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2020-07-10
Private Equity Investment
Investment Director

Key Responsibilities:

  • Lead to conduct comprehensive theme / industry research on selected sectors or industries
  • Undertake for all aspects of private equity investments, covering deal sourcing, deal origination, due diligence, valuation and modelling, transaction structuring, negotiation, deal closing, portfolio management etc
  • Responsible for evaluating potential transactions to determine the quality of investment opportunities and appropriate transaction structure to maximize return on investment with balancing risk factors
  • Present investment proposal to senior management and investment committee
  • Lead to prepare post-investment portfolio monitoring and present regular reports to stakeholder according to the progress of the portfolio companies
  • Support marketing efforts through work on pitches, proposals, presentations and other marketing materials to prospective LPs
  • Work closely with other departments of Huatai group including investment banking department, capital market, equity research, sales, syndications etc
  • Handle other ad-hoc projects as assigned

Qualifications:

  • Minimum 9years relevant experience in reputable private equity firm or investment bank with deep understanding of global capital markets, preferably with experience in A-share
  • Hands-on experience in various transactions, including M&A, privatization, cross-border investment, asset restructuring etc
  • Master’s degree in finance or related subject with strong academic background from reputable universities, Holders of CFA, CPA, ACCA qualification will be preferred
  • Strong analytical ability, solid accounting, modeling and risk management skills
  • Highly motivated individual team player demonstrating perseverance and result orientated
  • Excellent writing and communication skills
  • Proficient in Microsoft Word, Excel and PowerPoint is a must
  • Language requirements: tasks and deliverables in both Chinese (Mandarin) and English

2020-07-10
Private Equity Investment
Investment Manager

Key Responsibilities:

  • Conduct in-depth industry analysis and develop potential investment opportunities towards technology, healthcare and consumables
  • Evaluate investment opportunities for their risks and possible returns, driven by detailed industry and company analysis
  • Participate in and driving the due diligence process
  • Build and maintain detailed financial models, including developing sensitivities analysis and presentation of results
  • Prepare internal investment review documents
  • Work closely with wider group of the firm including investment banking department, sales, syndications and other internal group
  • Perform other internal tasks as may be necessary and including but not limited to tasks related to portfolio monitoring and associated reporting

Qualifications:

  • Minimum 1 year relevant experience in reputable private equity firm or investment bank with deep understanding of global capital markets, preferably with experience in A-share
  • Master’s degree in finance or related subject with strong academic background from reputable universities
  • Strong analytical and modeling skills, full understanding of financial statements
  • Excellent writing and communication skills
  • Proficient in Microsoft Word, Excel and PowerPoint is a must
  • Highly motivated individual team player demonstrating perseverance and result orientated
  • Language requirements: tasks and deliverables in both Chinese (Mandarin) and English

2020-07-10
Private Equity Investment
Investment Manager

Key Responsibilities:

  • Perform fundamental research and analysis in technology, healthcare, consumables industry and company
  • Work with other investment professionals in order to evaluate potential investments, including conducting due diligence, performing financial analysis, and helping developing and refining preliminary investment theses and strategies
  • Prepare initial investment proposals and presentations to target companies and, if appropriate, help with deal negotiation and execution
  • Support senior investment professionals throughout the internal investment process, including preparing presentations, drafting investment memos, building financial models, etc
  • Analyze and pre-screening attractive investment opportunities through extensive research, expert interviews as well as proactively tapping contacts with key institutions and corporations
  • Assist with exit preparation, either via IPO or trade sale

Qualifications:

  • 3years + of experience in a front-line transaction oriented position of a reputable private equity firm or investment bank with deep understanding of global capital markets, preferably with experience in A-share
  • Master’s degree in finance or related subject with strong academic background from reputable universities
  • Strong analytical and modeling skills, full understanding of financial statements
  • Highly motivated individual team player demonstrating perseverance and result orientated
  • Excellent writing and communication skills
  • Proficient in Microsoft Word, Excel and PowerPoint is a must
  • Language requirements: tasks and deliverables in both Chinese (Mandarin) and English

2020-07-10
Private Equity Investment
Investment VP (Healthcare)

Key Responsibilities:

