The Associate Director, Equity, Debt & Structured Finance (EDSF), is responsible for supporting the origination, fundraising, structuring and execution of equity, debt and structured finance transactions across real estate and alternative investment opportunities. The role works closely with investors, lenders, sponsors, developers, family offices, institutional capital providers and internal stakeholders to identify opportunities, raise capital and execute transactions.
The successful candidate will possess strong transaction execution, financial analysis and relationship management capabilities, alongside an established professional network within the investment and real estate capital markets community. The individual is expected to contribute to business development initiatives, support fundraising efforts and help drive the growth of the EDSF and Asset Management platforms.
Key Responsibilities
Business Development & Origination
- Develop and maintain relationships with institutional investors, family offices, private banks, high-net-worth individuals, lenders, sponsors, developers and other capital market participants.
- Identify and originate fundraising, financing and advisory opportunities through existing relationships, referrals and market outreach activities.
- Build and maintain a pipeline of prospective clients, investors and mandates.
- Prepare proposals, pitch materials and client presentations to support business development efforts.
- Participate in client meetings, industry events, conferences and networking activities.
- Contribute to the achievement of business development and fundraising objectives.
- Support the structuring and execution of equity, debt and structured finance transactions.
- Assist in fundraising and capital placement activities for client mandates.
- Identify suitable capital sources and match them with investment and financing opportunities.
- Prepare investment presentations, information memoranda, financial models and other transaction-related materials.
- Conduct financial analysis, valuation assessments and transaction underwriting.
- Coordinate due diligence, negotiations and transaction documentation processes through to completion.
- Liaise with clients, investors, lenders and professional advisers to facilitate successful transaction execution.
- Monitor market developments and capital market trends relevant to fundraising and financing activities.
Governance & Internal Collaboration
- Work closely with internal stakeholders to support business development and transaction execution activities.
- Ensure compliance with company policies, regulatory requirements and risk management standards.
- Maintain accurate records and provide regular reporting on business development, fundraising and transaction activities.
Qualifications & Experience
- Bachelor's degree in Finance, Economics, Business Administration, Real Estate, Accounting or a related discipline.
- Professional qualifications such as CFA, CAIA, CPA or equivalent are preferred.
- Approximately 5-8 years of relevant experience in investment banking, capital markets, private equity, real estate investment, corporate finance, structured finance or related fields.
- Demonstrated experience in fundraising, investor relations, transaction execution or capital raising activities.
- Established network of institutional investors, family offices, high-net-worth individuals, lenders, sponsors, developers and other capital market participants within Hong Kong and/or the Asia Pacific region.
- Proven ability to leverage professional relationships to support fundraising, financing and business development activities.
- Strong financial modelling, valuation and analytical skills.
- Sound understanding of equity, debt and structured finance products.
- Strong commercial acumen and client relationship management capabilities.
- Excellent presentation, negotiation and communication skills.
- Ability to manage multiple assignments and work effectively under pressure.
- Proficiency in Microsoft Excel, PowerPoint and financial modelling tools.