What Jobs are available for Senior Investor in Hong Kong?
Showing 105 Senior Investor jobs in Hong Kong
Investor Relations
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Job Description
The key responsibilities include:
* Assist IR team with on-going business development, servicing and communication with existing investment partners and prospects, including responding to information requests, researching investor base, developing and implementing sales and service strategies
* Review and manage investment partner accounts, transactions and documents
* Implement and maintain record-keeping systems for investment partners
* Create and update investment presentations and other communication materials as needed
* Prepare investment partner meeting summary notes posted to database; maintain full and holistic investment partner relationship-level information in database
* Participate in investment partners' due diligence meetings and calls
* Liaise with service providers, including fund administrator and counterparties
* Assist with investment partner negotiations and legal onboarding
* Work with the Business Team (finance, operations, legal and compliance, trading) to optimize internal systems and help drive ad hoc special projects
Requirements
• 4-8 years' relevant experience in a client management role, preferably in the finance industry, e.g. investor relations, institutional sales, investment banking, ECM etc.
• Degree holder in Finance, Accounting, Business Administration or related subject
• Intelligent, organized, detail-oriented, energetic and motivated to learn
• A self-motivated person, thrives in an entrepreneurial environment
• A real team player with very good interpersonal skills
• Proficiency in Microsoft Excel, Word & PowerPoint
• Fluency in English and Mandarin
Contact: please reach out to for more information.
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Investor Relations
Posted today
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Job Description
The role will be responsible for nvestor relations but also assisting in compliance and operations
Responsibilities Include
Investor Relations:
- Represent the firm professionally in all correspondence with stakeholders, including existing and prospective investors, business partners, and service providers.
- Manage the subscription and redemption process for the firm's commingled funds, which involves working closely with investors, the fund administrator, internal teams, and fund directors.
- support sales and client servicing, including data entry, extraction, and analysis.
- Assist with the production and distribution of marketing materials such as investment newsletters and factsheets.
- Coordinate, schedule, and support marketing meetings, including conducting background research, preparing presentation materials, and taking meeting notes.
- Assist with the organisation of roadshows and marketing trips to ensure efficient logistics and successful investor engagement.
- Update and maintain fund profiles on prime brokers' and/or other performance portals on a timely basis.
- Assist with ad-hoc investor requests and queries, including but not limited to due diligence questionnaires and bespoke materials.
Compliance
- Support risk management, compliance and legal matters for the manager and funds, liaising with compliance consultants, law firms, regulators and exchanges.
- Handle selected compliance tasks such as account openings, regulatory filings, license/registration applications and internal compliance approvals.
- Draft and update policies and procedures.
- Participate in process‑enhancement projects with internal and external stakeholders.
- Assist with transaction due diligence, legal document reviews and vendor/system onboarding or renewals.
- Perform other routine compliance duties as required.
Operations
- Support operations tasks including trade confirmations, reconciliation, settlement, NAV calculation, risk reporting, corporate actions and data analytics.
- Draft and revise operational policies and procedures.
- Drive process improvement and automation initiatives; coordinate implementation with vendors and internal teams.
- Perform other day‑to‑day operations responsibilities as needed.
Other Duties
- Provide general support to the COO and other functions.
- Complete other ad‑hoc tasks as assigned.
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Investor Services
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Job Description
This is a global hedge fund. The firm today has approximately US$2.5 billion+ in AUM managed on behalf of institutional clients primarily from the US and Europe.
Responsibilities
Specific elements of client servicing for existing investors:
Support the production of standard reporting such as quarterly newsletters, monthly reports, marketing presentations, and weekly NAV estimates
- Handle ad hoc reporting requests such as DDQs (quarterly and annual) and other one-off reporting items as requested by investors
- Support daily responses to ad hoc investor inquiries that come into the investor email inbox
- Support the day-to-day relationship with the fund administrator, including supervision of the investor quarterly dealing inflows / outflows process (though the administrator handles the bulk of this work, we do a check to make sure all is correct)
- Assist in AML / FATCA documentation reviews / requests and chasing responses from clients for the Administrator's review
Support maintenance of the CRM system, including contact details and distribution lists
Support other special projects from time to time that the broader non-investment team is working on. These ad hoc projects can include data performance analytics, and other investor related compliance topics.
Qualifications
Qualifications:
- 6-11 years of direct experience servicing institutional clients at a leading investment management firm, investment bank, or fund administrator
- Fluent level written and spoken English
Detailed knowledge of:
inputs and processes to produce and distribute fund management reporting
common investor queries related to servicing and reporting
Outgoing / personable / well-spoken and able to liaise well with internal teams as the role will work closely with operations, IR and compliance
- Strong Excel and PowerPoint skills
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Investor Relations
Posted today
Job Viewed
Job Description
This is a global hedge fund. The firm today has approximately US$2.5 billion+ in AUM managed on behalf of institutional clients primarily from the US and Europe.
