What Jobs are available for Funding Advisor in Hong Kong?

Responsibilities:

• Support investment managers throughout the whole investment life cycle (i.e., Sourcing, execution, as well as post-investment management) on transactions covering diverse asset class (i.e., traded securities, mezzanine financing, secondary private equity, and NLPs)
• Conduct thorough research and analysis for equity, debt, and various structured transactions to assess potential investment opportunities
• Evaluate investment prospects, including analyzing financial statements, assessing creditworthiness, and conducting due diligence on potential investments.
• Prepare detailed investment reports, presentations, and other documentation to effectively communicate investment recommendations
• Stay updated on industry trends, regulatory changes, and market developments to enhance investment strategies
• Provide comprehensive support for fund management activities, encompassing various responsibilities such as marketing, handling client data, and addressing information requests.

Qualification:

• University graduate with knowledge in accounting & corporate finance
• Proficiency in Microsoft Excel, PowerPoint. Basic knowledge in VBA will be advantageous
• Demonstrate fervent enthusiasm for the investment and fund management industry, as well as deep industry curiosity for business and current affairs
• Solid analytical skills with the ability to perform in-depth financial analysis and due diligence
• Strong attention to detail and ability to handle multiple tasks and deadlines simultaneously
• Excellent communication and presentation skills to convey complex investment concepts effectively.
• Ability to work independently and collaboratively within a team-oriented environment

Account Manager – Investment Management

Our client, a leading investment management firm, is seeking an Account Manager to join their Wealth Management team in Hong Kong. The role will focus on strengthening partnerships with retail banks, driving sales initiatives, and promoting the firm's fixed income and multi-asset solutions.

You will be responsible for delivering investment insights through client meetings, events and presentations, while building trusted relationships with distribution partners. The role also involves working closely with internal experts, creating tailored business development strategies, and keeping abreast of market and regulatory changes to capture new opportunities.

The successful candidate will have at least 10 years of experience in financial services, with a proven track record in fund distribution and client management. Strong investment knowledge and understanding of capital markets are required. Fluency in English and Cantonese is essential, while Mandarin is an advantage. A bachelor's degree is required and an MBA or CFA is preferred.

Our client is a leading property investment and management group with a significant presence across Asia, we are seeking a strategic and analytical Senior Manager, Investment Management to join the team. This role will be instrumental in driving investment strategy, performance analysis, and asset optimization across our APAC portfolio. The ideal candidate will bring deep financial acumen and a collaborative mindset to support the group's investment objectives.

More experienced candidates can be considered for higher title.

Key Responsibilities

• Lead investment analysis and financial modeling (NPV, IRR, DCF) for new and existing real estate opportunities across APAC.
• Develop and present investment recommendations and strategic proposals to senior leadership.
• Collaborate with cross-functional teams including Investment, Legal, and Asset Management to evaluate and execute investment transactions.
• Monitor and manage the performance of existing investments, including asset enhancement strategies, CAPEX planning, and divestment initiatives.
• Maintain and enhance investment databases and dashboards to support decision-making and reporting.
• Support the CFO team in strategic planning, budgeting, and capital allocation processes.
• Involved in investor meetings, joint ventures, and external stakeholder engagements.

Qualifications

• Bachelor's degree or higher in Finance, Economics, Real Estate, or related field; MBA, CFA, or equivalent preferred.
• Minimum 8 years of relevant experience in investment management, real estate, or corporate finance, ideally within APAC property markets.
• Strong understanding of real estate investment principles, financial modeling, and valuation techniques.
• Proven track record in deal execution, asset management, and strategic planning.
• Excellent communication and presentation skills in English and Chinese.
• High proficiency in MS Office and financial modeling tools.
• Ability to work in a fast-paced, matrixed environment with multiple stakeholders.

Who We Are Looking For
We're seeking a AVP, Channel Marketing Manager, Asia Pacific role to develop and help execute marketing programs that have a direct and measurable impact on driving the awareness, consideration, and purchase of our suite of SPDR Sector ETFs.

Reporting directly to the APAC Intermediary Marketing Manager, the ideal candidate will have experience leading multi-channel, integrated marketing campaigns including advertising, direct marketing, content, social media, virtual events, public relations, paid search, and web experience.

Why this role is important to us
This is an opportunity for a well-rounded and highly collaborative marketing professional with existing insights into the direct retail, intermediary and institutional market segments. The role will collaborate with members of Direct Retail, Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence and other internal teams on marketing strategy and messaging alignment and leading marketing programs from conception to execution.

