Key Areas of Responsibilities
- Responsible for reviewing fund offering documents to ensure structures meet operational standards, setting up products/funds in systems, and performing BAU data analysis.
- Lead research and execution of new service implementations by managing both direct and indirect resources across multiple locations and disciplines.
- Own and drive project activities, including but not limited to: developing and managing project delivery plans; executing plans with robust governance and reporting; actively mitigating and managing project risks by coordinating timely resolution of issues; and managing scope containment and change control.
- Execute post‑implementation and production satisfaction reviews to continuously improve practices.
- Ensure all processes are tracked and provide regular updates to senior management; escalate issues to management in a timely manner.
- Ensure compliance with all controls and procedures.
- Continuously improve processes by identifying potential tactical and strategic enhancements to implementation processes and driving results.
- Collaborate with Relationship Managers, IT, and Operations teams to ensure effective representation of the Implementation team.
- Perform other ad‑hoc tasks and operational procedure enhancement projects as assigned.
- Assist in supervising junior staff performance and provide coaching as required.
Requirements
- Bachelor’s degree with a major in Accounting, Finance, or a related discipline.
- Working towards HKICPA, ACCA, CFA, or an equivalent professional qualification.
- Minimum 7 years of working experience, preferably gained in the financial services industry, with strong knowledge of the fund industry, various fund structures, and relevant regulatory requirements. Experience in fund administration, buy-side operations, or audit would be an asset.
- Proven project management skills.
- Proactive and mature, with a high level of attention to detail; able to work independently under pressure and with a strong commitment to meeting tight deadlines.
- Presentable, with good interpersonal skills and the ability to work effectively with individuals at different levels and from diverse backgrounds.
- Good verbal and written communication skills in Mandarin and English.
- Proficient in Word, Excel, PowerPoint, and other data analysis applications (including AI tools), with the ability to produce well‑structured and neatly presented work.
- Candidates with less experience will be considered for an Analyst level.
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Skills Required
- Bachelor's degree in Accounting, Finance, or related discipline
- Working towards HKICPA, ACCA, CFA, or equivalent
- Minimum 7 years of experience in financial services
- Proven project management skills
- Strong knowledge of fund industry and regulatory requirements
- Good verbal and written communication skills in Mandarin and English
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
