• Manage a portfolio of assets while supporting the asset manager to forecast and evaluate the financial impact of leading or development initiatives.
• Report performance to joint venture partners.
• Perform business planning, cash flow forecasting, and capital expenditure monitoring.
• Build and maintain detailed financial models.
• Conduct scenario modeling.
• Prepare development appraisals and feasibility appraisals.
• Collaborate with asset management and development teams on forecasting.
• Identify and implement improvements to Excel models, systems, and procedures from a data analytics perspective.

Skills: Financial Modeling, Cash Flow Forecasting, Business Planning, Data Analysis, Asset Management, Scenario Modeling, Excel Optimization, Capital Expenditure Monitoring

• Provide both quantitative and qualitative due diligence support across multiple asset classes, investment strategies, and thematic opportunities.
• Conduct in-depth research to identify risks, trends, and value drivers that influence investment decisions.
• Serve as the primary point of contact for all financial modeling requirements within the investment team.
• Design, build, and maintain financial models to support deal evaluation and portfolio analysis.
• Manage and utilize various information systems, including investment manager CRM and portfolio management tools.
• Coordinate with the Investment Operations Manager to ensure data integrity across all reporting systems.
• Oversee modeling processes related to cash flow forecasting and alternative investment pacing.
• Assist in the preparation of investment memorandums and presentation materials for committee meetings.
• Summarize findings and recommendations clearly to support senior decision-makers.
• Build and maintain industry relationships to stay informed on emerging trends and best practices.
• Leverage professional networks to enhance the firm’s market intelligence and strategic positioning.
• Contribute to broader initiatives such as operating pool investment strategy or retirement program oversight.
• Allocate approximately ten percent of time to operations, accounting, and administrative functions supporting the investment team.

Skills: Investment Due Diligence, Financial Modeling, Portfolio Analysis, Risk Assessment, Data Management, Research and Trend Analysis, Investment Reporting, Strategic Relationship Building

• Perform strategic planning for the group.
• Deliver business plans effectively.
• Track and analyze asset performance.
• Appraise new projects.
• Conduct debt structuring analysis.
• Engage in multiple areas of the business, including appraising acquisitions and analyzing asset management initiatives of varying scale.
• Think creatively about business decisions and strategies.
• Collaborate with a wide range of stakeholders, including external consultants, lenders, and other advisors.
• Undertake due diligence and help deliver portfolio business plans across multiple regions.
• Support the development and execution of exit strategies and hold/sell analysis.
• Work collaboratively with colleagues from the property and finance teams.

Skills: Strategic Planning, Business Plan Development, Asset Performance Analysis, Project Appraisal, Debt Structuring, Acquisition Evaluation, Stakeholder Collaboration, Portfolio Management

• Perform valuation analysis to assess the financial worth of companies and assets.
• Conduct comparative company analysis to benchmark performance against industry peers.
• Carry out detailed industry research to identify key market trends and growth drivers.
• Compile and organize supporting information to present stock ideas to the Equity Portfolio Manager.
• Assist in stock selection and portfolio monitoring through thorough analytical input.
• Maintain and regularly update dealing compliance records to ensure regulatory adherence.
• Monitor the operational performance of investee companies through periodic visits.
• Gather qualitative insights during company visits to support investment decisions.
• Attend regional conferences to stay informed about emerging market developments.
• Participate in internal marketing events to communicate investment strategies.
• Provide administrative and reporting support to senior managers.

Skills: Valuation Analysis, Comparative Company Analysis, Industry Research, Equity Analysis, Portfolio Monitoring, Compliance Management, Market Intelligence, Investment Reporting

• Collaborate with senior investment professionals to perform due diligence, research, and financial modeling.
• Assist in preparing and delivering investment recommendations derived from comprehensive analysis.
• Gather and assess data to support the investment decision-making process.
• Conduct market research to evaluate industry trends and opportunities.
• Perform financial analysis to assess company performance and potential returns.
• Carry out asset valuation to determine fair market values of portfolio investments.
• Partner with auditing teams to review financial statements and ensure accuracy.
• Coordinate with legal professionals to support legal due diligence and transaction closing.
• Contribute to post-deal portfolio monitoring and performance evaluation.
• Maintain ongoing communication with joint venture partners and external consultants.
• Foster productive relationships with service providers to enhance collaboration.
• Ensure alignment between internal teams and external stakeholders throughout the investment lifecycle.

