74 Financial Analysts jobs in Hong Kong
Senior Analyst, Investment Performance Analysis
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the Senior Analyst, Investment Performance Analysis role at T. Rowe Price
Senior Analyst, Investment Performance AnalysisJoin to apply for the Senior Analyst, Investment Performance Analysis role at T. Rowe Price
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
The Performance Analyst is responsible for developing and implementing quantitative investment analysis and performance analysis utilizing a variety of data-oriented systems, tools and financial databases. The position has a charter to support the relevant quantitative analytical needs of Investment Management and internal reporting teams. Provides in-depth technical and broad subject matter expertise over critical and complex performance and statistical functions. Responsible to deliver performance and attribution reporting services to the local office and its clients.
Core Responsibilities
- Analyze and interpret investment-related data to help inform Investment Management’s decision-making process and support operational capabilities to deliver performance services for new clients and for complex products and /or securities. An ability to utilize a wide variety of investment and performance and attribution tools, as well as to develop custom solutions is required.
- Demonstrates mastery of analytical methods and tools by responding to complex ad-hoc analytical and reporting requests on daily basis from Investment Management and Global Client reporting teams.
- Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met.
- Responsible for documenting unique regional requirements, both current and long-term performance needs, establish priorities, set expectations, seek feedback and exercise influence and expertise to lead appropriate actions or strategies for addressing these concerns within the larger performance organization.
- Responsible for delivering timely attribution reports (equity, fixed income and multi-asset), investigating and explaining anomalous or unexpected attribution results, and collaborating with investment team to analyze the impact of investment decisions on performance. Supports client reporting by providing insightful attribution analysis.
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 5+ years of total relevant work experience
- Demonstrated technical or industry knowledge
- Technical knowledge of performance, GIPS, and global financial markets and processes
- CIPM or CFA certification is preferable
- Advanced Excel skills; Knowledge in SQL
- Experience in performance and attributions systems like Factset PA, Bloomberg PORT
- Knowledge in Power BI, Python and R is preferred
- Must work well independently and take initiative with assigned projects
- Demonstrated ability to manage multiple priorities
- Understanding of business software/systems analysis techniques
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Investment Management
Referrals increase your chances of interviewing at T. Rowe Price by 2x
Sign in to set job alerts for “Investment Performance Analyst” roles.Shenzhen, Guangdong, China CN¥9,000.00-CN¥18,000.00 1 year ago
Investment Counsellor Analyst - Global Private Banking Senior Business Analyst - Securities/Funds Services (Up to 95K/mth) Senior Investment Analyst / Assistant Manager | Capital Markets & Investment Services Business Analyst, ETF Product Delivery - Corporate and Institutional Banking Investment Analyst, Fixed Income - HSBC Global Asset Management Analyst / Senior Analyst, Investment Operations Point72 Academy 2025 Investment Analyst Program for Experienced Professionals HK Investment Analyst / Associate (Corporate Development) Point72 Academy Investment Analyst Program for Upcoming Graduates (2026 – HK) Investment Analyst / Associate (Corporate Development) Investment Analyst – Private Credit & Structured Finance Strategic Finance Analyst : Campus Hire 2025 (Hong Kong) Investment Analyst, Leading Global Fund of Funds, Hong Kong Investment Analyst (<40k, buy-side family office, PE focused) Quantitative Analyst, Index Investment Strategy Associate/Senior Associate, APAC Credit InvestmentsCentral & Western District, Hong Kong SAR 2 weeks ago
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#J-18808-LjbffrSenior Analyst, Investment Performance Analysis
Posted 4 days ago
Job Viewed
Job Description
Join to apply for the Senior Analyst, Investment Performance Analysis role at T. Rowe Price
Senior Analyst, Investment Performance AnalysisJoin to apply for the Senior Analyst, Investment Performance Analysis role at T. Rowe Price
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
The Performance Analyst is responsible for developing and implementing quantitative investment analysis and performance analysis utilizing a variety of data-oriented systems, tools and financial databases. The position has a charter to support the relevant quantitative analytical needs of Investment Management and internal reporting teams. Provides in-depth technical and broad subject matter expertise over critical and complex performance and statistical functions. Responsible to deliver performance and attribution reporting services to the local office and its clients.
