Investment Associate Director / Director - Asset Management

Page Executive; United Kingdom; On-site; GBP 50,000 - 70,000; Full time

Job summary

A prestigious asset management firm in the United Kingdom is seeking an experienced investment analyst to conduct financial analysis, due diligence, and investment recommendations. The ideal candidate holds a Bachelor's degree in finance or economics and has strong skills in cash flow modelling and valuation techniques. Proficiency in English and Cantonese is required for effective communication. This role offers a stable work culture and opportunities for growth and development.

Benefits

Good culture in a stable environment

Qualifications

• Solid experience in investment analysis, preferably in private equity, asset management or investment banking.
• Strong understanding of real estate and infrastructure asset classes, including valuation methodologies.
• Proficiency in financial modelling and investment due diligence is essential.

Responsibilities

• Conduct investment analysis and due diligence on potential investment opportunities.
• Prepare investment memos and presentations for senior management.
• Assist in the management of existing real estate and infrastructure investments.
• Support the sourcing of new investment opportunities through networking.
• Coordinate with legal, tax, and advisors to ensure smooth deal execution.

Skills

Investment analysis

Cash flow modelling

Valuation

Market research

Financial modelling

Analytical skills

Communication skills

Education

Bachelor's degree in Finance, Economics, Real Estate, or related field

CFA, MBA, or relevant professional qualifications

Tools

Excel

Argus

Job description

• Familiar with investment analysis and cashflow modelling, valuation
• Prepare Investment Memos and presentation to Investment Committees

About Our Client

Our client is a large organization with a substantial presence in the Central District of Hong Kong. They are the Asset Management arm of a prestige Hong Kong based family office.

Job Description

• Conduct Investment Analysis and Due Diligence
• Conduct in-depth financial analysis, including cash flow modelling, valuation, and scenario analysis for real estate and infrastructure investments.
• Perform due diligence on potential investment opportunities, including market research, asset valuation, and risk assessment.
• Prepare investment memos and presentations for senior management and investment committees.
• Market Research and Trends Monitoring - Monitor global and regional real estate and infrastructure markets, identifying emerging trends, opportunities, and risks.
• Analyse macroeconomic factors, regulatory changes, and industry developments that may impact investment decisions.
• Maintain a database of market data, benchmarks, and comparable transactions.
• Portfolio Management Support: Assist in the management of existing real estate and infrastructure investments, including performance monitoring and reporting.
• Collaborate with asset managers and external partners to optimize portfolio performance.
• Prepare regular updates and reports on portfolio performance for internal stakeholders.
• Deal Sourcing and Execution: Support the sourcing of new investment opportunities through networking, market research, and collaboration with external advisors.
• Assist in the structuring, negotiation, and execution of investment transactions.
• Coordinate with legal, tax, and other advisors to ensure smooth deal execution.
• Cross-functional Collaboration:
• Work closely with other team members, including finance, legal, and operations, to support investment activities.
• Participate in team meetings and contribute to strategic discussions on portfolio allocation and investment strategy

The Successful Applicant

• Bachelor's degree in Finance, Economics, Real Estate, or a related field.
• CFA, MBA, or other relevant professional qualifications are a plus.
• Solid experience in investment analysis, preferably within private equity, asset management or investment banking.
• Strong understanding of real estate and infrastructure asset classes, including valuation methodologies and market dynamics.
• Experience in financial modelling and investment due diligence is essential.
• Proficiency in financial modelling and valuation techniques (Excel, Argus, or other relevant tools).
• Strong analytical and problem-solving skills, with attention to detail.
• Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Ability to work independently and as part of a team in a fast-paced environment.
• Native in Cantonese, Fluency in English is required
• Proactive, self-motivated, and results-driven.
• High level of integrity and professionalism.
• Strong interest in real estate, energy and infrastructure investments.

What\'s on Offer

Good culture in a stable environment