What Jobs are available for Private Equity in Hong Kong?

Portfolio Managing team - Middle to Front Office type of role

Your new role

• Monitor data and reports of portfolio companies' investments and conduct financial analysis
• Identify portfolio companies' growth and value enhancement drivers
• Investment performance review, industry sector review and portfolio risk reviews
• Work closely with investments teams and portfolio company stakeholders
• Valuation bridge for portfolio companies based on investment teams' request to facilitate portfolio discussions
• Liaising with the external auditor by sourcing supporting documents for the valuation, ownership, and holding structure of portfolio companies
• Calculating daily mark-to-market value for public investments; preparing weekly valuation reports and market updates on listed investments to distribute to the investment and portfolio management
• Handle ad-hoc and quarterly data requests from co-investors and limited partners, related but not limited to funds' performance and portfolio companies' financials and valuation

Who we are looking for

• 1-5 years of FP&A / Data Analysis / Transaction or Deals Advisory experience
• Experience in Private Equity / Asset Management will be a plus
• Bachelor's degree from reputable academic background
• Attentive to detail, analytical with strong problem-solving and interpersonal skills
• Excellent stakeholder skills - able to effectively listen, communicate, challenge and influence colleagues from multiple business areas
• Demonstrable knowledge of private equity
• Professional experience driving transformation in businesses from a corporate or investment role
• Comfortable in handling large datasets and mathematic skill
• Strong interpersonal skills and experience interacting with global senior-level executives

FIND YOUR 'BETTER' AT AIA

We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we'd love to hear from you.

About the Role

This role is responsible for supporting research, sourcing, underwriting, and monitoring activities related to private equity (PE) and venture capital (VC) investments across AIA Business Units. The position involves active participation in the execution of PE/VC strategies, including due diligence on both direct company investments and third-party fund managers.

The successful candidate will be expected to deliver robust quantitative analyses and well-substantiated qualitative assessments, and to clearly communicate both the methodologies and findings to internal stakeholders.

Roles and Responsibilities

• Support research activities in private equity (PE) and venture capital (VC) investments, leveraging resources across Group Investment and other internal IMs or AMCs
• Source suitable PE/VC third-party managed fund opportunities for AIA Business Units (BUs), aligned with Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) frameworks
• Contribute to due diligence and terms negotiation for third-party managed funds and direct investments, in collaboration with PE/VC team members
• Assist in sourcing and evaluating co-investment opportunities, including engagement and negotiation with third-party general partners (GPs)
• Support portfolio management and monitoring functions for PE/VC investments, ensuring timely updates and performance tracking
• Collaborate with CIOs of relevant AIA BUs to advance PE/VC investment strategies, and coordinate with Capital Management, Risk, Legal & Governance (L&G), and Investment Operations on PE/VC investment activities.
• Conduct investment due diligence and post-investment performance monitoring in support of Group Strategy and BU-level strategic initiatives
• Perform additional responsibilities as assigned by the Regional Director of Investment Management – Private Equity and Venture Capital

Minimum Job Requirements:

• Minimum of 8 years of experience in PE/VC fund or direct investments
• Strong quantitative skill set preferred
• Excellent communication skills; fluency in spoken English/Mandarin and proficiency in reading and writing English/Chinese are required
• Prior experience in the China PE market is an advantage

Education

• Bachelor's degree in Finance, Business, or a related discipline
• Investment-related professional qualifications such as CFA or CAIA are preferred

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

A top tier investment bank is looking for a junior sales support to join their PE team

Private Equity Sales Support | Top Tier Investment BankYour new company

Your new company is a top investment bank with businesses across the globe.

Your new role

• Provide sales support for the Private Equity team
• Assist the team in preparing and organising marketing materials and client presentations to support deal origination and investor relations.
• Coordinate internal communication and document flow between deal teams, legal, compliance, and clients to ensure smooth transaction processes.
• Conduct preliminary research on potential investment targets and market trends to help identify new opportunities.
• Assist on ad-hoc projects

What you'll need to succeed

• 1+ years of sales support experience
• Solid knowledge in Private Equity
• Business / Finance related bachelor's degree holder
• Excellent command of English

What you'll get in return

• Excellent branding
• Great exposure
• Develop your career with one of the top-tier investment banks

What you need to do now

If you're interested in this role, forward an up-to-date copy of your CV to , or call Haidy Kay at now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion about your career.

