Regional Investment Analyst/Accountant | 人才服務辦公室

職位描述

Responsibilities:

• Support the design and implementation of enhancing the capabilities in investment research activities, establishing data access and management dashboards
• Liaise with local business units in the region to define, establish portfolio planning & control, ensuring alignment with group strategies
• Assist in investment reporting and data management for timely and efficient monitoring.
• Enhance related investment reporting systems and establish investment data dashboards
• Contribute to portfolio implementation and sustainable investment activities.
• Collaborate with teammates and stakeholders on strategic initiatives and projects.
• Answer queries from coworkers in investment team, controlling committees and other group stakeholders

Requirements:

• Bachelor's degree in Accounting, Business, Finance, or related fields.
• Preferred CPA/CFA certification
• Minimum of 2-4 years of relevant working experience.
• Familiarity with insurance and/or asset management operations and processes, preferably with exposure to multiple asset classes.
• Strong understanding of investment and financial accounting.
• Excellent command of written and spoken English, Chinese is a plus
• Proficiency in MS Office applications; knowledge of VBA, Python, or Bloomberg is advantageous