Job Summary: 

• Manage relationships with existing venture capital managers while actively building a pipeline of top-tier and emerging firms.
• Lead the screening and due diligence process for new venture capital managers being considered for platform investment.
• Work closely with the broader investment management team to design and implement innovative venture capital strategies.
• Partner with third-party managers to enhance the platform's strategic investment offerings.
• Develop and manage a pipeline of co-investment opportunities in high-quality venture deals.
• Structure and present these co-investment opportunities in a compelling way for high-net-worth investors.
• Produce thought leadership content that advances understanding and engagement in venture capital investing.
• Monitor market developments, regulatory changes, and industry dynamics that influence venture capital trends.
• Evaluate competitor strategies and client needs to inform product development and differentiation.
• Identify and capitalize on new opportunities for innovation within the venture capital product space.

Skills on Resume: 

• Relationship Management (Soft Skills)
• Due Diligence (Hard Skills)
• Investment Strategy (Hard Skills)
• Manager Partnership (Soft Skills)
• Co-Investment Sourcing (Hard Skills)
• Investor Presentation (Soft Skills)
• Thought Leadership (Soft Skills)
• Market Monitoring (Hard Skills)

Job Summary: 

• Design and integrate Responsible Investment strategies into clients’ fixed income portfolios.
• Serve as a subject matter expert on Responsible Investment, representing the team’s credibility internally and externally.
• Build deep knowledge of ESG principles and sustainability practices relevant to fixed income markets.
• Conduct detailed research and analysis on Responsible Investment topics tailored to client needs.
• Provide insights that support the alignment of portfolios with clients’ sustainability goals.
• Collaborate with internal stakeholders to ensure consistent application of ESG frameworks.
• Develop compelling content focused on key sustainability themes for client and prospect engagement.
• Enhance the firm’s visibility and leadership in Responsible Investment through thought leadership and communication.

Skills on Resume: 

• Responsible Investment Strategy (Hard Skills)
• Subject Expertise (Soft Skills)
• ESG Knowledge (Hard Skills)
• Research Analysis (Hard Skills)
• Sustainability Insights (Soft Skills)
• Stakeholder Collaboration (Soft Skills)
• Content Development (Hard Skills)
• Thought Leadership (Soft Skills)

Job Summary: 

• Primarily responsible for asset allocation, fund selection, and monitoring across asset classes such as Fixed Income, Equities, Multi-strategy, and Hedge Funds.
• Enhance and maintain both strategic and tactical asset allocation frameworks to align with return objectives and alpha generation.
• Develop and apply a robust institutional fund selection framework to support informed investment decisions.
• Lead the qualitative and quantitative evaluation of funds and ETFs, advocating for active managers or passive instruments.
• Conduct thorough reviews of fund performance and ensure alignment with portfolio strategies.
• Generate investment ideas and identify new managers or opportunities across diverse asset classes.
• Support the identification of emerging trends and best-in-class managers for inclusion in the portfolio.
• Assist in the preparation of monthly and quarterly investment reports for internal and external stakeholders.
• Engage in various investment-related projects and deliverables as assigned by the Head of Investment.
• Contribute to ongoing research and process improvements to enhance portfolio performance and governance.

Skills on Resume: 

• Asset Allocation (Hard Skills)
• Fund Selection (Hard Skills)
• Performance Monitoring (Hard Skills)
• Manager Evaluation (Hard Skills)
• Investment Research (Hard Skills)
• Idea Generation (Soft Skills)
• Trend Identification (Hard Skills)
• Report Preparation (Soft Skills)

Job Summary: 

• Formulate investment strategies in equity and real estate aligned with the investment policy.
• Execute chosen investments while adhering to policy parameters.
• Develop financial models to assess performance under different scenarios.
• Analyze how key variables impact investment returns.
• Conduct thorough due diligence before committing to opportunities.
• Monitor investments regularly to track performance.
• Provide clear analysis and recommendations based on findings.
• Ensure all compliance and documentation requirements are met.
• Prepare detailed investment memos and proposals.
• Calculate NAV and compare with benchmarks to assess asset performance.
• Release periodic reports to communicate performance and key insights.

