This job is no longer available.
You can view related vacancies or set-up an email alert notification when similar jobs are added to the website using the buttons below.



Our client is hiring an Investment Associate to join the team.

A suitable candidate should be a motivated and multi-skilled individual that meets the requirements of the role.


  • Sell services and products and follow up on them.
  • Confirm completion of time-sensitive work and supporting documentation.
  • Update new accounts and offer continuous service by conducting operations.
  • Engage with equity partners, attorneys, lenders, brokers and internal departments.
  • Analyse investment opportunities.
  • Design narrative investment memorandums on potential acquisitions.
  • File and maintain account documentation and client information.
  • Support financial consultant to organize and execute mailings and client communications.
  • Analyse client portfolios and suitable investments.
  • Respond to clients’ queries on accounts and trading procedures.
  • Manage and attain product categories such as managed accounts, annuities and complicated retirement accounts.
  • Manage confidentiality of client, financial consultant, and complex and company information.
  • Interact with partners to receive and share client portfolios and relationship information daily.
  • Confirm the execution of time-sensitive tasks and related paperwork.
  • Promote goods and services and reply to them.
  • Coordinate with the activity and the private offices to ensure timely resolution of difficulties.
  • Update the latest accounts and provide ongoing service by operating.
  • Collaborate with shareholdings, attorneys, bankers, dealers, and internal departments to identify investment options.
  • Undertake thorough due diligence on company finance and financial markets.
  • Supervise and manage the background investigation for ongoing purchase and disposal.
  • Participate in and assist the acquisition disposal, and asset finance closing processes, including liaising with agents, advisors, lenders, and internal departments.
  • Maintain client, financial analyst, complicated, and corporate information secrecy.



  • Bachelor’s Degree in Business, Financial Management, or Economics.
  • Relevant experience in a related field.
  • Task-oriented, dependable, and effective interpersonal skills are required.
  • Previous real estate transaction processing expertise.
  • Excellent Excel working proficiency.
  • Hard-working personality.
  • Ensure a high standard of performance and quality.
  • General quantitative abilities.
  • Excellent verbal and active listening ability.
  • Careful attention, prioritization skills, and stress management.
  • Strong IT skills.


  • Background in alternative investments, especially private markets.
  • Previous experience in investment consultancy or asset management.
  • Previous experience with screening fund manager databases.
  • Proficient in Microsoft Word and PowerPoint.