Senior Portfolio Advisor
Aster Advisors Limited
Total des années d'expérience :13 years, 2 Mois
● Attend industry events and conferences to keep up-to-date with the market and source investment opportunities
● Perform due diligence on private equity deals, financial feasibility and modelling
● Financial engineering to design debt/equity convertible products to raise financing from private clients and investment banks
● Meet with Senior Client Advisors to review and advice on client portfolios and investment guidelines
● Independently monitor and suggest changes to client portfolios
● Generate investment guidelines specific to client risk tolerances and goals
● Utilize Morningstar, Value Line and other research software to screen for new investment ideas and maintain due diligence on existing holdings
● Meet with fund managers to perform manager selection and review
● Actively participate as a member of the Investment Committee or Risk Committee as when required
● Complete special projects as needed
● Performed feasibility studies and market research for projects for which the firm was mandated- mainly hospitality and multi-leisure projects, theme parks and indoor family entertainment centers,
● Developed the business and financial models for at least 3 projects in the past year that were presented to private investors and banks for fund raising.
● Developed investor teasers, presentations and other marketing tools to assist in road shows and other investor meetings.
● Performed Due Diligence on investment funds and fund managers, and other investment opportunities for firm’s family office clients.
● Attended Investor Forums and other events to source new investment opportunities.
● Assisted in preparing the corporate and business strategy for the setting up of family office structure for UHNW clients and Wealth Management Platforms for local banks seeking to expand their commercial service offering.
● Designed operational templates and sales dashboard and other analytical tools as part of the strategy mandate with private banks in the region.
● Partnered with commercials and marketing teams to identify major account opportunities.
● Performed industry and market research to develop business and operational plans.
● Analyzed inventory utilization and capacity against performance goals.
● Managed daily stock report for quality assurance purposes.
● Created monthly PowerPoint presentations illustrating business performance and goals.
● Monitored and analyzed Key Performance Indicators (KPI) and financial ratios.
● Analyzed pricing and sales for all business products and prepared quarterly budget reviews.
● Handled cost and benefit analysis for diverse marketing campaign projects.
● Involved in the development, testing and successful implementation of new business reporting (ORACLE) software.
● Negotiated with underwriting and finance to offer market competitive terms on behalf of clients.
● Designed and created weekly and monthly sales and budgeting reports.
● Partnered with business development to identify major account opportunities.
● Supplied necessary industry and market research to target new businesses.
● Identified operational processes inefficiencies and recommended necessary improvements.
● Executed and reported variance and gap analysis.
● Led the development of 5+ new financial reporting methods to measure productivity and efficiency.
● Involved in the development, testing and successful implementation of company’s inbuilt CRM software and handled change management from previous SalesForce CRM software.
Chancellor List Scholarship, Deans List Scholarship, Merit Holder, Annual Prize in Informatics
