Job Summary: 

• Conduct financial and investment analysis and due diligence as new opportunities arise.
• Prepare and report monthly on annual financial budgets, both capital and operational, to manage capital requirements.
• Prepare quarterly reports on investment and operational performance for directors and investors.
• Reforecast the budget versus actual performance of the investment portfolio.
• Assist with debt facility management and the preparation of lender reporting.
• Build, expand, and maintain a professional network across the agricultural industry to support personal development and business growth.
• Advise senior staff promptly on any pertinent business issues.
• Stay informed and continuously develop knowledge of new farming and business innovations, trends, and technologies.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Budget Management (Hard Skills)
• Investment Reporting (Hard Skills)
• Debt Management (Hard Skills)
• Industry Networking (Soft Skills)
• Business Advisory (Soft Skills)
• Performance Forecasting (Hard Skills)
• Innovation Awareness (Soft Skills)

Job Summary: 

• Collaborate with the Head of Strategic Investments to design, build, and manage innovative investment strategies.
• Oversee the full investment lifecycle, from idea generation and research to execution and performance evaluation.
• Develop and manage the portfolio through detailed investment research, valuation, and strategic analysis.
• Present well-supported investment recommendations to the Head of Strategic Investments for consideration.
• Conduct in-depth, primary research on blockchain technologies, protocols, and cryptocurrency ecosystems.
• Engage directly with technologists, developers, and startups to gain insights into emerging blockchain innovations.
• Perform comprehensive protocol breakdowns to evaluate underlying functionality and long-term viability.
• Build robust valuation models to assess prospective investments and forecast potential value creation.
• Integrate risk and return analytics to ensure investment decisions are data-driven and balanced.
• Formulate portfolio recommendations grounded in both quantitative rigor and qualitative insight.
• Monitor daily market developments, competitive dynamics, and regulatory changes within the blockchain and crypto sectors.
• Track news flow and risk indicators to identify opportunities and mitigate potential investment threats.

Skills on Resume: 

• Strategy Development (Hard Skills)
• Portfolio Oversight (Hard Skills)
• Valuation Modeling (Hard Skills)
• Blockchain Analysis (Hard Skills)
• Stakeholder Relations (Soft Skills)
• Data Analytics (Hard Skills)
• Risk Assessment (Hard Skills)
• Market Awareness (Soft Skills)

Job Summary: 

• Gather financial market intelligence on targeted sectors and companies, providing strategic recommendations.
• Explore new business and product opportunities based on financial analysis.
• Make sound recommendations to management on valuations of innovative business cases.
• Use financial modeling tools to develop pricing and price proposals to support negotiations with customers.
• Conduct pricing analyses for new or existing products and services and make recommendations for modifying current pricing.
• Collaborate with the Real Estate, Sales, and Finance teams to set strategies to secure customer contracts.
• Monitor market and competitor pricing for both real estate lease transactions and network deployments, and recommend price changes to ensure the competitiveness of proposals.
• Create methods, tools, and processes to determine upside product opportunities on existing assets.
• Determine methodology and pricing techniques to evaluate portfolio-level opportunities.
• Produce various reports and dashboards based on multiple data sources to highlight findings, actionable insights, and potential recommendations for key stakeholders.
• Identify, develop, and document process improvements and provide project support and analysis to the management team.

Skills on Resume: 

• Market Intelligence (Hard Skills)
• Business Analysis (Hard Skills)
• Valuation Expertise (Hard Skills)
• Financial Modeling (Hard Skills)
• Pricing Strategy (Hard Skills)
• Cross-Team Collaboration (Soft Skills)
• Data Reporting (Hard Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Collaborate with fund managers to research, develop, and maintain a pipeline of investment ideas suitable for portfolio construction.
• Continuously generate and refine investment concepts that align with the firm’s strategic and sustainability objectives.
• Conduct detailed, bottom-up fundamental research on companies using a combination of financial and sustainability analysis.
• Integrate both quantitative data and qualitative insights to produce comprehensive and high-quality written investment cases.
• Ensure that each investment case reflects a balance between financial performance potential and positive environmental or social impact.
• Engage directly with companies under consideration to discuss financial results, sustainability practices, and engagement priorities.
• Participate in ongoing dialogues with investee companies to promote transparency and responsible business conduct.
• Present positive impact investment cases clearly to fund managers and other decision-makers.
• Communicate research findings and recommendations effectively to both internal teams and external stakeholders.
• Build and nurture a professional network within and beyond the financial sector to stay informed about emerging sustainability trends.
• Proactively seek out thought leadership opportunities to enhance the team’s knowledge base.
• Contribute to maintaining the organization’s reputation as a leading positive impact investor.

