Senior Investment Analyst

• Maintain and update internal investment tracking tools, including deal pipelines and trade logs.
• Maintain investment and trade trackers to ensure timely updates on asset allocation and capital deployment.
• Monitor portfolio liquidity, income, and allocation across funds, direct holdings, and discretionary mandates.
• Prepare performance reports (quarterly, semiannual, annual) for internal stakeholders including the investment committee and board.
• Perform financial modeling, scenario analysis, and risk assessment for new investment opportunities.
• Monitor portfolio performance and provide strategic recommendations based on data insights.
• Deliver investment reports, memos, and presentations to support committee decision-making.
• Coordinate the full investment process: sourcing, evaluation, execution, and monitoring.
• Stay abreast of macroeconomic trends, financial markets, and regulatory developments to inform investment strategy.

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