Prepare comprehensive reports and presentations on current and prospective investments, including valuation assessments and performance analysis.
Oversee the preparation of Management Accounts and Financial Statements, ensuring compliance with statutory requirements both locally and globally.
Provide support for investment activities, focusing on financial products such as public equities and real estate investments.
Act as the main liaison with tax service providers to ensure compliance with jurisdiction‑specific tax regulations, primarily in Singapore and the United States.
Facilitate trade executions and maintain relationships with private and retail bankers for investment activities in key markets.
Stay informed about financial markets and trends, with a strong understanding of private and public market dynamics.