Finance Analyst

2 weeks ago


Hong Kong Island, Hong Kong SAR China Classy Wheeler Limited Full time

Classy Wheeler Limited is a rapidly growing green finance platform company seeking an experienced Finance Analyst to join their expanding team.

This role involves conducting industry research and analysis on potential acquisitions, evaluating investment opportunities through financial modeling, due diligence, and analysis, and preparing investment-related materials.

Key Responsibilities:

  • Conduct industry research and company analysis on potential acquisitions;
  • Evaluate investment opportunities through building financial models, conducting due diligence, and analysis;
  • Prepare investment-related materials including pitch decks, fact sheets, term sheets, and reports;
  • Access new investment opportunities and potential investors;
  • Develop and maintain close relationships with investors and participate in pitching and servicing meetings;
  • Assist in due diligence, deal documentation, post-deal management, and risk management;
  • Participate in ad-hoc assignments.

Requirements:

  • Bachelor's Degree or above in Finance, Economics, Commerce, or other related disciplines; basic knowledge in fund operation is a plus;
  • At least 2 years of experience in investment research, financial modeling, and financial analysis; working experience in a PE firm or family office is preferred;
  • Familiarity with new energy, medical technology, and ESG policy is preferred;
  • Ability to analyze and articulate recommendations clearly and concisely in both verbal and written forms;
  • Strong analytical and organizational capabilities with high attention to detail and accuracy; able to work independently;
  • Ability to work under pressure and time constraints;
  • Self-initiative and a good team player;
  • Advanced user of Excel and PowerPoint;
  • Proficiency in both spoken and written English, Cantonese, and Mandarin;
  • Excellent communication, presentation, and interpersonal skills.


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