- Hong Kong Hong Kong
Zheng He Capital Management Limited Hiring! Full Time Investor Relations Associate in Hong Kong - Ricebowl
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Job Description
Responsibilities
About the firm
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.
Fundraising support
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.
Comfortable using AI tools in day-to-day work.
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.
Full-time
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.
Fundraising support
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.
Comfortable using AI tools in day-to-day work.
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.
Full-time
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