Position Description:
The ideal candidate will be responsible for managing and enhancing the research database infrastructure, ensuring data accuracy and availability, and supporting the investment research team with timely, relevant, and well-structured data for decision-making.
Key Responsibilities:
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Update the Morning News File daily, including fund returns, benchmarks, and market statistics.
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Prepare the Daily Performance Sheet reflecting returns of all industry funds.
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Develop Investment Committee (IC) presentations on a weekly basis.
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Update IC meeting minutes drafts weekly.
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Prepare AUM (Assets Under Management) presentations for the industry monthly.
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Update databases and presentations for FMRs, Director Reports, etc.
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Provide presentations for quarterly Board and Town Hall meetings.
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Handle miscellaneous database queries for Sales, Risk, Fund Management, and other departments.
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Maintain a financial accounts database on a quarterly basis.
Required Competencies:
To perform the job successfully, the candidate should demonstrate the following:
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Strong analytical and interpersonal skills.
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Proficiency in Microsoft Office Suite.
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Accuracy, thoroughness, and high responsibility with excellent attention to detail.
Required Education & Experience:
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Bachelor’s degree in a relevant discipline from a reputable and HEC-recognized institution.
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1–3 years of experience in data management, financial analysis, or research support, preferably in asset management.