Associate - Risk Management - CA
1 month ago
Primary Functions and Responsibilities:
- Work with senior leadership to analyze and implement portfolio construction and active portfolio management
- Frequent communication with portfolio companies in regard to portfolio monitoring to analyze key trends and drivers.
- Assist in review of Investment Committee memos and supporting analysis; ensure the quality, completeness and accuracy of the analysis that precedes investment recommendations as well as manage the overall delivery of associated materials required for decision making.
- Analysis includes industry & competitive positioning analysis, quantitative financial analysis and modelling, financial and business due diligence, valuation and credit agreement review
- Understand different sectors through research. Monitoring the industry for current events, valuations and important financial information including those that affect clients.
- Prepare risk and performance presentations for distribution and discussion with senior management, and for use in external marketing/fundraising activities
- Contribute to various Team projects to further strengthen or enhance our investment process.
- Work closely with founders to provide direct support as deemed necessary by them
Skill Sets:
- Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment.
- Strong verbal and written communication skills that demonstrate an ability to articulate a clear, concise analysis of investment risk and relative value.
- Evidence of intellectual curiosity, creative problem-solving skills, and adaptability.
- Superior analytical and quantitative skills
- Ability to multi-task, prioritize and work both independently and as a productive member of a team
- Attention to detail with excellent editorial and review Candidate could be an MBA from a top tier college or a CA by qualification
- 2-7 years of relevant work experience in Credit or investment
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