Skills on Resume: 

• Investment Strategy (Hard Skills)
• Financial Modeling (Hard Skills)
• Due Diligence (Hard Skills)
• Performance Monitoring (Hard Skills)
• Variable Analysis (Hard Skills)
• Policy Execution (Hard Skills)
• Investment Recommendations (Soft Skills)
• Performance Reporting (Soft Skills)

Job Summary: 

• Execute on business development plans for prospects and existing clients within the mass affluent market.
• Identify additional investment business development opportunities and facilitate the implementation of an investment solution and or referral to the appropriate partners.
• Provide client-centric investment solutions through a financial planning framework aligned with Global Sales Principles.
• Conduct outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities.
• Conduct a comprehensive needs analysis across several financial statements, including competitor statements.
• Participate actively in local professional and community events and associations to develop and expand the network.
• Identify opportunities to deliver community information sessions and financial seminars to grow prospects.
• Build and maintain a market profile in the assigned market area.
• Network with investment industry specialists to support business growth.
• Manage a small budget for independent marketing-based activities to enhance outreach and visibility.

Skills on Resume: 

• Business Development (Soft Skills)
• Client Solutions (Hard Skills)
• Needs Analysis (Hard Skills)
• Outbound Prospecting (Soft Skills)
• Networking Skills (Soft Skills)
• Community Engagement (Soft Skills)
• Market Profiling (Soft Skills)
• Marketing Management (Hard Skills)

Job Summary: 

• Communicate the investment platform’s strategy and solutions effectively to CRMs, clients, and prospects.
• Collaborate with CRMs to assess client needs and identify new business opportunities.
• Prepare investment proposals, advisory presentations, and portfolio reviews to support client acquisition.
• Assist in converting prospects into active clients through tailored investment solutions.
• Promote, implement, and manage discretionary mandates while aiming to centralize portfolio management.
• Oversee advisory mandates, streamline exposures, and ensure alignment with the bank’s investment strategy.
• Support the team head with various tasks related to investment planning and execution.
• Conduct regular portfolio reviews to ensure compliance with risk controls and client-specific constraints.
• Manage and execute trade orders in line with client objectives and market conditions.
• Invest client cash positions efficiently while maintaining oversight of transaction activity.
• Review all executed transactions for accuracy and alignment with the agreed strategy.

Skills on Resume: 

• Investment Communication (Soft Skills)
• Client Needs Assessment (Soft Skills)
• Proposal Preparation (Hard Skills)
• Client Conversion (Soft Skills)
• Mandate Management (Hard Skills)
• Portfolio Oversight (Hard Skills)
• Investment Planning Support (Soft Skills)
• Trade Execution (Hard Skills)

Job Summary: 

• Deliver an exceptional client experience by building relationships based on trust, advice, and confidence.
• Engage in prospecting efforts to consolidate external assets using lead generation, outbound calls, and client referrals.
• Work closely with clients to understand their needs and offer personalized investment strategies.
• Utilize internal tools to support recommendations and guide clients through opening new investment accounts.
• Facilitate the transfer of assets from other financial institutions.
• Identify opportunities to refer clients to other lines of business, including retail and wealth teams.
• Support cross-functional collaboration to deepen client relationships.
• Ensure each investment strategy aligns with the client’s long-term financial goals.
• Maintain consistent communication to foster client engagement and satisfaction.
• Help drive business growth by converting leads into active investment clients.

