Investment Analyst
6 days ago
**About the Client**
We are a single-family office with a diversified global portfolio across multiple asset classes. The team focuses on disciplined investment execution, risk management, and long-term capital preservation.
**Key Responsibilities**
- **Portfolio Management**:Oversee a multi-currency portfolio (USD and RMB) and relationships with general partners (GPs). Track fund performance, manage reporting, and support capital redeployment into more liquid strategies.
- **Investment Analysis**:Evaluate new fund and direct investment opportunities across public and private markets. Conduct detailed financial analysis, prepare investment memos, and support Investment Committee decisions.
- **Due Diligence & Risk**:Lead due diligence on external managers and direct investments, ensuring alignment with investment strategy and risk appetite.
- **Stakeholder Management**:Maintain strong relationships with GPs, investment managers, and internal stakeholders to ensure transparency and performance accountability.
- **Reporting & Compliance**:Prepare periodic portfolio and performance reports; monitor regulatory and internal compliance.
- **Strategic Initiatives**:Contribute to investment process improvements, research projects, and policy development.
**Requirements**:
- Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or equivalent preferred.
- 1-2 years’ experience in investments, fund management, or a similar environment; family office experience a plus.
- Strong analytical and financial modelling skills; proficiency in Microsoft Office and Capital IQ.
- Fluent in English and Mandarin (written and spoken)
- Detail-oriented, adaptable, and comfortable in a fast-paced, small-team setting.
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