Investment Associate / Analyst

Brief Summary

Join a dynamic team focused on diverse portfolio management, where your expertise will directly enhance investment strategies and performance outcomes. This role offers an exciting opportunity to drive capital deployment and shape investment decisions across various asset classes.

Responsibilities

• Oversee a diverse portfolio with substantial allocations in USD and RMB funds while managing relationships with General Partners (GPs) to enhance reporting processes and implement AI solutions. Actively manage capital redeployment into liquid solutions to align with strategic objectives. Monitor portfolio performance, analyze metrics such as IRR, MOIC, NAV movements, and prepare quarterly investment reports highlighting key performance drivers. Coordinate with GPs and the Investor Relations team for updates on portfolio company performance and fund-level reporting. Conduct periodic portfolio reviews to assess asset allocation, liquidity, and risk exposure, supporting rebalancing decisions aligned with strategic targets. Identify and evaluate investment opportunities across private and public sectors, emphasizing opportunistic growth. Lead the analysis of investment opportunities across various asset classes, generating ideas and optimizing processes for alpha generation. Build and maintain relationships with external investment managers, advisors, and service providers, ensuring alignment with investment objectives. Oversee due diligence on external managers and investments, evaluating legal and financial aspects to ensure alignment with investment philosophy. Stay informed of market developments and compliance requirements, regularly updating stakeholders on fund performance.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field advanced degrees (MBA, CFA) are preferred. Minimum of 1-2 years of relevant experience in investments and fund management, with familiarity in family office investment practices considered a plus. Strong analytical and quantitative skills, proficient in financial modeling and analysis. Excellent communication and presentation abilities, with a detail-oriented mindset for high accuracy in work. Ability to work independently and thrive in a fast-paced environment while managing multiple priorities effectively. A strong work ethic and commitment to career development within the firm.