Conduct financial modeling, valuation analysis, and due diligence to evaluate investment opportunities.
Prepare investment memos, presentations, investor reports, and financial statements.
Identify emerging trends and investment opportunities within the technology sector through in-depth market and industry research.
Analyze portfolio company performance and provide insights for investment reviews.
Manage capital calls, distributions, record-keeping, and collaborate with external service providers (auditors, custodians).
Ensure adherence to SFC regulations, fund agreements, and internal policies.
Contribute to initiatives that enhance operational efficiency.
Requirements:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
1-3 years of experience in investment operations, fund management, or PE/VC, with exposure to investment analysis. Fund operations experience is a strong advantage.
Exceptional analytical skills and proficiency in financial modeling and valuation.
Solid understanding of fund accounting and private market investment processes.
Familiarity with Hong Kong SFC regulations.
Advanced proficiency in Microsoft Excel and experience with fund management software (e.g., Investran, eFront).
Excellent organizational, communication, and interpersonal skills.
Candidates with less experience may be considered for an Associate position.