Intern – Finance, Underwriting
招聘时间
即日起 至 2027-09-08
招聘单位
前海卓亚
所在地区
香港
工作地点
香港/香港/湾仔区 华懋世纪广场
学历要求
不限
实习时长
每周3天，每天3小时
职责描述
Position Summary
We are seeking highly motivated and analytical Interns to join our team across our Finance, Underwriting (Corporate Finance), and Asset Management divisions. As a licensed corporation holding SFC Types 1, 4, 6, and 9 regulated activity licenses, we offer a dynamic environment for candidates looking to gain comprehensive exposure to Hong Kong’s capital markets, private equity/fund management, and corporate transactions.
Key Responsibilities
1. Corporate Finance & Underwriting (Type 1 & Type 6 Regulated Activities)
1) Assist in execution and financial analysis for corporate finance transactions, including equity/debt underwriting, initial public offerings (IPOs), and placement activities.
2) Perform financial modeling, valuation analysis, and industry/peer company benchmarking.
3) Support the drafting of pitching materials, transaction proposals, regulatory submissions, and prospectus documentation under the supervision of licensed representatives.
4) Participate in financial and business due diligence on potential issuers and corporate clients.
2. Asset Management & Investment Research (Type 4 & Type 9 Regulated Activities)
1) Assist in fund management operations, portfolio tracking, and trade preparation for equities, fixed income, or private fund structures (e.g., LPF / OFC).
2) Conduct fundamental equity and market research to support investment recommendations and asset allocation decisions.
3) Prepare performance reports, investment committee presentation materials, and regular investor updates.
4) Support the setup, ongoing compliance, and investor relations activities for managed funds and discretionary accounts.
3. Finance & Corporate Operations
1) Assist the finance team with daily accounting, financial reporting, and treasury management.
2) Support regulatory financial reporting requirements (such as Financial Resources Rules / FRR returns).
3) Maintain accuracy in transaction tracking, financial records, and operational logs across various business units.
Requirements & Qualifications
1) Pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business, Law, or a related quantitative discipline.
2) Strong interest in Hong Kong capital markets, investment banking, and fund management.
3) Solid understanding of financial statements, corporate finance concepts, and valuation metrics.
4) Proficiency in MS Excel (financial modeling), PowerPoint, and Word; experience with Bloomberg or Wind is an advantage.
5) Excellent verbal and written communication skills in English and Chinese (Cantonese and/or Mandarin).
6) High attention to detail, strong work ethic, and ability to work collaboratively in a fast-paced environment.
We are seeking highly motivated and analytical Interns to join our team across our Finance, Underwriting (Corporate Finance), and Asset Management divisions. As a licensed corporation holding SFC Types 1, 4, 6, and 9 regulated activity licenses, we offer a dynamic environment for candidates looking to gain comprehensive exposure to Hong Kong’s capital markets, private equity/fund management, and corporate transactions.
Key Responsibilities
1. Corporate Finance & Underwriting (Type 1 & Type 6 Regulated Activities)
1) Assist in execution and financial analysis for corporate finance transactions, including equity/debt underwriting, initial public offerings (IPOs), and placement activities.
2) Perform financial modeling, valuation analysis, and industry/peer company benchmarking.
3) Support the drafting of pitching materials, transaction proposals, regulatory submissions, and prospectus documentation under the supervision of licensed representatives.
4) Participate in financial and business due diligence on potential issuers and corporate clients.
2. Asset Management & Investment Research (Type 4 & Type 9 Regulated Activities)
1) Assist in fund management operations, portfolio tracking, and trade preparation for equities, fixed income, or private fund structures (e.g., LPF / OFC).
2) Conduct fundamental equity and market research to support investment recommendations and asset allocation decisions.
3) Prepare performance reports, investment committee presentation materials, and regular investor updates.
4) Support the setup, ongoing compliance, and investor relations activities for managed funds and discretionary accounts.
3. Finance & Corporate Operations
1) Assist the finance team with daily accounting, financial reporting, and treasury management.
2) Support regulatory financial reporting requirements (such as Financial Resources Rules / FRR returns).
3) Maintain accuracy in transaction tracking, financial records, and operational logs across various business units.
Requirements & Qualifications
1) Pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business, Law, or a related quantitative discipline.
2) Strong interest in Hong Kong capital markets, investment banking, and fund management.
3) Solid understanding of financial statements, corporate finance concepts, and valuation metrics.
4) Proficiency in MS Excel (financial modeling), PowerPoint, and Word; experience with Bloomberg or Wind is an advantage.
5) Excellent verbal and written communication skills in English and Chinese (Cantonese and/or Mandarin).
6) High attention to detail, strong work ethic, and ability to work collaboratively in a fast-paced environment.
