The Investor Relations & Fund Administration Officer will support relations with existing/potential investors, new fundraising efforts as well as the existing team with operations of the Lion-OCBC Fund. The individual will have significant interaction with deal team members within the department, as well as other business partners, legal/compliance and corporate communications departments within the OCBC Group.
Roles & Responsibilities
Draft updates to investors; prepare pitch-books, private placement memoranda, and marketing materials;
Coordinate events and prepare investor presentations
Maintain a database of due diligence information and coordinate due diligence process/ responses to investors' queries;
Build internal relationships across OCBC Group and communicate with external investors and key industry stakeholders;
Work with Portfolio Administration and deal teams on quarterly and annual reports to investors;
Responsible for fund operations including coordinating the issuance of capital calls, organizing Investment/Advisory Committee meetings, tax filing matters;
Liaise with fund administrator and auditor on bookkeeping and annual audit matters.
Reporting to Head, Portfolio Administration, Mezzanine Capital Unit
This individual must have a high level of literacy with financials and the ability to comprehend broad and complex themes and disseminate internally as concise and usable information.
A good attitude, cultural fit, strong financial / quantitative/ communication / written skills, and articulation are essential.
The successful candidate should have a strong and proven work ethic and have demonstrated excellence in prior endeavours.
The individual should be extremely familiar with financial performance analysis, markets, and be a dependable source to external and internal clients.
The successful candidate should have:
A good university degree
3 to 4 years or more working experience in the banking and finance industry with minimum of 2-years' experience in investor-/ client-facing roles in investment banking and/or private equity fund placement. Experience in Fund Administration is preferred.
Highly detail-oriented in all aspects of work
Strong Excel, database and PowerPoint skills
Strong written and oral communication skills
Collaborative team player
Able to build effective relationships internally and with external constituents: investors and industry/ media partners
Ability to speak/ read/ write Mandarin is a plus
Internal Number: 6291234
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