Investment Coordinator

Balyasny Asset Management; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Balyasny Asset Management (BAM) is seeking an Investment Coordinator in Hong Kong to support PM and analyst teams with calendar, travel, expenses, and corporate access coordination. The role involves liaising with Compliance, arranging broker meetings, and maintaining accurate reporting and event data.

Ideal candidates will have strong Microsoft Office skills, familiarity with Equity Capital Markets, and the ability to communicate effectively across teams and with external partners.

Qualifications

• Experience supporting PM/analyst teams and managing calendars/travel/expenses.
• Knowledge of Corporate Access processes and sell-side meetings.
• Strong written and verbal communication skills; ability to liaison with Compliance.

Responsibilities

• Provide day-to-day support for PM and analyst teams: manage calendars, travel, expenses, and ad hoc requests.
• Coordinate corporate access, broker meetings, and sell-side events; track upcoming roadshows and earnings calls.
• Maintain and update reporting systems; ensure timely expense processing and accurate data entry.

Skills

Corporate Access

Analytical Thinker

Equity Capital Markets Knowledge

Communication skills

Microsoft Office Proficiency

Tools

Microsoft Office Suite

Excel

Outlook

PowerPoint

Job description

In the role of Investment Coordinator, the employee will be responsible for the following:

Provide day-to-day support for PM and analyst teams: Manage calendar, travel, expenses, and any miscellaneous asks, including but not limited to:

• Visa processing for work travel
• Medical / healthcare claim forms
• Relocation arrangements and expenditures
• Maintain critical reporting systems within Broker Relations Group
• Accurate and timely expense processing
• Bespoke reporting and calendar updates for PM and Teams
• Daily and weekly review of Teams’ calendars to ensure they are abreast of meetings for the day ahead; address any conflicts or prioritization that is needed
• Complete ad hoc requests for Broker Relations team, including broker subscriptions and resourcing
• Work with Compliance to ensure adherence to policy, meeting clearance, and obtain approvals, vetting of industry expert meetings, any non-C-level management events, private company meetings
• Tagging post-meeting notes for Compliance in Idea Tracker
• Execute on all Corporate Access & Sell Side Meeting Arrangements
• Track and highlight all upcoming non-deal roadshows, conference meetings, events, analyst days, and earnings calls
• Schedule corporate access, sell side analyst meetings, and expert calls
• Daily data entry and maintenance to keep Event Tracker database accurate
• Schedule management calls for PM teams utilizing BAM systems to invite all relevant parties
• Request conference meetings; confirm schedules with Broker Relations team
• Gathering and printing of models, transcriptions, and company presentations

In order to effectively represent the Company and communicate with clients, a BAM Investment Coordinator should possess the following attributes:

• Corporate Access knowledge
• Analytical Thinker
• Equity Capital Markets Knowledge
• Strong written and verbal communication skills
• Microsoft Office Suite, specifically Excel, Outlook, PowerPoint
• Fluent in Japanese is a plus

Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. With over $29 billion in assets under management, BAM employs more than 2,300 people across 23 offices in the U.S. and Canada, Europe, the Middle East, and Asia. The firm’s investment teams span five strategies, including Equities Long/Short, Fixed Income & Macro, Commodities, Multi-Asset Arbitrage, and Systematic. Balyasny’s mission is to deliver to its investors absolute, uncorrelated returns in all market environments.

Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. With over $29 billion in assets under management, BAM employs more than 2,300 people across 23 offices in the U.S. and Canada, Europe, the Middle East, and Asia. The firm’s investment teams span five strategies, including Equities Long/Short, Fixed Income & Macro, Commodities, Multi-Asset Arbitrage, and Systematic. Balyasny’s mission is to deliver to its investors absolute, uncorrelated returns in all market environments.