Job Openings at Liaison Group

Portfolio Analysis and Reporting

• Assist in evaluating investment portfolios by analyzing performance, risks, and alignment with clients’ financial goals.
• Prepare regular performance reports, presentations, and summaries for trust accounts.
• Conduct quantitative analysis to support investment decisions and identify investment opportunities.

Market Research and Data Analysis

• Conduct research on financial markets, economic trends, and specific industries to provide insights on potential investments.
• Analyze macroeconomic indicators, sectoral trends, and company-specific data to support investment strategy decisions.
• Track relevant news, trends, and changes in regulations that may impact the investment portfolios.

Financial Modeling

• Support the development and maintenance of financial models to forecast investment returns and simulate portfolio scenarios.
• Utilize financial software and tools for valuation, risk assessment, and portfolio analysis.

Client Relationship Support

• Assist in preparing materials for client meetings, including presentations and reports as well as attending of client meetings.
• Respond to client queries under supervision, providing basic insights on portfolio performance and market conditions.
• Responding to client inquiries as and when needed/ instructed.

Compliance and Documentation

• Ensure all investment activities comply with relevant regulations, company policies, and fiduciary standards.
• Maintain accurate and up-to-date records of all analyses, transactions, and client communications.

Business Development

• Participate in developing training sessions, workshops, and courses relevant to private wealth and trusts management.
• Support in identifying new opportunities, forming partnerships, value addition to Trust services and planning future growth.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field.
• Strong analytical and quantitative skills with a solid understanding of financial principles.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint) and familiarity with financial modelling and analysis tools.
• Keen interest in financial markets, investment strategies, and trust management.
• Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts.
• Detail-oriented, proactive, and able to work well in a team environment.

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The Assistant Consultant Legal/ Trusts Services provides administrative support and ensures smooth daily operations of the Trust Services & legal department. This role involves managing schedules, coordinating meetings, preparing legal documents, handling confidential information, and liaising with internal and external stakeholders. The assistant plays a key role in supporting the legal team’s operational efficiency by organizing tasks, maintaining records, and performing various administrative duties.

Key Responsibilities:

• Document Preparation: Draft, proofreading, and managing legal documents, presentations, reports, and correspondence.
• Client Advisory: Serve as a point of contact between the legal department and internal/external stakeholders and managing inquiries.
• File and Record Management: Maintain and organize electronic and physical files, ensuring easy retrieval of documents and compliance with legal retention policies.
• Project Coordination: Support legal projects by tracking milestones, gathering relevant documents, and coordinating with team members.
• Research Assistance: Conduct industry-related research, compiling information and preparing summaries as requested.
• Expense and Budget Tracking: Handle expense reporting, monitor departmental budgets, and process invoices and reimbursements.
• Company Secretarial Duties: Prepare agendas, take minutes, and follow up on action items for legal department meetings.
• Stakeholder Awareness/ outreach: prepare and make presentations on private wealth/ Trusts to different stakeholders of interest.
• Business Development: Support in identifying new opportunities, forming partnerships, value addition to Trust services and planning future growth.

Skills and Qualifications:

• Education: Bachelor’s degree in law preferred; paralegal certification or legal administrative experience is a plus.
• Experience: 2 years of legal experience in a law firm or a corporate organization.
• Technical Skills: Basic understanding of compliance and regulatory standards within the private wealth/ trusts Sector.
• Communication: Strong written and verbal communication skills with an emphasis on confidentiality and professionalism.
• Organizational Skills: Excellent attention to detail, multitasking ability, and time-management skills.
• Problem-Solving: Proactive approach with the ability to anticipate needs and provide solutions.