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Investment Reporting Analyst (Financial Modelling)

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This role offers an exciting opportunity to work across multiple disciplines including Fund Operations/Reporting, Acquisitions , Portfolio Management and Asset Management in the realm of Real Estate Private Equity.

You will prepare comprehensive investor reports and assist in creating compelling investor presentations. Your role will also involve supporting the Acquisitions team with deal screening and underwriting across APAC. Furthermore, you will assist Asset Management in active management tasks such as capex planning, sell-hold analysis, lease approval memos among others. This role requires strong analytical skills, excellent communication abilities and a proactive attitude.

  • Work with the Portfolio Management team to monitor and manage existing fund parameters and maintain fund models
  • Assist in cash management, financial statement review, quarterly reporting to investors, preparation of capital call and distribution
  • Prepare investor reports and create/edit investor presentations and fundraising materials
  • Assist the Acquisitions team with deal screening and underwriting across APAC
  • Support Asset Management in day-to-day active management including capex planning, sell-hold analysis, lease approval memos, refinancing scenarios, preparing annual business plans, updating asset performance and regular reporting

What you bring:

The ideal candidate for the Middle Office Portfolio Management Analyst role brings a wealth of experience from finance/investment banking or related fields. You possess superior quantitative analytical skills coupled with strong problem-solving abilities. Your proficiency in Excel and basic financial modelling sets you apart. Familiarity with real estate investment fundamentals would be beneficial. Excellent communication skills are essential for this role; fluency in Chinese or other Asian languages would be an added advantage.

  • 1 - 5 years’ professional experience in finance/investment banking, property brokerage, auditing, consulting or related fields
  • Proficiency in Excel and basic financial modelling
  • Familiarity with real estate investment fundamentals
  • Superior quantitative analytical and numerical ability
  • Strong problem-solving ability
  • Excellent communication skills, both oral and written. Chinese & other Asian language skills are advantageous

Contract Type: FULL_TIME

Specialism: Financial Services

Focus: Private Equity

Industry: Financial Services

Salary: HKD40,000 - HKD50,000 per month

Workplace Type: On-site

Experience Level: Associate

Location: Central

Job Reference: HD6B03-667EDC3D

Date posted: 5 February 2025

Consultant: Kathy Wong

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