Skills on Resume: 

• Client Relationship (Soft Skills)
• Prospecting Skills (Soft Skills)
• Investment Strategy (Hard Skills)
• Account Onboarding (Hard Skills)
• Asset Transfer (Hard Skills)
• Team Collaboration (Soft Skills)
• Goal Alignment (Soft Skills)
• Lead Conversion (Soft Skills)

Job Summary: 

• Support the investment process from beginning to end.
• Support cross-functional investment teams made up of engineering, strategy, legal, finance, and other functions.
• Regularly report and present work to the investment committee.
• Own specific technology areas in collaboration with the engineering team.
• Scout for investment opportunities and strategically fill the deal pipeline.
• Demonstrate an analytical and solutions-focused approach.
• Regularly attend key industry events and investment conferences.
• Assist in building an international community of startups, investors, and innovation professionals.
• Develop a deep understanding of the UAM technology and operations landscape and a clear vision of the organization’s role now and in the future.

Skills on Resume: 

• Investment Process Support (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Committee Reporting (Soft Skills)
• Tech Domain Ownership (Hard Skills)
• Opportunity Scouting (Hard Skills)
• Analytical Mindset (Soft Skills)
• Industry Engagement (Soft Skills)
• Community Building (Soft Skills)

Job Summary: 

• Collaborate with the investment team to gain a deep understanding of market dynamics, investment strategies, and portfolio positioning.
• Effectively communicate the firm's investment philosophy, process, and performance to both internal teams and external audiences.
• Work alongside Global Distribution to meet with investors and prospects, providing insights into the firm's capabilities.
• Deliver timely market commentary and updates during client and prospect interactions.
• Coordinate with the Marketing team to produce written and digital content that reflects consistent and impactful messaging.
• Ensure all communication materials clearly convey investment concepts and strategic positioning.
• Serve as a point of contact for responding to portfolio-related inquiries from Distribution, Marketing, and RFP teams.
• Support external engagement efforts with accurate and compelling investment narratives.
• Provide market and product expertise to enhance client understanding and confidence.

Skills on Resume: 

• Market Understanding (Hard Skills)
• Investment Communication (Soft Skills)
• Investor Engagement (Soft Skills)
• Market Commentary (Hard Skills)
• Content Coordination (Soft Skills)
• Messaging Consistency (Soft Skills)
• Inquiry Response (Soft Skills)
• Product Expertise (Hard Skills)

Job Summary: 

• Analyze client trends and market intelligence to support strategies for client growth and retention in partnership with Sales teams.
• Contribute to the Liquidity pricing framework by collaborating closely with Sales leads.
• Act as a subject matter expert in supporting complex or high-value client deals, both externally and internally.
• Review and provide input on pricing proposals in coordination with Sales teams.
• Lead the development of thought leadership content and manage internal and external communications on capabilities.
• Address topics such as regulatory changes, market developments, and contribute to client pitchbooks with Client Marketing.
• Work jointly with Sales on marketing initiatives to enhance client engagement.
• Participate in key internal and external events and conferences as a speaker, panelist, or strategic support.
• Support the execution of the capability strategy through public and private marketing efforts.
• Identify opportunities for new products in collaboration with Sales teams.
• Develop and drive business cases to support the launch of new products.
• Ensure strategic alignment of all initiatives with overall business growth and client needs.

Skills on Resume: 

• Client Trend Analysis (Hard Skills)
• Pricing Framework Support (Hard Skills)
• Deal Expertise (Soft Skills)
• Proposal Review (Hard Skills)
• Thought Leadership (Soft Skills)
• Regulatory Insights (Hard Skills)
• Marketing Collaboration (Soft Skills)
• Product Development (Hard Skills)

Job Summary: 

• Respond to inbound client calls regarding general enquiries and order placements.
• Deliver high-quality customer service to ensure prompt and effective resolution of client concerns.
• Engage in active listening to understand clients' investment needs and goals.
• Provide tailored recommendations by promoting relevant services and financial products.
• Execute securities transactions and stock placement orders accurately.
• Ensure strict adherence to operational risk controls and regulatory compliance in all activities.
• Maintain detailed records of transactions and client interactions.
• Offer additional banking solutions that align with client profiles and financial objectives.
• Cross-sell suitable products to increase customer value and drive incentive-based sales.
• Support overall service excellence and client satisfaction through consistent and informed communication.