Core Responsibilities
- Analyze and interpret investment-related data to help inform Investment Management’s decision-making process and support operational capabilities to deliver performance services for new clients and for complex products and /or securities. An ability to utilize a wide variety of investment and performance and attribution tools, as well as to develop custom solutions is required.
- Demonstrates mastery of analytical methods and tools by responding to complex ad-hoc analytical and reporting requests on daily basis from Investment Management and Global Client reporting teams.
- Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met.
- Responsible for documenting unique regional requirements, both current and long-term performance needs, establish priorities, set expectations, seek feedback and exercise influence and expertise to lead appropriate actions or strategies for addressing these concerns within the larger performance organization.
- Responsible for delivering timely attribution reports (equity, fixed income and multi-asset), investigating and explaining anomalous or unexpected attribution results, and collaborating with investment team to analyze the impact of investment decisions on performance. Supports client reporting by providing insightful attribution analysis.
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 5+ years of total relevant work experience
- Demonstrated technical or industry knowledge
- Technical knowledge of performance, GIPS, and global financial markets and processes
- CIPM or CFA certification is preferable
- Advanced Excel skills; Knowledge in SQL
- Experience in performance and attributions systems like Factset PA, Bloomberg PORT
- Knowledge in Power BI, Python and R is preferred
- Must work well independently and take initiative with assigned projects
- Demonstrated ability to manage multiple priorities
- Understanding of business software/systems analysis techniques
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Investment Management
Referrals increase your chances of interviewing at T. Rowe Price by 2x
Sign in to set job alerts for “Investment Performance Analyst” roles.Shenzhen, Guangdong, China CN¥9,000.00-CN¥18,000.00 1 year ago
Investment Counsellor Analyst - Global Private Banking Senior Business Analyst - Securities/Funds Services (Up to 95K/mth) Senior Investment Analyst / Assistant Manager | Capital Markets & Investment Services Business Analyst, ETF Product Delivery - Corporate and Institutional Banking Investment Analyst, Fixed Income - HSBC Global Asset Management Analyst / Senior Analyst, Investment Operations Point72 Academy 2025 Investment Analyst Program for Experienced Professionals HK Investment Analyst / Associate (Corporate Development) Point72 Academy Investment Analyst Program for Upcoming Graduates (2026 – HK) Investment Analyst / Associate (Corporate Development) Investment Analyst – Private Credit & Structured Finance Strategic Finance Analyst : Campus Hire 2025 (Hong Kong) Investment Analyst, Leading Global Fund of Funds, Hong Kong Investment Analyst (<40k, buy-side family office, PE focused) Quantitative Analyst, Index Investment Strategy Associate/Senior Associate, APAC Credit InvestmentsCentral & Western District, Hong Kong SAR 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrFinancial Planning Analyst
Posted 5 days ago
Job Viewed
Job Description
Overview
Financial Planning Analyst – Independent Contractor, Remote at Mercor
Base pay range: $80.00/hr - $10.00/hr
Company IntroductionMercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D’Angelo , Larry Summers , and Jack Dorsey .
Role Overview- Position: Finance Professional – Independent Contractor, Remote
- Commitment: Part-time, ~20 hours/week
- Duration: 1–2 months
- Join a collaboration with a top AI research lab. Contribute to developing AI systems for financial workflows.
- Evaluate financial outputs produced by AI systems for quality and accuracy
- Calibrate AI decision-making processes in forecasting models and scenario analysis
- Simulate and audit budgeting workflows and variance analyses
- Provide domain-specific feedback on AI-generated financial plans
- Collaborate asynchronously with product and AI teams to improve system performance
- Must-Have Qualifications
- 2+ years of experience in finance, ideally in FP&A or related roles
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Strong proficiency in financial analysis and modeling techniques
- Solid understanding of corporate financial planning processes
- Excellent analytical and critical thinking skills
- Preferred Qualifications
- Advanced degrees (e.g., MBA) or relevant certifications (e.g., CMA, CPA)
- Start Date: Immediate
- Compensation: $80–$100 USD/hr, with bonus incentives
- Contract Type: Independent contractor
- Schedule: Fully remote and asynchronous
- Payment: Daily via Stripe Connect
- Upload resume and application form
- AI interview: 15-minute session on professional background
- Work trial: Paid, 3-hour task-based assessment
Apply through Mercor to shape frontier AI research.
