Investment Associate (Private Equity Spe Sit)

This position requires a strong understanding of financial modelling, market analysis, and investment strategies.

Client Details

An organisation in the financial services industry based in Hong Kong.

Description

As an Investment Associate (Private Equity), your main responsibilities will include:

• Evaluate, structure, and execute complex investment transactions, including special situations such as PIPEs, convertible bonds (CBs), and other structured or hybrid instruments
• Conduct deep fundamental analysis, financial modeling, valuation, and downside risk assessment for public and private investments
• Participate in deal structuring, terms negotiation, and execution across the full investment lifecycle
• Monitor portfolio positions, assess ongoing risks and catalysts, and provide investment recommendations to the investment committee
• Work closely with internal teams and external counterparties, including banks, legal advisors, and management teams

Profile

A successful Investment Associate (Private Equity) should have:

• A degree in finance, economics, business administration, or a related field from reputable insitution.
• Strong analytical skills with experience in financial modeling and valuation techniques.
• 2-3 years of relevant experience in investment roles, preferrable investment banking.
• Mandatory buy‑side experience (e.g., hedge fund, private credit, private equity, special situations, FoF, or long/short public equities)
• Demonstrated ability to analyze and execute complex transactions, particularly special situation investments: PIPEs and convertible bonds
• Excellent communication skills in English; ability to clearly articulate investment theses

Job Offer

• Permanent position in a thriving financial hub.

If you are interested in this Investment Associate (Private Equity) role in Hong Kong, we encourage you to apply.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Wenlin Xiao +85225306119.