Business Manager, Institutional Equities

Reposted 2 Days Ago
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Hong Kong
Mid level
Fintech • Payments • Financial Services
The Role
The Business Manager will support the IE COO with financial analysis, operational support, and project management in Institutional Equities, ensuring compliance and effective communication with global teams.
Summary Generated by Built In

Position Description

The Institutional Equities (‘IE’) business is hiring an experienced business manager to support the IE COO with financial analysis, operational support and project management across the full institutional equities platform.

Key Areas of Responsibilities

  • Understand the entire Institutional Equities business which includes trading, sales, research and corporate access;
  • Review the day to day financial reporting generated by the Finance Department for accuracy and investigate unexpected results;
  • Prepare ad-hoc data extracts, summaries and / or reports as and when necessary
  • Analyze data sets and presenting these in management accounting formats for easy interpretation by management team.
  • Communicate with senior representatives from different countries, understand their data requests and requirements and converting them into necessary data extracts that will enable theses stakeholders to make the correct decisions
  • Work closely with Risk & Support functions (including HR, Legal, Compliance, Finance, Treasury, Operations and the Executive Office) to ensure the business is being run in an compliant and appropriate manner;
  • Manage the execution of a range of projects and strategic priorities for the IE business;
  • Assist with governance and reporting initiatives, including the preparation of presentations and reports required by Senior Management within the IE business.

Requirements

  • University degree or above in Finance, Accounting or related disciplines
  • 3-5 years of prior management accounting experience/ accounting skillset
  • Strong Equities knowledge, ideally across a full service Cash Equities platform
  • Prior experience with data analysis software like Qlik, Tableau, etc. would be an advantage
  • Strong communication skills especially with management from different countries
  • Translation and Interpretation skills between English and Chinese
  • Self-driven – can work with minimal supervision and under tight deadlines
  • Excellent excel skills especially with excel formulae and comfortable with handling large data sets and numbers
  • Proficient in MS Word, MS Power Point and MS Visio
  • Strong command in English and with Mandarin and Cantonese will be a plus

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Top Skills

Excel
Ms Power Point
Ms Visio
Ms Word
Qlik
Tableau
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The Company
London,
2,160 Employees
Year Founded: 1986

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

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