Key Responsibilities

• Research and Analysis: Conduct thorough research on industries, companies, and macroeconomic trends to evaluate potential investments. Analyze financial statements, valuation metrics, and market data to support investment decisions.
• Financial Modeling: Develop and maintain sophisticated financial models, such as Discounted Cash Flow (DCF) models , comparable company analysis, and scenario modeling.
• Reporting and Presentations: Prepare detailed reports, investment memos, and presentations summarizing research findings and investment recommendations for the investment team, senior management, and clients.
• Portfolio Support: Monitor portfolio positions and market movements, providing timely updates to the investment team. Assist with performance attribution calculations and portfolio data reconciliations.
• Data Management: Collect, organize, and enter data for financial analysis and reporting.
• Meeting Support: Prepare data for investment meetings, attend them, and take comprehensive minutes to document key discussions and decisions.
• Due Diligence: Assist in preparing product due diligence materials for the investment team’s review.

Skills and Requirements

• Technical Skills: Proficiency in financial analysis, strong knowledge of Microsoft Excel for modeling and analysis, and PowerPoint for presentations are essential.
• Analytical & Numerical Skills: Strong analytical abilities and a keen attention to detail are crucial for evaluating complex financial information.
• Soft Skills: An ability to work in a fast-paced environment, strong communication and teamwork skills, and a willingness to learn are highly valued.
• Foundation: A basic understanding of financial statements, investment principles, and the capital markets is generally expected.

• Research and Analysis: Conduct thorough research on industries, companies, and macroeconomic trends to evaluate potential investments. Analyze financial statements, valuation metrics, and market data to support investment decisions.
• Financial Modeling: Develop and maintain sophisticated financial models, such as Discounted Cash Flow (DCF) models , comparable company analysis, and scenario modeling.
• Reporting and Presentations: Prepare detailed reports, investment memos, and presentations summarizing research findings and investment recommendations for the investment team, senior management, and clients.
• Portfolio Support: Monitor portfolio positions and market movements, providing timely updates to the investment team. Assist with performance attribution calculations and portfolio data reconciliations.
• Data Management: Collect, organize, and enter data for financial analysis and reporting.
• Meeting Support: Prepare data for investment meetings, attend them, and take comprehensive minutes to document key discussions and decisions.
• Due Diligence: Assist in preparing product due diligence materials for the investment team’s review