Skills on Resume: 

• Client Call Handling (Soft Skills)
• Customer Service (Soft Skills)
• Active Listening (Soft Skills)
• Product Recommendation (Hard Skills)
• Trade Execution (Hard Skills)
• Risk Compliance (Hard Skills)
• Record Management (Hard Skills)
• Cross-Selling (Soft Skills)

Job Summary: 

• Support the planning, execution, and reporting of fund projects across various investment strategies.
• Assist in the creation of marketing materials, including pitchbooks, Private Placement Memorandums (PPMs), and standard Due Diligence Questionnaires (DDQs).
• Respond to Requests for Proposals (RFPs), DDQs, and investor inquiries.
• Conduct market and product analysis, as well as internal and external research, to support business development and fundraising initiatives.
• Contribute insights that enhance strategic decision-making and investor engagement.
• Utilize digital transformation tools to improve the efficiency and quality of deliverables.
• Support the fundraising process for new fund launches with a strong focus on private debt, real estate, and private equity.
• Apply specialized knowledge and analytical expertise to assist in positioning fund offerings.
• Prepare compelling presentations to communicate investment opportunities to potential investors.
• Collaborate closely with internal teams to ensure consistent messaging and effective execution.
• Enhance fundraising outcomes through well-researched insights and high-quality support materials.

Skills on Resume: 

• Fund Project Support (Hard Skills)
• Marketing Materials (Hard Skills)
• RFP Response (Hard Skills)
• Market Analysis (Hard Skills)
• Strategic Insights (Soft Skills)
• Digital Tools Use (Hard Skills)
• Fundraising Support (Soft Skills)
• Presentation Preparation (Hard Skills)

Job Summary: 

• Build strong relationships with clients in the early stages of wealth accumulation by offering personalized investment advice.
• Use advice-based selling techniques and interest-driven conversations to guide all client interactions.
• Translate client goals into actionable strategies using goal-based planning calculators.
• Regularly review and update planning tools to reflect changes in client priorities.
• Proactively reach out to clients and prospects by leveraging referrals, data insights, and market intelligence.
• Identify growth opportunities and expand the wealth portfolio through consistent engagement.
• Collaborate with internal specialists to ensure clients receive comprehensive financial solutions.
• Refer complex planning needs to Financial Planners and connect clients with Personal Banking Specialists.
• Support sales management practices by developing and executing a personal business plan aligned with broader goals.
• Set specific targets that reflect brand, regional, and corporate objectives.
• Participate in networking events, promotions, and local campaigns to enhance brand visibility and drive business growth.

Skills on Resume: 

• Client Relationship (Soft Skills)
• Advice-Based Selling (Soft Skills)
• Goal Planning (Hard Skills)
• Proactive Outreach (Soft Skills)
• Growth Opportunities (Soft Skills)
• Team Collaboration (Soft Skills)
• Client Referral Handling (Soft Skills)
• Business Planning (Hard Skills)

Job Summary: 

• Lead pricing and underwriting activities during the pre-acquisition phase to ensure accurate home evaluations.
• Work closely with real estate operations teams to validate underwriting inputs and outcomes.
• Collaborate with data science, tech, and product teams to enhance the automated valuation model.
• Identify opportunities to refine pricing tools and improve predictive accuracy.
• Support customer acquisition by delivering competitive and reliable home price estimates.
• Help drive bookings in both mature and emerging markets through precise valuations.
• Partner with Sales to ensure a seamless and positive experience for every customer.
• Provide timely and strategic pricing support to improve conversion and satisfaction.
• Develop and continuously update training materials for the Investments team.
• Ensure team readiness by sharing best practices and supporting knowledge development.

