Follow the policies and procedures outlined in the Investment Policies and Procedures Manual, as well as the company wide policies.
Provide assistance in the appraisal and execution of investment opportunities.
Collect information regarding investments, perform research and analysis for investment assessments and evaluations.
Assist in due diligence reviews, performing market research and financial analysis, including review of historic and prospective financial information.
Provide support in different aspects of monitoring performance of existing investments.
Undertake targeted research in order to support the sourcing of new investment business opportunities.
Prepare financial research summaries and compile data into comprehensive reports.
Assist in the Investment Divestiture (Liquidation) process for investments identified to be sold/disposed of, as and when instructed.
Properly file all Investment function documents and reports for further reference.
Ensure that sensitive information is safeguarded and only authorized personnel have access to investment project files and data.
