Investment Analyst - Alternative Assets & Live Transactions

Peterson Group; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Benefits offered by this job

Medical benefits

Examination leave

Bank holidays

Job summary

Peterson Group, a Hong Kong-based multi-family office, is seeking an Investment Analyst to support the investment team across deal sourcing, due diligence, financial analysis and portfolio monitoring.

The role spans private equity, private credit, venture capital, hedge funds and real estate, offering broad exposure to alternative investments and live transactions. The candidate should have strong analytical skills, a finance degree and 2+ years in financial services.

Qualifications

• A bachelor’s degree in Finance, Accounting, Economics, Business or a related discipline.
• At least 2 years’ relevant experience in investment banking, private equity, venture capital, asset management, hedge funds or related financial services.
• Strong financial modelling and valuation skills.
• Proficiency in MS Office, particularly Excel, and the ability to apply AI tools while safeguarding confidential data.
• Strong analytical skills and business acumen; proactive, organised and detail-oriented.
• Excellent written and spoken English; Cantonese and/or Mandarin proficiency preferred.
• Exposure to alternative investments.

Responsibilities

• Screen investment opportunities, research markets and sectors, and prepare investment summaries.
• Build financial models covering valuations, returns and sensitivity analyses.
• Support due diligence, data room reviews, and investment committee materials.
• Monitor portfolio performance, capital calls, distributions and NAV reviews.
• Assist with transaction documentation and closing; maintain deal pipelines and databases.

Skills

Financial modelling

Valuation

Excel

English

Education

Bachelor's degree in Finance, Accounting, Economics, Business or related discipline

Tools

Power BI

MS Office

Job description

Peterson Group, a Hong Kong-based multi-family office, is seeking an Investment Analyst to support the investment team across deal sourcing, due diligence, financial analysis and portfolio monitoring.

The role spans private equity, private credit, venture capital, hedge funds and real estate, offering broad exposure to alternative investments and live transactions. The candidate should have strong analytical skills, a finance degree and 2+ years in financial services.