Skills on Resume: 

• Pricing & Underwriting (Hard Skills)
• Real Estate Validation (Hard Skills)
• Valuation Model Enhancement (Hard Skills)
• Pricing Tool Improvement (Hard Skills)
• Customer Acquisition Support (Soft Skills)
• Market Valuation (Hard Skills)
• Sales Partnership (Soft Skills)
• Team Training Support (Soft Skills)

Job Summary: 

• Provide daily market updates and trading strategic plans for clients and individual sales staff.
• Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
• Coach and motivate on banking products such as FX and Insurance through daily interactions.
• Provide branch colleagues with updates on particular products through regular market updates and technical analysis.
• Work with Branch Managers to set plans to meet financial commitments.
• Assist bankers in achieving team goals.
• Strictly abide by the requirements of compliance and internal control on sales activities.
• Maintain and manage good relationships with customers to ensure they have a consistent and superior banking experience.
• Appropriately assess risk when making business decisions, demonstrating particular consideration for the firm's reputation and safeguarding the organization, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Skills on Resume: 

• Market Updates (Hard Skills)
• Financial Planning (Hard Skills)
• Product Coaching (Soft Skills)
• Technical Analysis (Hard Skills)
• Sales Planning (Soft Skills)
• Team Support (Soft Skills)
• Compliance Adherence (Hard Skills)
• Customer Relationship (Soft Skills)

Job Summary: 

• Support and lead smaller deals under the supervision of the investment management team during the underwriting of new investment opportunities in the distressed debt field and M&A in the financial sector.
• Participate actively in due diligence, focusing mainly on reviewing real estate valuations furnished by external advisors, legal due diligence reports furnished by external legal advisors, and financial analyses.
• Analyse and model investment opportunities in Excel spreadsheets.
• Prepare investment materials and communicate with investors.
• Analyse new market opportunities and conduct market research with a focus on the banking loans sector, real estate sector, opportunistic M&A opportunities in the financial services sector, or restructuring single-ticket cases.
• Perform other ad hoc analyses and support work.
• Cooperate daily with internal departments and external advisors.
• Grow quickly in a dynamic multicultural environment.
• Handle diverse tasks with significant room for self-realisation and a strong focus on deliverables.
• Evaluate or pre-evaluate NPL portfolios, including secured and unsecured retail, corporate, and SME assets.
• Coordinate and prepare tender documents to fulfil client requirements and evaluate portfolios for collections services to deliver satisfactory service pricing.

Skills on Resume: 

• Underwriting Support (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modeling (Hard Skills)
• Investment Materials (Soft Skills)
• Market Research (Hard Skills)
• Ad Hoc Analysis (Hard Skills)
• Cross-Functional Cooperation (Soft Skills)
• Portfolio Evaluation (Hard Skills)

Job Summary: 

• Serve as the point of contact and regional subject matter expert for HFS products.
• Work closely with Client Coverage to service existing investors and determine viable prospects while supporting requests and inquiries from affiliates.
• Support the sales process with RFPs, consultant inquiries, and custom materials requests.
• Manage investor onboarding into various fund offerings in collaboration with Client Coverage, fund administrators, and product management teams.
• Represent the regional business in maintaining and creating standard and custom product presentations, marketing materials, and due diligence questionnaires.
• Coordinate prospective investor meetings and roadshow locations by preparing materials and agendas with the relevant coverage person.
• Manage incoming inquiries on subscription and redemption processes for funds across institutional, wealth management, and third-party channels in coordination with fund administrators, product management, fund and portfolio accounting teams, and the coverage person.
• Build relationships with HFS investment professionals, product developers, fund and portfolio accounting teams, and legal and compliance officers.
• Keep client coverage teams informed of important market and product information.
• Prepare growth analysis and project plans to support the Global Head in day-to-day management and strategic decision-making.
• Enhance industry and product knowledge to communicate effectively and build credibility.
• Strengthen cross-functional collaboration to support consistent delivery across the platform.

