Investment Manager

Responsibilities

• Participate in the Group’s medium- to long-term capital and investment planning, develop and enhance capital management policies, processes and modelling frameworks
• Support various capital projects, industry benchmarking analyses and management/board reporting to facilitate investment and M&A decisions.
• Track macroeconomic trends, global capital markets, industry cycles and target credit profiles to identify domestic and overseas M&A and strategic equity investment opportunities.
• Conduct independent industry research and preliminary target screening, build and maintain a project pipeline, and use market information tools to generate investment insights.
• Act independently/as a deal lead, manage the full transaction cycle for M&A and equity investment projects, including market outreach, preliminary due diligence, transaction structuring, financial valuation modelling (DCF, comparable transactions, LBO), and preparation of investment proposals.
• Lead term sheet negotiations, coordinate financial, legal and commercial due diligence, and work with banks, investors and intermediaries through to successful closing.
• Design financing solutions to support M&A and equity transactions, liaise with banks, institutional investors and fund managers, and develop and maintain long-term relationships with investors, financial institutions and industry partners.
• Drive new investment mandates, capital commitments to existing funds and opportunities for M&A financial advisory business.
• Monitor the operational and financial performance of existing M&A projects and equity portfolios, prepare regular post-investment reports, and assess commercial, financial, regulatory and policy risks.
• Develop risk mitigation plans and recommend asset restructuring, share transfers, divestments and exit strategies based on portfolio performance.
• Work closely with finance, legal, risk, treasury and business teams to ensure all M&A and equity transactions comply with Hong Kong listing rules, cross-border regulatory requirements and Group internal controls.
• Coordinate with external professional parties including law firms, auditors, trustees and investment banks, and represent the Company in meetings with investors, analysts and banks, supporting business development and fundraising roadshows.
• Handle ad hoc capital, M&A and financing-related assignments as requested by senior management.

Requirements

• Bachelor’s degree or above in Finance, Economics, Business Administration, Accounting or related disciplines.
• Professional qualifications such as CFA or CPA are an advantage.
• 5–8 years of hands-on experience in M&A, equity investments, corporate finance, capital markets or asset management. Experience in Hong Kong-listed companies, cross-border investment banking or private equity is preferred.
• Candidates with practical transaction experience covering both Mainland China and Hong Kong will be highly preferred
• Solid knowledge of the Hong Kong capital market, cross-border M&A structures and equity financing products.
• Strong financial modelling and valuation skills, with full-cycle due diligence and capital planning experience.
• Proven track record of independently leading and completing M&A/equity investment transactions.
• Fluent in English, with the ability to independently draft English investment memos, term sheets and due diligence materials and conduct business negotiations.
• Excellent data analysis, proposal writing, presentation and negotiation skills. Strong professional ethics and sense of responsibility, able to take full ownership of projects and collaborate effectively across departments and institutions.
• Demonstrated capability in channel development and investor relationship management, with high resilience under pressure.
• Experience in equity investments in Mainland China is an advantage.
• Immediate availability is preferred

For interested parties, please submit your full resume in MS Word format together with your expected salary, and indicate your availability by clicking “Apply Now.”

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