Category
Industry
Salary Range
- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
- Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives
- Regional Portfolio Investment Management Support
- Oversight trade execution, Cash Mgmt & Projects
- Hybrid Work Mode & Dynamic Investment Expo
As part of the Regional Portfolio Management Support Team and assist cross asset classes of investment managers in AP with the following accountabilities:
- Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team
- Facilitate portfolio rebalancing, asset allocation and investment monitoring
- Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators
- Top Ranking Global Private Bank
- Expansion headcount for AP/Greater China region
- Multi-asset & Discretionary Investment Advisory
- Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/ investment teams
- Regularly monitor client portfolios for performance, risk and opportunities
- Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
- Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia and Hong Kong Markets Working closely with external counterparties in account opening, pricing quotation, bank and fund operations
- Resolving daily enquiries from affluent professional investors
- Participating in ad hoc regional and local projects
- World’s Top 10 Private Equity & Credit
- APAC Fund Accounting, L/P and Capital call
- Rewarding Career and Competitive Bonus
- Responsible for fund investment accounting which covers funds’ liquidity management, invested capital preparation, understanding transaction structure, investment dividend calculation and estimation, deal exits dividend and carried interest calculation
- Support end to end fund operations and funds capital calls/distributions activities
- Assist pre/post-investment deal structure/documentation review to ensure compliance with fund agreements & tax regulations by working closely with investment professionals
- Promising Int’l Buy-Side Career Opportunity
- AP Equities Portfolio Management & Mandate Advisory
- Profound Institutional Clients and Family Office Exposure
- Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients
- Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee
- Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals
- Int’l Buyside Opportunity w/Hybride work mode
- Dynamic AP MO & Transformation Project
- Regional Middle Office Hire
- Work closely with portfolio managers and business partners from daily operations support including trade matching/confirmation, investment operations/settlement to resolving any trade discrepancies of multi-asset investment products
- Ensure timely and accurate transaction/operation processes by regulatory and corporate governances
- Act as the SME to promote operational efficiency and facilitate the successful transformation of the trading system
- Asian Based Private Equity & Buyout firm
- EA to Chairman & oversight Office Administration
- Multi-cultural & Professional Environment
- Report to Chairman and assume integrated EA/OM functions
- Responsible for full spectrum of business support including calendar management and complex schedule arrangement that called for extensive liaison with global investors/senior management across the region/headquarters
- Accountable for taking minutes, preparing agenda & presentation materials
- SFC Regulated Global Asset Manager
- KYC/CDD/AML for New & Periodic Review
- Friendly International Culture & Good Hours
- As part of the AP Distribution Department to oversight regional KYC/CDD function
- Accountable for managing new and periodic CDD/KYC assessment for low to high risk institutional and intermediaries’ clients
- Conduct PEP, sanctions, adverse news and STR review etc.
- Family Office / Buy Side Opportunities
- Multi-Asset Portfolio Investment Research
- Excellent Job Security & Career Development
As a member of the investment team, you will be responsible for
- Assisting investment managers on tracking of the latest market developments and thematic issues related to central bank policies, rates and key economic indicators etc.
- Conducting top-down and bottom up research
- Monitoring portfolio performance and attribution analysis
- World’s Most Admired European Bank
- 3yrs+/- Asian & Greater China Equity Research
- Friendly International Culture & Good Hours
- Accountable for conducting equity research and providing stock recommendation
- Generate timely investment recommendation and thematic notes on countries under coverage
- Prepare presentation deck and facilitate portfolio review by working in partnership with bankers, investment & product specialist
- Expansion Hiring for Fund Admin & Account Opts
- Highly Rewarding Compensation & Bonus
- Exposure with Private Equity / Venture Capital Investment
- Database and information management of LPs, investments, and attributes of various funds
- Ensure consistency in workflow and quality control of internal, tax and regulatory reporting
- Assist clients with portfolio and SPV accounting, payment services, audit and tax support, waterfall, capital distribution
- Regional Credit Research & Advisory, CIO Office
- Initiate Credit Investment Ideas & Strategies
- Rewarding Career & Excellent Worklife Balance
- As part of the CIO-Asian/Global Credit Research & Advisory team
- Initiate competitive IG/HY Asian credit investment ideas and house view by analysing corporate credits under defined sectors and countries
- Accountable for conducting bottom up credit strategies for the CIO Office and contributing to the investment performance of DPM solutions
- Portfolio Assistant Support Investment Operations
- Front Office exposure to support Investment Mgrs
- Friendly Regional Team with Hybrid Work Mode
- Provide regional portfolio/investment operations support to cross asset classes of investment managers
- Support portfolio rebalancing/monitoring
- Oversight cash management and resolve any reconciliation/operations related matters by working with external fund administrators
- Global Private Wealth & Asset Mgmt Grp
- Discretionary Portfolio Product Advisory
- Promising Career, Worklife Balance & Sign-On Bonus
- Assume the role as Discretionary Portfolio Product Specialist in North Asia region
- Accountable for DPM/Funds penetration by working closely with IC/bankers from formulating customized asset allocation, consolidating investment presentation materials, attending clients’ pitch to periodic review
- Collaborate with Discretionary Fund Manager to understand investment & risk strategies