investment banking analyst

Servo Capital Advisors

<div>
 <p>
  <strong>
   Company Description
  </strong>
 </p>
 <p>
  Servo Capital Advisors is a corporate finance company based in Istanbul, T&uuml;rkiye, specializing in financial restructurings, financing arrangements, and M&amp;As. Closed USD5.7bn worth of transactions to date. The company also invests its own funds in single asset infrastructure and special situations private equity deals with family offices in T&uuml;rkiye, UAE and Saudi Arabia.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role Description
  </strong>
 </p>
 <p>
  This is a full-time on-site role for an Investment Banking Analyst/Senior Analyst based in Istanbul, T&uuml;rkiye. The Investment Banking Analyst/Senior Analyst will be responsible for financial modeling, presentation preparation, analytical tasks, market research, and report write up activities within the company.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   At least 2-3 years experience in corporate finance, M&amp;A, restructuring, project finance, financial modeling or credit allocation
  </li>
  <li>
   Be a good person
  </li>
  <li>
   Understand Mathematics
  </li>
  <li>
   Have social and friendly skills
  </li>
  <li>
   Very good English language skills
  </li>
  <li>
   Willing to learn investment banking
  </li>
  <li>
   Financial Modelling, presentation and analytical Skills
  </li>
  <li>
   Bachelor's degree in Engineering, Mathematics, Finance, Economics, or Law
  </li>
 </ul>
</div>


Investment Banking Analyst/Senior Analyst

FNBO - First National Bank of Omaha

<div><div>At Northland, our employees are the heart of our story&mdash;and we&rsquo;re committed to their success! Please see below the details of this career opportunity and how it fits into our organization&rsquo;s success.</div><div></div><div><div>
Summary of the Job:</div></div><div></div>
Summary of the Job<br>
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.<div></div><div>
About This Role:</div><div></div><ul><li><div>
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process</div><ul><li><div>
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures</div></li><li><div>
Develop understanding of Northland strategic vision</div><ul><li><div>
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps</div></li><li><div>
Assist with entering new markets, products, etc.</div></li><li><div>
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan</div></li></ul></li><li><div>
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets</div></li></ul></li></ul><div>
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison</div><ul><li><div>
Learn the applicable data systems and how the support the structuring of debt</div><ul><li><div>
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios</div></li><li><div>
Run various financing structure alternatives for prospects and clients as requested</div></li></ul></li><li><div>
Assist with business development activities</div><ul><li><div>
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings</div></li><li><div>
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects</div></li><li><div>
Identify, register for, and attend applicable trade shows</div></li><li><div>
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation</div></li><li><div>
Coordinate file documentation and closings</div></li><li><div>
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison</div></li></ul></li><li><div>
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities</div></li></ul><div>
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)</div><ul><li><div>
Complete compliance continuing education</div></li><li><div>
Ensure adherence to Northland compliance requirements in business development materials and process documents</div></li><li><div>
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)</div></li><li><div>
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards</div></li><li><div>
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act</div></li></ul><div>
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development</div><ul><li><div>
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan</div></li><li><div>
Practice Northland values and support the goals and strategic plan</div></li><li><div>
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues</div></li><li><div>
Complete special projects as assigned within allotted time frame</div></li><li><div>
Be accountable for continuous best efforts to complete the job assigned</div></li><li><div>
Conduct all work activities ethically</div></li></ul><div></div><div>
The Ideal Candidate for This Role:</div><div></div><ul><li><div><br>
Bachelor&rsquo;s degree in Accounting and/or Finance preferred</div></li><li><div>
3 plus years in an Accounting, Finance or Investments role</div></li><li><div>
General understanding of credit/finance related concepts</div></li><li><div>
Must be detailed oriented</div></li><li><div>
Proficient in MS office suite</div></li><li><div>
Must have strong communications/presentation skills</div></li><li><div>
Achieve or maintain series 50, 52, 63, SIE exam/licenses</div></li></ul><div></div><div>
Salary range for this role is between $100,000 - 150,000.00 &amp; is dependent on location and candidate experience.</div><div></div>
Candidates must possess unrestricted work authorization and not require future sponsorship.<div></div><div>
Compensation:</div><br>
<div></div>
Compensation range (base pay): $62,047.00-$102,377.00<div><i>
This role may have a specific starting pay within this range.</i></div><div></div><div>
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.</div><div></div><div>
Work Environment:</div>
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.<div></div><div>
Benefits Overview:</div><div></div><div>
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:</div><ul><li><div>
Medical, Dental, Vision Insurance</div></li><li><div>
401k, With Matching Contributions</div></li><li><div>
Time Off Programs</div></li><li><div>
Health Savings Account (HSA)/Dependent Care</div></li><li><div>
Employee Banking</div></li><li><div>
Growth Opportunities</div></li><li><div>
Tuition Assistance</div></li><li><div>
Short-Term/Long-Term Disability Insurance</div></li></ul><div></div><div>
Learn more about our benefits here: <div>https://www.fnbo.com/careers/benefits/</div>.</div><div></div><div>
For additional information regarding compensation and benefits, e-mail First National at <div>TAGAdmin@fnni.com</div>. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.</div><div></div>
Job number: R-20251800<div></div><div>
Registration Requirement:</div><div></div><div>
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.</div><div></div><div>
Equal Opportunity &amp; Belonging:</div><div></div><div>
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves&mdash;no matter their role or where they are in their journey.</div><div></div><div><div>
Learn more here.</div></div><div></div><div>
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.</div><div></div><div><br>
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC</div><div>
Northland follows federal law regarding the use of marijuana<i> (this applies to all non-California applicants)</i></div><div></div><div>
Application Deadline:</div><div></div><div>
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.</div></div>

