投资分析师 Investment Analyst (基金)-香港
美国富顿集团
- 公司规模:少于50人
- 公司性质:外资(欧美)
- 公司行业:公关/市场推广/会展
职位信息
- 发布日期:2015-03-25
- 工作地点:上海
- 招聘人数:1
- 工作经验:3-4年
- 语言要求:英语熟练
- 职位月薪:面议
- 职位类别:其他
职位描述
工作地点: 常驻香港
PURPOSE OF THE POSITION
(The main reason for the position, in what context and what is the overall end result)
? Responsible for carrying out portfolio/ financial modelling for the US and China funds to be launched and also for new fund initiatives
? Responsible for preparation of Information and Investment Memorandums, Reports for investors and minutes of meetings
? Responsible for maintaining good Investor relationships including organizing site visits and investment committee/ investor meetings
? Conduct market research and monitor developments in the fund management industry
? Assist with fund budgeting
? Assist in completion of real estate acquisitions (due diligence, investment proposals and documentation)
? Work with Finance Team on debt and equity raising exercises
? Assist in analysing performance at properties level as well as at portfolio level using financialmodels
? Any other duties that the General Managermay assign
RESPONSIBILITIES
(Major responsibilities and target accomplishments expected of the position including the typical problems encountered in carrying out the responsibilities)
1. Support
Main Activities:
? Launching of new funds
? Management and investor reporting and preparation of Investment and Information Memorandums
? Investment processes and financial modelling
2. Report
Main Activities:
? Investor Quarterly and Annual Reports
? Management reporting
? Collation of regular market reports
? Attend and organize meetings (including Investment Committee meetings), take meeting minutes and follow up after the meeting
? Investor diary and investor database maintenance
3. Communication
Main Activities:
? Coordinate meetings (both internal and external)
? Collation of information by working with Asset Management and Finance team
4. Relation
Main Activities:
? Managing/Tracking relations with Consultants and vendors
? Assisting in coordinating activities involving investors
5. Other duties
Main Activities:
? Assist with fund managementand acquisition activities
? Assist with fund budgeting
KNOWLEDGE SKILLS AND ABILITIES
(The knowledge, skills and attitudes required for satisfactory job performance)
Education
? Candidates should have Degree in Real Estate, Finance, Investment or relevant discipline,preferably with MBA/CFA
? preferably from a university in New York
Job related experience
? Minimum 3years of relevant real estate investment/ fund management experience
? Work experience in New York preferred
Knowledge
The incumbent must have proficient knowledge in the following areas:
? Knowledge of Finance and Real Estate
? Working knowledge of computers and PC software
Skills
The incumbent must demonstrate the following skills:
? Organizes and with a sense of urgency to meet deadlines
? Analytical, resourceful, able to handle mass data and handy with Microsoft office tools
? Ability to work comfortably with and assist a wide range of individuals in variety of situations and be an effective team-player
? Excellent written and oral skills both in English and Mandarin
? Good communication skills
? Focus on details and diligent
Personal Attributes
The incumbent must maintain strict confidentiality in performing the duties of Investment Analyst. The incumbent must also demonstrate the following personal attributes:
? Proactive and self-motivated
? Friendly,and pleasant disposition
? Good EQ
? Self discipline
PURPOSE OF THE POSITION
(The main reason for the position, in what context and what is the overall end result)
? Responsible for carrying out portfolio/ financial modelling for the US and China funds to be launched and also for new fund initiatives
? Responsible for preparation of Information and Investment Memorandums, Reports for investors and minutes of meetings
? Responsible for maintaining good Investor relationships including organizing site visits and investment committee/ investor meetings
