Investment Associate / Senior Financial Analyst

Key Result Areas:

Execution of market trades for all portfolios.
Management of corporate actions.
Communication with Investment Committee and Board members of funds and portfolios.
Performance of the fund in achieving revenue and profit targets.
Stakeholder relationship management.
Demonstrated interest in global public equity markets and long-term investing.
Experience using Bloomberg, FactSet, Capital IQ, or similar tools.
Familiarity with ESG integration and sustainable investing frameworks.

Key Routine Tasks:

Conduct fundamental research and analysis of publicly traded companies across multiple sectors and geographies.
Build and maintain detailed financial models, including discounted cash flow (DCF), comparable company, and precedent transaction analyses.
Support the investment decision-making process by preparing investment memos, pitch decks, and presentations for the Investment Committee.
Monitor portfolio performance, assess risk exposures, and generate insights from market trends, earnings calls, and macroeconomic developments.
Participate in company management meetings, industry conferences, and due diligence processes.
Work closely with senior analysts, portfolio managers, and traders to execute trades and rebalance portfolios.
Report to the Head of Investments (Public Market) on a regular basis and seek approval for devised investment plans.
Adhere to the company’s standards of corporate governance, regulatory compliance, and best practice standards.
Assist with quarterly reporting, compliance documentation, and internal stakeholder communication.