PE Investment Director (Investment bank)

Responsibilities

• • Lead end-to-end execution of primary market equity and debt investments, including PE deals and structured financing, from origination to exit. The investment focus lies in the technology-related industry, with a geographical coverage spanning Hong Kong and other regions.
  • Independently or collaboratively drive deal sourcing, due diligence, transaction structuring, term negotiation, investment documentation, and closing.
  • Manage portfolio companies post-investment, formulate exit strategies (e.g., IPO, trade sale), and execute exits to maximize returns.
  • Build and maintain relationships with investors, industry associations, and intermediaries to secure high-quality deal flow.
  • Mentor junior team members, enhance investment processes, and strengthen risk management frameworks.
  • Monitor global and Greater China primary market trends, providing strategic insights for institutional decision-making.

Requirements

• • A bachelor’s degree or higher in finance, economics, business administration, or a related field. CPA/CFA/MBA preferred.
  • Minimum 10 years of primary market experience (equity & debt), with proven track record in PE and structured finance, including 3+ full-cycle deals from execution to successful exit. The deals should be mainly related to technology-related sectors.
  • Strong industry network to source and execute proprietary deals independently.
  • Expertise in financial modeling, valuation, legal term structuring, and cross-border transactions.
  • Fluent in English and Mandarin, with ability to liaise with global LPs and regional stakeholders.
  • Prior team leadership experience, resilience under pressure.