Managing Partner, Cross-Border USD Private Equity Fund

USA

Oversee full lifecycle management of cross-border USD funds, and lead end-to-end operations spanning fundraising, investment decision-making, post-investment value creation and exit. Focus on core segments including cross-border direct investments in growth-stage tech enterprises, industrial M&A involving listed companies, and partnerships with government industrial funds. Build standardized investment decision-making and risk control systems. Execute compliant multi-currency fund operations under the regulatory framework of Hong Kong SFC Type 9 License. Source global institutional LPs, corporate CVCs and local government resources to materialize industrial value. Lead the team to conduct project due diligence, design transaction structures and conduct investment reviews.

Minimum 8 years of professional experience in cross-border private equity investment with proven track records in USD fund fundraising and management. In-depth knowledge of Hong Kong SFC asset management regulations, cross-border foreign exchange controls and QFLP operational models. Possess high-quality project resources and industrial networks in technology, hard tech and related sectors. Demonstrate strong capabilities in top-level strategic planning, team management and resource integration. CFA, CPA or equivalent professional qualifications are preferred.

Chief Operating Officer, Global Family Office

USA

Oversee the overall operation and management of a single-family office, and establish a full-spectrum service system covering wealth preservation, asset appreciation and intergenerational succession. Integrate core services including offshore trusts, global asset allocation, cross-border tax planning and family governance to deliver tailored one-stop solutions for ultra-high-net-worth families. Collaborate with licensed institutions and professional teams both domestically and internationally to manage cross-border compliance risks. Develop high-net-worth social networks and oversee full-lifecycle client relationship management. Optimize family office operational workflows and drive the standardization and compliance of services.

A minimum of 7 years of operational management experience within family offices, top-tier private banks or wealth management institutions. Sound practical and regulatory knowledge of offshore trusts, cross-border taxation, global asset allocation and family governance. Experience serving ultra-high-net-worth clients with established high-end network resources. Familiarity with regulatory regimes in jurisdictions including Hong Kong and the Cayman Islands. Academic background in law, taxation or finance; relevant professional certifications are preferred.

Senior Global Industrial Investment Research Specialist

Hongkong

Build a global industrial investment research system covering core tracks including the new economy, hard technology and consumer sectors, and produce in-depth industry research reports as well as macro cycle analysis. Provide fundamental research support for Hong Kong and U.S. listed IPOs, cross-border M&As, private equity investments and global asset allocation businesses, and participate in target due diligence and valuation analysis. Conduct reviews, return attribution and methodology summarization for all types of investment projects. Track changes in global capital market regulatory policies and industry prosperity, and dynamically update the investment research database. Cooperate with business teams to deliver customized research outputs.

Minimum 5 years of industrial research experience at cross-border asset management firms, investment banks or top-tier research institutions. Familiar with Hong Kong and U.S. stock markets, private equity and alternative asset markets, with proven capability to independently establish investment research frameworks. Possess in-depth research expertise in core sectors and a track record of delivering high-quality research reports. Able to use English as a working language; candidates with CFA, CPA or equivalent professional qualifications are preferred. Strong logical analysis and information synthesis capabilities.

Chief Specialist, Global Cross-Border Multi-Asset Allocation

Australia

Leverage Hong Kong SFC Type 9 Asset Management License and US RIA registration to build a global asset screening and allocation framework, selecting overseas hedge funds, private equity, private credit and compliant alternative assets. Design and dynamically optimize geographically diversified, multi-strategy investment portfolios tailored to the risk appetite of institutional and high-net-worth clients. Coordinate cross-border declaration procedures for QFLP/QDIE/ODI and manage compliance risks across both domestic and overseas jurisdictions. Monitor global macro market trends, control portfolio volatility risks, and regularly produce asset allocation reports and investment reviews. Deliver professional allocation advisory and ongoing client lifecycle services.

Minimum 8 years of working experience in global asset allocation, FOF investment or alternative asset management. In-depth understanding of multi-asset classes including overseas hedge funds and private credit as well as their operational models. Familiar with cross-border investment regulations in domestic and overseas markets with hands-on experience in QFLP-related projects. Possess a mature asset allocation methodology and robust risk management capabilities. Fluent in English; candidates holding CFA, FRM or equivalent professional qualifications are preferred.

Chief Advisor, International Family Trust & Succession Planning

Hongkong

Provide end-to-end offshore family trust services for ultra-high-net-worth clients, and design comprehensive solutions covering asset segregation, intergenerational succession and tax optimization. Lead the establishment and ongoing compliance administration of offshore trusts in jurisdictions including the Cayman Islands, BVI and Hong Kong. Collaborate with legal, tax and asset management teams to devise trust shareholding structures under red-chip frameworks. Formulate supporting family governance frameworks and succession planning systems. Strictly comply with domestic and overseas regulatory requirements, control compliance risks of cross-border trust structures, and ensure the long-term stable operation of structures.

Minimum 7 years of professional experience in offshore trusts and private wealth succession services with a track record of successfully delivering full-cycle trust implementation projects. Familiar with trust laws in Hong Kong, the Cayman Islands and BVI, as well as cross-border tax and foreign exchange regulatory rules. Hold an academic background in law, taxation or finance, with proven experience serving ultra-high-net-worth clients. Able to use English as a working language; candidates with professional certifications related to trusts and wealth management are preferred.

Director of Private Equity Investments

China

Oversee end-to-end investment management of private equity funds, and lead deal sourcing, due diligence, valuation and pricing, investment decision-making, as well as post-investment value creation. Focus on cross-border direct investments in growth-stage tech enterprises, industrial M&As of listed companies and cross-border co-investment opportunities to drive deal execution. Establish a standardized investment governance system and rigorously manage project risks. Be responsible for post-investment portfolio empowerment and exit route planning, and regularly deliver investment reviews and return analysis reports. Support fundraising activities and liaise with industrial partners and institutional investors.

Minimum 7 years of professional experience in private equity and cross-border investment with a proven track record covering the full investment and exit cycle. Familiar with private equity fund operations, cross-border investment regulatory requirements and fund filing procedures. Possess high-quality deal pipelines and industrial networks in technology and hard technology sectors. Demonstrate strong capabilities in due diligence, valuation, transaction negotiation and risk identification. Candidates holding CPA, CFA or equivalent professional qualifications are preferred.