About this role
Support the investment team in managing diverse portfolios by conducting performance analysis, manager evaluations, and financial reporting. This role offers hands-on experience in portfolio rebalancing, cash forecasting, and maintaining critical investment documentation.
What we are looking for 6
- Assist with monthly/quarterly performance reporting and manager assessments
- Support portfolio rebalancing and cash forecasting activities
- Prepare meeting minutes and maintain investment documentation
- Conduct due diligence on investment managers and potential new investments
- Intermediate proficiency in Excel, PowerPoint, Word, and SharePoint required
- Currently enrolled in a relevant degree-seeking program