What Jobs are available for Asset Allocation in Hong Kong?

Responsibilities:

• Responsible for the implementation of asset allocation services for the institution/team served
• Responsible for product post-sales warnings and rebalancing, and management of asset allocation activities
• Responsible for referring complex needs to investment consultants, insurance consultants, and trust consultants
• Responsible for the production of auxiliary sales materials

Requirements:

• Full-time undergraduate or above, majoring in economics, finance, management, marketing, etc
• More than 5 years of work experience (inclusive), with experience in customer marketing at frontline
• Proficient in wealth management/asset allocation/investment portfolio concepts and working methods, and able to guide account managers to build professional capabilities
• Active thinking and strong service awareness, customer awareness, learning ability and stress resistance
• Possess professional qualities, strong work responsibility, communication and coordination skills, stress resistance and teamwork spirit
• Possess relevant financial management qualifications/certificates

(Candidate with more experience will be considered as senior role.)

Join DayOne – Shaping the Future of Data Infrastructure

DayOne is a global leader in the development and operation of high-performance data centers. As one of the fastest-growing companies in the industry, we've built a robust presence across Asia and Europe — and we're just getting started.

As we expand into new international markets, we're looking for talented, driven individuals to join us on this exciting journey. This is more than a job — it's an opportunity to be a key contributor to our dynamic team and help shape the future of global data infrastructure.

If you're passionate about innovation, technology, and growth, we invite you to be part of DayOne's next chapter.

Role Overview

We are seeking a high-performing individual to join the Office of the Chairman, supporting global strategy, investment, and partnership initiatives that are shaping DayOne's expansion and leadership in the AI infrastructure ecosystem.

This is a rare opportunity to work directly with senior leadership — including the Chairman, VP of Strategy & Investment, and Board members — on cross-border transactions, strategic partnerships, and high-value growth initiatives.

The ideal candidate will bring a combination of analytical rigour, commercial intuition, and executional excellence, with experience across investment banking, private equity, real estate, or corporate development.

Key Responsibilities
Strategic & Financial Analysis

• Build, own, and maintain detailed financial models to support new investments, M&A, and partnership opportunities.
• Perform valuation, sensitivity, and returns analysis to inform executive decisions.
• Prepare high-impact investment memos and board materials articulating deal rationale and strategic fit.

Investment Execution & Structuring

• Support end-to-end transaction execution — including due diligence, financial analysis, documentation, and closing.
• Collaborate with internal finance, legal, and technical teams on LOIs, MOUs, term sheets, NDAs, and joint venture agreements.
• Coordinate external advisors (banks, consultants, legal counsel) to ensure high-quality and timely delivery.

Market & Competitive Intelligence

• Conduct deep-dive research on global data center, AI, and digital infrastructure trends to shape investment theses.
• Build and maintain benchmarking tools and competitor maps to support strategic recommendations.
• Translate complex industry data into clear, actionable insights for leadership.

Strategic Projects & Stakeholder Management

• Partner with senior executives on strategic initiatives spanning fundraising, regional expansion, and capital deployment.
• Coordinate cross-functional workstreams across finance, development, operations, and regional teams.
• Deliver concise, visually compelling presentations to senior management, investors, and strategic partners.

Governance & Confidentiality

• Uphold the highest levels of discretion and professionalism when handling sensitive company and partner information.
• Ensure analytical accuracy, data integrity, and quality of outputs in all deliverables.

Requirements

• Bachelor's degree in Finance, Economics, Engineering, or a related field from a leading university; MBA or CFA preferred.
• 4–7 years of experience in investment banking, private equity, real estate, or corporate strategy/development.
• Advanced proficiency in Excel financial modelling and PowerPoint / presentation design.
• Exceptional analytical skills with strong attention to detail and output quality.
• Strong command of written and spoken English; additional Asian or European languages an advantage.
• Proven ability to manage multiple complex projects under pressure and tight timelines.
• Self-starter with intellectual curiosity, commercial acumen, and a strong sense of ownership.
• Comfortable operating in an international, high-growth, and fast-paced environment, working directly with senior stakeholders.

