Family Office Investment Associate/Manager

3 weeks ago


Hong Kong, Hong Kong SAR China Global Sage Hong Kong Full time

Responsibilities: 

  • Conduct thorough analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.
  • Research and evaluate potential investments based on their risk-return profile, market trends, and financial performance.
  • Prepare detailed investment memos and presentations for the Investment Committee.
  • Conduct due diligence on investment managers, funds, and direct investments to ensure alignment with the family office's investment strategy and risk tolerance.
  • Keep abreast of market developments, economic indicators and regulatory changes whilst regularly updating senior management and stakeholders on fund performance.
  • Assist in special projects and initiatives related to the investment function of the family office.

 Requirements:

  • Minimum of 4-5 years of relevant experience in portfolio investment and management, preferably with fund, investment banking or equity research experience
  • Excellent communication and presentation skills & knowledge of financial statements and business operations
  • CFA, CPA a plus
  • Prefer candidates with FIG and Healthcare sector experiences. 


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