jobs in Wheelock & Co

Wheelock & Co Hiring! Full Time Investment Analyst in Hong Kong Island, Hong Kong - Ricebowl

Investment Analyst

Wheelock & Co

Undisclosed

Southern Distr., Hong Kong Island, Hong Kong

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Working Location

  • Southern Distr., Hong Kong Island Southern Distr. Hong Kong Island, Hong Kong Hong Kong

Job Description

Responsibilities

Welcome to Wheelock and Company Limited, a leading real estate development company dedicated to creating exceptional living and working environments that redefine excellence. With a strong commitment to quality, innovation, and customer satisfaction, we strive to inspire and enrich the lives of our residents and stakeholders. As we continue to grow, we are seeking a talented Investment Analyst to join our dynamic team and contribute to the success of our comprehensive development projects in Hong Kong.

Responsibilities:

  • Manage end-to-end portfolio tracking by bridging investment monitoring with back-office operations, which includes reviewing quarterly reports, capital calls/distributions and maintaining highly accurate database

  • Build and maintain robust financial model in excel to benchmark prospective funds, alongside conducting comprehensive market research to assess investment risk and potential

  • Assist in evaluation on fund managers globally through assessing investment teams, strategies and past performances

  • Synthesize fund updates and market research into concise, actionable summaries and presentation decks for senior management

  • Participate in terms negotiation and legal structure of fund investments and prepare investment proposals

Requirements:

  • Bachelor’s Degree in Finance, Economics or related disciplines with relevant qualifications

  • Bring 2-3 years of relevant analytical experience, ideally within Big 4 accounting firm, investment bank, private equity, asset management

  • Hands on experience of using third party investment portfolio management software for investment analysis and fund accounting

  • Able to work under tight deadlines and pressure with minimal supervision, take pride and ownership in work product

  • Strong in MS Word, Excel and PowerPoint

  • Possess strong quantitative, written and verbal communication skills, with professional fluency in English and Mandarin

As a highly qualified candidate, you will have the opportunity to make a significant contribution to our mission of creating exceptional experiences for our customers. Join us and discover a unique and professional environment where your skills and expertise will be valued and nurtured, allowing you to flourish and advance in your career. Let's work together to shape the future of our industry and make a lasting impact. Interested parties please apply with full resume.

For further information on Wheelock Properties (Hong Kong) Limited, please visit our website: *************

We are an equal opportunities employer and invite applications from all qualified candidates. Personal data collected will be treated in strict confidence and handled by authorized persons for recruitment-related purposes only within the Wheelock & Wharf Group. Applicants not hearing from us within two months may consider their applications unsuccessful. 

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