Investment Analyst

Banking / Finance • Full Time • Southern District, Hong Kong, HK • 1d ago

Participate in entire fund investment process
Manage an active fund investment portfolio
3-5 yrs’ exp. gained from int'l / reputable firms

Welcome to Wheelock and Company Limited, a leading real estate development company dedicated to creating exceptional living and working environments that redefine excellence. With a strong commitment to quality, innovation, and customer satisfaction, we strive to inspire and enrich the lives of our residents and stakeholders. As we continue to grow, we are seeking a talented Investment Analyst to join our dynamic team and contribute to the success of our comprehensive development projects in Hong Kong.

Responsibilities:

Conduct market research to assess risks & potentials and to formulate investment themes
Participate in selection and evaluation of private equity managers and direct investments
Approach target managers to establish direct relationships
Conduct due diligence on fund managers globally thru assessing quality of investment teams, investment strategies, and track records
Participate in terms negotiation and legal structure of fund investments and prepare investment proposals
Monitor & evaluate fund performance, conduct returns analysis
Prepare management reports and conduct customary analyses
Identify and evaluate qualified service providers

Requirements:

Bachelor’s Degree in Finance or related disciplines with relevant qualifications
3 -5 years of relevant experience gained from international investment management firms or reputable institutional investors
Hands on experience of using third party investment portfolio management software for investment analysis and fund accounting
Capable of handling full set of investment portfolio database independently and familiar with investments in private equity funds
Able to work under tight deadlines and pressure with minimal supervision
Highly organized, detail-oriented and with good analytical, interpersonal & communication skills
Strong in MS Word, Excel and PowerPoint
Proficiency in both written and spoken English and Chinese (Cantonese & Mandarin)

As a highly qualified candidate, you will have the opportunity to make a significant contribution to our mission of creating exceptional experiences for our customers. Join us and discover a unique and professional environment where your skills and expertise will be valued and nurtured, allowing you to flourish and advance in your career. Let's work together to shape the future of our industry and make a lasting impact. Interested parties please apply with full resume.

For further information on Wheelock Properties (Hong Kong) Limited, please visit our website: www.wheelockpropertieshk.com.

We are an equal opportunities employer and invite applications from all qualified candidates. Personal data collected will be treated in strict confidence and handled by authorized persons for recruitment-related purposes only within the Wheelock & Wharf Group. Applicants not hearing from us within two months may consider their applications unsuccessful.

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