Skills on Resume: 

• Investment Research (Hard Skills)
• Idea Generation (Hard Skills)
• Sustainability Analysis (Hard Skills)
• Data Integration (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Impact Assessment (Hard Skills)
• Effective Communication (Soft Skills)
• Networking Skills (Soft Skills)

Job Summary: 

• Analyze and conduct research on funds and products within the assigned sectors.
• Coordinate with managers and other analysts for meetings.
• Prepare for and undertake interviews with fund managers, collecting and synthesizing written information, assessing product merits, and writing detailed research reports.
• Champion the research process and contribute to its ongoing integrity and evolution.
• Participate actively in rating committees, offering well-informed perspectives and engaging in debate.
• Assist in the training and mentoring of graduate and associate investment analysts.
• Prepare fund updates, viewpoints, and profiles for existing trusts, and review the investment outlook for various sectors.
• Maintain regular communication with advisers to address specific queries and needs.
• Prepare and deliver research findings and presentations for professional development days, client pitches, and industry conferences.
• Contribute to the integrity and evolution of the research process by participating in peer review and model portfolio discussions, and providing ideas for process improvement.
• Collaborate with the broader team by contributing content to internal communications and becoming involved in the wider business.

Skills on Resume: 

• Fund Research (Hard Skills)
• Report Writing (Hard Skills)
• Product Evaluation (Hard Skills)
• Committee Participation (Soft Skills)
• Mentoring Skills (Soft Skills)
• Sector Analysis (Hard Skills)
• Presentation Skills (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Develop a strong understanding of each client’s objectives, constraints, and unique requirements to ensure exceptional service delivery.
• Actively engage with clients to anticipate their needs and provide timely, tailored solutions.
• Cultivate relationships with key stakeholders such as trustees, plan sponsors, and third-party advisors.
• Establish credibility and trust through consistent communication and proactive support.
• Take ownership of managing client and project workstreams to ensure deliverables meet agreed timelines and quality standards.
• Coordinate with internal teams to maintain smooth execution across all aspects of client work.
• Provide mentorship and guidance to junior analysts, reviewing their work for accuracy and insight.
• Ensure the technical precision and reasonableness of all analyses produced both individually and collaboratively.
• Support Client Managers and Consultant Directors with client communications on key strategic matters.
• Assist in preparing updates related to dynamic strategy changes, asset allocation adjustments, and market movements.
• Help produce and review monthly dashboards, funding level updates, and other performance reports.
• Collaborate on firmwide and client-specific projects, including fund expertise and reporting enhancements.

Skills on Resume: 

• Client Management (Soft Skills)
• Relationship Building (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Project Coordination (Soft Skills)
• Team Collaboration (Soft Skills)
• Analytical Precision (Hard Skills)
• Mentorship Skills (Soft Skills)
• Reporting Expertise (Hard Skills)

Job Summary: 

• Lead the financial modelling workstream, serving as the primary contact for all related analyses and inquiries.
• Develop robust financial models to support decision-making in property equity transactions.
• Collaborate with both internal and external stakeholders to ensure clarity and accuracy in financial assumptions.
• Provide detailed investment valuation analysis to guide pricing and value assessment of property opportunities.
• Assist the team in interpreting valuation outcomes and understanding key financial sensitivities.
• Contribute proactively to broader transactional responsibilities and discussions on investment considerations.
• Apply technical expertise to enhance the quality and reliability of deal assessments.
• Support the preparation and presentation of investment papers and recommendations for approval.
• Deliver clear, data-driven insights to facilitate informed investment committee decisions.
• Monitor the performance of assets and portfolios to identify trends and potential risks.
• Produce high-quality portfolio and performance reports for the team and senior stakeholders.
• Ensure timely submission of materials to the Mid Risk, Investment Committee, and other relevant governance bodies.

