• Process transformation:
Challenge and refine existing processes in alignment with industry best practices.
Identify operational risk & efficiency concerns, proposing actionable solutions.
• Establish & Maintain systematic workflow artefacts across business units / products.
• New Product Approval support: Work with key Ops stakeholders to assess NPA requests initiated by business leads.
• Authoring of operational Business Requirement documentation
• Work with technology teams to transition operational requirements for technical solutioning.
• Project Management: Plan, track tasks, manage meetings, create project artefacts, escalate project matters & manage key stakeholders.
• Secure approval for process improvements from relevant operations leaders.
Requirements
• Candidates should have a minimum of 10 years of financial markets experience with a strong knowledge of operational process and practice across asset classes.
• Strong communication and interpersonal skills to interact with various stakeholders at varied levels of management.
• Proven experience in driving process improvement / transformation.
• Knowledge of financial products used across Equity Derivatives and FICC business lines.
• Ability to leverage innovative approaches to realising operational efficiency such as AI / Power Automate, python coding and optimal usage of Microsoft applications.
• Strong documentation and workflow illustration skills
• Ability to multi-task across various business and department initiatives.
• Proactive approach to work in an autonomous environment.
• Strong program / project management skills
• Control orientated and risk aware.
• Familiarity with swift messaging
• Proficient in English
• Fluent Cantonese preferable but not mandatory.
Key Contact Engagement
Internal
• Senior Ops Management figureheads.
• Various business unit leads / business development managers
• Ops SME’s / department representatives.
• New Product Approval committee members
• Technology teams
• Various stakeholders across other support departments such as Legal and Compliance, Finance, Product Control & Risk Team.
External
• Ops application vendors
• Agent banks
• Exchange / Clearing house representatives
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
Skills Required
- Minimum 10 years of financial markets experience
- Strong knowledge of operational processes across asset classes
- Proven experience in process improvement/transformation
- Ability to leverage AI, Power Automate, and Python for operational efficiency
- Strong program/project management skills
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.
-
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.
-
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.
-
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