Skills on Resume: 

• Point of Contact (Soft Skills)
• Client Servicing (Soft Skills)
• RFP Support (Hard Skills)
• Investor Onboarding (Hard Skills)
• Marketing Materials (Hard Skills)
• Meeting Coordination (Soft Skills)
• Process Management (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)

Job Summary: 

• Develop and execute weekly and monthly sales and marketing plans.
• Book customer appointments through branch referrals, outbound calls, incoming calls, and walk-ins.
• Provide sales and service support for other team members to complete transactions and support the achievement of business results.
• Respond to customer investment requests to fulfill basic investment product needs aligned with the customer’s investment and retirement plans or refer the customer to business partners and other business groups.
• Execute work to deliver timely, accurate, and efficient service.
• Learn the role of the Financial Planner and complete the required accreditation to assume the role within a 12-24-month time frame.
• Introduce clients to investment strategies and work with them to develop a financial plan using appropriate guidance tools.
• Probe to understand customer personal investment and banking needs and integrate marketing promotions and programs into conversations to provide strategic advice.
• Contribute to the continuous improvement of overall business results and the customer experience delivered.
• Maintain current knowledge of personal investment products, practices, and trends and integrate this knowledge into customer conversations.
• Work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Build effective relationships with internal and external stakeholders.
• Protect the Bank’s assets and comply with all regulatory, legal, and ethical requirements.
• Complete complex and diverse tasks within given rules and limits, including handling escalations from other employees.
• Analyze issues and determine appropriate next steps while taking on broader work or accountabilities.

Skills on Resume: 

• Sales Planning (Soft Skills)
• Customer Appointment Booking (Soft Skills)
• Sales Support (Soft Skills)
• Investment Needs Fulfillment (Hard Skills)
• Service Execution (Hard Skills)
• Financial Planning Prep (Hard Skills)
• Client Strategy Guidance (Soft Skills)
• Customer Needs Analysis (Soft Skills)

Job Summary: 

• Support the design, preparation, and operationalization of new initiatives that contribute to a pipeline of high-impact bankable projects.
• Lead the identification, incubation, and scaling of innovative solutions that enhance the inclusiveness and effectiveness of development operations.
• Support the sourcing of new investment opportunities and build a high-quality investment pipeline by leveraging personal networks and relationships.
• Evaluate investment opportunities, assess associated risks, analyze financial data, and perform business and investment valuations.
• Lead and manage the full investment lifecycle from due diligence and closing to post-funding support, follow-on funding, and exit management.
• Support the development of fund investment strategies, market and sector analysis, and the tracking of investment trends and deals.
• Support portfolio companies on management, strategy, and funding issues, including serving on boards.
• Network and interact with entrepreneurs, advisors, investors, corporates, and other key stakeholders in the impact tech ecosystem.
• Manage day-to-day fund operations and administration, including portfolio and impact monitoring, and investor or donor reporting.
• Develop and implement processes for efficient management of investment funds, including fund administration.

Skills on Resume: 

• Project Pipeline Development (Hard Skills)
• Innovation Scaling (Soft Skills)
• Opportunity Sourcing (Soft Skills)
• Investment Evaluation (Hard Skills)
• Lifecycle Management (Hard Skills)
• Market Analysis (Hard Skills)
• Portfolio Support (Soft Skills)
• Fund Operations (Hard Skills)

Job Summary: 

• Support the development, fundraising, and management of current and future investment activities and funds.
• Contribute to the development of policies and strategies aligned with developmental goals for the private sector in consultation with relevant stakeholders.
• Coordinate with other departments on project-related and strategic policy matters.
• Engage with broader operations and senior management.
• Act as an ambassador for investment initiatives and portfolio companies, representing their interests at conferences, industry events, and in the media.
• Participate in and contribute to learning events, advocacy, dissemination, and knowledge-building activities.
• Draft, review, and provide comments on project, policy, and other documents related to private sector development and operations.
• Maintain and share knowledge of emerging market best practices.
• Lead project teams and supervise the work of team members for individual transactions.
• Supervise reporting staff by providing clear direction, regular performance feedback, and ensuring ongoing learning and development.

Skills on Resume: 

• Stakeholder Coordination (Soft Skills)
• Policy Development (Hard Skills)
• Strategic Engagement (Soft Skills)
• Advocacy & Representation (Soft Skills)
• Knowledge Management (Hard Skills)
• Document Review (Hard Skills)
• Team Leadership (Soft Skills)
• Performance Supervision (Soft Skills)