Investor Relations Associate

Zheng He Capital Management Limited; Hong Kong; On-site; HKD 420,000 - 520,000; Full time

Job summary

Zheng He Capital Management Limited, a Hong Kong-based investment manager, is seeking an Investor Relations Associate to support the Chairman and management team across marketing and fundraising.

The role is office-based in Hong Kong, requiring 2–5 years’ IR or related experience, strong communication skills, and fluency in English (Mandarin/Cantonese preferred). This is a full-time, permanent position with emphasis on material preparation, event coordination, and investor communications.

Qualifications

• Two to five years’ experience in investor relations or a related function at a financial institution.
• Strong written and verbal communication, and a professional manner with investors and senior colleagues.
• Highly organised and detail-oriented, and comfortable managing several tasks at once under deadline.
• Fluency in English; Mandarin and/or Cantonese strongly preferred.

Responsibilities

• Marketing support: Schedule and coordinate client events and investor briefings.
• Update the firm’s presentations and fact sheets each month with performance figures from the investment team, and route each item through compliance review before release.
• Maintain the library of approved marketing materials so that only current versions are sent to investors.
• Manage the marketing calendar and the distribution of monthly updates, periodic reporting, and event invitations to investors and prospects.
• Keep records of event attendance and investor responses to marketing, and report on them to the Chairman.
• Assist in fundraising by scheduling investor meetings and calls, and preparing a pack for each meeting with approved materials and background research on the attendees.
• Attend investor meetings with the management team, take notes, draft follow-up correspondence, and track agreed actions to completion.
• Coordinate responses to due-diligence questionnaires and requests for proposal with the investment, operations, and compliance teams, and track each one through to submission.
• Coordinate onboarding documents for new investors with the fund administrator and compliance.
• Prepare regular summaries of fundraising activity for the Chairman.

Skills

Written communication

Verbal communication

PowerPoint

Excel

Outlook

Organization

Education

Bachelor's degree

Tools

PowerPoint

Excel

Outlook

Job description

Zheng He Capital Management Limited is a Hong Kong-based investment management firm. Founded in 2011, the firm focuses on investment in both public and private markets.

The role

The Investor Relations Associate reports to the Chairman and supports the management team across two functions: marketing support and fundraising support. The management team leads investor relationships, and the Associate takes responsibility for the materials, meeting preparation, and follow-up that support this work. This is an early-stage role suited to a candidate with two to five years’ experience in investor relations or a related function at a financial institution. The position is full-time, permanent, and office-based in Hong Kong.

Key responsibilities

Marketing support

Schedule and coordinate client events and investor briefings.

Update the firm’s presentations and fact sheets each month with performance figures from the investment team, and route each item through compliance review before release.

Maintain the library of approved marketing materials so that only current versions are sent to investors.

Manage the marketing calendar and the distribution of monthly updates, periodic reporting, and event invitations to investors and prospects.

Keep records of event attendance and investor responses to marketing, and report on them to the Chairman.

Assist in fundraising by scheduling investor meetings and calls, and preparing a pack for each meeting with approved materials and background research on the attendees.

Attend investor meetings with the management team, take notes, draft follow-up correspondence, and track agreed actions to completion.

Coordinate responses to due-diligence questionnaires and requests for proposal with the investment, operations, and compliance teams, and track each one through to submission.

Coordinate onboarding documents for new investors with the fund administrator and compliance.

Prepare regular summaries of fundraising activity for the Chairman.

Requirements

Two to five years’ experience in investor relations or a related function (fund marketing, client service, or fund operations) at a financial institution such as an asset manager, hedge fund, private equity firm, or private bank.

Strong written and verbal communication, and a professional manner with investors and senior colleagues.

Highly organised and detail-oriented, and comfortable managing several tasks at once under deadline.

Strong working knowledge of PowerPoint, Excel, and Outlook.

Fluency in English; Mandarin and/or Cantonese strongly preferred given the investor base.

A bachelor’s degree, preferably in finance, economics, accounting, or business.

The right to work in Hong Kong (the firm does not sponsor work visas).

Preferred

A working understanding of listed equity funds and how investors assess them.

Experience with due-diligence questionnaires and investor onboarding.

Familiarity with Hong Kong and SFC requirements for investor communications and marketing.