soft Skills)
• Strategic Research (Hard Skills)
• Risk Partnership (Hard Skills)
• Reputation Management (Soft Skills)
• Portfolio Analytics (Hard Skills)

Job Summary: 

• Develop proprietary sourcing channels to generate a consistent pipeline of opportunities.
• Manage relationships with brokers to ensure strong deal flow and reliable communication.
• Oversee key performance indicators to measure progress against strategic objectives.
• Track metrics such as closed deals, acquired EBITDA, and transaction cycle times.
• Recruit high-performing Analysts and Associates to strengthen team capabilities.
• Provide ongoing management, coaching, and performance feedback to team members.
• Review and rigorously stress-test investment analyses to validate assumptions and outcomes.
• Submit Letters of Intent and guide deals from initial offer through final agreement.
• Lead negotiations to secure favourable transaction terms.
• Cultivate long-term relationships and serve as the primary point of contact for sellers.
• Identify process bottlenecks that hinder efficiency or decision-making.
• Share relevant insights with leadership to support the continuous improvement of team performance.

Skills on Resume: 

• Sourcing Channels (Hard Skills)
• Broker Relationships (Soft Skills)
• KPI Oversight (Hard Skills)
• Team Recruitment (Soft Skills)
• Team Coaching (Soft Skills)
• Analysis Stress-Testing (Hard Skills)
• Deal Negotiation (Soft Skills)
• Seller Relations (Soft Skills)

Job Summary: 

• Manage all aspects of Joint Venture Governance on behalf of the Asset Owner.
• Accountable for owner involvement in the HSE plan and activities.
• Responsible for safeguarding and enhancing the company’s investment in the JV(s) through managing the Shareholders Agreement and other relevant agreements.
• Act as the customer of the JV(s).
• Support and challenge the JV GM and project team.
• Serve as the single point of contact for the JV project, both inside and outside the parent company.
• Manage governance processes and form the internal view on decision-making.
• Provide internal reporting on project status, decisions, progress, financial status, and other key issues.
• Ensure the JV is operating within the mandate of the parent company.
• Brief and run SteerCos and input into board meetings while framing decisions effectively.

Skills on Resume: 

• JV Governance (Hard Skills)
• HSE Oversight (Hard Skills)
• Agreement Management (Hard Skills)
• Stakeholder Representation (Soft Skills)
• Project Challenge (Soft Skills)
• Single-Point Coordination (Soft Skills)
• Internal Reporting (Hard Skills)
• Decision Framing (Soft Skills)

Job Summary: 

• Support the CIO and Managing Principals in sourcing and executing investment mandates across the APAC real estate sector.
• Assist in evaluating opportunities that span multiple jurisdictions within the region.
• Perform detailed financial modelling to assess feasibility and expected returns.
• Prepare valuation analyses and sensitivity assessments to support decision-making.
• Compile financial outputs into formal approval papers for internal review.
• Coordinate transactional due diligence with internal teams and external advisers.
• Oversee the flow of information between legal, tax, technical, and financial specialists.
• Collaborate with Product Development teams to align opportunities with fund objectives.
• Work with Fund Structuring specialists to ensure transactions meet structural requirements.
• Support deal execution activities across marketing workstreams for fund pitches.
• Engage with both internal and external clients to provide essential transaction insights.
• Partner with Asset Management teams across APAC to deliver business plans and achieve target returns.
• Develop and maintain proprietary databases to support sourcing, analysis, and reporting needs.

Skills on Resume: 

• Investment Sourcing (Hard Skills)
• Opportunity Evaluation (Hard Skills)
• Financial Modelling (Hard Skills)
• Valuation Analysis (Hard Skills)
• Due Diligence Coordination (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Client Engagement (Soft Skills)
• Data Management (Hard Skills)

Job Summary: 

• Conduct due diligence of private equity co-investment opportunities.
• Integrate Project A operational experts into the assessment process, including data, tech, and marketing specialists.
• Create investment recommendations as a basis for decision-making.
• Discuss and help decide investment opportunities with Project A partners.
• Conduct portfolio management and monitoring.
• Prepare for and participate in board meetings.
• Define value creation plans and orchestrate delivery across operational teams.
• Create and maintain strong working relationships with PE co-investors.
• Keep a close connection to the venture investment team regarding relevant industry trends, tech developments, and venture investments.

Skills on Resume: 

• Due Diligence (Hard Skills)
• Operational Integration (Hard Skills)
• Investment Recommendations (Hard Skills)
• Opportunity Evaluation (Soft Skills)
• Portfolio Monitoring (Hard Skills)
• Board Participation (Soft Skills)
• Value Creation Planning (Hard Skills)
• Co-Investor Relations (Soft Skills)

Job Summary: 

• Deal with the administration for the team and identify ways of improving efficiency.
• Assist in all aspects of opening and maintaining client accounts, including obtaining AML documentation.
• Keep client information up to date and assist in the production of client suitability reports.
• Communicate directly with clients and intermediaries such as solicitors and accountants.
• Liaise with the accounts department over cash movements and administer payments.
• Set up, close, and manage client files while ensuring all information is accurate and current.
• Ensure that compliance regulations are adhered to.
• Follow up on potential new client connections and ensure that the necessary forms are completed and fully processed.
• Manage occasional special projects such as the collection of Know Your Client (KYC) information.
• Support overall administrative efficiency by maintaining accurate records and facilitating smooth client processes.

Skills on Resume: 

• Administrative Efficiency (Hard Skills)
• Client Account Management (Hard Skills)
• AML Documentation (Hard Skills)
• Client Communication (Soft Skills)
• Payment Administration (Hard Skills)
• Compliance Adherence (Hard Skills)
• KYC Management (Hard Skills)
• Record Accuracy (Hard Skills)

Job Summary: 

• Assist partners by preparing materials and insights for regular portfolio reviews.
• Participate in investment meetings, compliance briefings, and both internal and external seminars.
• Draft client correspondence, such as valuation letters and responses to enquiries.
• Coordinate with Investment Settlement Operations and treasury teams on administrative tasks.
• Manage matters related to stock transfers, corporate actions, and other operational requirements.
• Lead due diligence processes for new investment opportunities.
• Critically assess management teams, market dynamics, and technical considerations.
• Evaluate financial aspects to determine the viability of potential investments.
• Analyse complex capital structures to understand risk and return profiles.
• Value start-ups and develop financial models to forecast expected outcomes.
• Compile investment memos that summarise findings for the investment committee.
• Present recommendations clearly to support informed decision-making.
• Support deal execution through oversight of legal documentation and related processes.