  • Responsible for originating and negotiating investments and main focus is evaluating, structuring and executing transactions
  • Gathering all necessary information in support of understanding and analyzing healthcare industry and/or a specific/ targeted company from public and private sources
  • Analyzing information in depth and summarize the findings in concise manner
  • Participating in due diligence or lead a defined DD effort including interviewing the management team and all relevant parties of the business such as the suppliers, customers, and competitor companies
  • To independently develop financial analysis products including projection and valuation models
  • To independently prepare internal investment review documents by summarizing and analyzing DD information
  • Negotiating or under guidance of senior with targeted investment company or portfolio clients for specific business issues and to achieve measurable outcomes
  • Helping the team and seniors to periodically conduct reviews and analysis of investment portfolios
  • Work closely with other departments of Huatai group including investment banking department, capital market, equity research, sales, syndications etc
  • Handle other ad-hoc projects as assigned

Qualifications:

  • Minimum 6 years relevant experience in healthcare industry or healthcare direct investment with deep understanding of global capital markets, preferably with experience in A-share
  • Master’s degree in healthcare related subject with strong academic background from reputable universities
  • Strong analytical ability, modeling skills and healthcare-industry insights
  • Highly motivated individual team player demonstrating perseverance and result orientated
  • Excellent writing and communication skills
  • Proficient in Microsoft Word, Excel and PowerPoint is a must
  • Language requirements: tasks and deliverables in both Chinese (Mandarin) and English

2020-07-10
Private Equity Investment
Legal Counsel

Key Responsibilities:

  • Lead the legal management of the fund
  • Lead work on meeting internal and external compliance requirement
  • Participating in the legal risk assessment of the private equity investment deals as a member of the Risk Control Committee of the fund
  • Coordinating with investment team and relevant departments of the General Partner’s shareholder and the Group on the legal and compliance matters, as indicated by the internal process and procedure
  • Lead work on coordinating and maintaining good relationship with the external law firms and other legal and compliance related intermediaries, including the engagement, assignment, bill reviewing and performance appraisal
  • Miscellaneous legal work assigned by the head of the USD fund

Qualifications:

  • 12+ years relevant experience in fund formation and capital market
  • Practiced as a lawyer in Red-Circle law firms and led an in-house legal team of a large financial corporation
  • Master’s degree in law and solid law school education background
  • Holder of Chinese/Hong Kong/US bar
  • Certificate of Securities and certificate of Fund
  • Solid business and background knowledge of the private equity fund and market
  • Excellent communication skills and convincing leadership ability
  • Good team player with integrity
  • Multitasking ability
  • Tasks and deliverables in both Chinese (Mandarin) and English

2019-06-28
FICC
Derivative Trader

Key Responsibilities:

  • Pricing derivative products, including FX, Rates and Credit vanilla and structured derivatives
  • Assisting senior trader to monitor and manage risk of derivative trading books
  • To closely work with Sales and Structuring team to develop new product and to assist with the approval process
  • To optimize internal system for trade booking, reconciliation, risk reporting etc.
  • To liaise with Risk, Operations, Finance and Compliance to comply with regulation and internal policies

Requirements:

  • Good communication and interpersonal skills
  • 3-year experience in major financial institution derivative trading desk or relevant function
  • A good understanding of derivative pricing and products
  • Programming skill in VBA, SQL, Python is a plus
  • Good verbal and writing skills in Chinese and English

2019-06-28
Compliance Department
Director (Business Compliance)

Responsibilities: 

  • Advise the business on regulatory requirements relating to sales and trading activities of fixed income derivative products; 
  • Develop and maintain an effective control framework and regime designed to identify, manage and mitigate regulatory risks on EQD and FICC business;
  • Lead the implementation of new regulations and accordingly to develop new policies and procedures in meeting the evolving regulatory requirements;
  • Handle regulatory enquiries and liaison, dealing with regulators for the EQD and FICC business line;
  • Represent and participate in compliance forums;  
  • Provide compliance update to regular management meeting;
  • Drive/Co-ordinate the regulatory projects on the EQD and FICC business; 
  • Liaise with overseas offices on EQD and FICC business and products compliance related work;
  • Provide training to the subordinates and business on compliance requirements impacting the business;
  • Assist in leading and supervise the EQD and FICC Compliance team in Hong Kong

