Posted on 2021-08-31

Investor Relations Trainee

Cheetah Investment Management Ltd


  • Vetting marketing materials including PowerPoint presentations relating to products
  • Conduct due diligence, suitability and KYC requirements on potential investors including PIDs and FATCA remediation
  • Updating subscription, redemption, and transaction logs
  • Assist in preparing regular updates and newsletters to investors
  • Update investor records
  • Update AML alert list and all other investor related control lists
  • Keep abreast of all regulatory developments concerning marketing, distribution, and investor KYC/AML requirements
  • Ad hoc duties as required


  • Degree in Finance, Accounting and/or law degree (LLB or JD) preferred with some finance background
  • Preferably 1-2 years’ experience in the field of fund services / investor relations within the Asset management universe with strong regulatory knowledge / awareness concerning AIMFD and FATCA
  • Fresh grads will be considered with excellent academic results (min GPA 3.5)
  • Prior regulatory compliance experience / exposure preferred (but not required)
  • Excellent organizational and co-ordination skills
  • Excellent wording processing & computer skills - Word, Excel, PowerPoint, Adobe
  • Able to handle large volumes of paperwork
  • Good interpersonal and communication skills
  • Responsible, hard-working, detailed oriented & meticulous
  • Team player, good work attitude and self-motivated
  • Can complete work within tight deadlines and can work independently under pressure


Interested parties please send your full resume with present and expected salary to [via CTgoodjobs Apply Now ]

More job information
Job Function
  • Causeway Bay
Employment Term
  • Full-time
  • 1 year - 3 years
Career Level
  • Non-management level
  • Degree
  • Master's degree