Investment Associate / Senior Investment Associate

Hong Kong (HK)
Attractive compensation package; salary commensurate with experience
Mar 20, 2018
May 19, 2018
Industry Sector
Finance - General
Employment Type
Full Time


The Associate will work with Senior Investment Staff in performing client due diligence, portfolio analytics, industry research, and compiling related presentation materials; the position entails interacting with clients to complete due diligence materials and respond to other institutional investor due diligence requests.  As a secondary responsibility, the Associate may manage select limited partner relationships in Greater China.


  • Conduct due diligence activities related to potential and existing clients for the marketing of various funds
  • Evaluate performance of potential new clients, contribute to team discussions on new business opportunities and track all potential new client interactions
  • Work closely with clients to compile due diligence materials for use by potential investors
  • Conduct industry market research & statistical analysis as needed


  • Education: Minimum Bachelor’s degree with top-tier academic credentials are preferred; CFA designation, or progress towards designation, highly desirable
  • Previous work experience: Three to four years relevant professional experience; limited partner, consultant/gatekeeper or fund-of-funds experience highly preferred
  • Excellent analytical skills
  • Impeccable attention to detail
  • Strong organizational and communication skills
  • Desire to work in a small, entrepreneurial environment
  • Candidates should be hard-working self-starters with time management and organizational skills
  • Ability to read, analyze and interpret financial reports, general business articles, professional journals, etc.
  • Computer and modeling skills (high proficiency in use of excel spreadsheet analytics, Microsoft Word, Powerpoint)
  • Fluent in English; professional English writing skills (reports, correspondence)
  • Fluent in Cantonese and/or Mandarin


Similar jobs

Similar jobs