Skills on Resume: 

• Portfolio Review Support (Hard Skills)
• Meeting Participation (Soft Skills)
• Client Correspondence (Soft Skills)
• Operational Coordination (Hard Skills)
• Due Diligence (Hard Skills)
• Management Assessment (Soft Skills)
• Financial Modelling (Hard Skills)
• Investment Recommendation (Soft Skills)

Job Summary: 

• Partner with TxB Sales to support document negotiation during client onboarding.
• Manage ongoing issue resolution to maintain smooth client servicing.
• Coordinate with risk, compliance, controllers, and other second-line functions to ensure alignment.
• Engage third-line stakeholders, such as audit teams, to address governance requirements.
• Document capital and regulatory obligations to maintain accurate institutional records.
• Evaluate associated controls periodically to confirm effectiveness.
• Assist in TxB’s global expansion by helping establish local business processes.
• Contribute to the development of compliance frameworks for new jurisdictions.
• Support the refinement of TxB’s Business Continuity Plan.
• Provide operational and governance assistance to strengthen overall control readiness.

Skills on Resume: 

• Document Negotiation (Hard Skills)
• Issue Resolution (Soft Skills)
• Cross-Functional Coordination (Soft Skills)
• Governance Engagement (Hard Skills)
• Regulatory Documentation (Hard Skills)
• Control Evaluation (Hard Skills)
• Process Development (Hard Skills)
• Governance Support (Soft Skills)

Job Summary: 

• Monitor clients’ portfolios on a daily, monthly, and quarterly basis.
• Ensure the Investment Statement has been completed and signed by the client.
• Ensure the Investment Objective of each portfolio is functioning within established parameters.
• Manage monthly distributions and contributions for each portfolio.
• Initiate rebalancing to ensure portfolios operate within established parameters and risk tolerances.
• Oversee performance reporting software that reflects independent investment returns for clients utilizing the service.
• Evaluate current and prospective portfolios for clients requiring a more in-depth review.
• Review the portfolio construction of individual accounts to ensure appropriate asset allocation and compliance with current policies and guidelines.
• Work with client advisors and current and prospective clients to develop comprehensive financial plans tailored to their unique needs.
• Work closely with new business efforts to develop relationships.
• Supervise, train, direct, develop, and evaluate support staff through ongoing communication and team building.

Skills on Resume: 

• Portfolio Monitoring (Hard Skills)
• Objective Compliance (Hard Skills)
• Rebalancing Management (Hard Skills)
• Performance Reporting (Hard Skills)
• Portfolio Evaluation (Hard Skills)
• Financial Planning (Soft Skills)
• Client Relationship Building (Soft Skills)
• Staff Supervision (Soft Skills)

Job Summary: 

• Achieve targeted mutual fund sales across gross sales, net sales, AUM, and asset-based accounts.
• Identify potential clients by leveraging existing relationships, new prospects, and leads generated through marketing and media channels.
• Assess the needs and preferences of prospective clients to propose suitable investment solutions.
• Establish a clear understanding of each client's financial objectives to support long-term engagement.
• Deliver professional after-sales service to maintain strong client satisfaction and retention.
• Follow the company’s defined sales process to ensure consistency and high-quality execution.
• Maintain accurate records and adhere to prescribed sales standards.
• Demonstrate disciplined sales practices that align with organisational expectations.
• Safeguard the company’s assets by applying appropriate risk and control measures.
• Comply fully with all regulatory, legal, and ethical requirements relevant to the role.
• Promote a responsible sales culture that supports sustainable business growth.

Skills on Resume: 

• Sales Achievement (Hard Skills)
• Client Prospecting (Soft Skills)
• Needs Assessment (Soft Skills)
• Objective Understanding (Soft Skills)
• After-Sales Service (Soft Skills)
• Sales Process Compliance (Hard Skills)
• Record Accuracy (Hard Skills)
• Risk Control (Hard Skills)

Job Summary: 

• Support the Chief Investment Officer across the entire investment cycle, including origination, proposal development, due diligence, monitoring, portfolio management, and exits.
• Prepare clear and structured investment proposals for internal evaluation.
• Conduct analytical work to validate opportunities and support informed decision-making.
• Lead the post-investment assessment of portfolio company needs.
• Provide tailored support to help portfolio companies strengthen operations and performance.
• Oversee investment monitoring to ensure portfolio quality and adherence to covenants.
• Track repayment schedules and verify timely fulfillment of financial obligations.
• Develop and maintain detailed financial projections to assess future outcomes.
• Build valuation models that inform both investment and portfolio decisions.
• Assist with fund reporting by compiling accurate performance data.
• Prepare presentations for investors and the board to communicate progress and strategic insights.

Skills on Resume: 

• Investment Cycle Support (Hard Skills)
• Proposal Preparation (Hard Skills)
• Analytical Assessment (Hard Skills)
• Post-Investment Evaluation (Hard Skills)
• Operational Support (Soft Skills)
• Monitoring Oversight (Hard Skills)
• Financial Projections (Hard Skills)
• Valuation Modelling (Hard Skills)

Job Summary: 

• Critically evaluate proposals for new funds by analysing track records, team dynamics, and other key factors.
• Assess financial and operational attributes to support investment analysis and due diligence.
• Develop financial models that inform the assessment of expected returns and risk exposure.
• Review legal terms and contribute to negotiations to ensure favourable agreement structures.
• Prepare thorough investment papers to guide internal approval processes.
• Support new fund investment proposals through each stage of the internal review cycle.
• Address issues that arise within existing investments and determine their potential impact.
• Communicate key findings to stakeholders to promote optimal outcomes for the fund.
• Manage activities related to fund oversight and equity investments within Venture Solutions.
• Assist in initiatives that align fund performance with organisational priorities.
• Contribute to the broader investment management process to help achieve strategic objectives.

