Investment Director, Family office | HK Talent Engage

Job description

Investment Director, Family office

Reporting to the CEO, you will be responsible for:

• Conducting active research, due diligence, and analysis on investment opportunities across different asset classes straddling across direct and indirect investment in public and private markets
• Assisting in building an institutional quality investment portfolio to meet and exceed the risk & return objectives
• Monitoring, reporting, and reviewing performance of existing investments in view of the entire portfolio and asset allocation
• Working closely with the firm's network of bankers, corporate advisors and lawyers on all potential investments
• Providing support in devising asset allocation methodologies for the portfolio
• Tracking and monitoring industry trends/developments and performance of the investment portfolio

Requirements

• Bachelor/Master's Degree in Business/Finance/Engineering from reputed institutions.
• CPA/CFA qualification or MBA (Finance) preferred.
• Minimum 7 years of relevant experience in research and investment management with banks, family offices, corporate treasury, or buy-side investment firms across multiple asset classes
• Strong fundamental and technical analysis, and critical thinking capabilities
• Familiar with a range of analytic tools, databases, and software relevant for investments and portfolio management
• Hands-on, independent and adaptable. The candidate should be willing to take responsibility for investment not only for its origination but also its execution and tracking.
• Proactive, inquisitive, ability to balance the conflicting requirements of multitasking and detail orientation.
• Ability to work independently in a small, focused in-house team assisted by external research services providers.
• Good communication and good command in Chinese and English
• Candidates need to be eligible to work in Hong Kong. Interested candidates please share your latest salary package in the application.