Responsibilities
- Evaluate investment opportunities to assess initial and final suitability and assign allocations according to program goals and internal policies, while recording final decisions and justifications.
- Conduct compliance checks to verify that each investment aligns with authorized guidelines and meets the specific objectives of participating client programs, ensuring all client requirements are fulfilled.
- Engage in regular departmental and investment team discussions, including facilitating weekly investment committee sessions.
- Support ongoing assessment of target portfolio strategies across client programs to confirm alignment with defined objectives and limitations.
- Stay informed on existing private equity fund landscapes and evolving investment trends.
- Develop and review recurring portfolio performance reports and tailored client materials.
- Coordinate key aspects of investment execution by collaborating with internal teams to ensure due diligence steps are completed, deadlines are monitored, and client participation details are shared.
- Contribute to ad hoc assignments such as improving investment workflows or supporting strategic initiatives.
Work Arrangement
Hybrid
Other
As an onsite/hybrid employee, you are expected to be in the office on Tuesdays, Wednesdays and Thursdays.
