12 дней назад
Student Analyst (Private Wealth)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Student Analyst (Private Wealth) (CRM/fundraising): Supporting private wealth fundraising, client relationship management, distribution activities, and market research in Hong Kong with an accent on CRM data accuracy, client materials, and pipeline reporting. Focus on organizing client and partner information, preparing meeting and fundraising collateral, tracking engagement, and summarizing market and fundraising trends.
Location: Hong Kong – 8 Finance Street, Two IFC, 61/F, Suites 6109–12
Company
is a global alternative asset manager investing across real estate, infrastructure, renewable power and transition, private equity, and credit, with a private wealth team serving financial intermediaries worldwide.
What you will do
- Maintain accurate CRM data for private wealth clients, prospects, and distribution partners.
- Track client interactions, meetings, follow-ups, fundraising activity, and pipeline progress.
- Prepare basic CRM reports, data summaries, presentations, product materials, and meeting briefs.
- Provide administrative and logistical support for client meetings, roadshows, and events.
- Conduct basic market, competitor, and prospective-client research.
- Coordinate with internal teams and support ad hoc CRM and fundraising projects.
Requirements
- Master’s or final-year undergraduate student studying Business, Finance, Economics, Accounting, or a related discipline.
- Interest in asset management, private markets, private wealth, or financial services distribution; prior industry experience is not required.
- Working knowledge of Microsoft Excel and PowerPoint; exposure to CRM systems such as Salesforce or AI tools.
- Strong attention to detail, communication, organization, curiosity, and willingness to learn.
- Professional discretion when handling confidential client and business information.
- Business fluency in English, Cantonese, and Mandarin is required.
Culture & Benefits
- Six-month full-time internship with a possible extension, starting in January 2027 or June 2027.
- Work schedule of four to five days per week, ideally five days per week during summer 2027 if extended.
- Hands-on exposure to private wealth fundraising, relationship management, distribution, and private markets.
- Mentorship, feedback, and learning opportunities with experienced professionals.
- Practical experience with CRM tools, market research, client materials, and real fundraising activities.
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