Mainly assist in following up on clients' interest in funds launched by PE.
May also need to assist other asset class in fundraising.
Serve as a key contact with various internal teams with regards to all aspects of investor relations, including process management, preparation of documents and client presentations.
Responsible for the writing and production of communications materials for investors, including announcements, marketing materials, speeches etc. and maintaining their quality.
Develop and maintain an investor relations plan.
Develop and monitor performance metrics for the investor relations function.
Maintain the CRM system with investor meeting notes, contact details.
Work closely with investment team on the co-investment process with investors.
Assist in reviewing and editing LP reports, organizing AGM and LPAC meeting
Help maintain systematic documentation of both fund and investment activities
Respond to enquiry from investors
Provide support in fundraising and new fund set-up e.g. preparation of due diligence materials, responding to investor due diligence questionnaire, setting up new special purposes vehicles and bank accounts, reviewing LPA, performing KYC AML checking to new investors
Assist in fund operations work if needed, including deal execution support etc.
Bachelor's degree, preferably in accounting, finance, business or corporate administration
Professional accounting qualifications e.g. HKICPA, ACCA, AICPA
Minimum 7 years relevant experience at placement agent firms, FoFs, Asset management or PE firms; some prior transaction/advisory experience with big-4 firms is preferred
Strong power-point and excel skills is required
Project management support experience is a must; experience in private equity funds and/or additional qualifications in finance such as CFA would be an added advantage
Strong team player with high adaptability to a small team environment
Flexible, responsive and able to manage a diverse set of demanding priorities
Proactive, hands-on, detail-oriented, able to handle multiple tasks, and adaptability to a small team environment and high standards for accuracy and quality
Good interpersonal skills
Fluent written and spoken English is a must. Spoken and written Chinese is expected
For interested parties, please kindly click on the APPLY button to send us your updated CV with current and expected salary.
In case you proceed to make a job application for the captioned post, personal data may be collected from you which will be used by CITIC Capital or its group company to assess your suitability to assume the job duties of the position to which this job description relate. Such personal data may include without limitation to your personal information as well as information about your existing and previous employment(s). The personal data collected will be used strictly in accordance with CITIC Capital's personal data policies.
It is CITIC Capital's policy to retain the personal data of unsuccessful applicants for future recruitment purpose for a period of 1 year, upon expiry of which, the data shall be destroyed.
Internal Number: 4828507
About CITIC Capital Holdings Limited
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