Investment Associate / Senior Associate

About Positive Moves

Positive Moves is a pioneering Global Retained Executive Search firm founded in 1992, with offices spanning Singapore, London, Dubai, Paris, USA, and India. The firm specializes in partnering across diverse sectors such as Financial Services, Consumer Products, Retail, Manufacturing, Telecom, Strategy Consulting, Technology, Oil & Gas, and Healthcare. With its extensive global reach and research capabilities, Positive Moves has a proven track record of filling top leadership roles in over 50 countries worldwide. Known for its holistic approach, the firm supports growth and success for both clients and candidates in emerging markets and beyond.

Role & Responsibilities

• Conduct extensive investment research and analysis across international markets to discover and evaluate opportunities aligned with the firm's treasury and investment goals.
• Assist in managing the firm's global treasury portfolio, focusing on fixed income instruments, to ensure effective asset allocation and optimal returns.
• Continuously observe market dynamics, macroeconomic indicators, and interest rate changes to identify opportunities for investment, reinvestment, and exits.
• Oversee the firm's private equity holdings by tracking asset valuations, maintaining documentation, and engaging with portfolio companies to obtain regular business insights.
• Create and maintain detailed investment trackers, monitor portfolio performance, and prepare periodic comprehensive reports and dashboards for senior management.
• Ensure prompt execution of investment transactions while managing records and guaranteeing compliance and administrative processes across multiple jurisdictions.
• Establish and nurture relationships with banks, wealth managers, registered investment advisors, and other financial entities to gather investment ideas and market insights.
• Support strategic decision-making by preparing investment notes, performing financial analyses, and developing presentations related to investment strategies and capital allocation.

Candidate Profile

• Approximately 2 to 5 years of experience in treasury, investments, corporate finance, wealth management, investment research, or related financial fields.
• Solid knowledge of fixed income products, capital markets, and fundamental investment concepts.
• Strong analytical skills in research, finance, and the ability to communicate findings effectively in presentations.
• Meticulous attention to detail combined with excellent organizational and project management capabilities.
• Ability to juggle multiple tasks while upholding confidentiality and precision.
• Effective verbal and written communication skills, capable of engaging confidently with senior stakeholders, financial institutions, and advisors.
• A high degree of ownership, integrity, business insight, and intellectual curiosity.
• Experience working with financial databases or investment tracking systems is advantageous.

Educational Eligibility

Applicants should have completed a B.Com degree in Investment Banking, Account and Finance, Finance, Portfolio, or Wealth Management.