Research and Analysis:Conduct in-depth research on potential investment opportunities, specific companies, industries, and macroeconomic trends to support investment decisions.
Financial Modeling:Develop and maintain financial models, such as Discounted Cash Flow (DCF) analysis and comparable company analysis, to assess company value and investment potential.
Data and Reporting:Analyze financial statements and market data, collect and organize data, and assist in preparing periodic investment reports, client reviews, and presentations for the investment team.
Portfolio Support:Monitor portfolio positions and market movements, track performance of investments, and provide timely updates and actionable insights to the investment team.
Due Diligence:Help the team prepare materials for due diligence on potential products or companies.
Meeting Support:Prepare data and attend investment meetings, taking minutes to document key discussions and decisions.
Operational Support:Assist with various operational tasks, including data reconciliation, trade execution support, and other ad-hoc initiatives.