Requirements: 

  • Bachelor or Master Degree in Accounting or related fields
  • Minimum 10 years of compliance advisory experience on EQD and FICC business;  
  • In-depth knowledge and experience of fixed income derivative products (primarily Fixed Income Sales & Trading, FX/Rates, Investment Banking and Capital Markets);
  • Familiar with the Hong Kong securities laws and regulations especially the ones that directly impacting the EQD and FICC business; 
  • Good communication skills in English and Mandarin

2019-06-28
Equity Sales and Trading
Equity Sales

Responsibilities:

  • Distribute best-in-class investment ideas and solutions to our Institutional Clients
  • Maintain and develop deep client relationships and drive revenue
  • Work in partnership with GCM team to distribute the firm’s primary and secondary equity financing projects
  • Work with traders and research analysts to promote customized and standardized equities research products. 
  • Work with trading and structuring on a wide array of derivative and custom solutions, managing internal workflow post-trade with Operations and Credit.

Qualifications:

  • Bachelor or above with major in finance, business administration or related academic discipline
  • 5-8 years of experience in sales, client services or related role in financial industry
  • Excellent interpersonal, communication and presentation skills, both written and verbal, Chinese and English 
  • Good team player who can confidently liaising with all levels of senior management across clients and internal personnel 
  • Ability to build relationships across different levels, functions and regions
  • Excellent follow through, highly organized and attention to detail

2019-06-28
FICC
FICC Structurer

Key Responsibilities:

  • Responsible for documents review and terms negotiation with solution sales, legal team, risk team and counterparties
  • Carry out customer needs analysis and then propose custom solutions which that the product or service best satisfies their needs in terms of quality, price and suitability
  • Provides supports to marketing material / pitch book preparation and to assist with solution sales to prepare investment analysis reports for investors
  • Coordinate with trading team and check daily product pricing

Requirements:

  • Bachelor’s degree in Mathematics, Financial Engineering, Finance or related discipline. Master’s degree is a plus
  • At least 3 years of experience in credit, repacks and repos, understands how lending transactions are structured and is familiar with the related documentation
  • Understand China credit market, experience in credit structuring and structured products is a plus
  • Good command of both Chinese and English. Fluency in Mandarin is a must
  • Good communication, interpersonal and presentation skills
  • Ability to work in fast-pace environment with strong team spirit

2019-06-28
Legal Department
Legal Counsel (FICC)

Key Responsibilities:

  • Structured or derivative products development and documentation review
  • Provide legal analysis of transaction structures and products
  • Provide innovative legal solutions to cross-border and structured deals
  • Bespoke bilateral agreement negotiation with counterparties
  • Build in-house templates and legal knowledge

Requirements:

  • Good communication and interpersonal skills
  • Above 5-year practice in reputable law firm or major financial institution in-house working experience
  • A general good understanding of financial markets and products
  • Derivatives knowledge is a plus
  • Good oral and writing skills in Chinese and English

2019-06-28
Legal Department
Paralegal

Responsibilities: 

  • Assist in drafting, preparing letters, reviewing and proof-reading legal documentation in relation to asset management (Bonds)
  • Translating documents
  • Conducting legal research
  • Attending meetings with client/professional parties
  • Registration forms and top priority guidelines
  • Ad-hoc duties assigned

Requirements: 

  • Bachelor’s degree (LLB or equivalent)
  • 5-8 years relevant work experience in a Law Firm/Financial Services
  • Ability to work in a fast-paced environment
  • English and Mandarin is essential

2019-06-28
PWM Department
Relationship Manager ( AVP or above )

Key Responsibilities:

  • Responsible for developing and maintaining relationships with different kinds of clients
  • Exploring business opportunities and generating revenues from products/services selling
  • Coordinating and communicating with different internal channels to support clients prospecting
  • Handling and executing clients orders and products trading according the approved manuals
  • Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs.
  • Achieving annual AUM and revenues targets set by the managements
  • Full compliance with internal guidelines and those stipulated from the regulators
  • Other work and hoc tasks when necessary assigned by the supervisors and managers.

