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

​

Job Duty

​

• 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​

​

Nice to Have

• CFA

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

• Bilingual skills: Mandarin or Cantonese

​

​

Job Type: Full-time

​

To apply, please send your resume to:

human.resources@winnermaxcapital.com

​

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