The Role

1. Expense Management & Financial Admin

• Manage, track, and process corporate expenses and travel reimbursements for the investment team in alignment with company policy.
• Reconcile monthly credit card statements and corporate expense accounts.
• Assist in budget tracking and flag variances or unusual expenditures to the Team Lead.

1. Invoicing & Vendor Management

• Oversee the end-to-end invoicing process, including verifying invoices from external vendors, legal counsel, and consultants.
• Coordinate with the Finance/Accounting department to ensure timely and accurate payments.
• Maintain an updated ledger of vendor contracts, subscription renewals (e.g., Bloomberg, Reuters), and processing schedules.

1. Documentation & Record Keeping

• Organize and maintain confidential investment documentation, including NDAs, Term Sheets, KYC/compliance records, and portfolio performance reports.
• Ensure the team's digital filing system (SharePoint, Google Drive, or internal CRM) is structured, secure, and easily searchable.
• Assist in formatting, proofreading, and preparing presentation decks or meeting minutes for investment committee reviews.

1. Team Operational Support

• Coordinate schedules, complex calendar management, and travel arrangements for investment professionals.
• Act as the primary internal liaison between the Investment Team and support functions like Finance, Legal, and HR.

Your Profile

• Experience: 2-5 years of administrative or operational experience, ideally within banking, private equity, asset management, or corporate finance.
• Education: Bachelor's degree in Business Administration, Finance, or a related discipline is preferred.

• Technical Skills:
• Proficiency in MS Office (especially Excel for expense tracking and PowerPoint for presentations).
• Familiarity with expense management software (e.g., Concur, Expensify) and basic accounting/invoicing workflows.

• Soft Skills:
• High level of discretion and trustworthiness when handling sensitive financial and investment data.
• Excellent organizational skills with the ability to prioritize tasks under tight deadlines.
• Strong verbal and written communication skills to interface effectively with senior management and external vendors.

Apply Today

To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.

Reference No. 67010-0013466238

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