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Valuation Analysis (Hard Skills)
• Stakeholder Coordination (Soft Skills)
• Investment Assessment (Hard Skills)
• Data Interpretation (Hard Skills)
• Technical Expertise (Hard Skills)
• Report Preparation (Hard Skills)
• Decision Support (Soft Skills)

Job Summary: 

• Develop a deep understanding of the economic and business dynamics that define multiple industries.
• Analyze key structural trends, competitive factors, and growth drivers to identify potential long-term compounders.
• Focus on companies with sustainable business models and enduring competitive advantages.
• Perform detailed fundamental analysis, including balance sheet, income statement, and cash flow evaluations.
• Engage directly with company management through meetings, site visits, and conference participation.
• Gather primary insights to validate assumptions and strengthen analytical conclusions.
• Build proprietary financial models for each company, emphasizing valuation and sensitivity testing.
• Incorporate scenario analysis to assess potential risks and returns under different market conditions.
• Synthesize research findings into comprehensive written reports summarizing company and industry insights.
• Develop a clear and well-supported investment thesis for each covered company.
• Present actionable investment recommendations grounded in rigorous research and a long-term perspective.

Skills on Resume: 

• Industry Analysis (Hard Skills)
• Trend Evaluation (Hard Skills)
• Competitive Research (Hard Skills)
• Fundamental Analysis (Hard Skills)
• Management Engagement (Soft Skills)
• Financial Modeling (Hard Skills)
• Risk Assessment (Hard Skills)
• Investment Reporting (Hard Skills)

Job Summary: 

• Collaborate with senior team members to originate and execute investment opportunities across the European infrastructure and renewable energy sectors.
• Participate actively in all stages of the deal process, from sourcing to execution and portfolio management.
• Conduct comprehensive market research to identify potential investment themes and opportunities.
• Engage regularly with investment bankers, advisors, and industry professionals to build deal flow and strengthen market intelligence.
• Lead the development of detailed financial models from scratch to evaluate investment returns and sensitivities.
• Perform thorough due diligence on target assets, covering financial, operational, and regulatory aspects.
• Prepare high-quality Investment Committee presentations and memorandums to support decision-making.
• Participate in internal meetings to discuss ongoing investments and make well-reasoned recommendations.
• Provide insights and data to inform investment strategies and execution plans.
• Assist senior management in managing portfolio companies, including strategy development and operational improvement initiatives.
• Contribute to post-investment monitoring and performance analysis to ensure value creation.

Skills on Resume: 

• Deal Execution (Hard Skills)
• Market Research (Hard Skills)
• Financial Modeling (Hard Skills)
• Due Diligence (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Investment Reporting (Hard Skills)
• Strategy Development (Hard Skills)
• Portfolio Management (Hard Skills)

Job Summary: 

• Responsible for daily monitoring and maintenance of asset class and investment option cash requirements and positions.
• Monitor and convert foreign currency positions to facilitate transactions with international fund managers.
• Manage collateral and margin call processing and monitoring to support overlay and derivative positions.
• Coordinate pooled and private equity fund setups, new market openings, account setup and closures, and ensure completion and lodgement of all required documentation with the custodian.
• Oversee alternative asset transactions, including those in pooled funds, private equity, and infrastructure, and approve fund placements and redemptions.
• Maintain the internal private equity administration system, ensuring it is accurate, up to date, and aligned with organizational needs.
• Ensure all relevant policies, procedures, and processes contain strong controls, are well-documented, current, and compliant with risk and governance frameworks.
• Provide guidance and support for the oversight and work program management of junior members of the Investment Operations Team.

Skills on Resume: 

• Cash Management (Hard Skills)
• Currency Conversion (Hard Skills)
• Collateral Management (Hard Skills)
• Fund Administration (Hard Skills)
• Transaction Oversight (Hard Skills)
• System Maintenance (Hard Skills)
• Risk Compliance (Hard Skills)
• Team Leadership (Soft Skills)

Job Summary: 

• Collaborate with global manager research analysts, the asset allocation team, and product team partners to identify suitable investment managers for addition or removal from regional platforms.
• Contribute to the evaluation process by analyzing performance, risk characteristics, and qualitative factors of candidate funds.
• Take ownership of regional responsibilities related to local fund platforms and other open or managed architecture investment platforms.
• Ensure that platform offerings remain competitive, compliant, and aligned with regional investment objectives.
• Conduct ongoing quantitative monitoring of approved investment managers using advanced analytical tools.
• Track key performance indicators to identify trends, anomalies, and areas requiring further review.
• Maintain consistency in research methodology while adapting processes to meet regional market requirements.
• Align all regional activities with global standards established by the manager, research, and asset allocation teams.
• Provide insights that help strengthen investment governance and platform selection decisions.
• Support the continuous improvement of evaluation frameworks to enhance efficiency and global integration.