#J-18808-LjbffrFinancial Planning Analyst
Posted 5 days ago
Job Viewed
Job Description
Financial Planning Analyst – Independent Contractor, Remote at Mercor
Base pay range: $80.00/hr - $10.00/hr
Company IntroductionMercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D’Angelo , Larry Summers , and Jack Dorsey .
Role Overview- Position: Finance Professional – Independent Contractor, Remote
- Commitment: Part-time, ~20 hours/week
- Duration: 1–2 months
- Join a collaboration with a top AI research lab. Contribute to developing AI systems for financial workflows.
- Evaluate financial outputs produced by AI systems for quality and accuracy
- Calibrate AI decision-making processes in forecasting models and scenario analysis
- Simulate and audit budgeting workflows and variance analyses
- Provide domain-specific feedback on AI-generated financial plans
- Collaborate asynchronously with product and AI teams to improve system performance
- Must-Have Qualifications
- 2+ years of experience in finance, ideally in FP&A or related roles
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Strong proficiency in financial analysis and modeling techniques
- Solid understanding of corporate financial planning processes
- Excellent analytical and critical thinking skills
- Preferred Qualifications
- Advanced degrees (e.g., MBA) or relevant certifications (e.g., CMA, CPA)
- Start Date: Immediate
- Compensation: $80–$100 USD/hr, with bonus incentives
- Contract Type: Independent contractor
- Schedule: Fully remote and asynchronous
- Payment: Daily via Stripe Connect
- Upload resume and application form
- AI interview: 15-minute session on professional background
- Work trial: Paid, 3-hour task-based assessment
Apply through Mercor to shape frontier AI research.
#J-18808-LjbffrFinancial Planning & Analysis Manager
Posted 9 days ago
Job Viewed
Job Description
Join to apply for the Sourcing Financial Planning & Analysis Manager role at BoF Careers
Sourcing Financial Planning & Analysis Manager1 week ago Be among the first 25 applicants
Join to apply for the Sourcing Financial Planning & Analysis Manager role at BoF Careers
Get AI-powered advice on this job and more exclusive features.
Company Description
Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.
Company Description
Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.
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.
Essential Duties & 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.
Experience, Skills & Knowledge
- 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
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Advertising Services
Referrals increase your chances of interviewing at BoF Careers by 2x
Sign in to set job alerts for “Financial Planning and Analysis Manager” roles. Sourcing Financial Planning & Analysis Manager Financial Planning and Analysis Manager-Corporate FPASha Tin District, Hong Kong SAR 20 hours ago
Finance Manager, Financial Planning and Analysis Marsh McLennan Financial Controller, Hong Kong and Macau Regional Assistant Finance Manager / Senior Accountant Senior Manager, Finance (Information Technology) internal Financial Controller (Hong Kong) Senior Manager, Financial Institutions, Global Markets Consulting - Finance - Senior Manager - Hong KongHong Kong, Hong Kong SAR HK$75,000.00-HK$90,000.00 1 week ago
Treasury Manager (big brand + attractive bonus) Consulting - Finance Transformation - Senior/ Manager - Hong Kong Financial Controller (P&C Insurance Broker) Treasury Financial Control & Advisory - AVPWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrFinancial Planning Consultant / Manager
Posted 24 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Manulife Hong Kong and Macau
Company Overview
- Over 125 years of trusted experience in financial services
- Serving 2.4 million+ customers across Hong Kong, Macau, and the Greater Bay Area
- Part of Manulife Financial Corporation, headquartered in Canada
- Offering a wide range of insurance, protection, and wealth management solutions
- Focused on digital transformation and delivering a highly customer-centric experience
Location: Hong Kong SAR
Job Type: Full-time (Hybrid – primarily remote with occasional on-site engagements)
Role Summary
We are seeking passionate, people-oriented individuals to join our growing team as Financial Planning Consultants or Managers. This hybrid role offers excellent flexibility, career progression, and the chance to make a real difference in clients’ financial futures. You’ll be responsible for developing financial strategies, offering tailored advice, and building long-term client relationships through a solution-based approach.
