Finance & Operations Associate/Asst Manager (Single Family Office)

A Single Family Office based in Hong Kong is seeking a capable individual to join the Finance and Operations team.

As we continue to expand our investment activities, we are seeking a candidate to support the operational and financial oversight of the portfolio.

This role is suited for candidates who understand the operational mechanics behind investments and are comfortable working closely with an investment team in a lean environment.

Your New Role

1. Investment Operations & Trade Support

1. Trade Lifecycle: Independently handle the full settlement process for equities, bonds, and funds; communicate directly with custodians and prime brokers to resolve trade breaks and related matters
2. Private Equity Administration: Support the Investment Team by managing the operational side of PE deals—handling subscription documents, KYC/AML requests, capital calls, and distribution processing
3. PRC Cross-Border Ops: Assist in the funding and operational management of PRC subsidiaries/investments, ensuring compliance with cross-border regulations (e.g., SAFE registration, FDI filings, WFOE capital injection)

2. Process & Platform Development

1. Assist in evaluating and improving internal reporting tools and operational workflows
2. Participate in system enhancement initiatives as the investment platform evolves

What You'll Need to Succeed

1. Experience:
2. Minimum of 2-5 years of relevant experience. A background of Fund Accounting/Operations is highly preferred. Experience in a Family Office, Fund Administrator, or Buy-Side Asset Manager is ideal
3. Technical Knowledge:
4. Understanding of PRC investment practices (e.g., RMB settlement, QFII/WFOE structures, cross-border funding) is preferred
5. Experience with Portfolio Management/Investment Systems (e.g., Bloomberg, Enfusion, Addepar, or similar) is a strong plus
6. Soft Skills:
7. Ownership: Ability to work independently with minimal supervision
8. Comfortable communicating with investment professionals and external counterparties
9. Agility: Willingness to handle both high-level strategic projects and hands-on operational tasks
10. Language: Fluency in Cantonese, Mandarin, and English

What You'll Get in Return

1. Opportunity to work closely with the Investment Team on strategic projects
2. Broad exposure to diverse asset classes (Private Equity, Direct Investment, Public Markets)
3. A stable, work-life balance environment with a collaborative team culture

Candidates who do not meet all qualifications, as well as those with additional experience, are encouraged to apply. Applicants will be considered at a level aligned with their experience and expertise.

Interested parties please send detailed resume stating career history, qualification, date of availability,CURRENTand EXPECTED SALARYand CONTACT DETAILSto the Human Resources Department.All personal information will be used only for recruitment purpose.