Skills: Due Diligence, Financial Modeling, Investment Analysis, Market Research, Asset Valuation, Portfolio Monitoring, Stakeholder Collaboration, Financial Statement Review

• Attend manager due diligence meetings.
• Support alternative asset class due diligence (private capital, hedge funds, real estate), and travel for due diligence.
• Perform quantitative analysis.
• Draft and distribute manager meeting notes.
• Develop, research, and recommend asset allocation and investment strategies for team approval.
• Prepare recurring performance and risk reports.
• Support the Innovation Investment program.
• Coordinate legal review and completion of legal documents.
• Assist in capital markets research.
• Research potential SRI/ESG strategies and support the SRI program.
• Assist with the preparation of quarterly reports for the Pension and Investment Committee.
• Provide operational support for the investment function within the Treasury team.
• Work with the Operations Manager and Investment Analyst to manage invoice payments and cash flows.
• Manage the monthly accounting close process.

Skills: Due Diligence, Quantitative Analysis, Asset Allocation, Performance Reporting, Capital Markets Research, ESG Strategy Development, Investment Operations, Financial Accounting

• Research and analyze passive funds, sectors, and broader markets to identify key trends and opportunities.
• Perform both quantitative and qualitative analysis to assess fund performance and market positioning.
• Attend fund manager meetings to gather insights for research evaluation.
• Oversee all aspects of passive investment research, including ETFs and tracker funds.
• Take responsibility for maintaining the accuracy and quality of passive fund research outputs.
• Evaluate and recommend funds for inclusion or removal from the Wealth Shortlist.
• Prepare research reports and updates to inform investment decisions.
• Develop written content for distribution channels such as research updates and investment publications.
• Contribute articles and sector reviews for publications and related materials.
• Support the Head of Investment Analysis and Research with ongoing projects and reporting.
• Lead the Fund Research team to ensure smooth operations.
• Assist in recruiting and onboarding new team members to strengthen research capabilities.
• Provide training and review the quality of content produced by the team.

Skills: Fund Research, Market Trends, Data Analysis, ETF Evaluation, Report Writing, Publication Support, Team Leadership, Staff Training

• Analyze and evaluate domestic and cross-border M&A transactions across diverse consumer sectors.
• Assess private equity co-investment opportunities to determine their strategic and financial fit.
• Collaborate closely with senior bankers on advisory and investment assignments.
• Engage regularly with investors and high-profile clients to support transaction execution.
• Advise company founders, CEOs, CFOs, and senior management teams on investment processes.
• Assist in preparing marketing and due diligence materials for potential investors.
• Develop detailed investor updates for multiple private equity co-investments.
• Synthesize complex financial data into clear and actionable insights.
• Monitor the financial performance of portfolio companies against budgets and forecasts.
• Identify key risks and financial discrepancies within portfolio reporting.
• Support valuation, modeling, and scenario analysis to guide investment decisions.

Skills: M&A Analysis, Investment Evaluation, Client Advisory, Investor Relations, Financial Modeling, Portfolio Monitoring, Risk Assessment, Data Synthesis

• Perform screening and due diligence on investment opportunities sourced from external managers.
• Evaluate potential investments for alignment with strategic and risk objectives.
• Conduct in-depth reviews of existing investment mandates to assess ongoing suitability.
• Analyze performance results and risk metrics relative to benchmarks and guidelines.
• Ensure compliance with portfolio objectives and regulatory requirements.
• Develop and maintain monitoring tools for both quantitative and qualitative portfolio analysis.
• Prepare detailed materials for Investment Committee meetings, including reports and presentations.
• Provide performance updates, risk assessments, and commentary to support decision-making.
• Formulate and present manager recommendations based on research and analysis.
• Lead initiatives supporting the implementation of the Responsible Investment strategy.
• Focus particularly on ESG integration, sustainability monitoring, and climate-related risk analysis.
• Assist with accounting, finance, and administrative tasks.

Skills: Due Diligence, Investment Evaluation, Risk Analysis, Portfolio Monitoring, Compliance Management, ESG Integration, Performance Reporting, Responsible Investment

• Conduct research to identify emerging trends and opportunities in both new and existing markets.
• Support the preparation of internal and external presentations for stakeholders and investors.
• Contribute to the development of investment submissions, business plans, and Board reports.
• Maintain and update detailed financial models for investment projects and product initiatives.
• Apply financial modeling to support strategic planning and business forecasting.
• Perform comprehensive industry reviews to monitor market developments and competitive dynamics.
• Analyze relevant news and its potential implications for the company’s investment outlook.
• Assist in developing investment strategies and sourcing joint venture opportunities.
• Participate in evaluating and structuring partnership agreements to enhance portfolio growth.
• Prepare, review, and coordinate project, transaction, acquisition, and due diligence documentation.

