Identify and research external investment managers of private equity, private debt, real estate, and hedge funds.
Negotiate terms of side-letters of unlisted funds
Conduct investment research
Build financial models of private/unlisted investments.
Negotiate terms and legal structure of private investments with help of in-house and/or external lawyers
Work with in-house listed equity investment and fixed income teams to develop medium-to-long term investment themes
Participate in the top-down asset allocation
Complete due diligence work on private investments in liaison with internal and external stakeholders
Ensure complete documentation of due diligence work
Regularly monitor and analyse investment performance of private investments
Liaison with Finance Department and external counsellors on valuation and reporting.
Back up investment activities of listed equity and fixed income
At least 5 years of relevant investment experience including funds investment and due diligence
Degree or above preferably in finance, accounting, law, actuarial, statistics and mathematics or related disciplines
Charter holder of CFA designation is a plus
Hands on experience in Microsoft Office applications and VBA
Able to work independently and self-motivated with good command in spoken and written English and Chinese (Cantonese and Mandarin