Investment Associate

About the role

The Investment Associate produces portfolio performance analysis, maintains investment reporting frameworks and supports governance and oversight so that investments and commercial ventures align with strategic objectives, performance targets and shareholder expectations. The role also helps design and implement governance frameworks for subsidiaries and startup ventures, including operating policies, KPI frameworks and monitoring systems.

Key responsibilities

• Monitor and analyse the performance of endowment fund assets managed by external asset managers, including portfolio reports, performance metrics and risk indicators.
• Support oversight of external asset managers and investment advisors against approved mandates, asset allocation strategies and benchmarks.
• Track the performance of university subsidiaries, startup investments and joint commercial ventures, and their progress against business plans and mandates.
• Prepare periodic portfolio performance and asset management reports for management, investment committees and the board.
• Maintain investment and portfolio reporting systems with accurate, consistent data, and coordinate with subsidiaries, startups, external managers and partners on performance information.
• Support monitoring of joint commercial agreements and strategic partnerships, and conduct financial and performance analysis against KPIs and benchmarks.
• Assist in preparing investment committee and board reporting materials, including dashboards and asset allocation summaries.
• Help design governance frameworks, operating policies, KPI frameworks, scorecards and monitoring systems for subsidiaries and startups, and maintain related documentation.

Required profile

• Bachelor's degree in Finance, Economics, Accounting, Business Administration or a related field.
• Professional certifications such as CFA or CPA are preferred.
• 2-4 years of experience supporting monitoring of externally managed investment portfolios or institutional funds.
• Experience supporting portfolio company monitoring, venture investments, subsidiaries or joint ventures.

Required skills

• Strong financial analysis, investment monitoring and performance reporting.
• Advanced Excel, PowerPoint and financial analysis tools.
• Knowledge of portfolio management, performance measurement and KPI frameworks.
• Analytical, communication and stakeholder coordination skills.

Only applicants who apply through the advertised application link will be considered; the "Apply Now" button does not count.