What You'll Gain

• Exposure to C-suite decision-making and board-level strategic discussions.
• Experience across global markets, cross-border transactions, and multi-sector investment opportunities.
• Opportunity to influence AI infrastructure strategy at one of the fastest-growing data center companies globally.
• A culture of performance, curiosity, and collaboration — where your impact is tangible from Day One.

DayOne is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

If you're ready to grow with one of the fastest-moving companies in the data center industry, apply now and be part of our global journey.

Position Overview

Reporting to Head of FP&A and Business Strategy & Analytics, Global Sourcing, this candidate will work closely with region to prepare, consolidate, and independently review for the delivery of budget and forecasts. This role requires a balance of strategic leadership and hands-on execution in managing financial processes, identifying business opportunities, and optimizing costs within the region.

Job Responsibilities

• To be the Region's key finance partner who strategizes business structure, simulates commercial outcomes, identifies critical success factors and development blockers.
• Lead the budgeting, forecasting, and long-term planning processes, ensuring alignment with strategic business objectives.
• Partner with regional leadership team to monitor financial performance, identify risks and opportunities, and drive cost optimization initiatives.
• Lead the submission process for financial information, coordinating month-end closing activities and ensuring alignment with actual results.
• Prepare monthly management reports with in-depth analysis of key financial KPIs, highlighting key financial trends and business drivers.
• Develop financial models to evaluate business scenarios, investment opportunities and cost saving initiatives.

Qualification & Requirements

• Bachelor's degree in Accounting/Finance or any business-related discipline
• MBA is a plus
• Professional qualification, such as Qualified Accountant is a strong plus
• Minimum 5-8 years of combined Accounting & Financial Planning experience in Multinational Corporations
• Excellent organizational skills including ability to multi-task, prioritize and meet tight deadlines
• Self-motivated and strong team player
• Proactive, flexible and can-do attitude
• Effective communication skills and excellence interpersonal skills
• Fluent spoken and written English is a must
• Advanced MS Excel, Word, and PowerPoint skills
• Good knowledge of the Hyperion system and BI tools will be a plus

Are you a highly analytical and detail-oriented finance professional looking for an exciting opportunity to showcase your FP&A expertise? Join our client's dynamic finance team and play a crucial role in driving business success through financial planning, analysis, and insightful reporting. This position offers a chance to work with a multinational corporation, leveraging your advanced Excel and PowerPoint skills to make a significant impact.

• Financial Planning: Develop and maintain sophisticated financial models, forecasts, and budgets to support key business objectives.
• Insightful Reporting: Prepare comprehensive financial reports and management presentations, providing valuable variance analysis for senior leadership.
• Business Collaboration: Partner with various business units to understand performance drivers and deliver actionable insights that drive decision-making.
• Data Analysis: Utilize advanced Excel functions to analyze large datasets, synthesizing information into clear, well-structured presentations.
• Compelling Presentations: Create impactful and insightful PowerPoint presentations for both internal and external stakeholders.
• Process Enhancement: Identify and implement opportunities to improve financial processes and controls, contributing to overall operational efficiency.
• Strategic Support: Assist with special projects and executive requests, delivering high-quality, timely analysis to support strategic initiatives.

• Financial Expertise: A Bachelor's degree in Finance, Accounting, Economics, or a related field, with 3+ years of experience in FP&A roles, preferably within a multinational corporation.
• Excel Wizardry: Advanced Excel skills, including financial modeling, complex formulas, data analysis, and automation capabilities.
• Presentation Skills: Strong PowerPoint proficiency with an eye for design and clarity in messaging.
• Accounting Knowledge: Solid understanding of accounting principles and financial statements to ensure accurate analysis and reporting.
• Problem-Solving Abilities: Strong critical thinking and organizational skills to tackle complex financial challenges.
• Communication Skills: Excellent verbal and written communication abilities to effectively convey financial insights to various stakeholders.
• Big 4 Experience: While not required, experience with a Big 4 accounting firm is considered a plus.

