CFO - Global Investment Platform

Beijing Permanent View Job Description
This role sits within a seasoned investment platform specializing in healthcare, working closely with senior management to drive financial strategy, fund operations, and investment support. You will lead core finance processes while partnering with investment teams throughout pre‑investment, execution, and post‑investment stages.
  • Opportunity to work across the full fund lifecycle
  • Strategic finance role with direct impact on investment decisions and portfolio

About Our Client

A well‑known investment management platform with a strong track record in the healthcare sector, managing multiple RMB and USD funds. The firm is in an active investment cycle, maintaining a disciplined approach to fund operations, compliance, and value creation across its portfolio. The team operates with a highly collaborative and analytical culture.

Job Description



Key Responsibilities1. Financial Strategy & Management

  • Develop financial strategies and annual plans for the company and funds, ensuring a healthy financial structure and efficient capital use
  • Build and optimize financial management systems, including budgeting, forecasting, analysis, and reporting
  • Provide financial insights for decision‑making, including investment modeling, return analysis, and scenario assessments



2. Fund Operations & Compliance

  • Oversee full‑cycle fund operations across fundraising, investment, management, and exit
  • Manage fund ledgers, valuation processes, NAV calculation, and disclosure requirements
  • Collaborate with custodians, auditors, tax advisors, and legal teams to ensure compliance
  • Apply regulatory requirements from relevant authorities (e.g., CSRC, AMAC)



3. Investment Support (Pre & Post)

  • Participate in transaction structure design, including SPV setup, tax planning, and cross‑border structuring
  • Review financial models and support financial/tax due diligence
  • Lead financial standardization and performance monitoring for portfolio companies, supporting value‑creation initiatives

The Successful Applicant

  • Solid experience in fund finance, fund operations, or corporate finance within investment management
  • Strong understanding of regulatory frameworks for private equity funds
  • Hands‑on experience in valuation, NAV calculations, and fund reporting
  • Ability to work closely with investment teams and external partners
  • Professional qualifications (CPA, ACCA, CFA, or similar) are a plus
  • Strong analytical skills, rigorous attention to detail, and ability to manage multiple workstreams

What's on Offer

  • A role that integrates strategic finance with investment exposure
  • High visibility and close collaboration with senior decision‑makers



Contact
Yili Sha
Quote job ref
JN-022026-6938876
Phone number
+86 10 6168 7523

Job summary

Function
Executive Search
Specialisation
Accounting, Tax & Treasury
What is your area of specialisation?
Financial Services
Location
Beijing
Contract type
Permanent
Consultant name
Yili Sha
Consultant phone
+86 10 6168 7523
Job Reference
JN-022026-6938876

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.