Skills: Market Research, Financial Modeling, Strategic Planning, Industry Analysis, Investment Strategy, Partnership Development, Joint Venture Evaluation, Due Diligence

• Qualified Accountant (CA, ACCA, CIMA).
• Experience in commercial accounting or finance roles with financial analyst experience.
• Shipping experience and audit experience.
• Working knowledge of all IFRS/SFRS, including recent developments in revenue, leases, and impairment.
• Experience in preparing and analyzing investment performance reports and financial models.
• Track record in preparing board presentations and investment proposals.
• Proficient in the Microsoft Office suite, specifically Excel.
• MS Power BI knowledge.
• Working knowledge SAP system.
• Strong analytical and critical-thinking abilities.
• Excellent communication and presentation skills.
• Strategic mindset with the ability to connect financial outcomes to business goals.

Qualifications: BA in Business Economics with 5 years of Experience

• Public accounting, finance, or investment experience.
• CPA or CFA certification.
• Working knowledge and understanding of investment transactions and related accounting and financial terminology.
• Deep understanding of private equity, venture capital, or alternative investment structures.
• Knowledge of investment compliance frameworks and regulatory reporting requirements.
• Experience conducting detailed due diligence and investment research across multiple asset classes.
• Experience developing complex financial models for capital investments, acquisitions, and divestitures.
• Exposure to fund performance analysis and investment monitoring processes.
• Experience with Allvue Systems Fund Accounting or a comparable fund accounting software.
• High attention to detail and accuracy under tight deadlines.
• Strong problem-solving ability with a focus on practical, data-driven insights.
• Exceptional organizational skills and the ability to communicate complex financial information clearly to non-financial stakeholders.

Qualifications: BS in Accounting with 7 years of Experience

• Relevant experience within an investment or retirement consulting environment.
• Interest in pursuing a Chartered Financial Analyst designation or other financial qualifications.
• Comprehensive understanding of investment governance frameworks and risk controls.
• Knowledge of pension fund structures, asset-liability management, and capital markets instruments.
• Understanding of financial statement analysis to evaluate investment opportunities and fund performance.
• Proven track record in preparing detailed investment performance dashboards and variance analysis reports for management review.
• Experience in supporting asset allocation reviews and rebalancing recommendations.
• Excellent organizational, interpersonal, verbal, and written communication skills.
• Strong numerical reasoning, analytical skills, and ability to work through tasks logically.
• Ability to multitask, manage multiple priorities while working in a rapidly changing environment.
• High proficiency in Excel and other Microsoft Office applications.

Qualifications: BA in Corporate Finance and Investment with 4 years of Experience

• Knowledge of key financial concepts, metrics, internal rates of return, cash-on-cash returns, etc.
• Proficiency with financial modeling, with attention to detail, and proficiency in Excel.
• Current knowledge of macroeconomic news, market trends, and general industry knowledge.
• Strong grasp of risk-return dynamics, sensitivity analysis, and scenario modeling.
• Familiarity with investment fund operations, including NAV calculations and investor reporting cycles.
• Experience conducting valuation analyses for portfolio companies and prospective investments.
• Proven background in preparing investment memoranda and presenting recommendations to senior stakeholders or investment committees.
• Involved in capital raising, debt structuring, or strategic financial planning initiatives.
• Strategic thinker with the ability to synthesize complex data into actionable investment insights.
• Strong organizational, project management skills.
• Ability to independently execute transactions from start to finish.
• Strong interpersonal skills with high proficiency in written and verbal communication.

Qualifications: BS in Finance with 8 years of Experience

• Investment industry experience, with specific experience in investment data collection and spreadsheet analysis, and investment-related communications.
• General knowledge of statistics and investment data.
• Knowledge of the investment management and mutual fund industries.
• Working knowledge of applied investment and economic analysis.
• Experience in compiling investment performance metrics and benchmarking results for fund and portfolio evaluations.
• Exposure to client reporting, investor presentations, and performance attribution commentary.
• Experience working closely with investment managers to validate data integrity and reconcile portfolio information.
• Experience in automating financial data workflows and improving investment data accuracy across systems.
• Strong analytical skills and a high level of attention to detail.
• Proficient with MS Excel, PowerPoint, and spreadsheet analysis.
• Familiar with eVestment, FactSet, and Morningstar Direct.
• Good communication skills, both written and verbal.

Qualifications: BS in Business Administration with 9 years of Experience

• Working experience in Fund Management, with a background in equity analysis in the assigned markets, preferably in the TMT/Tech sector.
• Chartered Financial Analyst (CFA).
• In-depth understanding of equity research methodologies and market trend evaluation.
• Familiarity with financial metrics specific to technology and growth-oriented companies.
• Proven track record in developing equity valuation models and forecasting company financial performance.
• Experience collaborating with portfolio managers to generate actionable investment recommendations.
• Ability to prepare market outlook reports and thought leadership materials for internal or client distribution.
• Exposure to global equity market trends and their impact on portfolio strategy and performance attribution.
• Excellent computer, analytical, written, and verbal communication skills in English.
• Excellent research knowledge, analysis, and presentation skills.
• Strong organizational skills with the ability to work independently and multitask in a complex and fast-paced environment.
• Proactive, independent, and reliable.

