Investment & Executive Associate

About the Role
We are seeking a high-caliber Investment & Executive Associate to work directly with the Chairman. This is not a traditional administrative role. It is a high-trust, execution-focused position designed to enhance the Chairman’s effectiveness across investment, communication, and strategic coordination. The role sits at the intersection of:

Executive support

Investor coordination

Structured communication and execution

Your core mandate is to:

Protect and optimize the Chairman’s time

Improve decision-making efficiency

Ensure disciplined and professional communication with stakeholders

Key Responsibilities

Investor Relations Coordination

Track investor interactions, meetings, and communication pipelines

Coordinate preparation of investor materials and follow-ups

Maintain structured investor records and engagement status

Support scheduling and post-meeting execution

Executive Support

Manage the Chairman’s calendar, priorities, and meeting flow

Prepare structured meeting briefs, agendas, and background materials

Capture key decisions, action items, and ensure follow-through

Translate discussions and ideas into clear, concise memos and presentations

Materials & Cross-Functional Coordination

Manage and refine presentation materials and internal documents

Coordinate with finance, legal, banking, and external advisors

Organize complex information into structured, decision-ready formats

Note:

This role supports communication and coordination only and does not independently represent investment decisions.

Work Structure & Flexibility
This role works directly with the Chairman and may require occasional flexibility outside standard business hours. When additional time is required, it will be recognized and compensated through:

Additional paid time off

Compensatory leave

Flexible scheduling during lighter periods

The objective is a sustainable, long-term working relationship built on trust, accountability, and mutual respect—not routine overtime.

Candidate Requirements

Minimum 5 years of experience in one or more of the following:

Family Office, Private Equity, Real Estate, or Investment platform

Investment banking, consulting, or senior executive support role

Provide office and administrative support to senior leadership (Chairman / CEO / Partner level)

Core Capabilities

Strong  written and spoken English

Fluent in Mandarin

Excellent judgment, discretion, and prioritization skills

Highly organized, calm, and execution-focused

Comfortable working in a fast-paced, high-trust environment

Preferred (Not Required)

Experience supporting investor relations or capital-related work

Job Type: Full-time

Pay: $75,000.00-$90,000.00 per year

Application Questions

Do you have experience in providing office and administrative support to senior leadership (Chairman / CEO / Partner level)?

Did you track investor interactions, meetings, and communication pipelines in your previous experience?

Experience Expectations

Investment company: 3 years (preferred)

Supporting investor relations or capital-related work: 3 years (preferred)

Executive assistant to CEO: 1 year (preferred)

Language Requirements

Mandarin (preferred)

Cantonese (preferred)

Work Location:

In person

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