Our client offers an attractive remuneration package and other benefits, such as:

• Competitive compensation to reward your skills and expertise
• Comprehensive medical scheme for your health and wellbeing
• MPF scheme to support your long-term financial goals
• Public holidays to ensure a healthy work-life balance
• Discretionary bonus opportunities to recognize your contributions
• Dynamic and collaborative team environment for professional growth
• Career development opportunities to advance your skills and expertise

Ready to join this role? Click Apply now to submit your resume and share your availability and expected salary with us

We encourage all qualified candidates to apply, regardless of background or experience level. Your unique perspective could be exactly what our client is looking for

All information received will be kept strictly confidential and will be used only for employment-related purposes.

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Job Title: Financial Planning & Analysis Manager

The Financial Planning & Analysis (FP&A) professional will be a key business partner to department leaders, providing the insights and analysis necessary to make informed financial and operational decisions. This role is responsible for budgeting, forecasting, long-range planning, management reporting,  and  variance  analysis.  The   ideal  candidate  will  transform  data   into  actionable intelligence, supporting our company's growth and profitability goals.

职位概述

财务规划与分析(FP&A)专业人员将成为部门负责人的核心业务伙伴,为制定合理的财务及运营决策提供必要的洞见与分析支持。该职位负责预算编制、预测、长期规划、管理报告及差异分析工作。理想候选人需能将数据转化为可执行的有效信息,助力公司实现增长与盈利目标。

1. Planning & Forecasting

• Collaborate with department heads to lead the annual budgeting process and quarterly forecasting cycles.

• Develop and maintain detailed financial models to support strategic initiatives, scenario planning, and new business opportunities.

2. Management Reporting & Analysis

• Create dashboards and data visualizations to clearly communicate complex financial information to stakeholders without a financial background.

• Timely prepare and distribute monthly, quarterly, and annual management reports, and provide insightful interpretations of variances against budgets, forecasts, and the previous year.

• Analyze key performance indicators (KPIs), financial trends, and operational metrics to identify potential risks and opportunities.

3. Financial Systems Architecture

• Design and manage Enterprise Resource Planning (ERP) and financial systems that align with the economic characteristics of the industry, including:

- Revenue tracking (rewards, earnings, covering digital currencies);

- Cost allocation (electricity fees, hosting fees, hardware depreciation expenses, maintenance fees);

- Hashpower sales (spot/contract-based billing models, fiat/digital currency payment methods).

• Integrate system and exchange data feeds to achieve real-time access to financial data.

• Implement dynamic cost accounting in response to adjustments for actual operational challenges.

• Build real-time dashboards for the Chief Financial Officer (CFO) and executive team, presenting key data such as revenue per terahash (Revenue per TH/s), power efficiency, and profit and loss statements by farm (P&L by farm).

核心职责

一、规划与预测

协同各部门负责人,主导年度预算编制流程及季度预测周期工作。

搭建并维护详细的财务模型,为战略举措、情景规划及新业务机遇提供支持。

二、管理报告与分析

制作仪表盘与数据可视化图表,向非财务背景的相关方清晰传达复杂财务信息。

及时编制并分发月度、季度及年度管理报告,并针对预算、预测与上一年度的差异提供具有洞察力的解读。

分析关键绩效指标(KPI)、财务趋势及运营指标,识别潜在风险与机遇。

三、财务系统架构

设计并管理符合行业经济特性的企业资源计划(ERP)及财务系统,具体包括:

收入追踪(奖励、收益,涉及数字货币);

成本分摊(电费、托管费、硬件折旧费、维护费);