Key Responsibilities
- Provide personalized financial planning, retirement, and investment solutions
- Conduct client consultations to analyze goals and needs
- Build strong client relationships through regular contact and follow-up
- Network to develop new connections and expand your client base
- Stay updated on financial products, trends, and regulatory changes
- Must be a Hong Kong Permanent Identity Card holder
- Positive, high-energy individuals with strong people skills
- Naturally enjoys networking, building connections, and helping others
- Background in banking, finance, or client servicing is a strong advantage
- Bachelor's degree in Finance, Business, or a related field preferred
- (If no degree, referral-based opportunities may be available for qualified candidates )
- Relevant certifications (CFP, CFA, etc.) are a plus
- Strong analytical, communication, and problem-solving skills
- Highly attractive commissions and performance-based bonuses
- Ongoing mentorship, professional development, and industry training
- Clear career advancement path
- A supportive team culture focused on growth and collaboration
- Flexible hybrid work model with significant remote work opportunities
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
Referrals increase your chances of interviewing at Manulife Hong Kong and Macau by 2x
Sign in to set job alerts for “Financial Planning Consultant” roles. Assistant FP&A Manager / Senior Financial AnalystCentral & Western District, Hong Kong SAR 1 week ago
CBS - Financial Services – Business Enablement – Operations Manager / Analyst - Hong Kong Financial Management Manager - Budget and Planning (Ref no: FMMBP-ALAI) Financial Planning Consultant/Management trainee Analyst/ Assistant Manager, Deal Advisory, Transaction Services (Financial Services) Senior Financial Analyst / Assistant Finance Manager Consultant, Deal Advisory, Strategy & Operations (Financial Services) CBS - Financial Services - Business Enablement - Operations Manager / Analyst - Hong Kong Analyst / Assistant Vice President, Financial Control Department, Accounting Section Analyst / Assistant Vice President, Financial Control Department, Accounting Section Business Development Analyst, Financial Risk Analytics Manager, Deal Advisory, Strategy & Operations (Financial Services, Operational Excellence) Financial Analyst or Finance Manager, FP&A - Reputable, Large Corporate Bank Financial Markets Analyst – Global MarketsKwun Tong District, Hong Kong SAR 9 months ago
Senior Financial Analyst, Milwaukee AsiaNew Territories, Hong Kong SAR 8 hours ago
Sha Tin District, Hong Kong SAR 2 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrFinancial Planning & Analysis Manager
Posted today
Job Viewed
Job Description
Join to apply for the Sourcing Financial Planning & Analysis Manager role at BoF Careers
Sourcing Financial Planning & Analysis Manager1 week ago Be among the first 25 applicants
Join to apply for the Sourcing Financial Planning & Analysis Manager role at BoF Careers
Get AI-powered advice on this job and more exclusive features.
Company Description
Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.
Company Description
Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.
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.
Essential Duties & 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.
Experience, Skills & Knowledge
- 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
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Advertising Services
Referrals increase your chances of interviewing at BoF Careers by 2x
Sign in to set job alerts for “Financial Planning and Analysis Manager” roles. Sourcing Financial Planning & Analysis Manager Financial Planning and Analysis Manager-Corporate FPASha Tin District, Hong Kong SAR 20 hours ago
Finance Manager, Financial Planning and Analysis Marsh McLennan Financial Controller, Hong Kong and Macau Regional Assistant Finance Manager / Senior Accountant Senior Manager, Finance (Information Technology) internal Financial Controller (Hong Kong) Senior Manager, Financial Institutions, Global Markets Consulting - Finance - Senior Manager - Hong KongHong Kong, Hong Kong SAR HK$75,000.00-HK$90,000.00 1 week ago
Treasury Manager (big brand + attractive bonus) Consulting - Finance Transformation - Senior/ Manager - Hong Kong Financial Controller (P&C Insurance Broker) Treasury Financial Control & Advisory - AVPWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrBe The First To Know
About the latest Financial analysts Jobs in Hong Kong !
Financial Planning Consultant / Manager
Posted 4 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Manulife Hong Kong and Macau
Company Overview
- Over 125 years of trusted experience in financial services
- Serving 2.4 million+ customers across Hong Kong, Macau, and the Greater Bay Area
- Part of Manulife Financial Corporation, headquartered in Canada
- Offering a wide range of insurance, protection, and wealth management solutions
- Focused on digital transformation and delivering a highly customer-centric experience
Location: Hong Kong SAR
Job Type: Full-time (Hybrid – primarily remote with occasional on-site engagements)
Role Summary
We are seeking passionate, people-oriented individuals to join our growing team as Financial Planning Consultants or Managers. This hybrid role offers excellent flexibility, career progression, and the chance to make a real difference in clients’ financial futures. You’ll be responsible for developing financial strategies, offering tailored advice, and building long-term client relationships through a solution-based approach.
