Assist in the preparation of client review documents.
Support the DPM (Discretionary Portfolio Management) portfolio managers with proposal and pitchbook preparation.
Assist in the preparation of account opening and closure documentation.
Actively support the DPM team in daily activities and tasks assigned.
Liaise and work closely with various internal stakeholders on DPM administrative matters.
Support the DPM team in their day‑to‑day management of the DPM mandates offered by the Bank, including pre‑ and post‑trade monitoring of transactions to ensure mandates or funds adhere to the stated guidelines and the Bank’s in‑house investment policies.
Assist in ad‑hoc projects, UAT projects, administrative work, and any tasks assigned by supervisors.