Peterson Group is a Hong Kong-based multi-family office with investments spanning private equity, private credit, venture capital, hedge funds, and international real estate across Asia, Europe, and North America. Its wholly owned subsidiary, Wyndham Capital, is licensed by the Securities and Futures Commission (SFC) for Type 1, 4, and 9 regulated activities.
Role Overview
We are looking for a motivated Investment Analyst to support the investment team across deal sourcing, due diligence, financial analysis, and portfolio monitoring. This is a generalist role spanning multiple asset classes — private equity, private credit, venture capital, hedge funds, and real estate — offering broad exposure to alternative investments and direct involvement in live transactions. The role suits a candidate with a strong analytical foundation who is eager to develop a well-rounded skill set across the private and public markets investment process.
Key Responsibilities
Investment Research and Deal Screening
- Identify and screen potential investment opportunities across multiple asset classes.
- Conduct market, sector, and competitive research to support investment themes.
- Prepare concise screening notes and preliminary investment summaries for senior review.
Due Diligence and Financial Analysis
- Build and maintain financial models, including valuation, returns, and sensitivity analyses.
- Support commercial, financial, and legal due diligence, including data room review and diligence tracking.
- Assist in preparing investment committee materials, highlighting key findings, risks, and recommendations.
Portfolio Monitoring and Reporting
- Monitor portfolio performance, key metrics, capital calls, distributions, and investor notices.
- Prepare regular portfolio reports, dashboards, and updates for internal stakeholders.
- Support valuation updates and quarterly NAV review processes.
Transaction and General Investment Support
- Assist with transaction execution, documentation coordination, and closing logistics.
- Maintain deal pipeline trackers, investment databases, and presentation materials.
- Support ad hoc research, internal analysis, and special projects as required.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- Minimum 2 years of relevant experience in investment banking, private equity, venture capital, asset management, hedge funds, or a related financial services role
- Strong financial modelling and valuation skills, with proficiency in AI tools
- Solid understanding of financial statements and accounting principles
- Exposure to alternative investments (private equity, private credit, venture capital, hedge funds, or real estate) is preferred
- Progress towards or completion of CFA, CPA, or other relevant professional qualification is a plus
Personal Qualities
- High attention to detail, strong work ethic, and ability to manage multiple priorities in a fast-paced environment
- Strong analytical skills, self-motivated, proactive and good business acumen
- Good team player with positive attitude
- Well-organized with strong sense of responsibility
Technical Skills
- Proficient in MS Office applications software (strong in Excel; knowledge in Power BI is a plus)
- AI knowledge and ability to apply AI tools to improve work process with sound awareness of data confidentiality
- Excellent written and verbal communication skills in English; Cantonese and/or Mandarin proficiency preferred
We offer an attractive compensation package, bank holidays, medical benefits, and paid examination leave to the right candidate.
Interested candidates please send your detailed resume with your present and expected salary to recruit@petersonhk.com.
Employment application data held by the Group will be treated in strict confidence and used only for recruitment purposes. Applicants who are not contacted within 2 months may consider their applications unsuccessful. The Group will retain their applications for a maximum period of one year and may refer suitable applicants to other vacancies within the Group.