Investment Analyst/Asso

• A reputable Asian Private Equity firm is expanding investment team in Hong Kong
• Strong investment team across the region

• Collaborate with the deal team to manage end-to-end investment processes.
• Assist Principals or Senior Principals in sourcing and evaluating new investment opportunities aligned with strategic goals.
• Lead operational aspects of deal execution, including scheduling meetings, managing communications, and liaising with partners.
• Prepare and present investment cases internally.
• Coordinate with cross-functional teams (Legal, Finance, etc.) to ensure timely execution.
• Build and analyze complex financial models.
• Support due diligence, underwriting, valuation, and negotiation processes.
• Contribute to the development of term sheets and deal documentation.

• Act as the primary asset manager for smaller assets and assist senior colleagues with more complex portfolios.
• Support strategic planning, budgeting, and performance measurement.
• Identify and escalate key business risks.
• Implement governance frameworks and operational support systems.
• Monitor and report on financial and operational performance.
• Conduct asset valuations and support monetization or exit strategies.
• Recommend performance improvement initiatives.
• Ensure compliance with investment strategies, covenants, and ESG requirements.
• Prepare internal and external reports, including Investment Committee papers and investor updates.
• Maintain accurate asset data and monitor portfolio composition.

• Review and validate outputs from Analysts and Associates to ensure accuracy and reliability.

• Build industry connections by attending relevant events and conferences.

• Recommend and implement enhancements to systems, policies, and procedures.
• Identify opportunities for continuous improvement aligned with best practices.

• Perform additional tasks as assigned.

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Master's degree or professional certifications (e.g., CFA, CPA, CAIA) are advantageous.
• Proficiency in English and Chinese, both written and spoken.

• At least 5 years of progressive experience in investment banking, consulting, or private equity.
• Minimum 2 years of industry-specific experience is preferred.
• Strong background in financial modeling, valuation, asset management, and strategic planning.

• Deep sector knowledge and understanding of value drivers.
• Strong grasp of financial and accounting principles.
• Expertise in corporate finance and valuation.
• Ability to originate deals and leverage industry networks.
• Proficiency in building financial models and conducting scenario analysis.
• Experience managing small transactions and supporting larger deals.
• Capability to manage assets and support senior asset managers.
• Analytical mindset with strong storytelling and presentation skills.
• Experience mentoring junior team members.
• Risk assessment and mitigation planning.
• Strong research and business evaluation skills.

• Comprehensive benefits to support your professional growth and well-being.
• A permanent role within a well-established organization in Hong Kong
• Opportunities to work on impactful investment projects in the financial services industry.
• Access to a collaborative and supportive company culture.

Michael Page