Key Responsibilities
- Provide personalized financial planning, retirement, and investment solutions
- Conduct client consultations to analyze goals and needs
- Build strong client relationships through regular contact and follow-up
- Network to develop new connections and expand your client base
- Stay updated on financial products, trends, and regulatory changes
- Must be a Hong Kong Permanent Identity Card holder
- Positive, high-energy individuals with strong people skills
- Naturally enjoys networking, building connections, and helping others
- Background in banking, finance, or client servicing is a strong advantage
- Bachelor's degree in Finance, Business, or a related field preferred
- (If no degree, referral-based opportunities may be available for qualified candidates)
- Relevant certifications (CFP, CFA, etc.) are a plus
- Strong analytical, communication, and problem-solving skills
- Highly attractive commissions and performance-based bonuses
- Ongoing mentorship, professional development, and industry training
- Clear career advancement path
- A supportive team culture focused on growth and collaboration
- Flexible hybrid work model with significant remote work opportunities
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
Referrals increase your chances of interviewing at Manulife Hong Kong and Macau by 2x
Sign in to set job alerts for “Financial Planning Consultant” roles. Assistant FP&A Manager / Senior Financial AnalystCentral & Western District, Hong Kong SAR 1 week ago
CBS - Financial Services – Business Enablement – Operations Manager / Analyst - Hong Kong Financial Management Manager - Budget and Planning (Ref no: FMMBP-ALAI) Financial Planning Consultant/Management trainee Analyst/ Assistant Manager, Deal Advisory, Transaction Services (Financial Services) Senior Financial Analyst / Assistant Finance Manager Consultant, Deal Advisory, Strategy & Operations (Financial Services) CBS - Financial Services - Business Enablement - Operations Manager / Analyst - Hong Kong Analyst / Assistant Vice President, Financial Control Department, Accounting Section Analyst / Assistant Vice President, Financial Control Department, Accounting Section Business Development Analyst, Financial Risk Analytics Manager, Deal Advisory, Strategy & Operations (Financial Services, Operational Excellence) Financial Analyst or Finance Manager, FP&A - Reputable, Large Corporate Bank Financial Markets Analyst – Global MarketsKwun Tong District, Hong Kong SAR 9 months ago
Senior Financial Analyst, Milwaukee AsiaNew Territories, Hong Kong SAR 8 hours ago
Sha Tin District, Hong Kong SAR 2 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrSenior Financial Analyst, Financial Planning & Analysis, PVH Asia Pacific
Posted today
Job Viewed
Job Description
We are brand builders who focus our passion and creativity to build Calvin Klein and TOMMY HILFIGER into the most desirable lifestyle brands in the world and at the same time position PVH as one of the best-performing brand groups in our sector. Guided by our values and enabled by our scale and global reach, we are driving fashion forward for good, as one team with one vision and one plan. That's the Power of Us, that's the Power of PVH+.
One of PVH's greatest strengths is our people. Our collective desire is to create a workplace environment where every individual is valued, and every voice is heard, and we are committed to fostering an inclusive and diverse community of associates with a strong sense of belonging. Learn more about Inclusion & Diversity at PVH **here ( .
**Primary Responsibilities/Accountabilities Of The Job:**
This role will support financial planning, forecasting, and performance analysis across the APAC region, working closely with cross-functional teams and country finance leads.
Regional Financial Planning Analysis / Budget / Forecasting
+ Support and drive the monthly estimate process and consolidation of APAC reporting deliverables. Act as a key partner to standardize reporting across the markets, enhance consistency, and reporting efficiency throughout the APAC region.
+ Work closely with APAC markets to ensure timely financial reporting of PVH APAC to Senior management/ Regional finance team.
+ Analyze regional financial performance, identifying trends, variance, and key drivers of financial results
+ Assist in the preparation of the annual budget, strategy plan, and monthly rolling forecasts.
+ Help coordinate and upload forecast submissions for specific business units, such as the Brand Management Office, ensuring alignment with regional timelines and assumptions.
