Client Support Associate

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China The Profile Group (HK) Ltd (a Wilson Company) Full time

Company Overview:
Our client, an US PE fund is looking an institutional client support associate to join the team

About the job:

  • Support the team on marketing and investor relations from investor due diligence, marketing & content preparation, portfolio reporting to ensuring investment compliance
  • Work closely with stakeholders in the head office for deliverables in a timely manner
  • Utilize internal database to prepare tailored spreadsheets for investors performing due diligence, including those related to requests for proposals (RFPs), requests for information (RFIs) and due diligence questionnaires (DDQs)
  • Provide sales support on investor meeting/ events/ roadshows

Requirements:
  • Bachelor degree holder with minimum 3 years of experience
  • Native in English with excellent communications and organisation skills
  • Strong data management/ investment portfolio reporting in hedge fund solutions is a plus
  • Ability to work independently and make judgement to be able to navigate through quick turnover
  • CFA, CEFA, CAIA and sustainable education highly preferred
Rewards:
  • International platform with extensive exposure
    • If you're interested in this role, please click 'apply now'. Alternatively, for a confidential discussion on this role or to find out more opportunities in Financial Services Front Office, please contact Suzanne Tsang at tsang@wilsonhr.com or call at 3589-6834/ whatsapp message at +852 9662-3563

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