Job Posting Title Public Finance Investment Banking Analyst

Morgan Stanley

<div>
 <strong>
  Company Profile
  <br/>
  <br/>
 </strong>
 Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
 <br/>
 <br/>
 As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
 <br/>
 <br/>
 <strong>
  Department Profile
  <br/>
  <br/>
 </strong>
 Morgan Stanley is a worldwide leader in investment banking and is one of the top firms in mergers and acquisitions, underwriting of equity and equity-related transactions, corporate debt issuance, and high-yield debt financing. With professionals in 30 countries, we are consistently recognized for our performance in both traditional and innovative financing techniques, helping a wide range of clients around the world to make and execute decisions about their business strategy and financial structure.
 <br/>
 <br/>
 We are looking for an Investment Banking / Global Capital Markets professional to join our Global Centers in Mumbai. The successful candidate will play a key role in providing deal execution support, preparing marketing materials including pitchbooks, conducting research and analytics, and providing internal process support to coverage and product teams across Equity Capital Markets, Debt Capital Markets and Mergers and Acquisitions globally.
 <br/>
 <br/>
 You will receive variety of trainings covering financial analysis, business presentations, and practical skills. At the end of training, you will be able to understand financial concepts and have a strong understanding of the Morgan Stanley culture. In this role, you will gain exposure to financial markets and macro trends, build knowledge of banking and capital markets sectors and products, and work with bankers in core locations. High performers will be eligible for internal mobility opportunities globally.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work closely with team members across the Investment Banking Division globally to provide a differentiated level of support to our everyday client coverage and capital market related tasks including internal management
  </li>
  <li>
   Prepare marketing materials including pitchbooks, information memoranda, road show presentations, analyst presentations and company profiles among others
  </li>
  <li>
   Perform financial analysis, including financial metric benchmarking, capital structure analysis, firepower analysis and its interpretation
  </li>
  <li>
   Perform company valuation including developing financial models and relative valuation
  </li>
  <li>
   Gather and synthesize financial and operating information about companies, industries and governments to analyze performance and drive strategic client dialogue
  </li>
  <li>
   Develop industry / macro market landscape including key themes / trends, economic indicators, competitive landscape among other items
  </li>
  <li>
   Maintain and update databases leveraged by senior management and deal teams
  </li>
  <li>
   Generate presentations and memoranda for a wider senior audience within the Firm
  </li>
  <li>
   Other administrative tasks to support overall deal flow and business
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills And Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   MBA / CA / Bachelor&rsquo;s Degree or equivalent
  </li>
  <li>
   1 &ndash; 3 years of work experience in related field
  </li>
  <li>
   Keen interest in corporate finance / capital markets
  </li>
  <li>
   Written competency and spoken language fluency in English
  </li>
  <li>
   Good communication and interpersonal skills to collaborate effectively with global teams
  </li>
  <li>
   Strong analytical and numerical skills and are at ease with financial data
  </li>
  <li>
   Agility and ability to multi-task and thrive in a fast-paced environment
  </li>
  <li>
   Team player with a strong work ethic and motivation to learn
  </li>
  <li>
   Ability to manage expectations and handle high-pressure situations
  </li>
  <li>
   Must have an intermediate skill level in Microsoft Excel and PowerPoint
  </li>
  <li>
   Programming and coding experience / knowledge of AI tools is encouraged
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You Can Expect From Morgan Stanley
  <br/>
  <br/>
 </strong>
 We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 <br/>
 <br/>
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 <br/>
 <br/>
 Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
</div>