Skills on Resume: 

• Manager Evaluation (Hard Skills)
• Performance Analysis (Hard Skills)
• Risk Assessment (Hard Skills)
• Platform Management (Hard Skills)
• Quantitative Monitoring (Hard Skills)
• Data Interpretation (Hard Skills)
• Governance Support (Soft Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Analyze and summarize all due diligence materials related to the credit quality of businesses being acquired or owned by private equity clients.
• Evaluate each company’s historical and current financial performance to determine overall creditworthiness.
• Assess key factors such as products, services, sales and marketing strategies, customer and supplier relationships, and industry positioning.
• Examine management capability, competitive landscape, and financial projections to form a complete credit profile.
• Collaborate with the origination team to manage due diligence, screening, and underwriting approval processes efficiently.
• Ensure that all relevant documentation and analyses meet internal and regulatory standards.
• Assist with the syndication process for transactions where the firm leads the financing.
• Support communication and coordination between investors, partners, and other stakeholders throughout the transaction.
• Fulfill ongoing portfolio management duties, including credit analysis, reporting, and follow-up actions.
• Handle amendments, recapitalizations, acquisitions, and restructurings as part of the credit lifecycle.
• Contribute to strengthening the firm’s origination, underwriting, and portfolio management practices.
• Support initiatives aimed at attracting, developing, and retaining top-tier investment and credit professionals.

Skills on Resume: 

• Credit Analysis (Hard Skills)
• Financial Evaluation (Hard Skills)
• Due Diligence (Hard Skills)
• Risk Assessment (Hard Skills)
• Underwriting Support (Hard Skills)
• Stakeholder Coordination (Soft Skills)
• Portfolio Management (Hard Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Track and analyze trends, performance indicators, and developments across the national real estate market.
• Collect and interpret data to identify shifts in property values, demand drivers, and investment patterns.
• Develop and implement a comprehensive strategic research plan aligned with the firm’s local business goals.
• Lead research initiatives that support decision-making and business development efforts.
• Maintain accurate statistics and market analytics for the local real estate sector.
• Monitor economic indicators, transaction volumes, and leasing activity to assess market health.
• Deliver compelling insights and data-driven analyses to internal teams and clients regularly.
• Prepare detailed reports that highlight opportunities, risks, and emerging market dynamics.
• Analyze local real estate conditions alongside regional economic factors such as employment, demographics, and major corporate activity.
• Present findings and recommendations clearly to executives and internal committees.
• Ensure that research outputs consistently inform strategic planning and client advisory services.

Skills on Resume: 

• Market Analysis (Hard Skills)
• Data Interpretation (Hard Skills)
• Research Strategy (Hard Skills)
• Business Development (Soft Skills)
• Market Monitoring (Hard Skills)
• Insight Reporting (Hard Skills)
• Economic Assessment (Hard Skills)
• Presentation Skills (Soft Skills)

Job Summary: 

• Perform investment due diligence alongside private equity sponsors, consulting firms, market research firms, law firms, and other market participants.
• Assist in assessing the risk and reward attributes of potential transactions on both a relative and absolute return basis.
• Contribute to the creation of investment memorandums documenting diligence findings, including valuation and financial modeling.
• Collaborate with the deal team to make recommendations to the Alternatives Investment Committee.
• Participate in the investment closing process for approved investments in coordination with legal, accounting, operations, and risk management teams.
• Support the management of public equity holdings arising from exited private investments.
• Monitor portfolio holdings to identify key drivers of profitability and potential sources of risk.
• Track investments and perform periodic valuation reviews, including detailed financial modeling and analysis.
• Prepare ad-hoc reporting for senior management, including performance benchmarking and portfolio insights.

