Investment Analyst

What We Offer You

 

The successful applicant for this role will:

  • Have a direct line of sight to the high-level workings of all deals (including but not limited legal, accounting and others).

  • Be provided an opportunity for equity / profit share compensation

  • Work in an entrepreneurial environment that encourages creativity

  • Be a part of a culture of consensus where your ideas and advice are heard and valued

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Job Duty

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  • Day-to-day activities will include financial analysis and modeling, creating and preparing presentations, company and industry research, and interacting with partners and clients, among other activities.

  • Support research and communication of findings on macro trends, market considerations;

  • Assist in deal execution, and on-going portfolio management;

  • Conduct due diligence for potential new investments, including market research and analysis of industry trends, financial modeling, and valuation;

  • Develop detailed financial models for financing;

  • Analyze operational forecasts and budgets for active and potential investments;

  • Prepare presentation materials for the firm and its portfolio companies;

  • Conduct company-specific due diligence and valuation analysis, input and maintenance of investment models, portfolio data and supporting analytics;

  • Maintain cordial cooperative relationship with brokers, investment bankers and target company management teams;

  • Monitor investment holdings, exposure forecasting, valuation input and post investment management.

 

What do you need to succeed?

 

Must Have

  • Undergraduate degree in finance, business or economics

  • 1-2 years of investment banking, private equity or M&A/corporate development experience

  • Proficient in all Microsoft Office products (Excel, in particular)

  • Working towards CFA designation

  • Communication skills and strong attention to detail.

  • Analytical Skills & Strong attention to detail

  • Motivation to work as a team player and contribute to / foster a constructive and positive culture

  • Ability to work effectively and prioritize multiple projects or work in a high-pressure environment​

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Nice to Have

  • CFA

  • Experience using Bloomberg, Capital IQ and/or other financial databases

  • Bilingual skills: Mandarin or Cantonese

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Job Type: Full-time

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To apply, please send your resume to:

human.resources@winnermaxcapital.com

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Thank you for your submission, however only candidates selected for the next step will be contacted.