A top tier investment bank is looking for a junior sales support to join their PE team

Private Equity Sales Support | Top Tier Investment Bank

Your new company

Your new company is a top investment bank with businesses across the globe.

Your new role

• Provide sales support for the Private Equity team
• Assist the team in preparing and organising marketing materials and client presentations to support deal origination and investor relations.
• Coordinate internal communication and document flow between deal teams, legal, compliance, and clients to ensure smooth transaction processes.
• Conduct preliminary research on potential investment targets and market trends to help identify new opportunities.
• Assist on ad-hoc projects

What you'll need to succeed

• 1+ years of sales support experience
• Solid knowledge in Private Equity
• Business / Finance related bachelor's degree holder
• Excellent command of English

What you'll get in return

• Excellent branding
• Great exposure
• Develop your career with one of the top-tier investment banks

What you need to do now

If you're interested in this role, forward an up-to-date copy of your CV to , or call Haidy Kay at now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion about your career.

• Famous USD fund
• Buyside

About Our Client
Our client, a reputable and long-standing private equity firm, is seeking a high-calibre Investment Analyst or Associate to join their dynamic deal team based in Hong Kong.

Job Description

• Assist in the sourcing, screening, and evaluation of potential investment opportunities
• Conduct comprehensive market research and industry analysis, including trends, competitive landscapes, and growth drivers
• Prepare detailed investment memoranda and presentation materials for internal investment committees
• Monitor and assess the performance of portfolio companies, including financial metrics, strategic initiatives, and quarterly reporting

The Successful Applicant

• Bachelor's degree from a top-tier university; finance, economics, or related disciplines preferred
• Strong financial modelling and analytical skills with a solid understanding of valuation techniques
• 1-2 years of experience in investment banking at a leading global institution; exposure to primary market, buyside are highly advantageous
• Exceptional communication skills, both written and verbal, with the ability to present complex ideas clearly
• Self-motivated, detail-oriented, and capable of thriving in a collaborative team environment

What's On Offer

• Opportunity to work in a USD buyside
• Excellent career progression opportunities

Contact: Wenlin Xiao
Quote job ref: JN

We are looking for ambitious graduates to join a leading independent global private equity and advisory group in Hong Kong. This is an amazing and rare opportunity for graduates to launch their careers in private equity.

This opportunity would suit recent graduates with good internship experience who are keen to develop their understanding of the Private Equity industry and work in a varied, fast paced environment. The role of Junior Analyst supports the Deals team, delivering high quality outputs across various deal types such as Primaries, Secondaries and Co-Investments. The role comes with early responsibility, exposure to a broad range of fund-raising activity and numerous learning opportunities. All training is provided but having a the attitude and passion to build a career in the Private Equity is essential.

Responsibilities:

• Support the capital raising process from origination to close.
• Maintain all fundraising-related documentation - including status reports, activity reports, roadshow calendars, investor profiles and agendas
• Conduct research and analysis into the private equity market - including fund managers (GPs). investors (LPs). various trends and specifics related to either GPs and LPs, macro-economic and micro-economic dynamics, as well as legal, regulatory compliance
• Prepare analysis on GP portfolios to enable deal teams to benchmark industry players and analyse capital flows both regionally and globally
• Support deal leaders on all aspects of deal management - including compiling and implementing action lists to ensure weekly tasks are completed, provision of investor information to LPs, due diligence requests and general follow up information requests about LPs/GPs
• Coordinate investor roadshows and logistics

Qualifications, Skills and Experience:

• Degree educated
• Driven to build a career in Private Equity
• Passionate about learning

A reputable Foreign Bank who is looking for a high-caliber candidate to join their Hong Kong office. The successful candidate will play a key role in supporting the bank.

