Investment Associate

About This Role

Job Summary:

The Investment Associate Asset Management & Reporting supports the monitoring, reporting, and governance oversight of the company’s investment portfolio, including university owned subsidiaries, startup investments, joint commercial agreements, and endowment fund assets managed by external asset managers. The role is responsible for producing portfolio performance analysis, maintaining investment reporting frameworks, and supporting governance and oversight mechanisms to ensure investments and commercial ventures operate in alignment with strategic objectives, performance targets, and shareholder expectations. The position also supports the design and implementation of governance frameworks for subsidiaries and startup ventures, including operating policies, KPI performance frameworks, and monitoring systems to ensure effective oversight and accountability across the investment platform.

Roles and Responsibility:

• Monitor and analyze the performance of endowment fund assets managed by external asset managers, including reviewing portfolio reports, performance metrics, and risk indicators
• Support oversight of external asset managers and investment advisors, ensuring alignment with approved investment mandates, asset allocation strategies, and performance benchmarks
• Monitor the performance and operational progress of university subsidiaries, startup investments, and joint commercial ventures.
• Track financial and operational performance of portfolio entities against approved business plans, investment mandates, and performance targets.
• Prepare periodic portfolio performance and asset management reports for management, investment committees, and board stakeholders.
• Maintain investment and portfolio reporting systems ensuring accuracy, consistency, and integrity of investment data
• Coordinate with subsidiaries, startup management teams, external asset managers, and strategic partners to collect financial and operational performance information
• Support the monitoring of joint commercial agreements and strategic partnerships, ensuring compliance with contractual obligations and performance expectations
• Conduct financial and performance analysis of investments, portfolio companies, and externally managed funds against defined KPIs and benchmarks.
• Assist in the preparation of investment committee and board reporting materials, including portfolio dashboards, asset allocation summaries, and performance insights
• Support the design and implementation of governance frameworks for subsidiaries and startup ventures, including operating policies, governance structures, and oversight mechanisms
• Contribute to the development of KPI frameworks, performance scorecards, and monitoring systems for subsidiaries, startups, and commercial partnerships
• Maintain documentation related to investment governance, portfolio monitoring frameworks, and asset management reporting procedures.

Qualification requirements:

Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.

Professional certifications such as CFA, CPA, or equivalent are preferred

Strong financial analysis, investment monitoring, and performance reporting capabilities

Advanced proficiency in Excel, power point and financial analysis tools

Knowledge of portfolio management, performance measurement, and KPI monitoring frameworks.

Strong analytical, communication, and stakeholder coordination skills.

Experience requirements:

• 4–7 years of relevant experience in investment management, asset management, portfolio reporting, corporate finance, or investment analysis.
• Experience supporting monitoring of externally managed investment portfolios or institutional funds
• Familiarity with investment performance reporting, asset allocation analysis, and investment committee reporting frameworks.
• Experience supporting portfolio company monitoring, venture investments, subsidiaries, or joint ventures.
• Exposure to institutional investment environments such as sovereign wealth funds, endowment funds, asset managers, or government-linked investment entities is preferred.