算力销售(基于现货 / 合约的计费模式、法币 / 数字货币支付方式)。

系统及交易所数据馈送,实现财务数据实时获取。

针对实际情况难度调整,实施动态成本核算。

为首席财务官(CFO)及高管团队搭建实时仪表盘,呈现算力收入(Revenue per TH/s)、电力效率、利润表(P&L by farm)等关键数据。

l Bachelor's degree in Finance, Accounting, Economics, or a related field.

l 3+ years of experience in an FP&A, strategic finance, Web3.0 industry or investment banking role.

l Expert proficiency in financial modeling and Excel (pivot tables, lookups, advanced formulas).

l Proven ability to manage multiple priorities in a fast-paced, dynamic environment.

l Experience with ERP systems (e.g., NetSuite, SAP, Oracle) and advanced FP&A software (e.g., Adaptive Insights, Hyperion, Anaplan).

l Professional certification is preferred (e.g., CFA, CMA, or CPA).

任职要求与所需技能

1. 拥有财务、会计、经济学或相关领域学士学位。

2. 3 年及以上财务规划与分析(FP&A)、战略财务、Web3行业或投资银行相关工作经验。

3. 精通财务建模及 Excel 操作(包括数据透视表、查找函数、高级公式)。

4. 具备在快节奏、动态环境中同时处理多项工作优先级的能力。

5. 拥有企业资源计划(ERP)系统(如 NetSuite、SAP、Oracle)及高级财务规划与分析软件(如 Adaptive Insights、Hyperion、Anaplan)使用经验。

6. 持有专业证书者优先(如特许金融分析师 CFA、注册管理会计师 CMA 或注册会计师 CPA)。

We are looking for:

• Degree holder in all discipline
• Energetic and outgoing
• Mature, self­-motivated, hardworking and willing to learn
• 1-2 years working experience is an advantage
• Experience in banking industry or background in mainland will be an advantage
• Full working rights for Hong Kong are also welcome
• Fluent in Cantonese and Mandarin is an advantage

Responsibilities:

• Identifying needs of clients and providing professional financial advice
• Management of wealth assets of clients through investment vehicles
• Updating financial news to your clients
• Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing)
• High End and Wealth Management for HNW and PRC Clients
• Corporate Solution Planning for Corporate Clients
• Provide quality after-sales services to maintain good customer relationship

We offer:

• Over 200 hours well-structured and comprehensive mentoring program
• Monthly income from HK$60,000 + remuneration & fringe benefits
• One year fast track program to managerial level
• Special holiday package (2 company trips per year)
• Overseas learning experience
• "Work Hard, Play Hard"working environment & lots of fun
• Opportunity to explore PRC and Hong Kong business

Job Description:

1  Professional Investment plannings for clients or companies

• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• PRC Business & CIES (Capital Investment Entrant Scheme) Planning
• Corporate Solutions Provision

2  Management level

• Planning Strategies for Constructing Team
• Learn Leading, Recruiting & Managing Team
• Provide marketing strategies skills

3  Self Continuous Improvement

• Achieve Professional Destinations (MDRT, COT, TOT, CFPCM,ChFC, CFA, CPA,etc.)
• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

4  Development Path and Work Benefit

• A structured career path and solid training in all aspects of management
• Sponsored overseas travelling for achieving yearly targets

Please click " APPLY NOW'' if you are interested in our program.

We always welcome talents

CHINA MOBILE HONG KONG COMPANY LIMITED ("CMHK") is the wholly-owned subsidiary of China Mobile Limited (HKEx: 941), which ranks 58th on the Fortune Global 500.

Our company strives to offer superior service experience and to become a first-class service provider in the development of digitalized and intelligent Hong Kong. We are preserving an environment with trust, responsibility and caring. At CMHK, we commit to maximizing people's potential and paving the way toward success for every striver. We are now inviting high caliber professional to join us.

