Financial Planning and Analysis

• Collaborate with the Investment Talent and Training Director to help establish formal training protocols, success metrics, and career development pathways.
• Assist in managing entry-level hiring, onboarding, and cohort development processes to ensure a steady pipeline of talented investment professionals.
• Monitor and report on established success metrics sharing findings with the Investment Talent and Training Director.
• Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies and training, share best practices, and foster a unified organizational culture.
• Opportunity to leverage your investment acumen to support a small number of investment clients.
• Assist in managing the investment internship programs, technical training, and staffing processes.
• Support the implementation of competency frameworks and promotion criteria for junior roles.
• Contribute to the design and delivery of technical and soft skills training programs for investment professionals.
• Support continuous process improvements to enhance onboarding and staffing efficiency, ensuring alignment with the broader talent strategy.

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