Lead, Alternative Investments Execution & Management

CFA Institute; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

FWD Group in Hong Kong seeks an experienced investment professional to drive execution and management of alternative investment opportunities across private credit, infrastructure, private equity, and related strategies.

The role requires strong communication, analytical skills, and the ability to coordinate with external and internal stakeholders to ensure timely, compliant deal execution from origination to post-close.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Actuarial Science, or a related discipline; CFA qualification/candidacy is a plus.

Responsibilities

• Drive execution and transaction management of alternative investment opportunities across private credit, infrastructure, private equity, real assets, structured solutions, and other illiquid or semi-liquid strategies.
• Maintain active dialogue with external managers, general partners, arrangers, advisors, legal counsel, administrators, custodians, and other transaction counterparties to support deal execution, documentation, closing readiness, and post-closing follow-through.
• Translate approved alternative investment decisions into actionable execution plans, including transaction timelines, funding requirements, due diligence workstreams, legal and tax review coordination, operational onboarding, and closing deliverables.
• Partner with Group and local stakeholders to align transaction execution with portfolio allocation priorities, liability needs, cashflow planning, capital treatment, accounting considerations, regulatory requirements, and local entity constraints.
• Coordinate execution across internal teams and local business units to ensure transactions are implemented in a timely, controlled, and well-documented manner.
• Monitor transaction pipelines, execution status, capital calls, subscription processes, closing conditions, documentation progress, operational readiness, and key risks to support disciplined execution and escalation of issues where required.
• Prepare transaction updates, execution trackers, closing checklists, due diligence summaries, investment committee materials, and post-execution reports for senior management, Group stakeholders, and local investment committees.
• Track and review external manager activities, fund documentation, side letters, mandate requirements, fee terms, reporting obligations, and adherence to agreed investment, operational, and governance requirements.
• Contribute to alternative investment platform development, process improvement, data quality, reporting, document management, and workflow initiatives that enhance execution discipline, transaction governance, and portfolio oversight.
• Prepare, as necessary, regulatory filings and reporting

Skills

Strong communication

Attention to detail

Stakeholder management

Excel

PowerPoint

Power BI

Education

Bachelor's degree in Finance, Economics, Accounting, Actuarial Science

CFA qualification/candidacy is a plus

Tools

Investment/workflow management systems

Job description

FWD Group in Hong Kong seeks an experienced investment professional to drive execution and management of alternative investment opportunities across private credit, infrastructure, private equity, and related strategies.

The role requires strong communication, analytical skills, and the ability to coordinate with external and internal stakeholders to ensure timely, compliant deal execution from origination to post-close.