Skills on Resume: 

• Proposal Evaluation (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modelling (Hard Skills)
• Legal Review (Hard Skills)
• Investment Papering (Hard Skills)
• Issue Resolution (Soft Skills)
• Stakeholder Communication (Soft Skills)
• Fund Oversight (Hard Skills)

Job Summary: 

• Assist in origination activities, including market research, organising and attending meetings, and tracking potential investment opportunities.
• Evaluate new investment opportunities, considering returns in the context of identified risks, how these can be managed, and other mitigating factors.
• Analyse, own, and maintain complex financial models.
• Conduct financial, legal, and technical due diligence on new investment opportunities, managing specialist external advisors.
• Prepare and present investment papers detailing new opportunities to the Investment Committee.
• Assist in the preparation of transaction contracts, reviewing and assisting with negotiations of contractual terms.
• Arrange tax equity and project finance, including the management of tax equity investors, lenders, and their advisors.
• Manage interactions with professional advisors, including legal and technical.

Skills on Resume: 

• Origination Support (Hard Skills)
• Opportunity Evaluation (Hard Skills)
• Financial Modelling (Hard Skills)
• Due Diligence (Hard Skills)
• Investment Papering (Hard Skills)
• Contract Negotiation (Soft Skills)
• Project Financing (Hard Skills)
• Advisor Management (Soft Skills)

Job Summary: 

• Assist in originating new investment ideas and managing existing investments.
• Undertake monitoring and analysis of public equity portfolios.
• Conduct research and due diligence on investment ideas and prepare investment papers and proposals.
• Create, develop, and maintain financial models.
• Develop and maintain relationships with companies, advisers, and other industry participants.
• Implement and ensure adherence to compliance procedures associated with the relevant investment process and methodology.
• Manage communications and documentation for the Investment Committee.
• Assist in regular reporting and compliance activities associated with specific funds and products.
• Assist in producing marketing materials such as accounts, factsheets, presentations, and teasers to support fundraising efforts.
• Perform investment monitoring and valuation analysis.

Skills on Resume: 

• Origination Support (Hard Skills)
• Equity Monitoring (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modelling (Hard Skills)
• Relationship Building (Soft Skills)
• Compliance Adherence (Hard Skills)
• Committee Documentation (Soft Skills)
• Valuation Analysis (Hard Skills)

Job Summary: 

• Screen and manage investment, financial advisory, consulting, operational, and other relevant projects within the family office’s investment scope.
• Oversee project pipelines to prioritise high-potential opportunities.
• Support industry research efforts to strengthen the understanding of key sectors.
• Assist in conducting due diligence to evaluate the viability and risks of investment projects.
• Build financial models to assess projected performance and valuation outcomes.
• Prepare detailed investment research and consulting reports for internal decision-making.
• Coordinate with partners through business visits, meetings, and other communication activities.
• Provide translation and support during business receptions.
• Monitor industry developments to stay informed about emerging trends.
• Compile and organise industry insights into structured reference materials.
• Assist leaders with various departmental tasks to ensure smooth operations.
• Contribute to transactional work that supports the broader objectives of the team.

Skills on Resume: 

• Project Screening (Hard Skills)
• Pipeline Oversight (Hard Skills)
• Industry Research (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modelling (Hard Skills)
• Investment Reporting (Hard Skills)
• Partner Coordination (Soft Skills)
• Industry Monitoring (Hard Skills)

Job Summary: 

• Generate new investment opportunities through systematic deal origination, proactive sourcing, and targeted market analysis.
• Conduct detailed market studies to identify trends, risks, and potential value drivers.
• Build financial models and perform valuation analyses to assess the attractiveness of prospective investments.
• Support full deal execution by contributing to market due diligence and financial due diligence activities.
• Assist in structuring transactions to ensure commercial robustness and alignment with investment objectives.
• Contribute to contract negotiations by preparing analyses that strengthen the firm’s negotiating position.
• Monitor portfolio companies to track performance against strategic, operational, and financial plans.
• Drive elements of the value-creation agenda by identifying initiatives that enhance portfolio returns.
• Manage client investments in accordance with their stated risk profiles and the firm’s asset-allocation framework.
• Provide investment advice that adheres to Outliers' reporting expectations and client suitability standards.
• Help attract new assets under management by introducing suitable funds to clients and prospects.
• Represent the firm to clients and intermediaries in a manner that supports long-term commercial growth.
• Maintain strict compliance standards to uphold regulatory requirements and protect client and counterparty interests.

Skills on Resume: 

• Deal Origination (Hard Skills)
• Market Analysis (Hard Skills)
• Valuation Modelling (Hard Skills)
• Due Diligence (Hard Skills)
• Transaction Structuring (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Investment Advice (Soft Skills)
• Client Representation (Soft Skills)

Job Summary: 

• Serve as the primary guardian of the joint-venture investment by overseeing the Shareholders Agreement and ensuring all related obligations are fulfilled.
• Monitor and enforce compliance mechanisms to protect shareholder interests and maintain proper governance standards.
• Drive the owner’s active participation in HSE planning to support robust safety practices across the project.
• Ensure that HSE execution and oversight processes remain aligned with regulatory and corporate requirements.
• Provide structured support to JV Board Directors to help them make informed, governance-aligned decisions.
• Offer constructive challenge to the Project Director to strengthen accountability and decision quality.
• Support the wider project team by guiding them on governance expectations and escalation pathways.
• Act as the central communication bridge between the JV and the parent company to maintain seamless information flow.
• Coordinate expert engagement, media communication, and incident notifications to ensure timely and consistent responses.
• Manage key internal governance routines, including steering committees, cash-call processes, and alignment of shareholder viewpoints.
• Prepare comprehensive internal reports that clearly outline project progress, major decisions, and emerging risks.
• Highlight financial outcomes and critical issues in these reports to ensure company leadership maintains full situational awareness.

