Collect and compile client information including strategy, objectives, challenges, and historical data.
Update and maintain investment models with relevant client information.
Integrate & add data into existing models.
Update capital market assumptions based on client asset classes, historical performance, and market outlook.
Support production of quarterly and monthly client monitoring and investment performance reports.
Conduct scenario analysis to evaluate potential investment outcomes.
Perform foreign exchange (FX) analysis to assess currency impact on investments.
Run asset modeling exercises to support strategy development.
Conduct peer reviews of model outputs to ensure accuracy and consistency.
Prepare client-ready materials including reports, charts, and presentations.
Collaborate with the team to finalize analysis and ensure clarity of communication.
Support the delivery of final analysis presentations and facilitate client review sessions.
Address client queries and participate in discussions to clarify investment strategy insights.

MBA (Finance) or equivalent (CFA L3 passed / charter holder preferred)
5 Yrs + experience in relevant domain (preferred)
Strong Quant and analytical skills with experience in investment analysis and financial modeling.
Proficiency in Excel/Power Point and investment modeling tools
Excellent communication skills, both written and verbal, with the ability to present complex information clearly.
Detail-oriented with strong organizational and peer review capabilities.
Ability to work collaboratively in a team environment and manage multiple tasks efficiently.

Manager – Investments

Key skills