申請人須－ (a) 持有本港大學頒授的一級或二級榮譽學位，或具同等學歷，持有金融、經濟或其他相關學科的碩士學位更佳[見註(1)及(2)]； (b) 於取得上述學位後，具備最少七年在知名的風險投資(「風投」)基金、私募基金、企業投資基金、家族辦公室或投資銀行(企業融資或併購)負責直接投資基金及投資組合管理的相關工作經驗，其中五年須擔任督導職位[見註(3)]； (c) 具備優秀的中英文講寫傳意技巧，並在香港中學文憑考試或香港中學會考中國語文科及英國語文科考獲第3等級或以上成績，或具同等成績，以及能操流利廣東話及普通話[見註(2)及(4)]； (d) 具備特許財務分析師或執業會計師資格，或具同等資格更佳[見註(2)]； (e) 具備敏銳的商業及金融觸覺；如具備基金會計及運作的經驗，可獲優先考慮； (f) 對所有相關法律文件及本港財務規例有良好的實際知識； (g) 具備良好的職業操守，追求卓越；以及 (h) 主動自發，工作態度積極，處事細心。

Candidates should have – (a) a first or second class honours degree from a Hong Kong university, or equivalent, preferably with a Master degree in Finance, Economics or other relevant disciplines [see Note(1) and (2)]; (b) at least seven years’ relevant post-degree working experience in direct investment fund and portfolio management gained from recognised venture capital (VC) fund, private equity fund, corporate investment fund, family office or investment bank (corporate finance or merger and acquisition), five years of which should be in position with supervisory responsibilities [see Note(3)]; (c) strong oral and written communication skills in both Chinese and English, with Level 3 or above in both Chinese and English language in Hong Kong Diploma of Secondary Education Examination (HKDSEE) or Hong Kong Certificate of Education Examination (HKCEE), or equivalent, and good command of Cantonese and Putonghua [see Note(2) and (4)]; (d) Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA), or equivalent qualification would be an advantage [see Note(2)]; (e) strong business and financial acumen, and experience in fund accounting and operation is strongly preferred; (f) good hands on knowledge of all related legal documentation and local financial regulations; (g) good work ethic and demonstrates commitment to excellence; and (h) self-motivation and ability to work proactively and in detail.