Investment Analyst

Wheelock Corporate Services Limited • Full Time • Southern District, Hong Kong, HK • 1d ago

Strong quantitative + written/verbal communication; English & Mandarin fluency
Bachelor in Finance/Econ/quantitative discipline; strong academic credentials
2–3 years analytical experience (Big 4, IB, PE, or asset management)

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:

Manage end-to-end portfolio tracking by bridging investment monitoring with back-office operations, which includes reviewing quarterly reports, capital calls/distributions and maintaining highly accurate database
Build and maintain robust financial model in excel to benchmark prospective funds, alongside conducting comprehensive market research to assess investment risk and potential
Assist in evaluation on fund managers globally through assessing investment teams, strategies and past performances
Synthesize fund updates and market research into concise, actionable summaries and presentation decks for senior management
Participate in terms negotiation and legal structure of fund investments and prepare investment proposals

Requirements:

Bachelor’s Degree in Finance, Economics or related disciplines with relevant qualifications
Bring 2-3 years of relevant analytical experience, ideally within Big 4 accounting firm, investment bank, private equity, asset management
Hands on experience of using third party investment portfolio management software for investment analysis and fund accounting
Able to work under tight deadlines and pressure with minimal supervision, take pride and ownership in work product
Strong in MS Word, Excel and PowerPoint
Possess strong quantitative, written and verbal communication skills, with professional fluency in English and 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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