
Analyst and Associate, Portfolio Management, Product and Investor Relations, Real Estate
Ares Wealth Management Solutions
- Hong Kong
- Permanent
- Full-time
- Support the Portfolio Management and Product & IR teams
- Portfolio Management centered around strategy, investment review, portfolio analysis, internal and external reporting:
- Create and update asset and fund-level financial models
- Perform in-depth portfolio analysis and reports
- Conduct in-depth macroeconomic and sector research
- New business development initiatives across all stages
- Product and IR duties centered around the execution of live capital raises:
- Prepare marketing and investor due diligence materials (Investor Presentation, INREV DDQ, Private Placement Memorandum, etc.)
- Assist investors with their queries and investment/operational/ESG due diligence questionnaires; organize and attend regular due diligence meetings and asset tours
- Liaise and coordinate with third-party legal/tax/ESG consultants and advisors
- Work with different teams and offices to review transaction documentation, negotiate key terms of the transaction with prospective investors, and close transactions
- Support senior management with prospective client/investor meeting, including the preparation of investor profile, financial analysis, market assessment, recent transactions report, etc.); participate in prospective client/investor meetings
- Maintain deal and investor profiles on our CRM system
- Work experience from industries including investment banking, private equity, and management consulting (note: years of experience commensurate with title, not relevant for junior Analyst for whom we can consider a Graduate)
- Highly proficient with Microsoft Office (i.e., Word, Excel, PowerPoint) with excellent numeracy, analytical, presentational, and organizational skills
- Qualities:
- Self-starter with inclination to think ahead / always meet deadlines / prepare for next steps
- Capacity to multitask, work independently across multiple projects and thrive in a team
- Rigorous attention to detail and problem-solving skills
- Intellectual curiosity and improvement mindset
- Academic excellence, strong written and verbal communication skills, excellent interpersonal and relationship-building skills with colleagues and clients at all levels
- High standards of professional and ethical conduct
- Fluent English speaker with additional Japanese and/or Korean will be highly preferred