Investment & Financial Analyst

Capital Management & Treasury Manage the firm’s capital and cash resources to optimize risk-adjusted returns. Support capital markets investment activities by applying derivatives for hedging and yield enhancement. Monitor and forecast cash flow, working capital, and funding requirements to ensure liquidity. Prepare performance reports and internal dashboards to track capital deployment and returns. Coordinate with banks, brokers, and counterparties on account operations, trade settlements, and documentation. Asset & Wealth Management Provide administrative and analytical support for asset management related to the firm’s principals/shareholders and related parties. Assist in tracking portfolios, maintaining records, and generating reports across financial assets. Coordinate with external professionals such as banks, lawyers, property managers, and tax advisors for internal asset matters. Research & Risk Monitoring Conduct market, asset class, and investment product research to inform the firm’s investment decisions. Assist in due diligence and performance reviews of investment products held by the firm. Track risk exposures including market, credit, liquidity, and operational risks, and escalate issues to senior team members. Prepare research notes and internal briefing materials to support decision-making. General Support Across the Firm Contribute to administrative, operational, and ad hoc tasks to support firm operations. Initiate and implement process improvements to enhance efficiency within the firm’s lean structure. Support internal compliance and audit-related activities as required.