Skills on Resume: 

• JV Governance (Hard Skills)
• Compliance Oversight (Hard Skills)
• HSE Alignment (Hard Skills)
• Board Support (Soft Skills)
• Decision Challenge (Soft Skills)
• Governance Guidance (Soft Skills)
• Communication Bridge (Soft Skills)
• Internal Reporting (Hard Skills)

Job Summary: 

• Conduct research and analysis to identify and assess a wide range of real estate debt investment opportunities.
• Perform underwriting activities that evaluate the financial strength, asset quality, and overall viability of each opportunity.
• Develop complex and dynamic financial models to analyse deal structures and key underwriting parameters.
• Use quantitative analytical tools to test sensitivities and validate the assumptions that underpin each investment case.
• Review asset-specific information to determine how individual property characteristics influence expected performance.
• Assess historical and projected investment outcomes to understand return potential and downside risks.
• Evaluate sponsors to determine their track record, financial capacity, and alignment with the investment strategy.
• Analyse sector dynamics to identify broader market trends that may impact investment performance.
• Support end-to-end transaction management by coordinating with legal, technical, valuation, financial, and tax advisors.
• Ensure thorough due diligence is completed for every transaction to maintain robust investment discipline.

Skills on Resume: 

• Opportunity Research (Hard Skills)
• Underwriting Analysis (Hard Skills)
• Financial Modelling (Hard Skills)
• Sensitivity Testing (Hard Skills)
• Asset Review (Hard Skills)
• Return Assessment (Hard Skills)
• Sponsor Evaluation (Hard Skills)
• Transaction Coordination (Soft Skills)

Job Summary: 

• Conduct sector-based research projects to identify attractive investment opportunities.
• Perform qualitative and quantitative analysis of potential investments, including financial modelling, valuation analysis, and market research.
• Prepare investment recommendations and other internal documents that form part of the investment process.
• Assist with monitoring existing investments and the preparation of internal reports, including quarterly valuations.
• Support the broader activities of the private equity team.
• Work collaboratively with internal and external stakeholders to share information and present opportunities.
• Contribute to cross-team learning and jointly develop solutions to address issues and problems.
• Collaborate with community groups to process, fund, and follow up on responsive and strategic grant applications.
• Achieve results through the efficient use of resources and a commitment to impactful outcomes.
• Research and analyse community trends to understand emerging needs.
• Consider the broader context to develop practical solutions that support community priorities.
• Help ensure insights and information flow effectively across teams to strengthen decision-making.

Skills on Resume: 

• Sector Research (Hard Skills)
• Investment Analysis (Hard Skills)
• Investment Recommendations (Hard Skills)
• Valuation Monitoring (Hard Skills)
• Stakeholder Collaboration (Soft Skills)
• Cross-Team Learning (Soft Skills)
• Community Engagement (Soft Skills)
• Resource Efficiency (Soft Skills)

Job Summary: 

• Participate as a core member of the investment team across all stages of the investment process, from early opportunity assessment through execution, portfolio development, and eventual exit.
• Gradually take on leadership of transactions as experience and responsibilities grow.
• Evaluate potential investments by conducting due diligence, performing financial modeling, and preparing detailed investment proposals.
• Source new opportunities and assess their practicality, feasibility, and strategic fit.
• Conduct market research to understand sector dynamics and competitive positioning.
• Build valuation models and perform financial analyses to determine investment attractiveness.
• Carry out rigorous due diligence work and complete comprehensive risk assessments.
• Contribute to deal structuring by engaging in negotiation, execution, and finalization of investment transactions.
• Manage and support portfolio companies by monitoring operating results and financial performance.
• Help shape the long-term strategy of portfolio companies to enhance value creation.
• Recommend divestment strategies to optimize returns and portfolio outcomes.

Skills on Resume: 

• Opportunity Assessment (Hard Skills)
• Financial Modelling (Hard Skills)
• Due Diligence (Hard Skills)
• Market Research (Hard Skills)
• Valuation Analysis (Hard Skills)
• Deal Structuring (Soft Skills)
• Portfolio Monitoring (Hard Skills)
• Value Creation Strategy (Soft Skills)

Job Summary: 

• Lead research and evaluation of new asset classes, investment managers, and funds, covering manager selection, investment due diligence, and both operational and investment risk assessment.
• Develop investment strategies for the matching portfolio as well as the surplus portfolio.
• Collaborate with Credit Analysts on the technical analysis of deals, including new private asset investments and ongoing monitoring of the group’s broader portfolio.
• Provide advice to clients that aligns with the team’s established investment strategy.
• Assess investment opportunities alongside client requirements to determine suitable strategic recommendations.
• Identify appropriate investment approaches that support clients’ long-term financial objectives.
• Build and maintain strong client relationships by offering tailored financial planning and wealth-management solutions.
• Meet regularly with clients to review their evolving financial needs and portfolio positioning.
• Prepare clear, persuasive presentations and educational seminars for clients and prospects.
• Deliver these presentations as part of ongoing business-development efforts.
• Support overall client engagement by communicating insights on markets, portfolios, and strategic adjustments.

Skills on Resume: 

• Asset Class Research (Hard Skills)
• Investment Strategy (Hard Skills)
• Risk Assessment (Hard Skills)
• Technical Analysis (Hard Skills)
• Client Advisory (Soft Skills)
• Strategic Recommendation (Soft Skills)
• Client Relationship Management (Soft Skills)
• Presentation Delivery (Soft Skills)

Job Summary: 

• Oversee, manage, and enhance the investment portfolios.
• Oversee the investment activities of the outsourced fund managers.
• Explore, identify, and implement new investment strategies and asset classes.
• Collaborate with the investment teams across the wider organisation on strategic initiatives and projects.
• Maintain and develop strong relationships with key stakeholders, including local finance, actuarial, product, and risk teams, the Group investment team, and other control-related functions within the bank.
• Work closely with other affiliated companies within the organisation.
• Oversee reporting to local and Group stakeholders on investment activities and performance.
• Lead the local investment team on all matters relating to the management of the investment portfolios and execution of investment strategies.
• Work with other stakeholders locally and within the Group.
• Develop and enhance investment governance and standards for the local entity.
• Ensure the investment policy, risk limits, Group requirements, and regulatory requirements are continuously met.