Skills on Resume: 

• Due Diligence (Hard Skills)
• Risk Assessment (Hard Skills)
• Valuation Modeling (Hard Skills)
• Investment Reporting (Hard Skills)
• Deal Collaboration (Soft Skills)
• Portfolio Monitoring (Hard Skills)
• Financial Analysis (Hard Skills)
• Performance Benchmarking (Hard Skills)

Job Summary: 

• Research, collect, and analyze investment and financial data and information.
• Maintain a database of investment information and monitor existing investments and strategies.
• Conduct due diligence and research on new and existing investment managers, alternative investments, and related financial partners, products, and services.
• Maintain relationships with various managers and key investment, financial advisory, and service support partners.
• Conduct and provide portfolio reviews with clients, deliver feedback to the team, and follow through on client action items.
• Provide investment analysis, reporting, education, and support for investment committee meetings and advisory service needs for defined contribution and defined benefit plan clients.
• Execute trading and implementation of client investment strategies.
• Assist with data collection, analysis, and development of financial plans.

Skills on Resume: 

• Data Analysis (Hard Skills)
• Investment Research (Hard Skills)
• Due Diligence (Hard Skills)
• Relationship Management (Soft Skills)
• Client Reporting (Hard Skills)
• Portfolio Review (Hard Skills)
• Trade Execution (Hard Skills)
• Financial Planning (Hard Skills)

Job Summary: 

• Deliver a suite of performance reports that provide insight into the key drivers of portfolio performance.
• Design and implement a flexible reporting platform to support scalable customization for individual client needs.
• Create an engaging online experience that enables clients to interact with their portfolios and gain a deeper understanding of investment composition and performance.
• Proactively identify and communicate performance trends and exceptions to investment and client teams.
• Continuously evolve offerings to exceed client expectations and remain competitive in the market.
• Provide responsive and professional field support that reflects a culture of respect and exceptional service.
• Collaborate with investment and client teams to develop creative solutions that enhance the client experience.
• Conduct investment performance analysis for assigned clients.
• Prepare, reconcile, and validate periodic and standard investment reports.
• Lead or participate in strategic reporting and operations projects to improve processes and outcomes.

Skills on Resume: 

• Performance Reporting (Hard Skills)
• Data Visualization (Hard Skills)
• Client Experience (Soft Skills)
• Trend Analysis (Hard Skills)
• Service Excellence (Soft Skills)
• Team Collaboration (Soft Skills)
• Investment Analysis (Hard Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Review account or household asset allocations and formulate written recommendations.
• Monitor, implement, and communicate client investment strategies.
• Support the portfolio management team in trade recommendations and implementation.
• Perform investment returns analysis for total portfolios and individual mandates.
• Conduct research and analysis to support strategic and tactical asset allocation decisions.
• Perform quantitative and qualitative analysis on securities and investment strategies.
• Assist in performance and transaction reconciliation.
• Maintain and reconcile investment-related databases and portfolio accounting systems.
• Handle various financial processing tasks for clients.
• Develop real estate and private placement IRR projections.

Skills on Resume: 

• Asset Allocation (Hard Skills)
• Strategy Implementation (Hard Skills)
• Trade Support (Hard Skills)
• Performance Analysis (Hard Skills)
• Investment Research (Hard Skills)
• Quantitative Analysis (Hard Skills)
• Data Reconciliation (Hard Skills)
• Financial Modeling (Hard Skills)

Job Summary: 

• Assist with vendor negotiation and support.
• Manage and participate in special projects.
• Facilitate the investment portion of client meetings.
• Discuss market views and portfolio positioning.
• Present client investment recommendations.
• Facilitate and manage post-meeting investment-related actions for the team.
• Take the lead on writing summaries of market actions and educational newsletters.
• Create and disseminate both internal and external investment communications.
• Participate in client and prospective client projects, meetings, and events.
• Prepare client deliverables and presentation materials.
• Collaborate with firm personnel to provide a unique client experience while exhibiting core company values.