Department: Finance Division / Financial Planning and Analysis

Job Responsibilites:

• Perform rolling forecasts, annual budgeting, and regular management reporting; highlight key findings to management
• Provide ongoing financial analysis of business performance and advise management on emerging trends and critical issues
• Conduct ad hoc analyses and review KPIs to support strategic decision-making
• Evaluate the current budgeting system and related processes; identify and recommend areas for improvement
• Deliver ad hoc financial and business trend analyses to support management decisions; identify issues and collaborate with relevant business and functional teams
• Assist in the preparation of management presentation materials
• Collaborate with the team to resolve financial reporting issues and ensure accuracy
• Handle other ad hoc tasks as assigned

Job requirement:

• Degree in Accounting, Finance or related discipline
• CPA or other professional qualifications in Accountancy
• Minimum of 7 years of combined experience in Accounting and Financial Planning
• Prior experience in the telecommunications industry is a strong advantage
• Exceptional analytical skills with a keen eye for detail and data accuracy
• Proven ability to build strong business partnerships and communicate effectively across teams
• Proficient written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

When you work:

• 5 days work
• 8 hours/day

What you enjoy:

• Discretionary Performance bonus
• Life insurance
• Medical insurance
• Meal allowance
• Education subsidies
• Birthday gift
• Marriage leave
• Birthday leave
• Staff discount

CMHK is committed to be an equal opportunity employer. We offer exceptional benefits package and the opportunity to work in a challenging environment. Personal data provided by applicants will be treated strictly in accordance with our personal data policy and for recruitment purposes only.

Please submit your application to us by clicking the APPLY NOW button and send your full resume with your availability, current and expected salary to us.

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:
Reporting to the VP, Strategic Finance, Asia, this role leads Asia Financial Planning and Analysis function. The role-holder is an integral link between the Corporate Office and the Asia Business Units. The role-holder is responsible for the preparation of management reporting packs, preparation of strategic and business plan financial projections for Asia, oversees the Joint Venture financial reporting for India and China, competitor and Sun Life ecosystem analysis, and leads Investor Relations related work for Asia.

Job Description (heading)
Financial Planning & Analysis

• Lead the Asia FP&A team and Business Unit finance to deliver timely and accurate performance reporting to Corporate and Regional Office leadership, including producing the quarterly Asia CFO memo and the quarterly Asia President Board memo
• Responsible for maintaining a view of the financial trajectory of Asia in the coming quarters/years to provide Asia leadership with a view of baseline trending for the Asia Business Group
• Responsible for producing the external financial narrative for Asia, including business highlights as well as supporting quarter end internal/external financial deliverables
• Lead the team and Business Unit finance to deliver an achievable annual Business Plan
• Manage the annual Business Plan financial deliverables to regional management and Corporate management as well as the annual 5-year Strategic Plan financial process
• Responsible for Investor Relations function for Asia BG. This involves crafting the Asia external narrative and business highlights each quarter, preparing for analyst calls, investor/rating agency meetings and contributing to quarter end external material.

Monthly Business Reviews with Asia BUs and Competition Insights

• Facilitate the Monthly Business Review process which is the business performance monitoring meetings between the Asia CEO/Leadership with each Business Unit as well as functional areas.
• Responsible for producing the competitor analysis as well as Sun Life ecosystem analysis (JV partners, banca partners, etc.)
• Perform analysis of financial results in the context of key business drivers
• Imbibe a "So what?" and "Now what?" mindset to drive actionable insights as opposed to merely reporting

Joint Venture Financial Reporting & Insights

• Lead the India/China joint venture financial reporting team responsible for monitoring financial performance of India/China JVs and preparing/presenting the financials for these respective JVs through the forecasting, quarter end, Business Plan and Strategic Plan financial processes.