Skills on Resume: 

• Portfolio Oversight (Hard Skills)
• Manager Supervision (Hard Skills)
• Strategy Development (Hard Skills)
• Cross-Team Collaboration (Soft Skills)
• Stakeholder Management (Soft Skills)
• Investment Reporting (Hard Skills)
• Team Leadership (Soft Skills)
• Governance Compliance (Hard Skills)

Job Summary: 

• Build relationships within the IFA, professional connections, and client communities.
• Establish regular contact with clients and PAs and arrange and present client portfolios at least annually.
• Ensure that appropriate due diligence has been undertaken on proposals and portfolio management to reflect each client’s investment profile.
• Gather market intelligence and client insights and work closely with product specialists to design new products that benefit client portfolios.
• Construct, implement, and monitor specific client mandates and relevant standard portfolios while ensuring investments align with company policy, BITA risk tolerance, asset allocation recommendations, and tolerances.
• Play an active role in the sector research process and support the relevant research team to ensure all reports are timely and up to date.
• Monitor the performance of clients and professional introducers regarding new business, investment performance, and risk controls.
• Contribute to an effective and positive risk management culture by identifying, escalating, and mitigating risks.
• Ensure portfolios remain consistent for clients and follow the specified investment profile.
• Ensure information is accurate throughout the account take-on process.
• Maintain an appropriate level of ongoing CPD and meet all minimum standards within the business area requirements.

Skills on Resume: 

• Relationship Building (Soft Skills)
• Client Engagement (Soft Skills)
• Due Diligence (Hard Skills)
• Market Intelligence (Hard Skills)
• Portfolio Construction (Hard Skills)
• Sector Research (Hard Skills)
• Risk Management (Hard Skills)
• Data Accuracy (Hard Skills)

Job Summary: 

• Identify target investment sectors and develop investment theses for the region.
• Source, recruit, evaluate, conduct due diligence on, and close investments in target companies through direct outreach, diverse sourcing efforts, marketing events, referrals, and inbound accelerator applications.
• Manage financial analysis, valuation, and structural alternatives for decision-making purposes.
• Contribute to investment decisions and present cases to the Investment Committee.
• Lead negotiations and execute investments into companies entering the programs.
• Form and foster effective relationships with founders, investors, mentors, service providers, and ecosystem partners to build a strong support network and develop sourcing and due diligence channels.
• Mentor founders and provide them with the network, tools, and education needed to succeed.
• Help founders secure additional investment during and after the program.
• Provide ongoing portfolio management and assistance for accelerator companies.
• Do whatever it takes to identify, close, and support world-class founders and ensure the accelerator experience is extraordinary.

Skills on Resume: 

• Sector Targeting (Hard Skills)
• Investment Sourcing (Hard Skills)
• Financial Analysis (Hard Skills)
• Committee Presentation (Soft Skills)
• Deal Negotiation (Soft Skills)
• Ecosystem Relationships (Soft Skills)
• Founder Mentorship (Soft Skills)
• Portfolio Management (Hard Skills)

Job Summary: 

• Assist the Director in managing underwriting processes, coordinating due diligence, and facilitating pre-construction efforts.
• Collaborate with Operations and Construction teams and attend construction meetings to manage the investment process and execution.
• Monitor construction draws and change orders, review lead price and activity trends, and adapt strategies to achieve project goals.
• Guide the Investments team toward completing strategy initiatives.
• Create detailed financial models and projections, including scenario analyses.
• Prepare internal investment briefs, produce polished reports, and provide insightful presentations.
• Manage market research efforts and provide thoughtful commentary and analysis.
• Monitor investment performance as it relates to market conditions and specific business plans and provide reforecasts and periodic pro forma commentary.
• Maintain various reporting and tracking tools to prepare analytical reports that include property and portfolio reports.
• Disseminate investment objectives and delegate tasks to support functions such as Investment Analysts, Investment Associates, the Operations team, and the Improvements team to ensure the team runs at maximum efficiency.
• Coordinate regularly with the Director to manage daily and weekly workflow.
• Ensure that Investment Analysts and Associates know their responsibilities and have the tools they need to complete them.

Skills on Resume: 

• Underwriting Coordination (Hard Skills)
• Construction Collaboration (Soft Skills)
• Market Monitoring (Hard Skills)
• Strategy Guidance (Soft Skills)
• Financial Modelling (Hard Skills)
• Investment Reporting (Hard Skills)
• Market Research (Hard Skills)
• Team Delegation (Soft Skills)

Job Summary: 

• Lead the delivery of investment services for the program while working with both technical and non-technical stakeholders.
• Contribute to a high-performing team that adapts readily to changing priorities and is recognised for excellence and creating business value from compliance activities.
• Provide leadership to analyse and evaluate Digital and ICT initiative performance across the program.
• Provide leadership to develop investment and portfolio management processes and guidance that continually improve departmental capability.
• Develop and maintain program and project financial modelling that supports successful investment decisions.
• Provide leadership to improve the maturity of departmental capabilities relating to investment, portfolio, program, and project management.
• Provide expert advice to governance groups, executive management, and key stakeholders on Digital and ICT investment and portfolio performance, and devise approaches to control compliance with relevant processes and standards.
• Develop and maintain trusted partnerships across the department to ensure business objectives are achieved by leading capability changes through effective investment and portfolio management practices.
• Develop and implement engagement and communication strategies to promote awareness and encourage Digital and ICT investment with best practice methodologies and standards through strong collaboration and inclusion.
• Critically review the performance of investment and portfolio services to ensure they deliver value for key stakeholders.
• Be highly visible and present within department divisions to identify and understand business unit needs and ensure Digital and ICT outcomes can be delivered efficiently through early advice.
• Work within the principles and expected behaviours of excellent customer experience and visible leadership.

