Investment & Business Strategy Associate (Finance)

Position Overview

We are seeking an Investment & Business Strategy Associate to work directly with the CEO in overseeing and expanding the company’s business portfolio. This is a unique leadership-track role designed for a high-potential individual with a strong finance background, excellent communication skills, and the ability to translate strategic ideas into actionable business plans. The successful candidate will first work under the CEO to gain deep exposure to the company’s operations and investments, with a clear progression toward leading and managing business initiatives independently.

Key Responsibilities

• Work closely with the CEO to evaluate, plan, and execute business strategies across multiple sectors.
• Conduct financial and strategic analysis to support investment decisions, business expansion, and resource allocation.
• Review and interpret financial statements, forecasts, and key performance indicators to drive business performance.
• Prepare investment memorandums, reports, and presentations for internal and external stakeholders.
• Coordinate cross-departmental projects, ensuring smooth execution of strategic initiatives.
• Support capital planning, budgeting, and financial structuring of new business ventures.
• Build and maintain strong relationships with financial institutions, investors, and industry partners.
• Act as a trusted advisor to the CEO in identifying opportunities and risks across the business portfolio.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or related field; advanced degree or CFA preferred.
• Proven experience in investment banking, securities, asset management, private equity, or corporate finance.
• Strong financial modeling, valuation, and analytical skills.
• Excellent English & Mandarin communication skills (oral and written); other languages a plus.
• Ability to quickly structure the CEO’s ideas into actionable strategies and ensure execution.
• Strong organizational, stakeholder management, and cross-department coordination abilities.
• High level of professionalism, discretion, and integrity.

Preferred Qualifications

• Exposure to corporate strategy, M&A, or business development.
• Prior experience working directly with senior management or C-suite executives.
• Strong network within the traditional financial industry.
• Leadership potential with the ability to transition into independent business management over time.