Talent & Culture

• Attract, develop and retain high-performing talent to support the Global Finance vision of becoming ONE world-class Finance function delivering strong financial discipline and positive business impact to our stakeholders
• Proactively drive talent mobility within different functional areas or geographies to groom future leaders
• Develop credible succession plans for own role and key roles within the team

Preferred Skills (heading)

• Ability to lead a multi-disciplinary, high performing team
• Strong business acumen (life insurance and asset management businesses)
• Strong financial acumen
• Good presentation and interpersonal skills, ability to present to Asia CEO/CFO and Business Unit leadership
• Strong influencing and negotiation skills given collaborative nature of working across Business Units and functional areas
• Strong analytical skill and attention to detail

Qualifications (heading)

• 15 years working experience in performance reporting/business analysis/planning with at least 8 years in managerial roles
• Professional designation such as CFA, CPA, actuarial designation

Job Category:
Finance

Posting End Date:
30/10/2025

Position Overview

We are seeking a highly analytical and detail-oriented Senior Financial Planning & Analysis (FP&A) Analyst to join our finance team. The ideal candidate will have a proven track record in Financial Planning & Analysis, strong business acumen, and advanced proficiency in Excel and PowerPoint. Significant FP&A experience is a top priority, and a background with a Big 4 accounting firm is also valued.

Key Responsibilities

• Financial Planning & Analysis: Develop, maintain, and improve financial models, forecasts, and budgets to support business objectives.
• Reporting: Prepare regular financial reports, management presentations, and variance analysis for senior leadership.
• Business Partnering: Collaborate with business units to understand performance drivers and provide actionable insights.
• Data Management: Analyse large data sets using advanced Excel functions, synthetize data and deliver clear well-structured presentations.
• Presentations: Create compelling and insightful presentations for internal and external stakeholders using PowerPoint.
• Process Improvement: Identify and implement opportunities to enhance financial processes and controls.
• Ad-hoc Analysis: Support special projects and executive requests by delivering high-quality, timely analysis.

Required Qualifications

• Bachelor's degree in finance, Accounting, Economics, or related field.
• 3-5 years of experience in FP&A roles within a multinational corporation. An additional experience working at a Big 4 accounting firm is a plus.
• Advanced Excel skills (financial modelling, complex formulas, data analysis, automation).
• Strong PowerPoint skills with a keen eye for design and clarity in messaging.
• Solid understanding of accounting principles and financial statements.
• Strong problem-solving, critical thinking, and organizational skills.
• Ability to summarize information and present it in a clear way
• Excellent communication and interpersonal abilities.

Preferred Qualifications

• Experience with ERP and financial planning software (Business Central; Sage).
• Ability to work effectively both independently and as part of a team.

What We Offer

• Competitive compensation and benefits package
• Dynamic and collaborative team environment
• Opportunities for career growth and professional development

Welcome to visit our website:

Benefit

We offer an excellent remuneration package, including a medical scheme, an MPF scheme, public holidays, and a discretionary bonus to the right candidate.

Application

Please forward your detailed resume indicating expected salary and e-mail APPLY NOW to , attention of Human Resources. Applicants who are not contacted within 4 weeks may consider their application unsuccessful.

The personal data collected in this application will be used by Lenton Group and their members of DPD HK Limited included to assess your suitability to assume the job duties of the position for which you have applied and to determine preliminary remuneration, bonus payment, and benefits package to be discussed with you subject to selection for the position.

Personal data in your resume or obtained through recruitment is considered mandatory for selection purposes. Failure to provide that data may influence the processing and outcome of your application.

It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for one year period.  When there are vacancies in our companies or our associated companies during the period, your personal data may be transferred to and stored by third-party service providers outside Hong Kong for secure data retention purposes only.

Under the Personal Data (Privacy) Ordinance, you have the right to request access to, and to request correction of, your personal data about your application. If you wish to exercise these rights, please complete the "Personal Data Access Form" and forward it to Hong Kong Human Resources 

If you have any queries about Data Protection, you can also email to