Private Equity Investment Associate (Execution-Focused)
Our client, a family office with a strong focus on private equity investments, is seeking an execution-focused Investment Associate. The successful candidate will lead transaction workstreams, conduct financial analysis and due diligence, and support portfolio value creation.
Location: Hong Kong
Reports to: Vice President / Director / Managing Director
Key Responsibilities
Deal Execution: Manage the end-to-end execution of leveraged buyouts (LBOs), growth equity investments and add-on acquisitions.
Financial Modelling and Valuation: Build, stress-test and maintain complex LBO, discounted cash flow (DCF) and merger models in Excel to assess investment returns, cash flow sensitivities and debt capacity.
Due Diligence: Coordinate third-party commercial, financial, legal, tax, ESG and operational due diligence, and synthesise key findings for the Investment Committee.
Investment Materials: Prepare and present investment memoranda, Investment Committee presentations and valuation summaries.
Transaction Documentation: Work closely with legal counsel to negotiate letters of intent, stock purchase agreements, credit agreements and shareholder agreements.
Investment Thesis Development: Conduct industry mapping and market research to identify investment opportunities and develop high-conviction investment themes within target sectors.
Portfolio Value Creation: Work with portfolio company management teams to monitor KPIs, implement 100-day plans and support operational improvements and M&A-driven growth.
Junior Team Development: Review and guide the work of junior analysts and interns.
Candidate Requirements
• At least five years of experience at a private equity or venture capital investment firm.
• Fluency in Mandarin and English.
• A degree from a reputable university in the United States or mainland China.
Comments