Business Reporting Specialist, Executive Office

Reposted 8 Days Ago
Be an Early Applicant
Hiring Remotely in Hong Kong
Remote
Mid level
Fintech • Payments • Financial Services
The Role
The Business Reporting Specialist prepares reports, conducts data analysis, and creates presentations to assist management in decision-making and strategy alignment.
Summary Generated by Built In
Position DescriptionWe are seeking a detail-oriented and proactive professional to support CSI management by preparing comprehensive reports, data analyses, and high quality presentations. This role will be responsible for gathering relevant data from various sources, organizing information, and creating clear, visually appealing materials that help leadership make informed decisions.Key Areas of Responsibilities
  • Collect, analyse, and interpret data relevant to CSI operations, projects, and performance metrics.
  • Prepare periodic and ad-hoc management reports, ensuring accuracy, completeness, and timeliness.
  • Develop professional presentations, dashboards, and visual materials tailored to executive audiences.
  • Collaborate with different departments to obtain required data and insights.
  • Ensure messaging in reports/presentations aligns with CSI's strategic priorities and goals.
  • Maintain templates, standards, and best practices for reporting and presentation materials.
  • Identify trends, opportunities, and areas for improvement based on data analysis.
  • Support management in preparing materials for senior management meetings and strategic planning sessions.
Requirements
  • Bachelor’s degree or above in Business Administration, Communications, or related field
  • Minimum 3 years of relevant experience in business reporting
  • Strong skills in Microsoft Office Suite, especially Excel and PowerPoint; experience with data visualization tools is a plus.
  • Excellent written and verbal communication abilities.
  • Strong attention to detail, with a knack for turning complex data into clear, actionable insights.
  • Ability to handle multiple priorities and meet tight deadlines.
  • Analytical mindset combined with creativity for impactful storytelling through visuals.
  • Experience in management reporting, business analysis, or corporate communications.
  • Familiarity with CSI’s industry or related sectors.
  • Excellent command of English and Mandarin, Cantonese will be a plus

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Skills Required

  • Bachelor's degree in Business Administration, Communications, or a related field
  • Minimum 3 years of relevant experience in business reporting
  • Strong skills in Microsoft Office Suite, especially Excel and PowerPoint
  • Excellent written and verbal communication abilities
  • Analytical mindset combined with creativity for impactful storytelling through visuals

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.

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The Company
HQ: Hong Kong
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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