As part of our team expansion we are looking for a Bilingual Investment Consultant to carry out the following activities:
Becoming familiar with the firm's Due Diligence platform and contributing to its continuous improvement.
Onboard investment managers and clients to our platform.
Review and input various financial information such as those related to hedge funds and private equity investment funds as well as coordinate with certain investment managers and service providers.
Conducting calls with global asset managers across various strategies and sizes.
Extract, compile, and manage documents received from investment managers and verify their accuracy before adding them to the back-end
Determine the strategies of the investment funds under coverage by verifying data points across marketing and managing proprietary materials as well as legal documents such as offering memoranda, limited partnership agreements, etc. and accurately input vital information for the client into end system.
Perform related tasks in conjunction with the end-to-end process of the Data Team, which comprises asset manager and fund level data input, public domain and service provider verifications.
Monitor workload progress and report any issues and challenges to reviewers or direct supervisor for any action needed.
Collaborate with Subject Matter Experts and Senior Data Analysts regarding the review process of the engagements.
Efficiently contributing to the diligence team and deliverables by exploiting Specialized platform.
Managing and participating in strategic projects to modernize and improve Specialized platform.
Collaborating with the team to offer analytical solutions through data-based recommendations.
Recovering and analyzing data.
Creating and maintaining dashboards.
Research critically and carefully curate company websites and third-party media software for valuable information
Compile, manage and verify the accuracy of researched data into new and existing databases.
Writing summaries for notable information found to clients when required.
Communicating with team members in the review process.
Other ad-hoc special projects and administrative duties as required.
DESIRED SKILLS AND EXPERIENCE
A Bachelor's degree in Commerce with a Finance specialization.
Project management skills and process optimization.
MS Office suite proficiency including Outlook, Excel, Word and PowerPoint.
Solid knowledge of financial measures and knowledge of the investment management sector
Ability to handle raw data.
Familiarity, confidence and accuracy when using a variety of IT tools (e.g. input of information into databases, maintaining files and folders on company servers).
Outstanding written, verbal and research skills.
Able to quickly grasp new tasks working with highly technical information.
Knowledge of the financial industry is an asset.
Experience in a similar role is an asset.
COMPETENCIES
Excellent English skills both written and oral.
High level of accuracy and attention to detail.
Strong organization skills with the ability to multi-task, prioritize and meet deadlines.
Ability to function effectively as a member of a fast-paced team and contribute to a growing organization.
Demonstrate initiative by proactively identifying potential solutions to problems or making recommendations to enhance operational efficiencies.
Ability to adapt to change and flexibility to take on varied tasks.
Strong work ethic and professional integrity.
Very important to share CV and gross monthly salary expectation.
Recuerda que ningún reclutador puede pedirte dinero a cambio de una entrevista o un puesto. Asimismo, evita realizar pagos o compartir información financiera con las empresas.