Job Responsibilities

• Assist the Head of Private Equity to prepare credit proposal for prospect clients and manage the loan portfolio which includes Fund Finance (Hybrid Financing) / Venture Capital / Capital Call / NAV Loans / Acquisition Finance etc
• Prepare written credit proposals, including financial and market analysis, industry summaries, investor backgrounds, and investment portfolio analysis
• Responsible for handling the requests and questions from clients and communicate with credit department to respond the enquiries
• Review loan documentation for consistency with credit and approval and work with the Loan Booking unit to book the loan onto the Bank's system
• Oversee the collection of loan portfolio reporting and compliance with facility covenants, and work with Loan Operations to ensure that the reporting is accurately reflected on the Bank's system
• Produce presentations on specific loans and participate in the bank's Loan Approval Process and recommend approval and appropriate structure of credits when necessary
• Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts
• Oversee loan renewals, document tickler and covenant tracking of loans. Work with syndicate banks on larger transactions when necessary
• Work with regulators and internal auditors to supply informational needs on client reviews when necessary
• Work with Senior Management to identify potential opportunities and manage the renewal process for cross sell of other non-lending banking products
• Work closely with internal/external business stakeholders in HK/US/Greater China
• Participate special projects and provide requested reports on loan portfolio as needed

Job Requirements

• Bachelor's degree or equivalent; preference for finance or accounting major or equivalence
• With at least 6 years of solid experience in Private Equity which including at least two years of credit portfolio  management experience
• Strong knowledge of private equity and the major components of investment vehicles is MUST. Possesses financial modelling skills will be a plus
• Flexibility and adaptability to a dynamic environment, and ability to learn quickly in a high-volume transaction scenario
• Strong writing, interpersonal and communication skills are critical
• Good command of both spoken and written English and Chinese

This position is to assist the deal team to complete investment projects.

客户简介

Our client, a reputable and long-standing private equity firm, is seeking a high-calibre Investment Analyst or Associate to join their dynamic deal team based in Hong Kong.

工作内容

• Assist in the sourcing, screening, and evaluation of potential investment opportunities
• Conduct comprehensive market research and industry analysis, including trends, competitive landscapes, and growth drivers
• Prepare detailed investment memoranda and presentation materials for internal investment committees
• Monitor and assess the performance of portfolio companies, including financial metrics, strategic initiatives, and quarterly reporting

理想的求职者

• Bachelor's degree from a top-tier university; finance, economics, or related disciplines preferred
• Strong financial modelling and analytical skills with a solid understanding of valuation techniques
• 1-2 years of experience in investment banking at a leading global institution; exposure to primary market, buyside are highly advantageous
• Exceptional communication skills, both written and verbal, with the ability to present complex ideas clearly
• Self-motivated, detail-oriented, and capable of thriving in a collaborative team environment

福利待遇

• Opportunity to work in a USD buyside
• Excellent career progression opportunities

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Wenlin Xiao

Company Overview

• At Third Bridge, we're a primary research business providing professional services to Private and Public Equity Investors, Investment Consultants, Investment Managers, and more.
• We help those investors understand companies and the issues they face. We build and share intelligence on key industry drivers and the latest sector trends. And we offer the kind of critical knowledge that's regularly overlooked by conventional investment research, and which investors won't find anywhere else on the planet.
• Put simply, we're creating the world's largest database of human insights — and we're the architects of an incredible ecosystem that fuels better and faster investment decisions.
• Together, we're on a mission designing, building and delivering a different kind of future. It's all about creating a space where people are empowered to make bold moves. To explore new ways of working. To go where no-one has ever gone before.

Job Description
What is Private Equity (PE)?
In a nutshell, our private equity clients invest in companies with the intention of increasing the value of their stake down the line. The insights they get through our experts and content become the basis of their decision to invest in opportunities, or to pass on them.

