Analyst, Operations, Fund Services

Key Areas of Responsibilities Perform reconciliation and cash and trade position and resolve the break on timely manner. Handle hedge fund valuation on weekly or monthly basis. Perform investors’ AML KYC, process transactions, and maintain static data maintenance over investor’s record. Process settlement on payment. Handle general administrative tasks and liaising with other departments as required. Provide support to other operations’ tasks as assigned from time to time. Undertake ad-hoc proje

CITIC CLSA - Hong Kong - Full time

Salary: Competitive

Key Areas of Responsibilities

  • Perform reconciliation and cash and trade position and resolve the break on timely manner.
  • Handle hedge fund valuation on weekly or monthly basis.
  • Perform investors AML KYC, process transactions, and maintain static data maintenance over investors record.
  • Process settlement on payment.
  • Handle general administrative tasks and liaising with other departments as required.
  • Provide support to other operations tasks as assigned from time to time.
  • Undertake ad-hoc projects as assigned.

Requirements

  • Bachelors Degree with major in Accounting, Finance or any related disciplines.
  • 3-5 years of working experience preferably gained in the financial services industry, fund services experience would be a plus.
  • Proactive, mature, high level of attention to details, able to work independently under pressure and strong sense of meeting tight committed deadlines.
  • Good interpersonal skills.
  • Good verbal and written communication skills in Mandarin and English.
  • Proficient in Word, Excel, PowerPoint and other presentation applications, including the ability to produce neatly presented work.
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