About the Role
We are seeking a proactive Investment Administrative Executive to provide operational and administrative support to the investment advisory team. This role is key to ensuring timely execution of investment processes, accurate record-keeping, and smooth communication with internal and external stakeholders.
You will gain exposure to investment operations, portfolio monitoring, reporting, and fund administration, working closely with portfolio managers, analysts, and external partners.
Key Responsibilities
Investment Operations Support
- Assist in the preparation, tracking, and execution of investment transactions and portfolio updates
- Maintain accurate records of investment activities, contracts, and related documentation
- Support portfolio monitoring, performance tracking, and reporting
Reporting & Data Management
- Prepare and update reports, dashboards, and presentations for internal teams and investors
- Monitor portfolio metrics and investment KPIs, assisting in data analysis
- Contribute to process improvement, data visualization, or automation initiatives
- Support compliance processes, including KYC/AML documentation and internal controls
Team Support
- Provide general administrative support to the investment team, including document management, scheduling, and correspondence
- Help streamline workflows to enhance operational efficiency
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field
- 1–3 years of experience in investment operations, fund administration, or related support roles
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Excel, PowerPoint; familiarity with Power BI or other analytical tools is a plus
- Ability to work with financial and operational data effectively
- Strong communication skills in English; proficiency in Chinese is an advantage
- Self‑motivated, proactive, and able to work collaboratively in a team environment
What You’ll Gain
- Exposure to investment processes, portfolio monitoring, and fund operations
- Hands‑on experience in deep tech and digital asset investment administration
- Opportunity to work closely with portfolio managers, analysts, and external stakeholders
- Develop operational, reporting, and compliance expertise
- Potential pathway to senior investment operations or administrative roles
How to Apply
Please submit your CV, cover letter, latest photo and latest academic transcript to zhuyingying@dojane.com.cn