Reporting to: CEO & Chief Investment Officer (CIO)
Role and Responsibilities:
Conduct active research, due diligence and analysis on investment opportunities across numerous asset classes including fixed income, equities, private equity, private debt, venture capital, real estate and infrastructure (funds and directs)
Prepare rigorous financial models, investment memos, presentations and recommendations for investment committee and board approvals
Monitor and review performance of existing investments in view of the entire portfolio and asset allocation
Prepare monthly / quarterly / annual performance reports of the underlying investments and entire portfolio
Actively monitor portfolio risk metrics by generating reports and building model scenarios
Actively maintain and update investment pipeline and portfolio so as to build an institutional quality investment portfolio framework to meet and exceed the portfolio’s return objectives.
Actively maintain industry reports / databases relevant to the existing and potential investments
Work closely with the firm’s network of bankers, auditors, lawyers on all potential investments
Strong fundamental analysis, critical thinking capabilities with at least 3-5 years deal and transaction experience in investment banking M&A / corporate finance / buy side investment firm
Degree holder in Accounting, Finance, Business or Economics. CFA/CAIA qualification would be an advantage.
Proficient in Microsoft Office, key research databases such as CapIQ, MI, Bloomberg etc
Familiar with a range of analytical tools, databases, software relevant for investments and portfolio management
Meticulous, detail-oriented, high level of work quality
Fluent in English and Mandarin (read, write, speak) required. Non English and Mandarin candidates need not apply.
Excellent written, verbal communication skills and presentation skills
Self-motivated, hands-on, responsible, energetic, take initiative and ownership, high curiosity while being a teamplayer