Key skills
Leadership
About this role
Role Overview
- Support the investment opportunity and/or manager evaluation and selection process, including coordinating due diligence workflows and maintaining documentation
- Coordinate preparation of investment reports and deliverables for senior leadership and other stakeholders
- Assist with portfolio monitoring activities, including tracking asset repositions and trade activity
- Support process improvement initiatives to enhance operational efficiency and team effectiveness
Requirements
- Bachelor’s degree in finance, investments, economics, mathematics or related field.
- 1-3 years of investment-related experience (internships and relevant coursework considered)
- Strong interest in institutional investments, asset management, and financial markets
- Strong capabilities required in MS Excel and PowerPoint
- CFA Level I candidate or progress toward CFA designation preferred
Benefits
- Flexible work arrangements
- Employee-centric environment
- Reasonable accommodations for applicants and candidates with disabilities