Investment Banking Division - Analyst / Senior Analyst

NatWest Group

<p></p><div><p>Join us as a Transaction Management Analyst</p><p></p><ul><li>
In your new role, you&rsquo;ll be processing transactions for the investment banking function, working with others to create a seamless process</li><li>
You&rsquo;ll be collaborating with counterparties, traders, sales people and other global operations teams, allowing you to develop an extensive network</li><li>
Take advantage of our development opportunities, hone your skills and advance your career in this critical role</li><li>
We're offering this role at senior analyst level</li></ul><p></p><h2 class="jobSectionHeader"><b>
What you'll do</b></h2><p></p><p>
As a Transaction Management Analyst, you&rsquo;ll be processing investment banking transactions which will include confirmations, settlements, reconciliations and investigations.</p><p></p><p>
Day-to-day, you&rsquo;ll be:</p><p></p><ul><li>
Processing transactions for products like over-the-counter derivatives, FX and securities</li><li>
Helping to ensure a prompt response to communications, keeping the impact of time-zones in mind</li><li>
Making sure that targets are met by processing day-to-day trades in-line with set guidelines and procedures</li><li>
Escalating any issues where there are deviations from existing procedures</li><li>
Helping to reduce risk to the bank and maintain a control focused environment</li></ul><p></p><h2 class="jobSectionHeader"><b>
The skills you'll need</b></h2><p></p><p>
We&rsquo;re looking for a highly organised individual, with strong written and verbal communication skills. You&rsquo;ll be confident when liaising with stakeholders over the phone or by email and have good interpersonal skills.</p><p></p><p>
You&rsquo;ll also need:</p><p></p><ul><li>
Previous experience in and an understanding of the industry</li><li>
A good academic background, with graduate level qualifications or an MBA</li></ul></div>

