Investment Senior Associate

2 weeks ago


Hong Kong, Hong Kong SAR China JobsLab Full time

KEY PURPOSE:

To participate in and contribute to all aspects of the deal process with responsibility for all primary quantitative and qualitative analysis of portfolio companies and funds.

 

KEY TASKS AND RESPONSIBILITIES:

ANALYSIS

• Qualitatively and quantitatively evaluate potential transactions including performing detailed sector and company research and analysis.

• Conduct due diligence and assist with deal execution and transaction management.

• Financial modelling including company valuation analysis, private equity fund analysis and transaction structure modelling.

• Prepare materials for Investment Committee and other internal meetings.

• Interact with external consultants and advisers as required regarding analysis.

 

STRUCTURING AND EXECUTION

• Modelling of various deal structures to determine optimal approach to meet needs.

• Coordination of execution and legal workstreams including document negotiation and preparation. Assist with closing process including liaising with Coller’s in-house legal team, fund administrators, and external board of directors.

 

POST-INVESTMENT MONITORING

• Keep up-to-date on portfolio performance and address any specific requests for action or approval (for example, receipt and sale/retention of distributed stock proceeds).

• Prepare returns forecasts, commentary, and other investment information for internal monitoring purposes.

 

DEAL SOURCING, MARKETING AND FUNDRAISING

• Conduct desk research for marketing, deal sourcing and fundraising.

• Build strong relationships with GPs/Investors/Consultants/Advisers.

• Undertake warm/hot calling and cold calling (all usually as part of a team focused on a specific geographic area, sector or transaction type).

 

OTHER

• Includes travel and attendance of AGMs and/or Industry Events.

 

QUALIFICATIONS AND EXPERIENCE:

ESSENTIAL

• Experience within a relevant industry (you will have completed your analyst training or equivalent and may have some experience at an Associate level) including;

o private equity

o funds of funds

o pension fund

o family office

o M&A / corporate finance

o leveraged finance

o an investment consulting firm (finance focus)

o as an investor/LP

• Good transactional experience.

• Very strong analytical abilities.

• Advanced financial and business modelling skills.

• MBA degree preferred

• Established business network in the UK through working in the UK.

• Fluent (written and spoken) English and (Korean OR Japanese)

 

DESIRABLE

• Solid knowledge of the Private Equity Secondaries market.

 

COMPETENCIES (key behaviours):

• Results driven

• Ambitious and highly motivated

• Strategic and commercial acumen

• Exemplary written and verbal communication skills

• An entrepreneurial approach

• Initiative and adaptability

• A team player with a strong work ethic

• Well informed on market trends and key players

• Excellent networking skills


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