Investment Associate

Role overview:

Responsibilities:

• Monitor and analyze the performance of endowment fund assets managed by external asset managers, including reviewing portfolio reports, performance metrics, and risk indicators.
• Support oversight of external asset managers and investment advisors, ensuring alignment with approved investment mandates, asset allocation strategies, and performance benchmarks.
• Monitor the performance and operational progress of university subsidiaries, startup investments, and joint commercial ventures.
• Track financial and operational performance of portfolio entities against approved business plans, investment mandates, and performance targets.
• Prepare periodic portfolio performance and asset management reports for management, investment committees, and board stakeholders.
• Maintain investment and portfolio reporting systems ensuring accuracy, consistency, and integrity of investment data.
• Coordinate with subsidiaries, startup management teams, external asset managers, and strategic partners to collect financial and operational performance information.
• Support the monitoring of joint commercial agreements and strategic partnerships, ensuring compliance with contractual obligations and performance expectations.
• Conduct financial and performance analysis of investments, portfolio companies, and externally managed funds against defined KPIs and benchmarks.
• Assist in the preparation of investment committee and board reporting materials, including portfolio dashboards, asset allocation summaries, and performance insights.
• Support the design and implementation of governance frameworks for subsidiaries and startup ventures, including operating policies, governance structures, and oversight mechanisms.
• Contribute to the development of KPI frameworks, performance scorecards, and monitoring systems for subsidiaries, startups, and commercial partnerships.
• Maintain documentation related to investment governance, portfolio monitoring frameworks, and asset management reporting procedures.

Requirements:

• Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Professional certifications such as CFA, CPA, or equivalent are preferred.
• Strong financial analysis, investment monitoring, and performance reporting capabilities.
• Advanced proficiency in Excel, power point and financial analysis tools.
• Knowledge of portfolio management, performance measurement, and KPI monitoring frameworks.
• Strong analytical, communication, and stakeholder coordination skills.
• 2-4 years experience supporting monitoring of externally managed investment portfolios or institutional funds.
• Familiarity with investment performance reporting, asset allocation analysis, and investment committee reporting frameworks.
• Experience supporting portfolio company monitoring, venture investments, subsidiaries, or joint ventures.