Key Responsibilities Client Coverage & Relationship Management Participate in and prepare for client meetings, including the preparation of supporting materials, portfolio reviews, and presentations. Serve as a trusted point of contact for clients, ensuring timely and professional responses to enquiries and requests. Communicate portfolio updates, investment decisions, and performance information clearly and effectively. Ensure all client actions and follow-up items are tracked and completed efficiently. Portfolio Management & Implementation Assist in the management and monitoring of client portfolios in line with investment objectives, risk profiles, and liquidity requirements. Prepare portfolio rebalancing recommendations and implementation proposals. Monitor portfolio exposures, cash balances, and asset allocations across multiple asset classes. Work closely with senior investment professionals to support portfolio construction and ongoing portfolio management activities. Trade Execution & Operational Oversight Prepare and coordinate trade instructions with banks, custodians, and external providers. Monitor the execution process and ensure transactions are completed accurately and within established procedures. Follow up on outstanding orders and ensure proper documentation and record keeping. Maintain high standards of operational accuracy and compliance with internal controls and approval processes. Reporting & Data Management Review portfolio reporting data and validate the accuracy of holdings, valuations, and performance information. Coordinate with custodians, administrators, and service providers to resolve discrepancies and data issues. Prepare high-quality client reports, presentations, and investment updates. Assist in maintaining comprehensive portfolio records across both public and private investments. Investment Support Conduct portfolio-related analysis and assist with monitoring investment positions across asset classes. Contribute to investment research, manager reviews, and due diligence efforts as required. Support the investment team with ad hoc analyses relevant to client portfolios and investment opportunities.
Multi-Family Office
