Jobs at CLSA

Perform fund reconciliations, cash and trade position analysis, break resolution, hedge fund NAV calculations, payment settlements, invoicing, receivables collection, administrative support, and ad hoc operational projects. The role requires coordination with internal departments, strong attention to detail, deadline management, and bilingual Mandarin and English communication.

Manages Operations team budgets, inventory, headcount tracking, interviews, staff coordination, travel arrangements, training logistics, employee events, calendars, meetings, and office administration. Supports senior Operations and Middle Office leaders while coordinating with HR, Admin, management, consultancies, and other teams. Requires strong communication, organizational, prioritization, investigative, accounting-process, corporate-structure, AML, Word, and Excel skills.

Supports senior analysts with investment and fundamental research, due diligence, financial modeling, client data requests, and economic and industry database maintenance. The role involves preparing research reports and presentations, analyzing companies, documenting client visits, and maintaining relationships with corporate, government, client, and industry stakeholders.

Provides application and production support for wealth management systems, including trading, brokerage, account servicing, and digital platforms. Responsibilities include monitoring system health, triaging incidents, troubleshooting with cross-functional teams, supporting releases, maintaining operational documentation, and improving support processes. The role provides extended-hours coverage for 5x24 U.S. equities trading across regions and time zones.

Oversee end-to-end equity derivatives operations and trade support across Delta One, Prime Services, Equity Finance, Exotic and Flow Trading, and listed products. Lead reconciliations, exception management, trade capture, break investigations, process improvements, system enhancements, and new product approvals. Coordinate with front, middle, and back offices, clients, prime brokers, Finance, Risk, Audit, and Product Control while guiding junior staff and ensuring accurate operational procedures and daily deliverables.

Manages institutional equity clients, supports large accounts, develops customized investment ideas using research, coordinates with internal teams, and assists the Head of Sales with initiatives. The role focuses on relationship management, client servicing, broker reviews, and achieving top-tier client ratings. It is an early-career position with opportunities for increasing seniority.

Develops commodity OTC derivatives clients across Singapore, Southeast Asia, and Asia-Pacific; provides TRS, QIS, OTC options, and structured product solutions; negotiates ISDA agreements; manages account openings; analyzes products with research teams; presents roadshows; launches new products; and executes trades in coordination with trading, risk, compliance, and operations.

Manage daily clearing and settlement activities for exchange-traded derivatives, including contract delivery, cash settlement, FX delivery, option exercise and assignment. Reconcile trades, positions and cash flows; resolve discrepancies; maintain client and contract static data; manage regulatory compliance and reporting; and coordinate with trading, risk, compliance and operations teams. The role also supports process improvements and operational risk reduction.

Manages institutional broking operations for cash equities and derivatives, including trade support, booking, enrichment, reporting, reconciliations, settlements, accounting, collateral and margin movements. Oversees regulatory compliance, operational risk controls, audit support, client onboarding, static data, exposure limits, and operating procedures. Coordinates with trading desks, clients, compliance, clearing corporations, and IT teams on system changes, UAT, production support, and regional operations.

Edits and rewrites financial research reports, collaborating with analysts and production teams to improve clarity, accuracy, visual appeal, timeliness, and commercial impact. Ensures compliance with regulatory requirements and house style while refining titles and executive summaries. Manages editorial projects, maintains brand integrity, and contributes creative ideas to enhance publications.

Provides reception and front-of-house support, including greeting visitors, answering phones, managing meeting rooms, coordinating internal events, handling deliveries and mail, booking couriers, supporting facilities tasks, and ordering office supplies.

Leads the finance systems team, evaluates system efficiency, and drives finance and group-wide system implementations from requirements through post-go-live support. Manages project status reporting, user issues, data migration, UAT, and coordination between Finance and IT. Requires finance systems implementation experience, business analytics, production support, and project management expertise, with SAP FICO and cloud systems knowledge preferred.

Drive new client acquisition and revenue growth across APAC for fund services. Build and manage pipelines targeting private equity, real estate, private credit, and hedge funds; identify prospects, develop growth strategies, conduct market outreach, manage influencer networks, and advance business opportunities. Collaborate with senior management on products and market trends while developing relationships with senior stakeholders and meeting sales targets.

Lead market data and enterprise data platform projects in an investment banking environment. Responsibilities include analyzing requirements, designing unified data models, strengthening platform capabilities, implementing data governance, coordinating timely delivery, resolving operational issues, and developing preventative measures. The role requires strong SQL, financial product and trade data knowledge, analytical problem-solving, and project management experience, with familiarity in business intelligence, P&L calculations, and market data preferred.

Conduct compliance monitoring, surveillance, and testing reviews; assess regulatory risks and controls; prepare regulatory reports; review transactions and electronic communications alerts; respond to regulator inquiries; maintain incident and conduct breach logs; and report findings to management.

Build relationships with institutional technology investors, especially hedge funds, and translate semiconductor, AI, and supply chain developments into actionable investment insights. Produce timely research commentary, earnings read-throughs, thematic updates, and channel-check analysis. Liaise between Asian research teams, sales, analysts, and U.S. clients while supporting trading activity, corporate access, conferences, roadshows, and management meetings.

Supports Prime Brokerage and Risk Management technology initiatives by gathering requirements, defining operating models, performing gap and impact analysis, designing solutions, and coordinating implementation. The role partners with business, technology, risk, operations, compliance, finance, and vendors across the full delivery lifecycle. Responsibilities include risk platform enhancement, system integration, data analysis, testing, UAT, production rollout, process optimization, and stakeholder alignment.

Originate, coordinate, and execute corporate access activities across Hong Kong and China for institutional investors. Build relationships with listed companies and investor relations teams, partner with Sales and Research, coordinate investor meetings and events, manage multiple projects, ensure compliance, and maintain accurate activity records and reporting.

Provides first-line production and application support for wealth management systems, including equity, futures, options, settlement, internet trading, mobile, and website applications. Investigates incidents, supports users and vendors, performs testing, deployments, upgrades, health checks, and emergency support. Participates in requirements gathering, enhancements, SQL updates, documentation, and IT projects while maintaining system stability and availability across local and global markets.

Process cash equities, futures, options, bond, and other securities settlements; manage trade matching, reconciliations, breaks, confirmations, client onboarding, account setup, static data, and settlement monitoring. Support Korea domestic clients and overseas operations, prepare regulatory reports for Korean financial authorities, address operational inquiries, improve internal controls, and participate in assigned projects.