+ Support ad hoc analysis and reporting requests from senior management to identify business opportunities and track performance against targets.
Process Optimization and System Implementation
+ Streamline and automate financial processes using technology while enhancing reporting quality through system checks and best practices
+ Develop standard operating procedures and user guides to document financial processes and promote consistency.
+ Collaborate with cross-functional teams to integrate financial data with operational and customer data, enabling more comprehensive business insights.
Data Management and Analytics
+ Utilize analytic tools/data platform to design/ maintain financial data model to enable flexible reporting and analysis (e.g., Power BI, Power Query).
+ Collaborate with the data analytics team to integrate financial data with other business datasets for more comprehensive analysis.
+ Provide training and guidance to business users on data-driven decision-making and financial analysis.
**Qualifications & Experience**
Experience:
+ Developing level of knowledge & skills - typically 3-5 Years of related experience
Education:
+ Bachelor's Degree Required in a related field
+ CPA or equivalent is definitely an asset, but not a prerequisite
Knowledge/Skills Required:
+ Strong financial acumen with a solid understanding of business operations and financial impact; able to analyze performance drivers, assess risks, and propose practical alternatives.
+ Effective project and time management skills; capable of coordinating timelines across multiple countries and business units to meet reporting deadlines.
+ Proficient in financial systems, Excel, PowerPoint, Power BI, and Power Query; able to structure data and generate management reports while understanding system integration across retail, merchandise, and warehouse platforms.
+ Proactive, detail-oriented with good interpersonal and communication skills
+ Fluent in English, and preferably good Mandarin and Cantonese language skills; multicultural; comfortable working with people at all levels in all Asia Pacific cultures.
+ Good interpersonal skills and a team player
+ Detail-oriented and can-do attitude
**#LI-Hyrid**
_PVH Corp. or its subsidiary ("PVH") is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications without regard to race, ethnicity, color, sex, gender identity or expression, age, religion, national origin, citizenship status, sexual orientation, genetic information, physical or mental disability, military status or any other characteristic protected under federal, state or local law. In addition to complying with all applicable laws, PVH is also committed to ensuring that all current and future PVH associates are compensated solely on job-related factors such as skill, ability, educational background, work quality, experience and potential._
DIVERSITY & EQUAL OPPORTUNITY We are committed to recruiting, training and providing career advancement to all associates regardless of gender, race, religion, age, disability, sexual orientation, nationality, or social or ethnic origin. Diversity in the workplace is encouraged. Bigotry, racism and any form of harassment or discrimination is not tolerated.
Financial Planning Consultant/Management trainee
Posted 9 days ago
Job Viewed
Job Description
Overview
AIA is the biggest insurance company in Hong Kong. It has been developed for over a hundred years and covers 18 financial markets in Asia Pacific. AIA is recognised by professionals with numerous awards and is committed to providing professional service for clients.
Million Dollar Round Table (MDRT) is the premier international recognition in the insurance industry. AIA Challenge District has held the highest number of MDRT members for 13 years and has consistently earned the title of “the most outstanding district” for four consecutive years. This program is designed to help young ambitious talents develop their career path.
Our team emphasizes elite performance, strong training, and opportunities for growth in finance and insurance. Flexible time and remote work options are available in Hong Kong or Mainland China.
We provide diverse information in the finance market, excellent training resources for new employees, and support for visa applications.
Key Responsibilities- Explore more about the insurance markets in Hong Kong and the Mainland.
- Provide clients with financial planning and investment risk analysis assistance.
- Offer expert wealth management services, including investing and retirement management.
- Develop the ability to track the direction and evolution of the financial market.
- Establish a professional and trustworthy image through social media to increase visibility.
- Maintain and develop a friendly and trustworthy relationship with clients.
- Full-time role; graduates welcome; degree holder in any discipline.
- Internship opportunities available; two business licenses from the program; a recognition certificate of the internship program.
- Professional training with the potential for additional bonuses and overseas conferences or business trips.
- High probability of unlocking extra bonus with strong performance.
- Employment type: Full-time
- Seniority level: Internship
- Location examples: Kwun Tong District; Kwai Tsing District; Southern District; New Territories, Hong Kong SAR (periods noted in original posting)
- Referral program may increase interview chances.