Associate - Investments
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Key skills for this role
About the Role
We are seeking an Associate - Investments to help manage the portfolio, provide analysis of existing and potential investments, and support performance reporting and monitoring. The role involves reconciling with accounting books and assisting with audit reviews.
Key Skills for This Role
Responsibilities
- Help manage the portfolio, provide analysis of existing and potential investments, performance reporting and monitoring
- Reconcile with accounting books and ensure operations and accounting are updating the accounting books
- Assist with annual and recurring audit reviews
- Communicate with investment and brokerage firms for data collection, funds analysis, research and market insights
- Place trading orders if the Investment Manager is not available
Requirements
- Ability to help manage the portfolio and provide analysis of existing and potential investments
- Experience with performance reporting and monitoring
- Ability to reconcile with accounting books
- Strong communication skills for internal and external stakeholders
Full Job Posting
Purpose
- To help managing the portfolio, provide analysis of existing and potential investments, performance reporting and monitoring.
- To reconcile with accounting books and make sure that the operations and accounting are updating the accounting books.
- For the annual and recurring audit reviews.
Internal Communication
- Manager Investments
- Accounting and operations
- Auditors
External Communication
- Investment and Brokerage Firms
- Reuters and Bloomberg
Occupational Health & Safety and Environment
- Accountability: Are accountable for their acts and omissions.
- Responsibility: To follow agreed safe systems of work; to follow training and instructions; and to report accidents, incidents and near misses.
- Authority: To stop work if they think the work is unsafe.
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