Associate, Investments Portfolio Office

Role Summary
Support assigned investment and portfolio workstreams across deal origination, investment execution, and post-investment monitoring, while contributing to selected Center of Excellence (CoE) initiatives through assistance in quality control, process standardization, and coordination of related deliverables.
Key Responsibilities
Investments & Portfolio Management
- Support in collecting market information, industry data, and compiling potential investment opportunities under guidance.
- Conduct preliminary screening (desktop research) based on predefined criteria (e.g., location, segment, developer profile, basic financial indicators).
- Assist in preparing input materials for investment proposals, including data collection, basic slides, and data tables.
- Maintain and update the deal pipeline database and tracking files.
- Provide administrative support during due diligence processes, including document collection, checklist tracking, and progress updates.
- Track and update basic portfolio performance indicators (e.g., sales progress, cash collection, key project milestones).
Process Improvement & CoE Support
- Execute tasks in accordance with established templates, guidelines, and standard operating procedures.
- Support data standardization and document management (formatting, version control, filing).
- Identify and flag workflow issues or inconsistencies to supervisors.
- Assist in data entry and updates across internal systems (e.g., Excel trackers, shared drives, workflow tools).
Cross-functional Coordination
- Assist in tracking timelines and following up with relevant stakeholders under supervision.
- Compile information from different teams and provide updates for internal reporting.
- Take meeting minutes and track follow-up action items.
- Support preparation of materials and logistics for internal and external meetings.
Other Duties
- Perform other duties as assigned by the supervisor from time to time.