Supports investment strategy, portfolio construction, capital markets research, and investment manager due diligence for institutional and private clients. Responsibilities include evaluating manager portfolios and performance, preparing client presentations, participating in client and fund manager meetings, writing research summaries, contributing to private investment due diligence, and supporting business development and prospect outreach. The role includes training, mentorship, and support for CFA or CAIA qualifications.

Supports treasury operations for client investment portfolios, including trade execution, fund subscriptions and redemptions, cash wire processing, cash reconciliation, and issue resolution. Coordinates with custodians, banks, fund administrators, investment managers, and internal teams. Assists with AML/KYC, operational risk controls, process improvements, project initiatives, and team training while developing expertise in alternative and traditional investment products.

Supports the firm’s global inclusion and community strategy, particularly across APAC and EMEA. Develops cultural awareness programming, learning sessions, employee engagement and volunteerism initiatives, stakeholder partnerships, communications, and community relationships. Translates global priorities into regionally relevant programs, contributes to measurement and reporting, and coordinates projects across multiple workstreams. Requires strong cross-cultural competence, facilitation, communication, judgment, and stakeholder management skills.