Transaction Management Analyst FX

Citi

<div>
 <strong>
  You're the brains behind our work.
  <br/>
  <br/>
 </strong>
 You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth.
 <br/>
 <br/>
 Our programs equip you with the knowledge and training you need to play a valuable role on your team, and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when.
 <br/>
 <br/>
 Citi is looking for full-time Analysts to join the Corporate Banking team in UAE. Corporate Bankers are relationship-focused finance professionals responsible for understanding the wide range of complex financial issues facing our clients around the world. As a Corporate Banker, you will drive the client dialogue on capital structure, liability management, liquidity and funding strategies, risk management and investment solutions. Unique to Citi, Corporate Bankers assist in deciding where to invest the firm's capital and supporting the execution of those investments.
 <br/>
 <br/>
 Corporate Bankers work in partnership with various Citi groups across the firm including Risk Management, Investment Banking and the Capital Markets Origination. If none of these terms make sense right now, that's ok!
 <br/>
 <br/>
 As a Corporate Banking Analyst, you will join a training program, where you will receive an in-depth education on a variety of these topics to learn the fundamentals of the Analyst role and introduce you to Citi's culture. So whatever your degree is in we will give you the training you need to excel.
 <br/>
 <br/>
 <strong>
  We provide you with the knowledge and skills you need to succeed.
  <br/>
  <br/>
 </strong>
 We're committed to teaching you the ropes. The analyst program starts in mid July and begins with a six to eight week, in-depth training program in London before you join a team in UAE and your training will continue on the job.
 <br/>
 <br/>
 <strong>
  Your time here will look something like this...
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Conduct accounting and financial statement analysis, cash flow modelling and capital markets analysis
  </li>
  <li>
   Complete fundamental risk and credit analysis
  </li>
  <li>
   Collaborate and liaise with various product partners to deliver comprehensive solutions
  </li>
  <li>
   Assist in the presentation and development of new ideas to clients
  </li>
  <li>
   Support the structuring of complex transactions
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  We want to hear from you if...
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   You are in your final year of university or graduated
  </li>
  <li>
   Expected to achieve or have achieved a 2:1, a GPA 3.0/4.0 or above (or equivalent) at undergraduate level in any degree discipline
  </li>
  <li>
   Demonstrated keen interest in the financial services industry or global business
  </li>
  <li>
   You are fluent in English
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Who We Think Will Be a Great Fit...
  <br/>
  <br/>
 </strong>
 A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you.
 <br/>
 <br/>
 We'll also be looking for the following:
 <br/>
 <br/>
 <ul>
  <li>
   Commitment to personal growth and career development, a strong desire to learn, and success in team environments
  </li>
  <li>
   Knowledge of the global or domestic business landscape is a plus, but not required
  </li>
  <li>
   Strong communication, planning, and organizational skills
  </li>
  <li>
   Desire to develop a deep understanding of the financial industry
  </li>
  <li>
   Unquestioned commitment to integrity ethical decision-making
  </li>
  <li>
   Curiosity about market dynamics
   <br/>
   <br/>
  </li>
 </ul>
 We will recruit on a rolling basis and therefore encourage you to apply as soon as possible.
 <br/>
 <br/>
 Successful candidates will be offered a competitive salary.
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 <br/>
 <br/>
 <strong>
  Job Family Group:
  <br/>
  <br/>
 </strong>
 Institutional Banking
 <br/>
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 <br/>
 <br/>
 <strong>
  Job Family:
  <br/>
  <br/>
 </strong>
 Corporate Banking
 <br/>
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 ------------------------------------------------------
 <br/>
 <br/>
 <strong>
  Time Type:
  <br/>
  <br/>
 </strong>
 Full time
 <br/>
 <br/>
 ------------------------------------------------------
 <br/>
 <br/>
 <strong>
  Most Relevant Skills
  <br/>
  <br/>
 </strong>
 Please see the requirements listed above.
 <br/>
 <br/>
 ------------------------------------------------------
 <br/>
 <br/>
 <strong>
  Other Relevant Skills
  <br/>
  <br/>
 </strong>
 For complementary skills, please see above and/or contact the recruiter.
 <br/>
 <br/>
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 <br/>
 <br/>
 <em>
  Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
  <br/>
  <br/>
 </em>
 <em>
  If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
 </em>
 <em>
  Accessibility at Citi.
  <br/>
  <br/>
 </em>
 <em>
  View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.
 </em>
</div>