Responsibilities:
Specific elements of client servicing for existing investors:
Support the production of standard reporting such as quarterly newsletters, monthly reports, marketing presentations, and weekly NAV estimates
- Handle ad hoc reporting requests such as DDQs (quarterly and annual) and other one-off reporting items as requested by investors
- Support daily responses to ad hoc investor inquiries that come into the investor email inbox
- Support the day-to-day relationship with the fund administrator, including supervision of the investor quarterly dealing inflows / outflows process (though the administrator handles the bulk of this work, we do a check to make sure all is correct)
- Assist in AML / FATCA documentation reviews / requests and chasing responses from clients for the Administrator's review
Support maintenance of the CRM system, including contact details and distribution lists
Support other special projects from time to time that the broader non-investment team is working on. These ad hoc projects can include data performance analytics, and other investor related compliance topics.
Qualifications:
- 6-11 years of direct experience servicing institutional clients at a leading investment management firm, investment bank, or fund administrator
- Fluent level written and spoken English
Detailed knowledge of:
inputs and processes to produce and distribute fund management reporting
common investor queries related to servicing and reporting
Outgoing / personable / well-spoken and able to liaise well with internal teams as the role will work closely with operations, IR and compliance
- Strong Excel and PowerPoint skills
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Investor Relations
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Job Description
My client is a start up crypto fund of funds (spin off from a multi-families office) seeking a dedicated and experienced Relationship Manager/ Investor Relations to join their team focused on serving high-net-worth individuals and families in China. The ideal candidate will be responsible for managing client relationships, understanding their financial needs, and providing tailored solutions to enhance their wealth management experience.
Key Responsibilities
- Build and maintain strong relationships with clients, ensuring a high level of service and client satisfaction.
- Provide strategic financial advice and risk management tailored to the unique needs of Chinese families/ UHNW.
- Monitor and analyze investment portfolios, offering insights and recommendations to optimize performance in line with clients' goals.
- Conduct in-depth market research to identify investment opportunities, trends, and potential risks within the Chinese market and beyond.
- Work closely with internal teams, including investment analysts, legal advisors, and compliance officers, to deliver comprehensive solutions to clients.
- Educate clients on financial products, investment strategies, and market developments to empower informed decision-making.
- Develop and maintain a robust network of industry contacts to facilitate business growth and enhance service offerings.
Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree or relevant certification (e.g., CFA, CFP) is a plus.
- Minimum of 5 years of experience in wealth management, private banking, or family office services, with a focus on Chinese clients.
- Strong understanding of financial markets, investment strategies, and wealth management principles.
- Excellent communication and interpersonal skills, with fluency in Mandarin and English preferred.
- Proven ability to build trust and rapport with high-net-worth individuals and families.
- Strong analytical and problem-solving skills with a client-centric approach.
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Investor Relations Manager
Posted today
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Job Description
The Company is a global optoelectronic technology leader with strong global customer base. We maintain dominant market shares in most of our product categories worldwide. The Company believes that the most valuable corporate assets are its people. We look for people with high motivation, drive for excellence, good judgment and solid accounting and finance knowledge.
Job Responsibilities:
- Prepare the Group's financial evaluation models in alignment with the Group's overall development strategy, business development plans, and operational goals;
- Assist the management on mergers and acquisitions, investments, capital operations and other related works, including industry research, due diligence, trend analysis, post-investment management, and other analysis;
- Prepare and update Group's data and materials in according to the Group's business development and financial performance as well as the latest products, technology, operations development;
- Conduct industry research and perform analysis and update on peer's business, products, technologies, operations, and financial data;
- Maintain ESG-related work, as well as corporate news and media relations;
- Prepare semi-annual and annual financial reports, investor presentation materials; coordinate investor meetings, conference calls, and roadshows post result announcements;
- Provide support for roadshows, earnings calls, investor days and conferences;
- Maintain and update investors database;
- Conduct daily monitoring of analyst reports, news flow, and market sentiment related to the Group and its competitors;
- Support the team in ensuring compliance with regulatory disclosure requirements.
Job Requirements:
- Bachelor's degree in Finance, Economics, Accounting, or related fields;
- At least 3 years' experience in investor relations, capital markets, fundraising, corporate finance or related fields. With strong skills in building financial models;
- Strong analytical thinking in macroeconomics, industry research, company analysis, and business logic;
- Strong financial analytics skills with the ability to interpret financial statements and generate actionable insights;
- Self-motivated, resilient under pressure, with a strong sense of responsibility and adaptability;
- Work Independently with impeccable attention to detail, strong organizational skills, and the ability to manage multiple projects under tight deadlines;
- Excellent bilingual communication skills in Chinese and English, with fluency in both Mandarin and English required;
- Proficiency in Microsoft Office Suite (Power Point and Excel skills is essential), familiarity with Pivot Analysis Table is a plus.
