About This Role
This Investment Analyst role supports the investment team across deal sourcing, due diligence, financial analysis, and portfolio monitoring. It is a generalist position spanning multiple asset classes, offering broad exposure to alternative investments and direct involvement in live transactions. The role suits a candidate with a strong analytical foundation eager to develop a well-rounded skill set across private and public markets investment processes.
Responsibilities
- Screen investment opportunities, research markets and sectors, and prepare investment summaries
- Build financial models covering valuations, returns and sensitivity analyses
- Support commercial, financial and legal due diligence, including data room reviews and tracking; prepare investment committee materials outlining findings, risks and recommendations
- Monitor portfolio performance, capital calls, distributions and investor notices; prepare reports and dashboards, and support valuations and quarterly net asset value (NAV) reviews
- Assist with transaction documentation and closing; maintain deal pipelines, investment databases and presentations, and support ad hoc analysis and projects
Requirements
- A bachelor’s degree in Finance, Accounting, Economics, Business or a related discipline
- At least 2 years’ relevant experience in investment banking, private equity, venture capital, asset management, hedge funds or related financial services
- Strong financial modelling and valuation skills, with a solid understanding of financial statements and accounting principles
- Proficiency in MS Office, particularly Excel, and the ability to apply AI tools to improve work processes while safeguarding confidential data
- Strong analytical skills and business acumen; proactive, organised and detail-oriented, with the ability to manage competing priorities in a fast-paced environment
- A collaborative, positive approach, strong work ethic and sense of responsibility
- Excellent written and spoken English
Nice to have:
- Cantonese and/or Mandarin proficiency
- Exposure to alternative investments
- Progress towards or completion of CFA, CPA or another relevant professional qualification
- Knowledge of Power BI
Benefits
- Attractive compensation package
- Bank holidays
- Medical benefits
- Paid examination leave
Application Process
- Send your detailed resume with your present and expected salary
About the Company
Peterson Group is a Hong Kong-based multi-family office with investments spanning private equity, private credit, venture capital, hedge funds, and international real estate across Asia, Europe, and North America. Its wholly owned subsidiary, Wyndham Capital, is licensed by the Securities and Futures Commission (SFC) for Type 1, 4, and 9 regulated activities.