Corporate Banking Analyst, Full Time Analyst, Dubai UAE

Daman Investments

<div>
 <p>
  <strong>
   <u>
    Job Overview
   </u>
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  The Analyst plays a critical role in supporting investment management and advisory activities. This job includes conducting comprehensive financial and market analysis, building robust financial models, supporting transaction execution, preparing pitch materials, and contributing to due diligence processes. The Analyst will work closely with internal teams and external stakeholders to ensure effective delivery of investment services and maintain high standards of financial insight and executional excellence.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Job Responsibilities
   </u>
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Market Research and Industry Analysis
  </strong>
 </p>
 <ul>
  <li>
   Conduct comprehensive research on global and regional macroeconomic trends, sector-specific developments, and competitive landscapes.
  </li>
  <li>
   Stay abreast of industry news, regulatory changes, and market signals to inform investment strategies and client advisory.
  </li>
  <li>
   Perform qualitative and quantitative assessments of sectors and companies to identify emerging risks and opportunities.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Financial Analysis and Modelling
  </strong>
 </p>
 <ul>
  <li>
   Analyse company financials, including income statements, balance sheets, and cash flow statements, to assess operational performance and financial health.
  </li>
  <li>
   Develop and maintain detailed financial models to support investment decisions, including forecasts, scenario analyses, and pro forma financial statements.
  </li>
  <li>
   Execute valuation methodologies such as Discounted Cash Flow (DCF), Comparable Company Analysis, Precedent Transaction Analysis, and Leveraged Buyout (LBO) models to determine asset and company values.
  </li>
  <li>
   Conduct sensitivity analyses and benchmarking exercises to test model assumptions and assess risk exposures.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Transaction Execution and Deal Support
  </strong>
 </p>
 <ul>
  <li>
   Assist in the end-to-end execution of investment banking and advisory mandates, including M&amp;A, IPOs, and capital raising transactions.
  </li>
  <li>
   Support deal origination efforts by preparing pitch decks, teasers, and client-facing presentations. Coordinate internal due diligence and liaise with cross-functional teams to ensure timely and accurate data collation.
  </li>
  <li>
   Manage data rooms and facilitate Q&amp;A processes with clients, advisors, and counterparties during live transactions. Investment Evaluation and Risk Assessment
  </li>
  <li>
   Conduct independent assessments of potential investment opportunities across multiple asset classes, including structured finance, private credit, real assets, private equity, venture capital, direct and fund investments.
  </li>
  <li>
   Evaluate investment risks and returns, present investment recommendations, and prepare internal investment memos for decision-making committees.
  </li>
  <li>
   Support the development of risk mitigation strategies aligned with the firm&rsquo;s investment policy and risk appetite. Reporting, Monitoring, and Performance Tracking
  </li>
  <li>
   Track key performance indicators (KPIs) for portfolio companies and investment mandates, highlighting variances and proposing corrective measures.
  </li>
  <li>
   Maintain dashboards and reporting tools to support ongoing monitoring and performance evaluation.
  </li>
  <li>
   Provide regular updates on market movements and portfolio impact to internal stakeholders and clients.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Business Development and Client Interaction
  </strong>
 </p>
 <ul>
  <li>
   Participate in client interactions to gather information, understand strategic goals, and respond to queries or data requests.
  </li>
  <li>
   Support the preparation of client engagement materials to drive business development and relationship management efforts.
  </li>
  <li>
   Assist in identifying cross-sell opportunities within the firm&rsquo;s broader financial services ecosystem.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Operational and Administrative Support
  </strong>
 </p>
 <ul>
  <li>
   Ensure all transaction documentation is accurately recorded and filed in accordance with internal controls and compliance standards.
  </li>
  <li>
   Provide general administrative and coordination support to the Investment Management &amp; Advisory team as needed.
  </li>
  <li>
   Maintain organized records and assist in audit and compliance reviews related to investment activities.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Governance, Compliance, and Ethical Conduct
  </strong>
 </p>
 <ul>
  <li>
   Ensure full adherence to internal policies, regulatory requirements, and industry best practices in all aspects of the role.
  </li>
  <li>
   Demonstrate professionalism and uphold the firm&rsquo;s values in all client and team interactions. Exercise sound judgment and ethical decision-making in high-pressure and confidential situations.
  </li>
  <li>
   General Accountabilities
  </li>
  <li>
   Uphold company values throughout business practices and utilise sound judgment in decision making.
  </li>
  <li>
   Any other additional duties as may be required by management based on needs of the business.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Experience Required
   </u>
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Minimum 1-3 years of relevant experience in financial analysis, investment banking, private equity, corporate finance, or a similar environment.
  </li>
  <li>
   Demonstrated expertise in financial modelling, valuation, and analytical tools.
  </li>
  <li>
   Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related discipline
  </li>
 </ul>
</div>


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