corporate finance specialist.

Hong Kong-based boutique investment firm serving family offices, entrepreneurs, and high-net-worth investors across the Asia-Pacific region. Our firm operates on an open architecture and independent platform. Unlike traditional institutions, we are not tied to proprietary products, allowing us to provide flexible, customized investment and advisory solutions across public and private markets, tailored to each family’s long-term objectives.

about the team.You will join a high-caliber team of financial professionals dedicated to delivering bespoke advisory services. The team thrives on an independent mindset, deep market expertise, and a commitment to navigating complex capital structures for our exclusive client base.

about the job.The Corporate Finance Specialist will be a key driver in the end-to-end execution of capital raising and IPO advisory mandates. You will manage the entire lifecycle of a deal—from initial strategy and material preparation to investor outreach, due diligence coordination, and final closing. This role requires a blend of analytical rigor, strategic thinking, and the ability to manage diverse professional stakeholders.

skills & experiences required.

• Conduct comprehensive business and financial due diligence, including deep dives into business models and funding needs.
• Define capital raise strategies, including equity structures, valuations, and use of proceeds.
• Produce high-quality marketing materials, including teasers, confidential information memoranda (CIM), and investor decks.
• Identify suitable investor profiles and create targeted investor lists.
• Assist clients in selecting essential professional parties such as CPA firms, internal control consultants, and legal advisors.
• Manage investor engagement, including NDA distribution and tracking.
• Schedule and coordinate introduction calls and meetings between advisors, clients, and investors.
• Advise on investor pitch strategies and collect real-time interest and feedback from the market.
• Maintain book-building spreadsheets and provide regular progress reports to the client.
• Review and analyze term sheets, focusing on valuation and key commercial terms.
• Coordinate the Q&A process and manage virtual data rooms for phase 1 and phase 2 due diligence.
• Negotiate key terms and counter-offers on behalf of the company with lead investors.
• Draft and finalize definitive legal documents, including Share Subscription Agreements and Shareholders’ Agreements.
• Manage the closing process, including funds wiring, issuance of new shares, and final cap table updates.
• Facilitate PN21 due diligence and prepare the submission pack for IPO applications.
• Address pre-submission inquiries from the HKEX and SFC and assist with hearing preparations.
• Assist the Sponsor in securing Cornerstone Investors and selecting Underwriters.
• Coordinate the completion of the IPO Prospectus and manage the working group through to listing.