Job Description: Private Equity & Real Estate

Immobilier:

Real estate fund management experience

Creation and management of a real estate fund

Private Equity

Monitor the investment process

Manage model portfolios as well as real clients’ portfolios

Validate the suitability of the investments.

Maintain and update the Credit Facility spreadsheet.

Monitor and update the clients' LTVs.

Maintain and update the third-party investment products (Funds, AMCs, Private equity…) database

Participate in investment committee meetings

Daily use and upgrade of the Portfolio Management system (Evoq)

Prepare quarterly reports for clients (Evoq)

Respond to specific client requests

Write clear and well-informed investment recommendations based on thorough research and analysis

Help manage and uphold current client relationships

Help optimize the control framework for verifying banking transactions utilizing automation when appropriate.

Ensure conformity with the Compliance or Internal Audit rules and best market practices.

Ensure identification, resolution, and follow-up of trade discrepancies, failures, or customer requests.

Liaise with other departments or external parties on investments/back-office-related matters

Excellent memo writing skills in both French and English are required.