Envoy Ortus is one of the best BPO Companies in Sri Lanka, offers a complete facilities management service, from set-up consultancy to management services on day-to-day operations, through a dedicated team of specialists.Every project benefits from our expertise, distinctive management approach and our consideration of the broader property implications for our clients: with Envoy Ortus taking care of your facilities management needs, your company can focus on its core business.
Analyst
Must be certified at least with CFA 1 or studying for CFA
Ideal candidate should have finance or private equity background & looking for a career in a family office
2-3 Years’ experience
What you will be doing
You will be given great opportunities to develop your interpersonal skills through participating in cross-functional projects with a boutique multi-family office. You’ll return to university with an international perspective on portfolio management, client relationship management, investment sales and marketing that will set you up for life.
Work alongside portfolio managers based between Hong Kong and other geographic locations.
Participate in pitching new venture capital sales projects with follow up calls and email follow ups
Responsible for increasing amounts of portfolio capital, from US$1m to US$20m.
Assist with liability-driven and high certainty of outcome portfolios to cater to client needs.
Assist with new research and trade execution of fixed income, equity, property, hedge fund, FX and derivatives portfolios.
Create regular portfolio review reports of client portfolio’s and risk metrics.
Complete all client KYC and on-boarding documentation.
Complete Statements of Advice and other client Strategy Documents.
Be in charge of communication with UHNW individuals and families
Key responsibilities
International Venture Capital Sales
– Exposure yourself to the strong growing venture capital space.
– Analyze venture reports and detailed valuation models.
– Organize and create pitch decks and presentations.
– Experience first-hand the responsibility of a front-office sales professional in engaging reputable organizations.
– Handle venture capital sales initiative by engaging HNW families and senior investment managers.
– Manage the entire marketing process of making first contact, sales calls, campaigns, follow-up notes and etc., to nurture the relationships.
Client Servicing
– Service our existing UHNW families by executing account documentation (information gathering, liaising with various parties, and following up for account completion).
– Monitor client balances and report cashflow status.
– Manage client advisory documents and review written communications.
– Attend client meetings across the region in person or via secure teleconference
*Through this experience you will be able to gain technical knowledge, customer relationship
Management skill and work with highly confidential information.
Portfolio Responsibilities
– Update detailed securities research and technical ideas.
– Manage charting packs and research feeds.
– Work on investment ideas with the portfolio managers.
– Present sound investment opportunities to the investment committee
Operational Responsibilities
Forecast projected liability-matched cashflows and reconcile with actual incoming.
– Book trades on a timely and meticulously manner
– Resolve settlement and funding issues
– Track cash movements and handle security checks
Administrative responsibilities
Manage client documentation and keep proper records to comply with strict compliance rules.
– Manage travel/hotel bookings for senior executives
– Process expense claims
– Facilitate mailing of client documentation, arranging couriers, or hand-delivering documents
Skill requirements:
Maintain markets and legal knowledge and display an ability to identify the impact of change
A good understanding of financial markets across asset classes – essential
Awareness of tax rules for non-domiciled clients
Understanding of private bank products
Tier-one university degree in finance, accounting or economics with strong technical skills such as Excel, PowerPoint, VBA, Programming Skill
Proactive approach to work and problem solving – essential
Strong communication skill
You will be:
A strong team player who enjoys working in a target driven and client focused servicing environment
An excellent communicator with high EQ and think outside of the box
Confident, proactive, compliant, act with integrity and illustrate client and markets knowledge with a sense of urgency
Active across both academic and sporting arenas to remain ahead of a highly competitive and pressurizing industry
Good analytical skills and technical knowledge on investments in general
Above all you’ll be ready to soak up new sales and marketing ideas and concepts and take on whatever responsibility that comes your way
You will learn to:
Work with global business leaders with vast amount of corporate experience and portfolio managers with vast international exposure
Create a flexible working environment within a highly efficient and successful team;
Service clients in a professional manner to deepen the relationship
Receive exposure to a wide range of asset classes: fixed income, equities, derivatives, FX, commercial and distressed property, hedge funds and private equity
Seniority Level
Associate
Industry
Financial Services
Employment Type
Full-time
Job Functions
Management
