FINANCIAL AND INVESTMENT ADVISER

Key Responsibilities

1. M&A Execution & Due Diligence Support:

 Coordinate end-to-end due diligence processes, tracking data rooms, checklist deliverables, and workstreams across internal teams and external advisors.  Assist in identifying commercial, operational, and financial risks and opportunities throughout the transaction lifecycle.  Consolidate findings from cross-functional workstreams into structured due diligence summaries.

1. Data Analytics & Market Research:

 Collect, cleanse, and analyze quantitative and qualitative data across prospective deals, market benchmarks, and competitor activities.  Build and maintain analytical models, trackers, and databases to support strategic investment decision-making.  Translate raw datasets into actionable commercial insights and executive dashboards.

1. Executive Reporting & Analytical Papers:

 Draft, format, and finalize high-quality investment memos, analytical papers, and presentation decks for the Vice President and senior leadership.  Ensure full bilingual accuracy and professional tone across documentation in both English and Mandarin (Simplified/Traditional).  Structure compelling narratives from complex data to support strategic recommendations and board-level discussions.

1. Project Management & Stakeholder Coordination:

 Manage timelines, action items, and project milestones across multiple high-priority investment initiatives.  Serve as a key coordination point with internal business units and external partners across regional markets.

Candidate Requirements

1. Experience: 2 to 3 years of relevant experience in corporate strategy, investment analysis, M&A/transaction support, business analysis, management consulting, or financial advisory. Generalist backgrounds are welcome; specific industry experience is not required.
2. Education: Bachelor’s degree in Business, Finance, Economics, Data Analytics, Engineering, or a related quantitative/commercial discipline.
3. Language Proficiency:

 Full professional fluency in both English and Mandarin (spoken and written).  Demonstrated ability to draft, proofread, and deliver analytical white papers, presentation decks, and executive briefings in both languages.

1. Technical Skills:

 Advanced proficiency in Microsoft Excel (data manipulation, financial/operational modeling, formula functions) and PowerPoint (executive-ready layout and narrative design).  Experience with data visualization tools (e.g., Power BI, Tableau) or virtual data rooms (VDRs) is an advantage.

1. Competencies:

 Strong critical thinking and intellectual curiosity to grasp new industries and commercial models quickly.  High attention to detail, strong work ethic, and ability to handle commercially sensitive information with absolute discretion.