Responsibility
Executive & Strategic Support
- Work closely with the CEO and ExCo to assist with the execution of strategic initiatives.
- Prepare agendas, take minutes, and track follow-ups for confidential executive leadership meetings - EA on-hand to minute non-confidential meetings.
- Ensure timely completion of action items by coordinating across teams and escalating key issues.
- Assist in creating strategic documents, board materials, and presentations.
Corporate Strategy & M&A
- Support the identification and evaluation of M&A opportunities in coordination with the ExCo
- Build, refine, and review investment theses, including financial and operational analysis.
- Develop financial models for acquisitions, new ventures, and strategic projects.
- Conduct market and competitor research to support strategic decision-making.
Investment & Hiring Modelling
- Model ROI and performance expectations for strategic hires and team expansions.
- Coordinate with finance and HR to align modelling assumptions on compensation, budgets, and productivity.
Asian HoldCo & Hong Kong Integration
- Support the creation, structuring, and implementation of the Asian HoldCo.
- Work on the integration of Hong Kong operations, aligning legal, financial, operational, and HR processes.
- Track milestones and ensure effective communication between regional and global teams.
Cross-Functional Projects (Ops & Finance)
- Lead and support special projects across operations and finance, providing analytical and project management bandwidth.
- Drive process improvement initiatives and support operational scaling.
- Coordinate with internal stakeholders to solve cross-departmental challenges.
- Perform any other ad hoc finance or operational tasks or projects as directed by any member of ExCo
Representing Price Forbes
- Champion the Price Forbes name and core values.
- Unity - we build on our own experience of innovation to push boundaries in partnership with clients.
- Accountability - we take ownership of our actions, honour our commitments, accept responsibility for our decisions, and follow through with integrity.
- Integrity - we act with honesty, transparency, and fairness in all interactions, building trust through ethical behaviour and principled decision-making.
- Quality - we are committed to delivering high standards, paying attention to detail, and continuously improving to exceed expectations.
- Represent Price Forbes with clients, agents, suppliers and other organisations.
- Any other relevant tasks that the CEO may from time to time require you to enact.
Compliance
- Comply with relevant legal, regulatory and compliance requirements, E&O compliance procedures and quality initiatives.
- Escalation of any potential E&O's to Compliance Officer and Executive Directors at the earliest opportunity.
- Ensure completion of all mandatory Company training and to deadline.
Your scope of duties is not restrictive and may be expanded at the company's discretion.
