Investment Associate

SUMMARY

Our client is hiring an Investment Associate to join the team.

A suitable candidate should be a motivated and multi-skilled individual that meets the requirements of the role.

DUTIES TO INCLUDE

• Sell services and products and follow up on them.
• Confirm completion of time-sensitive work and supporting documentation.
• Update new accounts and offer continuous service by conducting operations.
• Engage with equity partners, attorneys, lenders, brokers and internal departments.
• Analyse investment opportunities.
• Design narrative investment memorandums on potential acquisitions.
• File and maintain account documentation and client information.
• Support financial consultant to organize and execute mailings and client communications.
• Analyse client portfolios and suitable investments.
• Respond to clients’ queries on accounts and trading procedures.
• Manage and attain product categories such as managed accounts, annuities and complicated retirement accounts.
• Manage confidentiality of client, financial consultant, and complex and company information.
• Interact with partners to receive and share client portfolios and relationship information daily.
• Confirm the execution of time-sensitive tasks and related paperwork.
• Promote goods and services and reply to them.
• Coordinate with the activity and the private offices to ensure timely resolution of difficulties.
• Update the latest accounts and provide ongoing service by operating.
• Collaborate with shareholdings, attorneys, bankers, dealers, and internal departments to identify investment options.
• Undertake thorough due diligence on company finance and financial markets.
• Supervise and manage the background investigation for ongoing purchase and disposal.
• Participate in and assist the acquisition disposal, and asset finance closing processes, including liaising with agents, advisors, lenders, and internal departments.
• Maintain client, financial analyst, complicated, and corporate information secrecy.

KEY REQUIREMENTS

ESSENTIAL

• Bachelor’s Degree in Business, Financial Management, or Economics.
• Relevant experience in a related field.
• Task-oriented, dependable, and effective interpersonal skills are required.
• Previous real estate transaction processing expertise.
• Excellent Excel working proficiency.
• Hard-working personality.
• Ensure a high standard of performance and quality.
• General quantitative abilities.
• Excellent verbal and active listening ability.
• Careful attention, prioritization skills, and stress management.
• Strong IT skills.

DESIRABLE

• Background in alternative investments, especially private markets.
• Previous experience in investment consultancy or asset management.
• Previous experience with screening fund manager databases.
• Proficient in Microsoft Word and PowerPoint.