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.
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