Position Description
Seeking a highly motivated and technically capable Business Analyst / Project Manager to drive high-quality requirements, data analysis, workflow design, and delivery execution across Research IT. The role sits at the heart of the investment research business — spanning research production, content and data pipelines, publishing and distribution workflows, market and reference data, and the systems that analysts, editors, and supervisory functions rely on every day.
Key Areas of Responsibilities
Investment Research Domain & Workflows
Develop deep domain knowledge of the research lifecycle — idea generation, authoring, editing, supervisory/compliance review, publishing, entitlements, and distribution to clients and internal consumers.
Conduct structured analysis of Research workflows, content pipelines, and user interaction patterns to identify inefficiencies, manual bottlenecks, and opportunities for automation and quality uplift.
Partner with Research management, analysts, and product owners to capture requirements and help shape the roadmap for Research systems.
Map current-state and target-state processes; document business rules, edge cases, and hand-offs across the research value chain.
Data Analysis & Requirements
Conduct hands-on data exploration, profiling, and quality analysis across research content, market data, reference/entity data, and metadata to validate feasibility and surface data gaps.
Define and maintain data requirements, data dictionaries, taxonomies, ontologies, and metadata standards
Partner with Data Engineering to identify data quality issues, lineage requirements, and enrichment opportunities.
Translate business needs into clear, testable requirements — process flows, functional specifications, user stories, data specs, and acceptance criteria
Project & Delivery Management
Plan and manage delivery of Research IT initiatives end-to-end — defining scope, milestones, timelines, resourcing needs, and dependencies across multiple squads and vendors.
Maintain project plans, delivery roadmaps, RAID logs (risks, assumptions, issues, dependencies), and status reporting for stakeholders and management.
Drive day-to-day execution — coordinating engineering, data, UI/UX, and TechOps teams, running stand-ups/working sessions, and removing blockers to keep delivery on track.
Track budget, effort, and progress against plan; proactively escalate risks and manage change to protect scope, timeline, and quality.
Coordinate releases, cutover, and go-live readiness, ensuring stakeholder sign-off and smooth transition to support/BAU.
Provide clear, concise updates to senior stakeholders (including ExCo/SteerCo-level reporting) on delivery status, risks, and decisions required.
AI Enablement
Identify where AI can deliver measurable productivity and quality improvements within research workflows — e.g. drafting support, summarisation, tagging/classification, newsfeed intelligence, and recommendations.
Support proof-of-concept validation and evaluation of AI features, including test sets, scoring approaches, and acceptance criteria, so AI is applied pragmatically and safely.
Help define prompt/response expectations, guardrails, and human-in-the-loop review steps where AI is embedded into workflows.
Governance & Controls
Coordinate UAT, human-in-the-loop reviews, and release readiness with business users and technical teams.
Partner with Compliance and Risk to ensure regulatory requirements, data residency, and control requirements are embedded into workflows and system changes.
Requirements
Bachelor's degree or higher in a relevant field (Computer Science, Engineering, Data Science, Quantitative Finance, etc).
Around 5–8 years of experience as a Technical Business Analyst / Project Manager, delivering data-intensive solutions, within financial services, investment research, or asset management is preferred.
Strong capability to analyse business workflows, system behaviour, data models
Strong working knowledge of SQL for data analysis and validation; confident with Python for data profiling, exploratory analysis, and prototyping
Proven project/delivery management experience — planning, scheduling, dependency and risk management, stakeholder reporting, and driving multi-team initiatives to on-time delivery (would be considered as Project Manager)
Familiarity with delivery methodologies (Agile/Scrum, Waterfall, or hybrid) and tooling (e.g. Jira, Azure DevOps, MS Project/Planner).
Working understanding of modern AI concepts — LLMs, RAG, embeddings, and evaluation basics — sufficient to scope features, challenge vendor claims, and define acceptance criteria.
Self-motivated, intellectually curious, and able to thrive in a fast-paced, dynamic environment.
Strong communication skills in English and Chinese.
Familiarity with governance, regulatory, compliance requirements and audit trails — will be of advantage.
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
- Bachelor's degree or higher in Computer Science, Engineering, Data Science, Quantitative Finance, or related
- Around 5 - 7 years as a Technical/Systems Business Analyst delivering data-intensive or AI/ML solutions
- Strong capability to analyze system behaviour, data models, ontologies, knowledge graphs, interfaces/integrations, and edge cases
- Strong working knowledge of SQL for data analysis and validation
- Comfortable using Python (or similar) for data profiling, exploratory analysis, and prototyping
- Practical understanding of modern AI concepts (LLMs, RAG, embeddings, vector search, agent orchestration, prompt design, evaluation frameworks)
- Proven ability to translate business requirements into user stories, technical specifications, and evaluation plans with clear acceptance criteria
- Experience supporting delivery activities: scope coordination, dependency and risk management, and UAT/sign-off across multi-team programmes
- Strong communication skills in English and Chinese
- Familiarity with governance, regulatory, and compliance requirements (data residency, model risk, audit trails)
- Exposure to financial services / research / asset management domain
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