Skills on Resume: 

• Vendor Management (Hard Skills)
• Project Coordination (Soft Skills)
• Client Engagement (Soft Skills)
• Market Communication (Soft Skills)
• Investment Presentation (Hard Skills)
• Post-Meeting Execution (Soft Skills)
• Content Writing (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Create and maintain financial projections (pro forma) for development projects using Microsoft Excel and other analytical tools.
• Perform variance analysis to communicate and explain changes from benchmarks and prior investment packages.
• Participate in the preparation of materials for Investment Committee meetings as well as quarterly and annual business planning sessions.
• Prepare analysis, reporting, and variance explanations for management and stakeholders.
• Present analysis results clearly and concisely to support decision-making.
• Collaborate with management to align go-forward budgets with actual performance and compare outcomes against original underwriting.
• Conduct ad-hoc property-specific financial analyses.
• Analyze the financial performance of potential and existing properties and portfolios, and prepare or present investment and strategic planning recommendations.
• Provide internal and external partners with timely reporting and analysis.
• Offer oversight and peer review for junior members of the investments team to ensure accuracy and consistency.
• Evaluate new investment opportunities and provide data-driven recommendations.
• Contribute to the preparation of materials for concept, screening, and approval memos.
• Review and analyze industry surveys, benchmarks, and macroeconomic trends.
• Conduct market research and perform in-depth analysis of industries, markets, and competitors using both primary and secondary sources.
• Collaborate with development and analysis teams to design new analytical tools and improve existing processes.

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Variance Analysis (Hard Skills)
• Investment Reporting (Hard Skills)
• Budget Alignment (Hard Skills)
• Property Analysis (Hard Skills)
• Market Research (Hard Skills)
• Team Oversight (Soft Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Assist senior team members in the ongoing monitoring of managers through meetings, calls, and reviews of periodic investment reports.
• Articulate key information and independent conclusions to the investment team.
• Document relevant information in the investment database.
• Assist in performing due diligence to evaluate potential investment opportunities, including sourcing and assessing external managers, while staying informed on market conditions across various strategies.
• Collaborate with colleagues to contribute to overall asset allocation and risk allocation processes through a detailed understanding of the broader portfolio and rigorous risk analysis.
• Coordinate with operations and investment teams to ensure accurate accounting and performance data is maintained in the portfolio management system, and document underlying positions and investment exposures.
• Generate monthly and quarterly reports for internal and external stakeholders, including pro-forma reports and reports for the Board of Directors.
• Work with senior team members to enhance the reporting of portfolio performance, positioning, and risk statistics.

Skills on Resume: 

• Manager Monitoring (Hard Skills)
• Due Diligence (Hard Skills)
• Risk Analysis (Hard Skills)
• Portfolio Coordination (Hard Skills)
• Data Management (Hard Skills)
• Reporting Skills (Hard Skills)
• Team Collaboration (Soft Skills)
• Communication Skills (Soft Skills)

Job Summary: 

• Work alongside a Senior Consultant or Principal with responsibility for a portfolio of clients.
• Support Investment Consultants in investment research and preparation of performance monitoring reports, including receiving and reviewing data from investment managers to meet quarterly deadlines.
• Participate in the development of client deliverables.
• Lead and support junior team members.
• Assist in preparing Statements of Investment Principles and Asset Liability Reviews.
• Support reviews of investment strategy and investment managers in collaboration with modeling and research teams.
• Attend trustee meetings with regulated investment professionals and assist in delivering advice to clients.
• Liaise with clients and investment managers on data and administrative matters.
• Engage regularly with the investment management team to develop a deep understanding of investment solutions and become a specialist in those solutions.
• Report any suspected breaches to management or the compliance department upon discovery.
• Lead or support consultants in the new client take-on process, collaborating with client onboarding specialists, business development, and operations teams.

Skills on Resume: 

• Client Support (Soft Skills)
• Investment Research (Hard Skills)
• Performance Reporting (Hard Skills)
• Team Leadership (Soft Skills)
• Strategy Review (Hard Skills)
• Client Communication (Soft Skills)
• Compliance Awareness (Hard Skills)
• Onboarding Coordination (Soft Skills)

Job Summary: 

• Provide front-line contact for on-demand client calls and inquiries.
• Identify and prioritize critical client requests and needs.
• Partner with senior team members to support client accounts, including direct client interaction through meetings, emails, and calls.
• Conduct and participate in client meetings.
• Manage and coordinate quarterly investment reviews, presentations, and client communication materials.
• Ensure all deliverables are accurate, timely, and of high quality.
• Monitor and assist internal partners with critical client deliverables, including investment policy review and development, investment implementation and rebalancing, manager evaluation, performance reporting and evaluation, and asset allocation or asset-liability work.
• Communicate verbally and in writing with clients regarding fund information, project updates, and other requests.
• Research and communicate client manager performance and key drivers of their investment process, including the rationale behind performance rankings.
• Collaborate with senior consultants, manager research teams, and clients to facilitate manager replacement searches.
• Coordinate the design and creation of customized analyses and responses to ad-hoc client and consultant inquiries.

