01Responsibilities
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. .
