Investment Associate/ Senior Associate

Role & responsibilities:

• Investment Research & Analysis: Conduct research across global markets to identify and evaluate investment opportunities aligned with the firm's treasury and investment objectives.
• Treasury Portfolio Management: Support the management of the firm's global treasury portfolio across fixed income instruments, ensuring optimal allocation and performance.
• Investment Strategy: Monitor market trends, macroeconomic developments, and interest rate movements to identify investment, reinvestment, and exit opportunities.
• Private Equity Portfolio Management: Manage the firm's private equity investment portfolio by tracking valuations, maintaining investment documentation, and engaging with portfolio companies for regular business updates.
• Portfolio Monitoring & Reporting: Develop and maintain comprehensive investment trackers, monitor portfolio performance, and prepare periodic reports and dashboards for the Managing Partners.
• Investment operations & Governance: Ensure timely execution of investment transactions, maintain investment records, and oversee compliance, documentation, and administrative processes across jurisdictions.
• Stakeholder Engagement: Build and manage relationships with banks, wealth managers, registered investment advisors, and other financial institutions to source investment ideas and market intelligence.
• Strategic Decision Support: Prepare investment notes, financial analyses, and presentations to support strategic investment decisions and long-term capital allocation.

Preferred candidate profile

• 25 years of experience in treasury, investments, corporate finance, wealth management, investment research, or related financial roles.
• Strong understanding of fixed income products, capital markets, and investment principles.
• Excellent research, financial analysis, and presentation skills with the ability to synthesize information into actionable recommendations.
• Exceptional attention to detail with strong organizational and project management skills.
• Ability to manage multiple priorities while maintaining confidentiality and accuracy.
• Strong written and verbal communication skills, with the confidence to interact with senior stakeholders, financial institutions, and external advisors.
• High levels of ownership, integrity, commercial acumen, and intellectual curiosity.
• Experience with financial databases or investment tracking tools would be an advantage.