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Investment Analyst(Famliy office)

Job Title: Investment Analyst(Famliy office)
Contract Type: Permanent
Location: Hong Kong
Industry: Financial Services
Reference: 401_1726455792
Contact Name: Christopher Zhou
Contact Email:

Job Description

Responsibilities:

  • Continuously track and manage a diverse portfolio of investments, with a focus on venture capital/private equity funds and direct holdings. This includes maintaining an up-to-date investment dashboard, conducting routine performance evaluations, and ensuring accurate capital account reconciliation.
  • Regularly attend Limited Partner meetings and Annual General Meetings to stay abreast of the latest company developments and fund performance metrics.
  • Offer on-demand support for due diligence on prospective investments, perform company research, and assist with trade settlement procedures, as well as handle capital calls and distribution logistics.
  • Aid in the valuation process by scrutinizing fund reports and conducting internal assessments of company financials, valuations, and equity stakes.
  • Proactively identify and assess potential co-investment prospects within the existing investment portfolio.
  • Engage with both external partners (e.g., General Partners, fund administrators) and internal teams (e.g., accounting) to address inquiries regarding company updates, valuations, and to provide documentation for audit purposes.

Qualifications:

  • Bachelor's degree or higher in Economics, Finance, Accounting, or a related field.
  • Holding a Chartered Financial Analyst (CFA) designation is preferred.
  • Strong grasp of fundamental analysis techniques.
  • Proactive, diligent, and meticulous approach to work, coupled with self-motivation and a positive outlook.
  • Proficiency in English, Cantonese, and Mandarin is essential for effective communication in a multilingual work environment.

Click "Apply Now" to apply for this position or call Christopher Zhou at +852 3180 4986 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.

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