1. Research and analysis support
Assist in researching macroeconomic, industry trends, and specific companies, collecting market data, and writing research reports.
2. Investment process assistance
Assist in due diligence, value analysis, project proposal writing, and investment proposal for investment projects. Participate in the preparation of investment memoranda and internal report materials.
3. Data and file management
Responsible for organizing, archiving, and updating investment related materials. Maintain investment ledger and conduct attribution analysis of investment performance.
4. Cross departmental and external coordination
Coordinate with internal teams such as research teams and legal departments. Assist in contacting securities firms, coordinating stock trading clearing and delivery, and maintaining customer relationships.
5. Administrative and compliance support
Responsible for administrative work such as meeting minutes and travel arrangements. Assist in ensuring that investment activities comply with the regulatory requirements of the China Securities Regulatory Commission (SFC).