Sr. Portfolio Manager, Private Equity Investment

Shanghai
Permanent
Full-time

1 month ago

FIND YOUR 'BETTER' AT AIAWe don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.If you believe in better, we’d love to hear from you.About the RolePosition: Sr. Portfolio Manager, Private Equity InvestmentPosition Objective:

Execute private equity investment cases, and compliance with both internal and external regulations and requirements.
Conduct research on private equity industry according to changes in the market environment and dynamics.
Constantly review and refine private equity investment process in accordance with changing local regulatory and AIA requirements.
Assist Head of PE Investment in developing investment strategy and account management to support the businesses’ sustainable growth .
Maintain a good and close relationship with both external and internal AIA China AMC’s counterparties and other third-party professionals to capture investment opportunities and facilitate investment transactions.

Roles and Responsibilities:

Source and execute incoming private equity investment opportunities, including conducting management interview, analyzing data, performing portfolio company analysis, benchmarking performance against peers, preparing investment memo, and etc.
Participate the negotiation with related parties on transaction structure, investment terms, and execute the investment.
Complete internal and external process necessary for conducting investment required by local regulatory and AIA requirements.
Conduct due diligence for co-investment and secondary opportunities, including building up financial models, analyzing market dynamics, etc.
Assist the post-investment team to fulfil the management requirement of invested portfolios.
Perform market research and analysis of PE industry.
Be responsible for other tasks assigned by PE Head.

Minimum Job Requirements:

Education–Master degree and graduate from a well-known university in China or overseas, major in finance, economics, accounting or business administration is preferred. Bachelor degree can be accepted if the candidate is exceptionally outstanding.
Deep understanding of the relevant policies and regulations of the private equity industry, and have relevant professional knowledge and practical business operation experience.
Experience – 1) at least 7 years of relevant experience, gained in the field of fund-of-funds, private equity funds, professional service provider for doing due diligence for fund investment, transaction advisory service provider for direct investment(Financial Due Diligence, Commercial Due Diligence, Valuation); 2) independently completed the entire process of secondary PE share transactions
Professional Qualification – CPA / CFA preferred.
Proficiency in MS Powerpoint, MS Office, Excel, Wind and other professional data tools for private equity investment.
Good command of written and spoken English and Mandarin.
Good communication and interpersonal skill.
Strong analytical and decision-making skill.
Accountable, efficient, focus, detail-oriented, and able to lead the team working under pressure.
Great team player.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

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