Roles and Responsibilities:
- Conduct quarterly monitoring by reviewing portfolio company results, earnings transcripts, management guidance, and key risks, and summarize insights for the Principal.
- Attend or listen to investor and analyst calls, representing the portfolio's interests and tracking material developments.
- Prepare a monthly Consolidated Wealth Report covering private equity, mutual funds, and corporate treasury investments.
- Coordinate with PMS and AIF managers, evaluate performance versus benchmarks, and challenge strategy changes when required.
- Track global market trends (US and international equities) and provide actionable inputs for portfolio rebalancing.
- Optimize corporate treasury by monitoring idle cash and recommending tax-efficient liquid or short-term debt instruments.
- Bring 4+ years of experience in Wealth Management, Equity Research, or a Family Office, with strong Excel and research-tool proficiency.
- Hold an MBA (Finance) or equivalent experience, with the ability to explain the narrative behind stocks/sectors; certifications are a plus.
