Head of Asset Allocation & Principal Investment – Leading Chinese PE Head of Asset Allocation & Principal Investment –  …

Captiare Limited
in Hong Kong
Permanent, Full time
Last application, 24 Jan 21
Competitive
Captiare Limited
in Hong Kong
Permanent, Full time
Last application, 24 Jan 21
Competitive
Posted by:
Zwing Young • Recruiter
Posted by:
Zwing Young
Recruiter
A Leading Chinese Private Equity Fund is hiring Head of Asset Allocation and Principal Investment, looking for candidates with 12+ years of relevant experiences to lead the team.

RESPONSIBILITIES:

Oversee company's principal capital on asset allocation, portfolio liquidity management, new business incubation, investment and post-investment management.

1. Asset allocation:

  • Comprehensively consider the company's Interim to long-term development strategy, liquidity and long-term profitability requirements, research and develop asset allocation recommendations, and establish capital use rules
  • According to the asset allocation proposal agreed by the Committee, provide countersigned opinions on the investment of self-funded projects, and keep track of the implementation of the asset allocation plan
  • Form a secretary group to provide support to the Asset Allocation Committee, and lead relevant employees to provide support to the self-funded investment decision-making committee and the real estate development group, including the review of the meeting materials, supervision and follow-up implementation of investment decisions and other administrative tasks

2. Portfolio liquidity management

  • Portfolio management: keep track of the actual implementation of the company's asset allocation decisions. Combining with the company's strategic goals, conduct a preliminary screening of company strategic projects
  • Liquidity management: monitor the company's cash flow and leverage ratio, providing early warning of the company's potential cash flow and market risk based on both market and cash flow conditions
  • Performance attribution: Summarize the achievement for each business divisions. Combined with the company's strategy and annual goals, regularly evaluate the company's business team investment performance and market benchmark.

3. New business incubation

  • Responsible for new business incubation according to the company's management arrangements, and provide support during the preparation period for the new business team according to the company's deployment

4. Investment and post-investment management

  • As the company's investor representative, assist the management in the unified management and supervision of the company's stock and primary market investment
  • Actively participate in the special working group involving the investment of self-owned funds, and promote the formulation, implementation and target implementation of the project plan
  • Assist the management to manage the company's directly affiliated companies and important member companies; Lead the secondary market team to raise the company's own capital investment return, coordinate the operation of the subsidiary company and the primary market team in the secondary market, and research and explore strategic merger targets from the secondary market
  • Lead the team to conduct research and industry analysis in key areas, and provide relevant research and analysis support for company operations and major decisions
  • Responsible in leading the department to complete analysis and research, investment execution, post-investment management and exit strategy of the company's own capital investment projects


REQUIREMENTS:

  • Master's degree or above
  • More than 12 years of financial industry experience, in-depth knowledge and experience in investment strategy, asset allocation, portfolio management, hands-on investment management experience preferred
  • Solid team management experience in financial institutions preferred
  • Possess strong leadership, organization and coordination skills, decision-making and judgment skills, strong logical thinking and analytical skills
  • Excellent interpersonal communication and expression skills, organized and good writing skills
  • Strong sense of professionalism and responsibility, dare to take up responsibility and to achieve outstanding achievements
  • Strong execution, pay attention to work efficiency and can withstand pressure
  • Native or highly fluent in Mandarin


职责描述

全面统筹公司资产配置、组合流动性管理、新业务孵化、投资及投后管理等工作。

1. 资产配置︰

  • 综合考虑公司中长期发展战略、流动性和长短期限的盈利性等要求,研提资产配置建议,并建立资金的使用规则;
  • 依据资产配置委员会通过的资产配置决议,提供自有资金项目出资的会签意见,以及跟踪资产配置方案的执行;
  • 组织资产配置委员会秘书组为委员会提供支持,带领有关员工为自有资金投资决策委员会及房地产领导小组提供支持,包括上会材料的初审、督促投决的后续落实及其他行政工作。

2. 组合流动性管理︰

  • 组合管理:跟踪公司资产配置决策的实际执行。结合公司战略目标,对公司战略项目进行初筛;
  • 流动性管理︰监控公司现金流和杠杆率情况、根据市场情况及现金流情况,对公司潜在现金流和市场风险等提供预警;
  • 业绩归因:汇总各业务条线目标达成情况。结合公司战略及全年目标,定期评价公司业务团队投资表现及市场对标情况。

3. 新业务孵化︰

  • 按照公司管理层安排,负责新业务孵化,按照公司部署为新业务团队提供筹备期支持。

4. 投资及投后管理︰

  • 作为公司出资人代表,协助管理层统一管理及监督公司存量及一级市场投资;
  • 积极参与涉及自有资金投资的专项工作组,推进项目方案的制订、实施和目标的落实;
  • 协助管理层对公司直属企业和重要成员企业进行管理;
  • 带领二级市场团队提高公司自有资金投资回报,统筹协调下属公司和一级市场基金团队在二级市场上操作,以及从二级市场研究和挖掘战略性并购标的;
  • 带领团队进行重点领域研究和行业分析,对于公司运营,以及重大决策提供相关研究和分析支持;
  • 负责带领部门完成公司自有资金投资项目的分析研究、投资执行、投后管理和投资退出。

5. 完成上级交办的其他任务。

 

任职资格

  • 硕士或以上学历;
  • 12年以上金融行业经验,对于投资策略规划、资产配置、组合管理等有深入认识和经验;具有丰富的投资相关实操经验为佳;
  • 具有丰富的团队管理经验,曾任金融机构管理职位者优先考虑;
  • 具备较强的领导能力、组织协调能力和决策判断能力,逻辑思维和分析能力强;
  • 优秀的人际沟通及表达能力,具条理性,文字能力佳;
  • 有事业心和责任感,敢于负责、敢于担当、善于作为、实绩突出;
  • 执行力强,讲究工作效率并能承受较大的工作压力。
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