Skills on Resume: 

• Investment Service Delivery (Soft Skills)
• Performance Evaluation (Hard Skills)
• Process Development (Hard Skills)
• Financial Modelling (Hard Skills)
• Capability Improvement (Soft Skills)
• Governance Advisory (Soft Skills)
• Stakeholder Partnership (Soft Skills)
• Engagement Strategy (Soft Skills)

Job Summary: 

• Work with the Director of Responsible Investment to integrate ESG into investment processes of all asset classes and investment portfolios.
• Lead external manager selection and monitoring as it relates to Responsible Investment matters.
• Line Management Responsibility for two RI Analysts.
• Ensure RI Integrated Status is met for all funds at inception and throughout the lifespan of the fund.
• Take responsibility for the delivery and future development of the Climate Risk Monitoring Service.
• Support the Director of Responsible Investment & Engagement and investment colleagues with the development of new investment products and services to suit evolving client needs.
• Produce high-quality company research and thematic ESG-related research.
• Oversee production of research by RI Analysts.
• Maintain day-to-day responsibility for managing relationships with external ESG providers, monitoring the development and evolution of products and services.
• Respond to client enquiries in accordance with established deadlines.
• Work with RI Analysts to identify candidates for engagement via external manager monitoring and ESG portfolio reviews.
• Take responsibility for leading engagements with agreed investee companies across agreed themes and in collaboration with the Head of Stewardship.
• Develop relationships and grow partnerships with external Responsible Investment bodies.
• Oversee responses to consultations and monitor the evolution of Responsible Investment and its regulatory frameworks.

Skills on Resume: 

• ESG Integration (Hard Skills)
• Manager Selection (Hard Skills)
• Team Leadership (Soft Skills)
• Climate Risk Monitoring (Hard Skills)
• ESG Research (Hard Skills)
• Provider Management (Soft Skills)
• Client Response (Soft Skills)
• Stakeholder Engagement (Soft Skills)

Job Summary: 

• Lead and support the portfolio acquisition processes, including the in-depth analysis of potential portfolio acquisitions, and present findings back to Senior Management to support the decisioning and valuation process.
• Conduct on-site and remote due diligence on portfolio acquisition opportunities and conduct CCA and risk review of potential purchases.
• Engage with clients and financial institutions to understand and obtain the required data to support each portfolio’s valuation.
• Work with the analytics team to develop new and existing cashflow forecasting using statistical modelling to support pricing assumptions.
• Write and present Investment Memorandums for board approval.
• Work with Operational and Implementation departments within the business to support and execute portfolio migration plans post-purchase.
• Review and analyse portfolio performance post-acquisition versus expectation.
• Gain a clear understanding of the companies' products and why prospective clients should invest in them.
• Service and develop opportunities with existing clients.
• Market the company and the investment proposals.
• Continue to develop a strong client base.
• Support the overall investment process by ensuring high-quality analysis, communication, and execution across all portfolio activities.

Skills on Resume: 

• Portfolio Acquisition Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Data Engagement (Soft Skills)
• Cashflow Modelling (Hard Skills)
• Investment Memorandums (Hard Skills)
• Migration Support (Soft Skills)
• Performance Review (Hard Skills)
• Client Development (Soft Skills)

Job Summary: 

• Oversee and document the due diligence status of all products on the approved and supported lists, including answering inbound calls from investment professionals who have questions about recommendations and the selection methodology used to generate the list.
• Draft communications to the field.
• Communicate changes in the status of money managers, research opinions, and manager recommendations by style.
• Conduct on-site due diligence pursuant to Wells Fargo’s evaluation criteria.
• Perform risk analysis on outside investment products using Wells Fargo’s process.
• Prepare all Due Diligence Committee meeting materials, peer group comparisons, and research opinions.
• Assist with the onboarding of new managers and products.
• Support Wells Fargo’s Tear Sheet production process and other business initiatives critical to the group’s success.
• Assist with monthly data requests and updates to managers and coordinate with other business groups throughout.
• Maintain current due diligence opinions and documentation that meet enterprise standards with an emphasis on alternative investments and individual private companies.
• Ensure due diligence processes align with internal expectations and regulatory requirements.
• Strengthen communication and collaboration across teams to support accurate and timely due diligence outputs.

Skills on Resume: 

• Due Diligence Oversight (Hard Skills)
• Field Communication (Soft Skills)
• Manager Status Updates (Soft Skills)
• On-Site Evaluation (Hard Skills)
• Risk Analysis (Hard Skills)
• Committee Materials (Hard Skills)
• Manager Onboarding (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Source, lead, and manage investment opportunities consistent with the defined investment space and the process to assess them and their value, and influence or manage a group to do the same.
• Develop, document, and execute overall investment strategies and implementation plans.
• Evaluate business plans, including team, product, IP, market, and channels.
• Conduct due diligence.
• Negotiate the deal structure.
• Work with financial VCs and assist with syndicating investments.
• Maintain corporate confidentiality and disclosure protocol.
• Champion investments through the internal approval process.
• Determine competition for deals, including corporate or private funds, investment banks, and others.
• Manage relationships with the startup company and potential investors, pre- and post-investment, and actively manage investments through the lifecycle and exit, including elements of JDPs and internal collaboration to achieve strategic and financial investment goals.
• Facilitate business relationships between portfolio companies and operating units.
• Support existing portfolio companies and recommend follow-up investments where warranted.
• Build collegial relations within the CVC, with other personnel critical to deals, and with VCs.
• Represent the organisation internally and externally through director or observer roles, industry committees, seminars, and similar engagements.
• Present to senior management while demonstrating exemplary behavior consistent with core values such as honesty, integrity, mutual trust, and respect.

