Taking a leading role and being responsible for developing and maintaining investor onboarding, Investor Portal and ongoing communications processes

Assist in preparation of the quarterly financial and management reporting for the group inclusive of asset raising updates and expenses – e.g. operating and performance metrics

Establish and maintain a data governance process for client Salesforce data inclusive of company and contact information across all products.

Provide asset allocation solution for the investment portfolio and perform optimizations around asset-liability management, returns and capital within the context of investment guidelines

Provide asset allocation solution for the investment portfolio and perform optimizations around asset-liability management, returns and capital within the context of investment guidelines