Research Associate

Company Overview

We are a single-family office pursuing global, multi-asset investing with a long-term mandate. We emphasize capital preservation, compounding, and disciplined risk management. Governance and transparency guide decisions as we steward family wealth across generations.

Job Summary

Conduct comprehensive research, financial analysis, and due diligence on global investment opportunities to support informed decision-making and portfolio management in a multi-asset environment.

Responsibilities

• Conduct research and evaluate global investment opportunities across private equity, venture capital, real estate, public equities, and fixed income to identify viable investments.
• Perform due diligence and analyze new investment opportunities to provide actionable recommendations to the Investment Manager and Investment Committee.
• Research economic, industry, and financial market trends to inform asset allocation decisions.
• Prepare detailed investment memorandums outlining deal structure, return potential, risks, and mitigation strategies.
• Develop and execute financial models including DCF, comparable company analysis, precedent transactions, and LBO models to assess investment returns.
• Analyze operating results of portfolio investments against KPIs and investment theses, reporting performance insights to management.
• Assist in legal negotiations and coordinate legal documentation related to investments.
• Support trade execution and liaise with counterparties, banks, and external advisors to ensure smooth transaction processes.

Required competencies and certifications

• Demonstrated fundamental analysis skills with 1–3 years of experience in investment analysis, equity research, corporate finance, valuation advisory, or management consulting.
• Proficiency in MS Excel and PowerPoint to create financial models and presentations.
• Fluent written and spoken English to communicate investment ideas clearly.
• Bachelor’s Degree in Finance, Economics, or related field.
• CFA Level 1 certification passed (minimum).

Preferred competencies and qualifications

• Experience using research platforms such as Bloomberg, Capital IQ, or PitchBook and integrating these tools into the investment process.
• CFA Level 2 or higher certification.
• Proficiency in Mandarin to communicate effectively with Mandarin-speaking Subject Matter Expert.