Skills on Resume: 

• Client Service (Soft Skills)
• Priority Management (Soft Skills)
• Account Support (Soft Skills)
• Meeting Coordination (Soft Skills)
• Performance Reporting (Hard Skills)
• Communication Skills (Soft Skills)
• Manager Evaluation (Hard Skills)
• Analytical Support (Hard Skills)

Job Summary: 

• Collaborate with the Portfolio Manager to oversee all aspects of managing a multi-asset derivative portfolio, including construction, strategy selection, performance tracking, and regulatory compliance.
• Ensure all portfolio activities align with financial reporting standards, legal obligations, and industry regulations.
• Develop and maintain automated systems for downloading market data from multiple reliable sources.
• Manage the central data repository to ensure accuracy, accessibility, and consistency across all datasets.
• Implement process automation to improve efficiency in data management and reporting.
• Monitor and report on the derivative overlay portfolio’s requirements through monthly performance reviews.
• Coordinate with external managers to provide regular updates, conduct investment due diligence, and review industry developments.
• Support the Portfolio Manager in specialized projects, analyzing the risk profiles of assets and liabilities.
• Utilize platforms such as Bloomberg, Aladdin, and custom analytics systems to perform in-depth risk assessments.
• Collect, verify, and refine research data to produce concise and meaningful summaries.
• Provide analytical and technical assistance for various data and research requests from the wider investment team.
• Contribute to continuous improvements in data accuracy, portfolio monitoring, and analytical capabilities.

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Data Automation (Hard Skills)
• System Management (Hard Skills)
• Performance Reporting (Hard Skills)
• Risk Analysis (Hard Skills)
• Manager Coordination (Soft Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Monitor compliance for the investment portfolio across a range of asset classes.
• Review quarterly and annual reports, including financial statements, covenant compliance worksheets, and programmatic key indicators.
• Attend quarterly and annual meetings and complete meeting notes accurately and in a timely manner.
• Update and maintain internal financial and social impact performance tracking tools.
• Draft reporting and presentation materials for workgroups, committees, and trustees.
• Lead the annual risk assessment and rating process, as well as loss reserving for portfolio investments.
• Coordinate with the Director of Operations to manage portfolio operational functions, including capital calls, modifications, and reporting.
• Participate in the due diligence process for loans, loan guarantees, and equity investments, and help formulate investment recommendations.
• Assist in the preparation and review of closing documentation, including loan and investment agreements, and reporting requirements.
• Assist in the development, management, and monitoring of social investment grants.
• Support internal committees and workgroups.
• Participate in the evaluation of potential investments across all asset classes and stay informed on investment practices, emerging trends, vehicle structures, and new managers through research, conferences, and meetings.
• Prepare reports, presentations, memos, investment summaries, and recommendations.

Skills on Resume: 

• Compliance Monitoring (Hard Skills)
• Financial Reporting (Hard Skills)
• Meeting Documentation (Soft Skills)
• Performance Tracking (Hard Skills)
• Risk Assessment (Hard Skills)
• Operational Coordination (Soft Skills)
• Due Diligence (Hard Skills)
• Investment Evaluation (Hard Skills)

Job Summary: 

• Conduct deal evaluation and execution through a comprehensive approach, including investment appraisal, financial analysis, valuation, due diligence, forming recommendations, and reviewing transaction documents.
• Perform financial and investment due diligence.
• Manage investments in private equity funds and deals, from sourcing to exit.
• Support and develop relationships with third parties.
• Contribute to sourcing new investment opportunities.
• Generate ideas for the growth and scaling of portfolio businesses.
• Perform ad-hoc tasks as required by the team and contribute ideas and actions across the wider business.
• Support and assist senior deal team members throughout the investment transaction process.
• Conduct extensive financial analysis, including financial modeling and valuation.
• Perform desktop research to better understand industry dynamics.
• Formulate recommendations to senior team members on investment opportunities.
• Manage relationships with operators.
• Oversee due diligence processes while maintaining internal stakeholder follow-up on transactions.
• Prepare investment opportunities under the Head of Private Equity for presentation to the Investment Committee and Board of Directors.