? Conduct market research and monitor developments in the fund management industry
? Assist with fund budgeting
? Assist in completion of real estate acquisitions (due diligence, investment proposals and documentation)
? Work with Finance Team on debt and equity raising exercises
? Assist in analysing performance at properties level as well as at portfolio level using financialmodels
? Any other duties that the General Managermay assign
RESPONSIBILITIES
(Major responsibilities and target accomplishments expected of the position including the typical problems encountered in carrying out the responsibilities)
1. Support
Main Activities:
? Launching of new funds
? Management and investor reporting and preparation of Investment and Information Memorandums
? Investment processes and financial modelling
2. Report
Main Activities:
? Investor Quarterly and Annual Reports
? Management reporting
? Collation of regular market reports
? Attend and organize meetings (including Investment Committee meetings), take meeting minutes and follow up after the meeting
? Investor diary and investor database maintenance
3. Communication
Main Activities:
? Coordinate meetings (both internal and external)
? Collation of information by working with Asset Management and Finance team
4. Relation
Main Activities:
? Managing/Tracking relations with Consultants and vendors
? Assisting in coordinating activities involving investors
5. Other duties
Main Activities:
? Assist with fund managementand acquisition activities
? Assist with fund budgeting
KNOWLEDGE SKILLS AND ABILITIES
(The knowledge, skills and attitudes required for satisfactory job performance)
Education
? Candidates should have Degree in Real Estate, Finance, Investment or relevant discipline,preferably with MBA/CFA
? preferably from a university in New York
Job related experience
? Minimum 3years of relevant real estate investment/ fund management experience
? Work experience in New York preferred
Knowledge
The incumbent must have proficient knowledge in the following areas:
? Knowledge of Finance and Real Estate
? Working knowledge of computers and PC software
Skills
The incumbent must demonstrate the following skills:
? Organizes and with a sense of urgency to meet deadlines
? Analytical, resourceful, able to handle mass data and handy with Microsoft office tools
? Ability to work comfortably with and assist a wide range of individuals in variety of situations and be an effective team-player
? Excellent written and oral skills both in English and Mandarin
? Good communication skills
? Focus on details and diligent
Personal Attributes
The incumbent must maintain strict confidentiality in performing the duties of Investment Analyst. The incumbent must also demonstrate the following personal attributes:
? Proactive and self-motivated
? Friendly,and pleasant disposition
? Good EQ
? Self discipline
公司介绍
美国富顿集团简介
美国富顿集团是一个由数个综合性房地产服务公司组成的伞状组织, 包含tdc国际开发公司、top8建筑工程公司、fultonex房地产管理公司以及富顿旗下乘尚文化发展(上海)有限公司,行销、策划和科技公司。
美国富顿集团的座右铭是, “以全球视野关注地方发展”, 这是集团在北美和亚洲营运经验的直接成果. 主要专注于大纽约地区(美国),长江三角洲(中国)的重要市场, 富顿集团旨在刺激新兴市场和那些某些被忽视地区的经济成长. 美国富顿集团的董事长兼首席营运长李信亿先生(mr. michael lee)以三十年的国际开发经验给予其公司大规模的发展远见。
富顿旗下乘尚文化发展(上海)有限公司是一家结合文化公司,业务包含文化艺术交流策划(演出经纪、营业性演出除外),电脑图文设计、制作,展览展示服务,市场营销策划,建筑装饰建设工程专项设计,产品包装设计,设计、制作、代理、发布国内外各类广告业务,商务咨询(金融信息除外),企业形象策划,企业管理咨询,从事计算机、教育软件科技领域内的技术开发、技术转让、技术咨询、技术服务,国际贸易咨询,自产产品销售,工艺礼品(象牙及其制品除外)的批发、网上零售,进出口、佣金代理(拍卖除外)。
美国富顿集团是一个由数个综合性房地产服务公司组成的伞状组织, 包含tdc国际开发公司、top8建筑工程公司、fultonex房地产管理公司以及富顿旗下乘尚文化发展(上海)有限公司,行销、策划和科技公司。
美国富顿集团的座右铭是, “以全球视野关注地方发展”, 这是集团在北美和亚洲营运经验的直接成果. 主要专注于大纽约地区(美国),长江三角洲(中国)的重要市场, 富顿集团旨在刺激新兴市场和那些某些被忽视地区的经济成长. 美国富顿集团的董事长兼首席营运长李信亿先生(mr. michael lee)以三十年的国际开发经验给予其公司大规模的发展远见。
富顿旗下乘尚文化发展(上海)有限公司是一家结合文化公司,业务包含文化艺术交流策划(演出经纪、营业性演出除外),电脑图文设计、制作,展览展示服务,市场营销策划,建筑装饰建设工程专项设计,产品包装设计,设计、制作、代理、发布国内外各类广告业务,商务咨询(金融信息除外),企业形象策划,企业管理咨询,从事计算机、教育软件科技领域内的技术开发、技术转让、技术咨询、技术服务,国际贸易咨询,自产产品销售,工艺礼品(象牙及其制品除外)的批发、网上零售,进出口、佣金代理(拍卖除外)。
联系方式
- 公司地址:地址:span上海市徐汇区虹桥路500号中城国际大厦