Your next challenge:
- Assure the necessary support for the daily management
of the funds for which BMI is
Appointed Portfolio Manager (Initial and On-going Due Diligence,
Investments, Divestments, Portfolio analysis and monitoring, performance
review, relationship with the Investment Advisor, Investment Committee
participation, etc.) - Reporting: Assist the Portfolio Management reporting for the Funds’
Board of Directors and BMI Executive Committee ; Prepare ad-hoc reporting for specific clients (monthly
factsheet) and support in the proprietary database maintenance for the
Alternative Assets ; Data collection and Database feeding, internal
reporting, and Executive Committee, BMI and clients’ Boards presentation
support - On-going supervision of the Investment
Advisor/Portfolio Management of the funds: Assist the PM team in the supervision activity through
Initial and On-going Due Diligence, performance review to evaluate the
quality of the Portfolio Managers/Investment Advisors and existing
investments. (trade activity, investment, divestment, post-trade analyses,
best execution analysis, data gathering for portfolio analysis, etc.).