Investment Analyst

We are seeking a motivated and detail-oriented Investment Analyst to join our family office. The successful candidate will be responsible for:

• Assist in fund investment research on macro-economic research, fund research, performance analysis, financial modeling, and related analysis.

• Monitor the company’s investment portfolios managed by third-party asset managers, including discretionary mandates, private credit funds, and other alternative investment vehicles, and provide timely progress updates.

• Track portfolios returns and risks, ensuring alignment with the firm’s investment objectives and risk parameters. Prepare periodic investment reports, performance summaries, and ad hoc analyses for internal review.

• Conduct ongoing market and industry research relevant to exit opportunities and potential investments. Analyze and interpret various data points from multiple sources and compile findings into summary reports and recommendations.

• Assist with fund subscription, redemption and reporting. Maintain internal dataset and work with other team for monthly report.

• Perform other ad-hoc duties as assigned.

Requirements:

• Degree in business/economics, finance or accounting or related professional qualification.

• 2-3 years of relevant work experience, preferably financial investment related.

• Strong command of both English and Chinese (written and spoken).

• Excellent analytical, communication, and organizational skills.

• Proficient in Microsoft Office, although proficiency in Bloomberg is preferred but not required.

• Self-driven, responsible, and willing to take initiative in a fast-paced environment.

• Positive work attitude with the ability to work under pressure and handle multiple tasks.

• Independent and critical thinker with exceptional analytical ability.

• Strong teamwork ability.