Skills on Resume: 

• Deal Execution (Hard Skills)
• Financial Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Investment Management (Hard Skills)
• Relationship Building (Soft Skills)
• Opportunity Sourcing (Hard Skills)
• Portfolio Growth (Soft Skills)
• Investment Presentation (Hard Skills)

Job Summary: 

• Lead asset allocation research for Target Date Funds and Target Risk Funds (fund-of-funds).
• Monitor and enhance capabilities to evaluate peer universes, a key component in managing the Target Date Fund suite.
• Collaborate with the Public Markets Analyst team on asset allocation decisions within multi-manager sub-advised funds that span multiple asset classes and serve as building blocks for Target Date and Target Risk Funds.
• Identify and implement risk-mitigating investment opportunities through custom completion portfolio strategies across all fund-of-funds and Select Funds.
• Detect dislocations and investment opportunities across global public markets and communicate findings promptly to the team.
• Oversee asset allocation areas, including asset classes, sub-asset classes, factors, market capitalization leanings, and geographic exposures.
• Generate detailed narratives explaining key performance drivers at both fund-of-funds and Select Funds levels, including attribution analysis in collaboration with the Public Markets Analyst team.
• Continuously review industry best practices and academic research to strengthen the asset allocation process.
• Develop third-party Capital Market Assumptions (CMAs) and contribute to the creation of internal CMAs.
• Actively participate in weekly investment strategy and macroeconomic meetings with the Portfolio Management Team, including both Public and Private Markets professionals.
• Collaborate with the Senior Manager of Regulatory Risk to align asset allocation objectives with regulatory requirements.
• Maintain advanced proficiency in analytical tools and reporting applications to support investment management and research.
• Document all research notes in a standardized format and submit them promptly.
• Design and produce internal reports summarizing fund-of-funds activities and results to assess asset allocation effectiveness.
• Work closely with compliance officers to ensure adherence to investment strategies, guidelines, and stated policies.

Skills on Resume: 

• Asset Allocation (Hard Skills)
• Risk Mitigation (Hard Skills)
• Market Analysis (Hard Skills)
• Performance Attribution (Hard Skills)
• Research Development (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Analytical Reporting (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Collaborate with Investment Analysts, Portfolio Managers, and the Managing Director to support private credit portfolio efforts and perform additional assigned tasks.
• Manage documents in the internal system.
• Perform timely and accurate data management for capital calls and distributions, preferably using specialized software.
• Research investment ideas, and track and model investment performance and exposures.
• Maintain communication with managers, consultants, peer groups, and other information sources to stay updated on new developments, strategies, and fundraising or co-investing activities.
• Assist the Managing Director in preparing presentation materials for Investment Division staff and Board of Trustees’ Investment Committee meetings.
• Contribute to all fixed income team objectives.
• Perform due diligence on potential investments and strategies, including fund investments and co-investments.
• Participate in manager meetings, attend conferences, and collaborate with consultants and internal teams to enhance investment decision-making and strategic planning.
• Support the development and implementation of strategies related to the fixed income investment process, and proactively contribute ideas and relative value analyses in regular meetings.
• Communicate routinely with the Investments team regarding private credit portfolio developments, characteristics, strategy, and tactics.
• Collaborate with other fixed income team members to share market insights and track performance for informed relative value recommendations.
• Understand fixed income holdings and strategy objectives to identify and communicate emerging market opportunities.
• Assist Portfolio Managers with managing legal negotiations, investment closings, and execution of legal documents.
• Review and monitor cash flow activity across internal and external portfolios, ensuring collaboration and data sharing between operations, risk systems, custodians, administrators, and consultants.
• Assist with developing macroeconomic and asset allocation forecasts to inform tactical and strategic investment decisions.
• Contribute to the ongoing development and improvement of portfolio management, trading, and reporting systems.

Skills on Resume: 

• Portfolio Support (Hard Skills)
• Data Management (Hard Skills)
• Investment Research (Hard Skills)
• Due Diligence (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Fixed Income Strategy (Hard Skills)
• Cash Flow Monitoring (Hard Skills)
• System Improvement (Soft Skills)