Requirements:

  • Bachelor degree holders and above (Master degree preferred)
  • Relevant years of experience in client servicing
  • Solid products skills and strong prospecting capabilities
  • Proficiency in spoken and written Mandarin and English
  • Excellent interpersonal skills and communication capability
  • Strong analytical skills and problem-solving abilities
  • Detail oriented and able to multi task and work under pressure
  • Faster learner, team worker and self-starter with entrepreneurial spirit
  • High level of integrity, honesty, diligence and loyalty

2019-06-28
Equity Sales and Trading
Sales Assistant

Responsibilities: 

  • Maintain high level of organization in a fast paced environment to coordinate sales schedules / travel, marketing trips, client meetings and general office management.
  • Assist support and assistance to Institutional Equity Sales professionals for account maintenance and on-boarding.
  • Acts as liaison to the corporate access desk and maintain direct contact with Institutional Investors (clients) to facilitate corporate access activities including corporate meetings, conference calls, etc.
  • Acts as liaison between various inter-departmental administrators.
  • Regular contact with internal and external customers is required to obtain, clarify or provide facts and information.
  • Performs other duties, projects and responsibilities as assigned.

Requirements: 

  • University graduate with good command of English and Mandarin.
  • Minimum 2 years of experience in related field and industry preferred.
  • Willing to teach, a self-starter, strong team spirit.
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Computer literate with strong excel and PowerPoint skill.

2019-06-28
Research Department
Supervisory Analyst

Job Responsibilities:

  • Support the equity research team with the production of high-quality, compliant and accurate research material in a fast-paced and deadline-driven environment.
  • Responsible for proof-reading, editing and correcting errors in all communications and ensure correct usage of grammar and wordings.
  • Direct writers and typically need to exercise tact when requiring changes in a story.
  • Possess general scientific knowledge of the fields covered in Equity Research and be skilled in the arts of writing, editing, critical assessment, negotiation and diplomacy.
  • Identification and selection of theme issues and supplements, conflict of interest and disclosure etc.
  • Review the content of a research report to assess the accuracy, consistency and sources of data and calculations included in the report.
  • Review and approve research analysts’ communications to ensure compliance with applicable SEC rules and regulations, and firm policies and procedures.
  • Suggest improvements to research guidelines and work processes.

Requirements:

  • At least 7 years of writing and editorial experience preferably with a Supervisory Analyst qualification and working with financial, economic or general business content.
  • Must be detail-oriented, organized, and able to meet deadlines and manage competing projects and priorities.
  • Excellent organization, time management and sound communication skills.

2019-04-09
Risk Department
Market Risk Associate/Analyst (Fixed income/Equities)

Responsibilities:

  • Perform day-to-day risk management of FICC and equity positions, analyze large P/L events, VaR movement, ensure limits are well monitored and properly reported, identify material risks and propose risk mitigations;
  • Create and produce/automate risk monitoring reports (daily, weekly, monthly) with a number of risk management measures including performance and attribution analysis, concentration analysis, stress testing, beta and VAR calculation etc on regular basis
  • Conduct ad hoc investigations and analysis into risk, market, or modeling issues as needed.
  • Perform weekly/monthly price verification and analysis to ensure pricing to fair value
  • Liaise regularly with Front Office trading in the implementation of risk controls and ensure that issues identified (limit breach, incomplete or inadequate risk monitoring, system problems) are addressed in timely manner.
  • Provide reporting to local and HQ Business, Risk, and Regulatory stakeholders.
  • Collaborate with other corporate functions on issues of common interest (e.g. Finance on valuation and P&L, operations).

 Requirements: 

  • Around 3-5 years working experience in market risk function in a global or big Chinese investment bank/securities house
  • Solid excel and VBA macro skills required; other IT skills e.g. SQL and database, preferred.
  • A good/solid understanding of market risk (such as VaR, sensitivities, stress) and the equity/FICC markets and products preferred
  • Quantitative background in Science/Mathematics/Financial Engineering/Risk Management, CFA/FRM is a plus
  • Good communication skills in English and Mandarin
公司地址
香港皇后大道中99號中環中心5801-05室
公司網站
www.htsc.com.hk
財富管理郵箱
財富管理專線
(852) 3658 6111
中國内地免費熱線
400 120 8889
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(852) 2180-9587
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