The Investment Analyst focuses on sourcing, analyzing, and monitoring private market investment opportunities, including private equity, private credit, real estate, and infrastructure. The role involves conducting due diligence, building financial models, and supporting portfolio management to deliver attractive risk-adjusted returns for clients or institutional investors.
Key Responsibilities - Source and evaluate private market opportunities across asset classes.
- Perform detailed due diligence on funds and direct investments, including operational and organizational reviews.
- Build and maintain financial models for valuation and scenario analysis.
- Draft investment memos and recommendations for Investment Committees.
- Monitor existing investments and assess performance against benchmarks.
- Assist in portfolio construction and rebalancing decisions.
- Prepare periodic performance reports for internal teams and clients.
- Conduct macroeconomic and sector-specific research to identify trends.
- Maintain knowledge of private market strategies (buyout, venture capital, private credit, real estate).
- Present findings to senior management and investment committees.
- Prepare client-facing materials and respond to investor inquiries.
Qualifications - Bachelors degree in Finance, Economics, Accounting, or related field; MBA or CFA preferred.
- 1–3 years in private equity, investment banking, consulting, or asset management with exposure to private markets.
- Strong analytical and quantitative skills.
- Proficiency in financial modeling and valuation techniques.
- Excellent written and verbal communication in English & Mandarin/Cantonese.
- Ability to work independently and as part of a team.
If you are interested in learning more of this role or other potential opportunities, let's connect today via WhatsApp or WeChat: +852 5424 6512 .
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