Fund analyst
Who we’re looking for
An experienced Fund analyst to support the investment and operations teams by preparing key materials, assisting with portfolio, transaction processes, and business management activities. The role includes working closely with investment professionals on deal due diligence, execution and exits, as well as supporting the COO in reporting, governance, operational best practices, and ad hoc projects to ensure the smooth running of the business division.
About Schroders Group
Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.
Schroders Capital
Schroders Capital is the private markets business of Schroders with $97bn of AUM. We work as a global network of specialised, entrepreneurial teams. We combine a global perspective with local market expertise to serve institutional and private wealth clients. Our offering spans the private markets universe and provides access to unique capabilities across private debt and credit alternatives, real estate equity, private equity, and infrastructure equity.
The firm has deep expertise in creating bespoke solutions for institutional clients and is committed to providing scalable capabilities across the spectrum of risk, return and sustainability and impact objectives.
Supported by the resources, experience, and institutional framework of one of the world’s leading asset managers, Schroders Capital is dedicated to helping investors achieve their goals and is at the forefront of product innovation to meet the evolving needs of investors.
We see our role as being a driver of positive change drawing on deep skills to select, acquire, and improve the assets we own.
The team
Schroders Capital Infrastructure Asia Team
What you’ll do
- Materials and Presentations:
Prepare materials for decision-making, including Investment Committee memos, financial/operational data collection, and regular/ad hoc performance and valuation reports. - Portfolio Management Support:
Assist team leads and portfolio managers with monitoring portfolios, tracking performance, supporting value enhancement initiatives, and preparing exit preparation materials. - Transaction Support:
Support transaction execution through dataroom management, investor reporting, and coordination with legal, financial, and operational advisors. - Ad Hoc Projects:
Contribute to business development and operational projects as needs arise. - Operational and Business Management:
Assist, as required, the COO with governance, controls, and operational process improvements, and help generate management reports and analysis.
The knowledge, experience and qualifications you need
- Major in finance, economics, and accounting.
- 3-5 years of working knowledge and experience in finance, and in particular, preferably in private equity, infrastructure or other alternative asset class investment sectors.
- Proficiency in Excel modelling and the use of Microsoft Office applications.
- Languages: Mandarin (native) and English Qualifications: CFA (preferred but not essential) ， AMAC Certificate (preferred but not essential)
What you’ll be like
- A flexible, adaptable and collaborative team player with a positive and “can do” attitude;
- Creative and prepared to think outside the box; willing to take the initiative and to present solutions rather than problems;
- Thrives under pressure while maintaining a high level of personal and professional integrity;
- Clear desire and ambition for success, comfortable making decisions and prepared to make the personal commitment to ensure success;
- Able to bridge cultural boundaries and generate confidence and loyalty with colleagues and clients; Highly collaborative team player.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
基金分析师
我们的理想人选
我们正在寻找一位有经验的基金分析师，支持投资和运营团队的关键工作，包括材料准备、协助管理投资组合、交易流程和业务管理活动。该岗位需要与投资专业人士紧密合作，参与交易尽职调查、执行与退出，同时协助首席运营官（ COO ）在报告、治理、运营最佳实践以及临时项目上的支持，确保业务部门的顺利运行。
关于施罗德集团
施罗德是一家领先的主动资产管理、咨询及财富管理服务提供商，并被广泛认可为可持续发展领域的领导者。很少有投资管理公司能与施罗德在能力和全球布局方面相匹配。施罗德横跨公募和私募市场的广泛服务，使其能够为客户多元化需求提供独特解决方案，助力客户实现卓越的长期投资成果。
Schroders Capital
Schroders Capital 是施罗德集团旗下的私募市场业务，管理资产规模为 970 亿美元。我们是一支全球化的专业创业型团队网络，将全球视野与本地市场专业知识相结合，为机构和私人财富客户提供服务。我们的产品覆盖整个私募市场，具备私募债务与另类信贷、不动产股权、私募股权及基础设施股权等独特能力。
公司在为机构客户打造定制化解决方案方面有着深厚经验，并致力于在风险、回报和可持续影响目标之间提供可扩展能力。
依托全球领先资产管理公司的资源、经验和制度框架， Schroders Capital 专注于协助投资者达成目标，并始终站在产品创新前沿，满足投资者不断变化的需求。
我们认为自身在积极变革中扮演着推动者角色，凭借深厚技能精选、收购和提升所拥有的资产。
工作团队
Schroders Capital 基础设施亚洲团队
你的工作职责
- 准备材料与演示文稿：
为决策准备材料，包括投资委员会备忘录、财务 / 运营数据收集、定期或临时业绩与估值报告。
- 投资组合管理支持：
协助团队负责人和投资组合经理监控组合、追踪业绩、推动价值提升举措，并为退出做好前期准备材料。
- 交易支持：
通过数据库管理、投资者报告，以及与法律、财务、运营顾问的协调，支持交易执行。
- 临时项目：
按需参与业务拓展及运营类项目。
- 运营与业务管理：
必要时协助 COO 提升治理、内控及运营流程，并协助生成管理报告和分析报告。
你需要具备的知识、经验与资质
- 金融、经济、财会相关专业毕业。
- 3-5 年金融领域相关经验，优先考虑具备私募股权、基础设施或其他另类资产投资领域的从业经验。
- 熟练掌握 Excel 建模和 Microsoft Office 应用。
- 语言：普通话（母语）及英语。 资质要求： CFA （优先但非必须） ; 基金从业资格证（优先但非必须）。
你应具备的特质
- 灵活、适应力强、善于协作，勇于承担；
- 富有创造力，勇于创新，乐于主动思考解决方案而非仅指出问题；
- 能够在高压下保持高度的个人与职业操守；
- 有明确的成功愿望与抱负，善于决策，并愿意为成功作出个人承诺；
- 能够跨越文化界限，赢得同事与客户的信任及忠诚； 十分注重团队协作。
我们认可每个人的潜力
我们的宗旨是通过主动管理为客户提供卓越的投资业绩。多元化思维以及包容性文化，使我们能够做出更优决策，并更好地实现我们的使命。这也是我们将包容与多元视为战略重点并成为平等机会雇主的原因。无论您的年龄、残疾、性别认同、宗教信仰、性取向、社会经济背景或任何其他受保护特征，这里都欢迎您的加入。