Associate, Private Equity Clients
Our Associates
target, source, and screen relevant industry specialists
facilitating interactions to help our clients make better-informed business decisions. As a client focused company, our clients' needs drive our work and as an Associate, you can expect to work on multiple requests that span a wide range of industries and geographies on any given day.
It's a sales-oriented role where you'll spend most of your time connecting to relevant experts via cold calls/texts/emails
, persuading them to commit to speaking with our clients - it's all about human connections and insights

The hats you will wear:

• Problem solver: Consulting clients count on us for their research needs, it's our job to execute on their requests for experts. In practice: you will search for relevant content and vet experts to support your clients at each stage of their research.They operate under very tight deadlines that we have to match with urgency, but not at the expense of quality.
• Business driver: understanding excellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. In practice: on every project, you will have an opportunity to drive performance by delivering on client requests. Each client and expert interaction is an opportunity to bring in revenue and build your book of business.
• Player & coach: We operate as one team, both within your individual team and within the Consulting business at large. One day, you will be leading the charge, and another you'll be supporting your peers. In practice: you will be asked to train and develop the people around you, both on your team and those you're working with on client requests. You will also receive lots of hands-on training and coaching yourself. We are a feedback-centric culture, and value effective communication.
• Researcher partner: Throughout their research, clients rely on us to think as an extension of their team. In practice: there will be times where we need to think outside the box and offer solutions that bridges their knowledge gaps, quickly. You'll also need occasionally to go above and beyond to ensure a smooth partnership with your clients.

Discover More
Curious about our Consulting and Funds verticals? Check them out and decide which feels right for you. Focusing on an asset type allows our Associates to speak our clients' language and intricately understand how they operate.

Qualifications

• You must be able to deliver high quality work on a deadline. You will be working on lots of active workstreams simultaneously, but that doesn't scare you - in fact it excites you, and you're confident in your ability to multitask and remain organised. Private equity investors are under a lot of pressure to make decisions fast, but you stay calm and get things done. If at times your client asks you for help out of hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. There is no typical week as a Third Bridge Associate.
• The Founder's Mentality completely resonates with you, as this approach is part of our DNA. You're an independent thinker who feels energised by the freedom Associates have to come up with the best solutions for their clients, because you're endlessly curious and often question the way things are done. As long as you are eager to learn, we'll provide you with the resources and coaching you need as you bring value to your clients and experts.
• You're a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You find that conversations often lead to strong relationships with people because you easily connect. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn't phase you - what matters to you is to get results, and fast.
• Your attitude is to roll up your sleeves and you enjoy being in the thick of the action. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you're relentless in getting the data points you need to adjust your approach until you are their number one. With the soft skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader.

Additional Information
What our people love about being Associates in PE Clients Team:

• Being surrounded by people they not only enjoy working with, but who also challenge and support them
• Partnering first hand with the leading investors in the world and being privy to their thought process with all the learning this leads to
• Building their career in business on a foundation of problem-solving, communication and commercial skills
• Living by "great minds think differently" in a diverse and inclusive team

Thrive at Third Bridge
The starting Associate pay places you in the
top 30% of graduate salaries
across industries, and it is complemented with an uncapped bonus commensurate with target achievement. You can expect clear performance goals and to be recognised for your contributions. After :2 years of strong results you could transition from being an individual contributor to managing your own team and P&L - a huge career milestone. Depending on your aspirations, you could also progress to a role in Sales, Product, or opportunities across our organisation.

We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our
benefits
:

• Salary: competitive base salary of HKD 300,000 which increases upon performance milestone achievement (average timeframe is 12-14 months) plus an uncapped bonus
• Vacation: 15 days (which increases to 20 days after 2 years of service)
• Learning: personal development allowance of HKD 9,800 per year, which can be used for any learning programmes you feel would be beneficial for you
• Health and wellbeing: private medical insurance, Modern Health to focus on mental health. Pension scheme.
• Future and family: pension scheme and vitality private medical insurance
• Flexibility: 2 annual volunteer days, 2 personal days, Work from Anywhere program, and flex days, offered at the company's discretion and subject to annual review
• Social: weekly optional social gatherings, daily breakfast and snacks, social events

The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.