What we offer
We are committed to providing our employees with a supportive and rewarding work environment. We offer competitive remuneration, excellent career development opportunities, and a range of benefits to support your well-being. Join our dynamic team and contribute to the growth of our company.
Interested candidates please send resume with expected salary to -, or click "Apply" to submit your application.
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Investor Relations Manager
Posted today
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Job Description
- Assist the IR Head in aligning with the company's development strategy and business growth needs, formulating IR communication strategies, and establishing and promoting a positive corporate image in the capital markets.
- Liaise closely with internal and external parties to prepare disclosure materials such as press releases, interim/annual reports, presentations, scripts, and IR website, communicate the company's messages to the capital markets.
- Establish and maintain favorable two-way communication relationships with the mainstream financial media; prevent and manage PR crisis in the capital market; Manage IR's new media platforms.
- Coordinate earnings release events, participate in investor roadshows, and assist in organizing various investor relations meetings for the IR Head, including investor receptions, one-on-one meetings, and other related activities.
- Perform other duties as assigned by the IR head.
Expected Skills and Experiences
- Bachelor degree or above, preferably in Finance, Investment, public relations, media and related fields;
- A minimum of 3 years of relevant experience in Investor Relations professional experience in a listed company or Financial PR Agency, with preference for experience in Hong Kong or US stock markets, and prior experience as a buy-side or sell-side analyst would be ideal. Knowledge of China's Internet industry is an advantage. Experience in social media and new media is preferred.
- Fluent spoken English, Cantonese, and Mandarin Chinese. High proficiency in written English is required.
- Strong ability in writing press releases and speeches, with excellent analytical thinking and good media communication and relationship management skills.
Please provide resume in both English and Chinese. Possession of a valid Hong Kong Identity Card is required.
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Investor Relatios Manager
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Job Descriptions
- Prepare different kinds of written materials for clients, including earnings roadshow PPTs, performance press releases, chairman's speeches, MD&A, quarterly newsletter, monthly and weekly reports;
- Organize investor relations and public relations activities, such as results briefing, press conference, media interview, reverse roadshow and stock commentator luncheon;
- Develop and maintain sound working relations with financial journalists and help clients increase their media exposure;
- Provide crisis management and capital market related consultancy;
Job requirements:
- Bachelor or Master degree in communications, journalism, translation or finance;
- A minimum of 1-year experience in investor and media relations, public relations, journalism or translation; with proven experience in a listed company is preferred;
- Strong financial writing and translation skills in both English and Chinese preferred;
- Outgoing, good communication and coordination skills;
- Ability to handle challenging tasks under tight deadlines.
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Please note that only short-listed candidates will be notified. All information received will be kept in strict confidence and only for employment-related purpose.
This role offers Hong Kong/Shenzhen work options.
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Investor Relations Director
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Job Description
Key Responsibilities
- Lead fundraising efforts across APAC ,targeting UHNWIs, family offices, private banks, and institutional investors
- Responsible for building and maintaining relationships with family offices, private banks, and institutional investors
- Develop and execute investor outreach strategies, pitchbooks, and performance updates
- Coordinate with internal departments to gather financial and operational data for investor updates
- Maintain and update investor databases and contact lists
- Manage post-investment communications and reporting for LPs
- Participate in investor roadshows and track portfolio performance for investor updates and committee reviews
Qualifications
- Bachelor's degree or above in Finance, Economics, Business Administration, or related disciplines
- Candidate with CFA or CAIA certificate is preferred
- 8-10 years of experience in investor relations, fundraising, or capital formation within asset management, private credit, or private equity
- Dynamic professional with a hybrid background in investor relations, fundraising, and product strategy
- Strong understanding of alternative investments, especially private credit and structured products
- Excellent communication skills in English and Chinese
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Investor Relations Manager
Posted today
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Job Description
Responsibilities:
Play a key role in managing communications between the company and investors / shareholders, research analysts and other key stakeholders.
Provide key supports and data analysis to the capital markets department.
Communication including prepare and disseminate accurate and timely information to shareholders, potential investors, and analysts, demonstration of company's showroom products in multiple locations.
Investor engagement - organize and conduct investor meetings and roadshows.
Preparing investor presentations in English and Chinese.
Requirements:
Excellent communication and interpersonal skills, able to establish long-term trust relationships with sell side research analysts and institutional investors.
Rigorous and meticulous, with excellent report writing and data analysis skills.
Fluent in Chinese and English, proficient in bilingual communication and written reports.
Data analytical and the ability to efficiently produce weekly basic analytical reports.
Ability to build trusted relationship with internal and external key stakeholders and an excellent team player.
Strong attention to detail, project management, and with a proactive, solution-oriented approach to problems.
Proficiency in Microsoft Office Suite, financial data platforms (i.e.: Bloomberg, FactSet).
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