Skills on Resume: 

• Opportunity Sourcing (Hard Skills)
• Strategy Development (Hard Skills)
• Business Evaluation (Hard Skills)
• Due Diligence (Hard Skills)
• Deal Negotiation (Soft Skills)
• Syndication Support (Soft Skills)
• Portfolio Management (Hard Skills)
• Stakeholder Relations (Soft Skills)

Job Summary: 

• Proactively identify (desk top research, event participation) and target (cold call) potential corporate investors to secure new foreign direct investment.
• Research and present tailored information for each investor target on industry capability and articulate the commercial benefits of investing.
• Support investment team colleagues with the preparation of compelling presentations for business events and CEO level meetings to promote the advantages of the location for investment.
• Work with the investment team to plan, coordinate, and deliver new formats of virtual and physical activities and events as a way of lead generation.
• Apply strategic thought to identify and report issues or barriers to investment to the government and propose innovative solutions that may unblock barriers.
• Take ownership of a subsector for which to develop a strategic engagement plan, including fostering extensive senior business, industry, stakeholder, and ally networks across markets and regularly sharing insights gained with investment teams.
• Collaborate and work as part of a global team to benefit from synergies created by the respective work areas.
• Contribute to business planning, marketing, and communications initiatives within the trade and investment commission team, including supporting the federal government's strategy for priority sectors through social media.
• Efficiently manage a constantly changing workload covering diverse industry sectors and large numbers of clients and customers within internally and externally driven timeframes.
• Maintain organisational standards and implement its policies, including diversity in the workplace, ethical practice, occupational health and safety principles, and compliance with audit requirements.
• Work collaboratively within the network to contribute to service delivery and achieve desired outcomes while upholding public service values, employment principles, and code of conduct, and work health and safety principles.

Skills on Resume: 

• Investor Identification (Hard Skills)
• Target Research (Hard Skills)
• Presentation Support (Soft Skills)
• Event Coordination (Soft Skills)
• Strategic Problem-Solving (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Global Collaboration (Soft Skills)
• Workload Management (Soft Skills)

Job Summary: 

• Advance climate technology investment strategies in carbon management, energy, and industrial sectors, and provide portfolio construction recommendations.
• Guide investment pipeline development through proactive research and opportunity assessments of priority markets, sectors, and technologies.
• Build valuable relationships with the climate investment community to stay informed about investment trends and develop pipeline opportunities.
• Originate proprietary investments based on investment principles and target technologies.
• Structure and negotiate fund partnerships, venture capital, growth capital, and project finance investments in partnership with transaction deal teams.
• Drive the due diligence process for target investments based on expected sustainability impacts, business models, technology, and market dynamics likely to drive investment outcomes.
• Lead and leverage the expertise of multi-business group deal teams and technical experts effectively.
• Shape and make investment recommendations to the Steering Committee.
• Incorporate market insights and strategic alignment into the global business.
• Represent and position the investment function for climate impact and influence through participation in conferences, workshops, and events.
• Conduct outreach to target partners among impact investors, industry leaders, civil society organizations, and policy makers to accelerate the deployment of catalytic capital at a global scale.
• Support the annual impact reporting process and assist in thought leadership around the development of impact reporting and accounting.
• Ensure investment activities align with long-term climate, technology, and sustainability priorities.

Skills on Resume: 

• Climate Strategy Development (Hard Skills)
• Pipeline Research (Hard Skills)
• Investment Origination (Hard Skills)
• Deal Structuring (Hard Skills)
• Due Diligence (Hard Skills)
• Cross-Functional Leadership (Soft Skills)
• Stakeholder Outreach (Soft Skills)
• Impact Reporting (Hard Skills)

Job Summary: 

• Work closely with the Development team to achieve the successful closing and capitalization of the secured development pipeline, including investment analysis, preparing and presenting investment recommendations, and securing Greystar and investor or Fund approvals.
• Assist in sourcing, preparing, and presenting new investment memos, financing or disposition recommendations, and updates on existing investments or portfolio status.
• Manage acquisition due diligence processes and closings with outside counterparties while coordinating external advisors.
• Engage actively with owners, brokers, equity partners, lenders, attorneys, consultants, and all related internal departments.
• Perform financial analysis and underwriting of investment opportunities, including running detailed multi-tier pro-forma waterfall models.
• Coordinate closely with Development, Asset Management, and Operations teams to ensure all financial assumptions are reviewed and aligned.
• Engage with lenders to negotiate term sheets and long-form agreements and navigate internal approval processes with the support of in-house counsel.
• Assist with asset management, value-add execution, and the disposition of existing portfolio assets.
• Investigate potential acquisitions, competitive properties, and local market fundamentals.
• Support the development of new and junior hires through financial investment training and best practices.
• Complete various human resources, financial, administrative, and other reports and analyses.
• Monitor and report on key market, industry, and competitor data.
• Strengthen internal collaboration by ensuring timely communication across all project stakeholders.
• Enhance decision-making by providing clear, data-driven investment insights.
• Contribute to overall portfolio success by supporting execution across acquisition, development, and disposition activities.

Skills on Resume: 

• Investment Analysis (Hard Skills)
• Memo Preparation (Hard Skills)
• Due Diligence (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Financial Modelling (Hard Skills)
• Lender Negotiation (Soft Skills)
• Asset Management Support (Hard Skills)
• Market Research (Hard Skills)

Job Summary: 

• Define and own the team’s investment management philosophy and process.
• Establish a scalable, disciplined investment process.
• Build the team’s investment and portfolio management knowledge and skills.
• Supervise research and development of portfolio recommendations for Investment Committee review.
• Lead weekly Investment Committee meetings.
• Oversee the review and management of the team's proprietary models to align with Investment Committee decisions.
• Monitor the generation and delivery of investment management tools, including but not limited to investment proposals and CRC.
• Oversee the management of client portfolios to align with client goals, objectives, risk tolerance, and time horizons.
• Develop a book pricing model for the FA team and oversee analysis on an ongoing basis.

Skills on Resume: 

• Investment Philosophy (Hard Skills)
• Process Development (Hard Skills)
• Team Capability Building (Soft Skills)
• Research Supervision (Hard Skills)
• Committee Leadership (Soft Skills)
• Model Oversight (Hard Skills)
• Portfolio Management (Hard Skills)
• Pricing Analysis (Hard Skills)

Job Summary: 

• Convey pricing to ensure client understanding of the value of advice and accompanying solutions.
• Maintain a deep understanding of the CIO philosophy and monitor strategy changes based on the current market environment.
• Monitor and respond to market and non-financial current events.
• Analyze and understand internal and third-party research.
• Create analytical reports for FAs to review client investment portfolio performance against market returns.
• Develop and present client recommendations and changes based on client goals, risk tolerance, time horizon, and objectives.
• Lead one-on-one and group client-facing dialogue and commentary on market trends and overall investment management topics.
• Oversee the work of additional teammates aligned to investment management and provide training and development.
• Engage home office partners and leaders to manage escalation and resolution of complex issues.

