Assist the department in conducting market research and data analysis to provide data support and market information for early project decision-making.

Participate in the preliminary screening and evaluation of projects and assist in preparing project proposals and related reports.

Handle corporate finance projects including Pre-IPO advisory, HK/US IPO, financial advisory on Listing Rules and/ or Takeovers Code related transactions, compliance advisory projects, etc.

Participate in entire project execution work including drafting of materials in Chinese and English, due diligence, research on financial analysis, modeling and evaluation activities relating to execution of corporate finance projects.

Participate in investment negotiations and transaction structure design, learning and understanding the basic processes of the business.

Liaise with professional parties, investors and regulators on all matters arising in connection with the transaction and listing application.

University degree holder or above in Accounting, Finance, Business Administration, Economics or related discipline

Willing to travel occasionally

Priority will be given to those who have taken the CFA, CPA or other financial certification exams, or have relevant internship experience.

Assist in asset management product design and portfolio management.

Assist in the development of investment solutions for high net worth clients and institutional clients.

Responsible for writing project survey reports and feasibility analysis reports.

To follow up the project reserve, filtering, project, assessment, decision, report, post-investment management and exit and other aspects.

Communicate closely with the company's senior management team, clients and professional third parties (such as lawyers, administrators and auditors).

Ensure business compliance with relevant laws and regulations.

Bachelor's degree or above in Accounting, Finance, Finance, Economics

2 or more years of relevant working experience in the financial industry

Working experience in Big 4 or other equivalent companies is preferred

Professional qualification (e.g. CPA, CFA) is preferred

Good command of MS PowerPoint, Word, Excel and financial modelling

Strong financial analysis and research analytical skills, as well as organisational and problem solving skills

Good team spirit, strong sense of responsibility, good professional ethics and execution ability, excellent interpersonal communication and writing skills

Fluent in English and Chinese (Cantonese and Putonghua)

Assist in analyzing financial statements and market data to support investment decisions.

Provide daily support and services to the investment department management team, support the team in managing and monitoring investment portfolios.

Research on PE investment project.

Assist in customer service for high-net-worth clients.

Assist in the fund set-up process from scratch and fund operations.

Available to work at least 3 full days per week on-site during the internship period.

Energetic, self-motivated, with a strong sense of commitment and responsibility.

Ability to work independently in a fast-paced environment.

Team player, detail-oriented, and precise.

Proficient in Microsoft Office.