Investment Analyst/Associate in the Investment Office (Ref.:532584)
We are seeking an Investment Analyst/Associate to join the Investment Office to support the investment strategy and operational functions.
The Role
The appointee will support the investment team in managing a diversified portfolio across multiple asset classes. He/she will conduct research, perform due diligence on managers, analyse portfolio performance and assist in executing investment transactions. Key responsibilities include:
1. Investment Analysis & Portfolio Support
- Conduct research and analysis on markets, sectors, and investment opportunities;
- Support the development and implementation of asset allocation strategies;
- Prepare investment recommendations and portfolio analyses for the investment team;
- Monitor existing investments and contribute to ongoing portfolio optimization;
- Assist in manager selection, due diligence, and ongoing evaluation.
2. Trade Execution and Cash Flow Management
- Assist in executing investment transactions across public and private markets;
- Manage capital calls, distributions, and cash flow processes for private investments; and
- Prepare fund subscriptions, redemptions and KYC documentation.
3. Investment & Operational Due Diligence, Compliance & Legal Oversight
- Support investment and operational due diligence on new investment opportunities and ongoing reviews of existing investments across public and private markets;
- Monitor portfolio adherence to internal policies and legal guidelines; and
- Collaborate with legal counsel to manage documentation and contract reviews.
4. Performance Measurement, Reporting & Data Management
- Prepare and deliver timely performance reports to stakeholders, including portfolio analytics and benchmarking;
- Monitor and report key investment metrics, including risk and liquidity;
- Support the maintenance of portfolio management systems and data processes to ensure accurate and efficient reporting.
5. Collaboration and Process Improvement
- Work closely with the investment team, custodians, and external fund managers to streamline operational processes; and
- Identify and execute opportunities for process improvements and operational efficiencies.
Qualifications and Qualities
- Bachelor’s degree in finance, accounting, economics, or a related field; advanced degree or CFA designation preferred;
- 2-4 years of experience in portfolio management or investment operations, preferably within an endowment, foundation, pension fund, or asset management firm;
- Good knowledge of private and public market investments, including operational nuances of capital calls, distributions, and fund structures;
- Familiarity with portfolio management systems, performance reporting tools, and data management processes;
- Familiarity with compliance and legal guidelines in institutional investment settings;
- Excellent analytical, organizational, and problem-solving skills;
- Strong interpersonal and communication skills, with the ability to interact effectively with internal and external stakeholders;
- Proven track record of managing multiple priorities in a fast-paced, deadline-driven environment;
- Proficiency in systems such as Bloomberg, eFront, or similar portfolio management tools; and
- Knowledge of financial and investment reporting standards (e.g., GIPS compliance).
Applicants with less experience may be considered for the position of Investment Analyst.
What We Offer
The appointment will be made on a fixed-term full-time contract for 2 years, to commence as soon as possible with the possibility of renewal subject to satisfactory performance. A highly competitive salary commensurate with qualifications and experience will be offered, together with contract-end gratuity and University contribution to a retirement benefits scheme at 10% of basic salary. Other benefits include annual leave and medical benefits.
How to Apply
The University only accepts online applications for the above post. Applicants should apply online at the University’s careers site (https://jobs.hku.hk) and upload an up-to-date CV. Review of applications will start as soon as possible and continue until August 3, 2025, or until the posts are filled, whichever is earlier.
The University is an equal opportunities employer and
is committed to equality, ethics, inclusivity, diversity and transparency
