Associate, Portfolio Management

Description

• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Preparation of materials used in the investment approval process.
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.
• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.

Requirements

• Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
• Diligent, organised, reliable with attention to detail.
• Curious and willingness to suggest improvements.
• Highly numerate and possessing excellent written and verbal communication skills.
• Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance