Key Areas of Responsibilities
- Manage the full set of accounts for entities under asset management and principal investments, ensuring accuracy and timeliness.
- Prepare monthly Financial Resources Rule (FRR) returns (Types 1, 2, 4) in strict alignment with SFC requirements.
- Oversee financial controls, reporting, analytics, and compliance matters — including client money and FRR — for designated business lines.
- Analyze financial positions and performance to deliver actionable insights that support management decision-making.
- Provide expert guidance on accounting and finance-related regulatory matters for new products and business workflows.
- Evaluate, develop, and implement robust internal controls and efficient accounting processes.
- Partner closely with diverse teams across the organization to ensure alignment and synergy.
- Champion ideas to improve workflows and enhance output quality through the smart use of technology.
- Address ad-hoc financial inquiries and assignments promptly and effectively.
Requirements
- Bachelor’s degree in Accounting, Finance, or related discipline.
- CPA or equivalent professional qualification.
- At least 4 years’ relevant experience in audit, financial services, or financial reporting.
- Thorough understanding of IFRS and FRR reporting.
- Strong knowledge of accounting principles, financial products, regulatory frameworks, and industry practices.
- High integrity, strong work ethic, and commitment to compliance standards.
- Strong sense of ownership and accountability for results. Good interpersonal and communications skills.
- Proficiency in use of computer. Especially excellent MS-Excel skills is a must, experience in MS-Access, MS-PowerPoint, SAP and Essbase is an advantage
- Proficiency in English
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Skills Required
- Bachelor or above degree of finance or related fields.
- Minimum 3 years' relevant experience in financial service or financial reporting
- Proficiency in MS-Excel
- Experience in MS-Access, MS-PowerPoint, SAP and Essbase
CLSA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.
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Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
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Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
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Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.
CLSA Insights
What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