Qualifications: BA in International Business with 6 years of Experience

• Related investment experience and prior risk management experience.
• Have or would be working on a CFA designation.
• Previous experience in finance, investments, credit analysis, or fixed income, preferably with knowledge of insurance liabilities.
• Familiarity with asset–liability management (ALM) techniques used in insurance or pension fund portfolios.
• Awareness of regulatory frameworks such as Solvency II, IFRS 17, or equivalent investment compliance standards.
• Experience performing fixed income and credit risk assessments to evaluate portfolio exposure and capital adequacy.
• Exposure to stress testing, scenario analysis, and risk-adjusted performance measurement.
• Experience integrating investment insights with actuarial or insurance liability modeling.
• Proven ability to support enterprise risk management (ERM) and investment governance reporting processes.
• Hands-on experience in developing or refining quantitative dashboards for portfolio monitoring and performance attribution.
• Advanced skills in Excel and ability to develop complex data models in Tableau, Excel, and/or exposure to computer programming
• Strong communication, collaboration, and partnering skills, and the ability to problem solve and explain solutions and outcomes (both oral and written).
• Motivated, confident, enjoys being challenged, and works well individually and in a team-based environment.

Qualifications: BS in Financial Engineering with 9 years of Experience

• Relevant industry experience with a Chartered Financial Analyst (CFA) designation
• Elevated understanding of equities, fixed income, and alternative investments.
• Strong grasp of quantitative analysis and risk-adjusted return metrics such as Sharpe, Sortino, and alpha/beta ratios.
• Understanding of portfolio rebalancing methodologies and tactical asset allocation processes.
• Experience conducting performance attribution and portfolio optimization analyses across multiple asset classes.
• Exposure to portfolio construction techniques integrating equities, fixed income, and alternative strategies.
• Proficient in MS Office Suite with advanced Excel knowledge and capabilities.
• Experience using Morningstar® Direct, Zephyr, and Orion software.
• Strong verbal and written communication and presentation skills.
• Professional demeanor and must communicate effectively with colleagues and clients.
• Strong problem-solving and analytical skills, coupled with accuracy and attention to detail.
• Must be highly motivated, organized, resourceful able to work autonomously.

Qualifications: BS in Actuarial Science with 7 years of Experience

• A strong grasp of the drivers of property returns and key property appraisal metrics.
• Direct Real Estate deal experience within a family office, real estate private equity, investment bank, or fund manager.
• Experience conducting property-level due diligence, financial feasibility studies, and investment return assessments.
• Exposure to structuring and executing direct real estate transactions, including acquisitions, dispositions, and joint ventures.
• Proven track record in preparing investment memoranda, valuation reports, and deal summaries for internal review.
• Good financial modelling skills, able to build financial models from scratch in Excel.
• Analytically rigorous and detail-oriented, particularly concerning numerical analysis and written reports, and presentations.
• Able to synthesize complex matters effectively and concisely.
• Strong communication skills, verbal and written.
• Have an enthusiastic and tenacious approach with a strong commitment to learning.
• Able to manage involvement in several simultaneous initiatives, deliver work to agreed deadlines, and work well with a variety of individuals across a complex and evolving business.
• Ability to work autonomously and as part of a team.

Qualifications: BS in Statistics with 5 years of Experience

• CFA, CTP, CPA, FRM, and/or CRMP
• Demonstrated knowledge in the financial and insurance industry.
• Knowledge of the banking and investment legal and regulatory environment.
• Knowledge of NAIC, SEC, and IRS rules and regulations.
• Experience supporting treasury operations, cash management strategies, and investment liquidity planning.
• Proven ability to conduct compliance reviews, ensuring adherence to internal investment policies and external regulations.
• Exposure to managing relationships with financial institutions, custodians, and third-party service providers.
• Experience contributing to the design and maintenance of risk management frameworks within investment or treasury functions.
• Ability to develop automation workflows or digital tools to enhance reporting accuracy and operational efficiency.
• Experience with Bloomberg Analytics, FactSet, and TMS systems (i.e., Kyriba).
• Strong digital literacy in the Microsoft Office Suite.
• Well-developed analytical and problem-solving skills, including an understanding of complex investment concepts.
• Strong written and verbal communication skills with the ability to present complex treasury, investment, and accounting information clearly to management.
• Exceptional organizational and time management ability, with flexibility to handle a variety of challenging responsibilities and change priorities.
• Ability to interact effectively with internal and external customers.

Qualifications: BA in Economics with 10 years of Experience