Assistant Manager , Alternative Investment

• A leading Chinese Insurer in Hong Kong
• Rapidly expanding investment team

About Our Client

Our client is a well-established insurance institution headquartered in Hong Kong and backed by a leading global insurance group. With a strong presence in the Greater China market, the company offers diversified protection, retirement, wealth accumulation and asset management solutions to its customers. As part of its continued portfolio expansion and private markets strategy, the Investment Department is seeking an Assistant Manager to join the Alternative Investments team.

Job Description

Portfolio Management & Post-Investment Monitoring

• Support the management of the Company's existing alternative investment portfolio, including fund investments, co-investments and direct investments.
• Conduct ongoing post-investment monitoring and portfolio management activities for assigned investment projects.
• Review investment performance, portfolio developments, capital calls, distributions, valuation updates and risk exposures.
• Maintain regular communication with external fund managers, General Partners (GPs), advisors and other relevant stakeholders.
• Support portfolio reviews and assist in identifying key investment, operational and market risks.

Alternative Investment Evaluation & Execution

• Assist in the sourcing, evaluation and execution of new alternative investment opportunities across various strategies and geographies.
• Conduct manager coverage, strategy research, market analysis and investment opportunity screening.
• Participate in investment due diligence, including commercial, operational, legal and financial assessments.
• Support legal documentation review, negotiation and transaction execution processes.
• Prepare investment papers, due diligence materials and recommendations for internal approval committees.

Reporting & Governance

• Prepare regular portfolio reports, investment updates and presentations for internal management, investment committees and Group-level stakeholders.
• Support the preparation of regulatory filings and reports related to alternative investments.
• Ensure investment records, documentation and databases are maintained accurately and in accordance with internal governance requirements.

Additional Responsibilities

• Undertake ad hoc projects and assignments as directed by management.
• Act as the primary person responsible for designated alternative investment mandates and ensure effective ongoing oversight and management throughout the investment lifecycle.

The Successful Applicant

• Bachelor's degree or above in Finance, Economics, Accounting, Business Administration or a related discipline.
• Approximately 4-7 years of relevant experience gained from insurance companies, asset management firms, private equity, private credit, fund-of-funds, pension funds, sovereign wealth funds or investment consulting firms.
• Solid understanding of alternative asset classes and institutional investment processes.
• Experience in investment due diligence, manager selection and/or portfolio monitoring is preferred.
• Familiarity with fund structures and alternative investment legal documentation would be an advantage.
• Strong financial analysis and investment assessment capabilities.
• Excellent written and verbal communication skills in both English and Chinese (including Putonghua).
• Strong analytical mindset, attention to detail and ability to work independently.
• CFA, CAIA or other relevant professional qualifications are preferred.

Preferred Candidate Profile

• Self-motivated professional with strong ownership and accountability.
• Comfortable working in a lean team environment with increasing responsibility.
• Able to manage multiple projects simultaneously and meet tight deadlines.
• Interested in building a long-term career in institutional alternative investments within the insurance industry.

What's on Offer

• Join a leading institutional investor with a growing alternative investments platform.
• Gain exposure across private equity, private credit, real estate, infrastructure and other alternative asset classes.
• Participate in the full investment lifecycle, from due diligence and execution to portfolio management and monitoring.
• Take ownership of investment mandates and work closely with senior investment professionals and leading global fund managers.
• Attractive compensation package, comprehensive benefits, and strong long-term career development opportunities within a stable insurance investment platform