Skills on Resume: 

• Pricing Communication (Soft Skills)
• Market Monitoring (Hard Skills)
• Research Analysis (Hard Skills)
• Analytical Reporting (Hard Skills)
• Client Recommendations (Soft Skills)
• Client Dialogue (Soft Skills)
• Team Oversight (Soft Skills)
• Issue Escalation (Soft Skills)

Job Summary: 

• Develop a pipeline of qualified loan candidates in the region where the organisation is present.
• Develop networks of referrals, including value chain actors, technical assistance providers, and trade associations, and present credit offerings to invite loan applications from qualified businesses.
• Assess clients’ credit and advisory needs and recommend the appropriate mix of services.
• Actively manage and maintain a pipeline of loan opportunities.
• Work closely with Business Development to ensure the growth and strength of existing and onboarding value chains.
• Collect information about loan applicants as specified by credit policies.
• Ensure all proposed loans meet the organisation’s criteria for credit quality and security.
• Perform due diligence to verify client information, including conducting site visits and management interviews.
• Conduct financial, operational, and management analysis of applicant companies in collaboration with the credit analyst.

Skills on Resume: 

• Loan Pipeline Development (Hard Skills)
• Referral Networking (Soft Skills)
• Needs Assessment (Soft Skills)
• Pipeline Management (Hard Skills)
• Credit Data Collection (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Analysis (Hard Skills)
• Client Evaluation (Hard Skills)

Job Summary: 

• Work closely with Credit Administration on transactions involving third-party lenders and communicate and negotiate terms.
• Prepare credit memos, present analyses, and make credit recommendations to credit committees in alignment with underwriting policies and procedures.
• Apply social and environmental impact criteria and support portfolio servicing personnel to close loans with proper documentation.
• Monitor active loans with the credit analyst to analyze client performance, track covenant compliance, review reporting requirements, and develop risk ratings.
• Lead communication with clients to address deficiencies in active loans and collaborate with the Risk Manager to devise and implement collections strategies in heightened-risk situations.
• Manage customer service by coordinating with Credit Administration and Treasury for all loan servicing needs and resolving issues as they arise.
• Set work plans and performance expectations for the credit analyst and provide ongoing, timely performance feedback.
• Ensure the credit analyst has the information, resources, tools, and support needed to be effective and motivated.
• Collaborate with the Advisory Services Manager to address financial management weaknesses of prospective and existing clients by facilitating training through qualified local consultants and help develop a training plan with local trainers for effective implementation.

Skills on Resume: 

• Lender Coordination (Soft Skills)
• Credit Memo Preparation (Hard Skills)
• Impact Criteria Application (Hard Skills)
• Loan Monitoring (Hard Skills)
• Client Communication (Soft Skills)
• Customer Service Management (Soft Skills)
• Analyst Supervision (Soft Skills)
• Training Facilitation (Soft Skills)

Job Summary: 

• Ensure that Executives and Assistants understand their roles and responsibilities.
• Ensure they and the Executives and Assistants live and breathe the values every day.
• Coach Executives and Assistants regularly deliver their work to a high standard and on time.
• Coach Executives and Assistants to grow their media knowledge using knowledge tools.
• Delegate work effectively to Executives and Assistants throughout the implementation process.
• Work with the Associate Director on the career development of Executives and Assistants through monthly traffic light catch-ups, career development discussions, KPIs, and on-the-job or classroom training and development.
• Ensure Executives and Assistants receive positive and constructive feedback regularly and on time.
• Work collaboratively with the client team across all disciplines throughout the campaign development process to ensure timely delivery.
• Understand the AMF and the roles and responsibilities at each stage and apply the AMF according to the unique requirements of each brief.
• Ensure the team uses knowledge tools such as the knowledge interface.
• Ensure delivery of gold-standard documents and presentations 100% of the time, including Optimised Channels documents, media schedules, and PCA decks.
• Attend and contribute to ideation sessions for the client.

Skills on Resume: 

• Role Clarity Coaching (Soft Skills)
• Values Leadership (Soft Skills)
• Performance Coaching (Soft Skills)
• Knowledge Development (Soft Skills)
• Work Delegation (Soft Skills)
• Career Development Support (Soft Skills)
• Cross-Team Collaboration (Soft Skills)
• Document Quality Control (Hard Skills)

Job Summary: 

• Brief media partners with ideas as agreed with the Connections Planner, using templates.
• Collaborate effectively with the broader client team to build out the Optimised Channel approach.
• Interpret relevant data sources to build insights that guide Optimised Channel thinking and include these insights in all recommendations.
• Ensure innovation is present in all recommendations and aligned with the client roadmap.
• Support the team and manage buying across assigned brands, performing buying.
• Negotiate added value as part of every campaign beyond rates and track and report accordingly.
• Ensure that Executives and Assistants understand the compliance and audit process and deliver 100% across their clients.
• Work with the Connections Planner to determine KPIs and delivery benchmarks for each component of the media plan.
• Align client campaign implementation processes to AdOps agreed processes, timelines, and SLAs to ensure timely trafficking and campaign launches.
• Attend boost meetings to determine real-time campaign optimisation recommendations.
• Ensure accurate and timely reporting in line with client requirements, including final buys, PCAs, invoicing, and optimisations.
• Check all outputs with the Associate Director or Group Investment Director at all times to ensure quality assurance.
• Ensure all communication to internal and external stakeholders is clear and delivered on time.
• Enhance the agency product by developing and sharing market insights and case studies at Investment Huddles.

Skills on Resume: 

• Media Partner Briefing (Soft Skills)
• Channel Collaboration (Soft Skills)
• Insight Development (Hard Skills)
• Innovation Alignment (Soft Skills)
• Media Buying (Hard Skills)
• Value Negotiation (Soft Skills)
• Compliance Management (Hard Skills)
• Campaign Reporting (Hard Skills)