Equity Finance Trading Operations Lead (Hong Kong)

ConnectedGroup Limited Hong Kong
Full time Permanent On-site Negotiable

About the job

Role Overview

A Hong Kong financial-services firm is looking for a Middle Office specialist to run day-to-day operations for its equity finance business. You'll sit at the center of the trading workflow - covering order handling, trade capture, execution support, and custody - while working hand-in-glove with the back office on settlement and clearing across listed instruments such as swaps, futures, options, and other derivatives. It's a hybrid role: part operations management, part process design, part client service.



What You'll Do

  • Oversee daily running of the trading platform across order management, trade capture/execution, and custody workflows for equity finance products, coordinating closely with back office on settlement and clearing.

  • Build and maintain KPIs that track operational efficiency, client satisfaction, and overall business performance.

  • Define a target operating model and lead rollout of procedures across trading platforms, including contingency and fallback processes.

  • Continuously refine operational workflows, identifying gaps and documenting controls (e.g., producing a detailed process manual covering the full workflow).

  • Manage corporate action bookings on swaps and related hedges, ensuring entitlements are captured accurately and on time in risk and booking systems.

  • Handle the full range of client trading-account matters - from onboarding through funding, margin, and stock/cash movements.

  • Partner with technology teams to enhance platform capabilities and support smooth integration between internal and third-party systems.

  • Work alongside risk and finance teams on operational controls and the annual fund audit.

  • Take on ad hoc projects such as investor due diligence and broker onboarding.