Associate, Investment Banking

Location: Shanghai

Job description

•Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)

•Assisting with client development (coordinate data with clients, assist in presentation of new ideas to clients)

•Working on teams (coordinate with team members, deliver projects on a deadline)

•Tracking business development (collect research, analyze industry trends)

•Evaluate corporate transactions and their structures

•Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves

•Are committed to their own personal success and the success of the institution as a whole

•View our clients as their first priority

•Understand the global nature and demands of business today

•Are analytical and enjoy working with numbers and solving problems

Qualifications

•Experience in reputable financial institutions.

•Prior execution experience in equity capital markets, M&A or broader corporate finance with a proven track record.

•Fluency in English and Mandarin Chinese is required.

•Strong quantitative and analytical skills with sound knowledge of financial, accounting and operational concepts.

•Strong academic background with a track record of success.

•Commitment to excellence and delivery of highest quality work product.

•Strong team player.

•Excellent interpersonal skills.

Research Associate

Location: Shanghai

Role and Responsibilities: 

• Support senior team members 

• Maintain and update databases for macro context, thematic analysis and event-driven analysis • Conduct fundamental and financial analysis on markets, sectors, industries and individual companies

 • Create, maintain and update models of current and potential portfolio companies on a regular basis • Assist in the evaluation of investment strategies, tactical opportunities, sector allocations and stock ideas 

• Make contributions to research reports with guidance from senior team members 

• Monitor and analyze flows of news, events and information 

• Work on various client requests independently and in a timely and accurate manner • Respond quickly, efficiently and accurately to ad-hoc requests

Capacity

 • Understanding of financial markets and various asset classes is a must 

• Competitive proficiency in written and spoken English and Chinese in a clear and concise manner 

• Insightful with a drive to analyze information in order to form and test conclusions

 • Knowledge and understanding of various valuation methodologies and metrics for equity analysis of sectors as well as financial modelling skills would be expected 

• Comfort with data mining, econometric modelling and spreadsheets with quantitative analysis skills 

• Experience of statistical and econometric techniques as well as proficiency in the use of relevant software languages 

• Strong communication, interpersonal and presentation skills 

• Proficient with financial databases and analytical platforms, such as Bloomberg, WIND, CEIC, Refinitiv Datastream and FactSet 

• Strong hands-on experience and knowledge of statistics packages, such as EViews, Stata, MATLAB and SPSS • Solid coding skills of Excel VBA, C++ and Python 

• Organized; diligent; attention to detail • Proven track record for problem solving and timely delivery, when facing challenges and pressures with shifting priorities, deadlines, and goals 

• Self-starter with positive, collaborative attitude in a team environment 

• A commitment to acting with honor, integrity, and the highest ethical standards