Investment & Financing Analyst

CNCB (Hong Kong) Investment Limited; Hong Kong; On-site; HKD 300,000 - 600,000; Full time

Job summary

CNCB (Hong Kong) Investment Limited is seeking a capable investment professional to support the execution of investment and financing transactions across all deal stages. You will conduct industry and company research to identify opportunities, assist in maintaining relationships with target companies and financial institutions, and support the marketing and distribution of licensed financial products.

The role requires a Bachelor’s degree in Finance, Economics, or Accounting (CFA/CPA

Qualifications

• Bachelor's degree or above in Finance, Economics, Accounting, or related disciplines from a reputable university.
• CFA/CPA preferred.
• 1-3 years of experience in investment banking, private equity, Big Four firms, consulting, or related industries.
• Strong skills in industry research, financial modeling, valuation, and analysis.
• Interest in healthcare, technology, advanced manufacturing, renewable energy, or logistics sectors.
• Strong communication, project management, and learning abilities.
• Fluent in Mandarin and English, with a proactive mindset and ability to work under pressure.

Responsibilities

• Support the execution of investment and financing transactions across all deal stages.
• Conduct industry and company research to identify investment opportunities.
• Assist in maintaining relationships with target companies, financial institutions, and branch offices to support business development.
• Support the marketing and distribution of licensed financial products, including equities, funds, and bonds.
• Undertake other duties assigned by the department.

Skills

Industry research

Financial modeling

Valuation

Analysis

Communication

Project management

Learning ability

Education

Bachelor's degree in Finance/Economics/Accounting

CFA/CPA preferred

Job description

Support the execution of investment and financing transactions, including due diligence, financial modeling, valuation, investment approval, transaction closing, and post-investment/post-loan management.

Conduct industry and company research to identify potential investment opportunities.

Assist in maintaining relationships with target companies, financial institutions, and branch offices to support business development.

Support the marketing and distribution of licensed financial products, including equities, funds, and bonds.

Undertake other duties assigned by the department.

Requirements

Bachelor's degree or above in Finance, Economics, Accounting, or related disciplines from a reputable university; CFA/CPA preferred.

1-3 years of experience in investment banking, private equity, Big Four firms, consulting, or related industries.

Strong skills in industry research, financial modeling, valuation, and analysis.

Interest in healthcare, technology, advanced manufacturing, renewable energy, or logistics sectors.

Strong communication, project management, and learning abilities.

Fluent in Mandarin and English, with a proactive mindset and ability to work under pressure.