Investment and Relationship Director Investment and Relationship Director …

Global Sage Hong Kong
in Hong Kong
Permanent, Full time
Last application, 14 Oct 21
Commensurate with experience
Global Sage Hong Kong
in Hong Kong
Permanent, Full time
Last application, 14 Oct 21
Commensurate with experience
Posted by:
Samantha Wong • Recruiter
Posted by:
Samantha Wong
• Equity research, IBD, Buyside exposure • Buy Side Platform • Listed Conglomerate Our client is a listed conglomerate in real estate, hospitality, investment to services sectors with investment interest across multi-asset class globally in both primary and secondary markets from real estate, hospitality to technology to consumer and healthcare space. The position is a key corporate role to support the group’s corporate initiative to diversify their investment interest and beyond.

The objective of the role :

•           To assist in formulating investment strategies, sourcing, evaluating, implementing and monitoring investment projects;

•             To ensure that the Company is appropriately and strategically positioned with analysts, investors, all stakeholders and the public.



To perform all functions and duties which are appropriate and desirable in achieving the stated objectives, including but not limited to the following:-

•             Provide insights on market activity and present them to management.

•             Collect pertinent information and perform data analysis.

•             Prepare reports, presentations and financial models.

•             Perform market research activities, analyze feasibility of potential investments, competitive landscape, identify potential market size and risks.

•             Evaluate and challenge all aspects of the investment proposals to ensure the investment thesis is sound.

•             Prepare investment memoranda and supporting materials for investments and new opportunities.

•             Engage with third parties, such as due diligence advisors and industry experts.

•             Involve in all aspects of the due diligence process as well as summarizing and reviewing external reports.

•             Work closely with various internal support teams (Legal, Finance, Risk Management, etc.) as well as external consultants to ensure that investment meets all the necessary criteria and requirements.

•             Maintain various internal and industry databases, as well as identifying key benchmark metrics.

•             Develop investor confidence and belief in the Company’s vision and strategy for delivering shareholder value.

•             Develop a robust investor relations strategy and framework.

•             Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties.

•             Schedule, plan and participate in shareholder meetings and events, investors presentation, roadshows and similar functions.

•             Ensure compliance with reporting laws that regulate the industry.

•             Perform all other works and duties reasonably assigned by the seniors.



•             Degree holder or above in relevant field, or suitable combination of education and experience.                                                                                                                                              



•             10 years of demonstrable experience in investment analysis and research, investment banking, investor relations or equivalent.


Knowledge & Skills

•             Strong financial and business acumen, strategic thinking and curiosity.

•             Strong analytical and problem-solving skills.

•             Intimately familiar with financial modelling techniques and valuation methods used by analysts and investors.

•             Excellent verbal and written communication, relationship, and interpersonal skills.

•             Technically proficient in Excel, Word, PowerPoint essential.



•             Fluent in English and Chinese, including Cantonese and Putonghua.


Regretfully, only shortlisted candidates will be notified.

(All collected personal information will only be used for recruitment purposes.)

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