Develop investment acquisition strategies to meet the organization's financial goals
● Create innovative organizational communication and visibility tactics
● Research and recommend strategies to achieve financial goals according to market financial
updates.
● Assist to carry out investment events and international meetings
● Co-ordinate and understand prospects investor's needs and objectives and approach
personalized financial advice
● Conduct quarterly meetings to impart organization performance with existing investors
● Document and maintain investor's data and portfolio company's data in record keeping
management system and track and update investment records.
● Assist in creating investment reports and presentations.
● Correspond to requirements of prospects investors and respond promptly with
professionalism
● Generate the organization's portfolio investment quarterly reports and communicate them
with existing investors
● Assist in conducting quarterly events and meetings with existing and prospects investors and
maintain a relationship
● Responsible for assigned job roles and boosting organization performance and productivity