Investment Officer
CurrentPrimarily Identifying Private Equity Investment Opportunities for Buy Side Family OfficeMore than $150M Assets Under ManagementQuarterly Portfolio Valuation and Financial ReportingIssuing, Compiling and Analyzing Public Equity Research ReportsGenerating and Compiling Industry ResearchPitchbook Platform for Private EquityAssessing Qualitative & Quantitative Factors of InvestmentExploring Diverse Investment Securities to improve Portfolio PerformanceFocusing on ESG Compliant, Sustainable, Scalable and Technology-Driven OpportunitiesSetting Up Off Shore Entity - SPV Structuring & Legal Setup- Oversee and manage the daily operations of the investment division, including NAV calculation processing, settlement, reconciliation, tax and performance measurement.- Manage and maintain relationships with custodians, brokers, and other service providers.- Ensure compliance with regulatory requirements, reporting, and documentation.- Support the investment team in executing investment strategies, including investment performance analysis, and portfolio management.- Work closely with the investment team to identify and implement process improvements to increase efficiency and reduce risk..