What You Will Be Responsible For
As AVP, Channel Marketing Manager for SPDR Sector ETFs, you will:

• Leverage data and business intelligence to create relevant, scalable and repeatable integrated marketing programs and key deliverables for the SPDR Sector ETF suite targeting direct retail, intermediary and institutional clients
• Partner with stakeholders on product materials, product positioning, capabilities messaging, presentations, webinars, web presence and segmented communications to relevant audiences
• Build and lead the marketing efforts for direct retail, intermediary and institutional investment themes where SPDR Sector ETFs solve a client need – manage all touch points to ensure consistency of messaging and voice
• Development and updates to SPDR Sector ETF collateral, videos, web content, sales tools and educational materials for general or firm-specific needs
• Measure and optimize marketing campaigns to ensure effectiveness against KPIs, target audience reach, and ultimately ROI
• Manage the marketing budget for SPDR Sector ETFs against marketing plans
• Collaborate with PR team to create earned media opportunities

What We Value
These skills will help you succeed in this role

• Strong verbal and written communication and interpersonal skills
• Demonstrated ability to confidently interact with and influence stakeholders
• Excellent relationship building skills
• Ability to influence and collaborate to drive results
• Strategic thinker, creative in approach
• Understanding of CRM and reporting systems such as Salesforce, Adobe, Tableau and proficiency in PowerPoint and Excel
• Strong project management skills, with the ability to multi-task and prioritize>
• Fluency in English

Education & Preferred Qualifications

• Minimum 10 years of relevant marketing experience; previous financial services or product marketing experience preferred
• Familiarity with equity markets and sectors, portfolio construction principles, and the ETF structure
• Experience and/or interest in the investing and financial services industry

About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility.
We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at

Job ID: R-

Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

We are currently seeking a high caliber professional to join our team as Chief Operating Officer, Hang Seng Investment Management Limited, reporting to Chief Executive, Hang Seng Investment Management Limited.

Principal responsibilities

• Accountable to HSVM CEO, providing leadership in the execution of high priority programmes and growth opportunities across the given remit in collaboration with businesses through effective prioritisation and implementation of transformation activities
• Has overall responsibility for managing and ensuring the operational efficiency, continuity and resilience of the internal operations and technology
• Identify opportunities for process optimization and implement best practices across the organisation.
• Where the performance of a function for which a COO is responsible is outsourced (including internal outsourcing through the Service Company), the COO is responsible for ensuring that outsourcing is appropriate and can be properly overseen. The COO will undertake this responsibility within the matrix structure of the HSBC Group and through the building and leveraging of the Vendor Management Capability overseeing Service Company delivery
• Provide management oversight and governance in compliance with Group policies and processes to align operational initiatives with overall business strategies
• Achieve and sustain compliance with Global Financial Crime Compliance policies and procedures through implementation of Anti-money Laundering / Sanctions policies and Global Standards
• Have joint accountability with HSVM CEO, MIC and OpCo members for ensuring compliance with all local regulatory and legal requirements
• Identify and mitigate operational risks, ensuring compliance with regulatory requirements and internal policies.
• Lead and mentor the COO team, fostering a culture of collaboration and high performance.
• Oversee the operational budget, ensuring effective allocation of resources and cost control measures
• Drive the adoption of technology solutions to enhance operational efficiency and business needs
• Serves as a key point of contact for internal and external stakeholders regarding operational matters

Requirements

• University graduates with proven experience in a relevant role in asset management or fund management company, with proved substantial experience in senior management role.
• Capability in ensuring optimum execution of the operational strategy from an asset management business capability perspective.
• Excellent communication and inter-personal skills, with experience of dealing with executives at all levels
• Ability to develop practical, cost effective solutions to complex issues within asset management business.
• Experience of creating, leading and motivating a team.
• Experience of interpreting and analysing a large volume of information and / or data and provide succinct summary for management.
• Experience of working within a matrixed environment including local and international offices.
• Ability to lead change in contributing to joining up with the other teams in Operations and Business
• In-depth knowledge of industry regulations, compliance requirements and risk management practices
• Experience in managing complex projects and initiatives with a focus in driving results
• Familiarity with asset management software and technology solutions that enhance operational efficiency

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Due to expansion, this leading investment management company is hiring an additional legal counsel to support their APAC regional legal work including:

• Negotiating, reviewing and drafting investment management/distribution agreements
• Fund formation including setting up Hong Kong domiciled SFC authorised funds and China QDLP funds

To qualify, you should have the following qualifications and experience:

• 5-10 years PQE gained with the funds practice of a leading international law firm, in-house experience with an investment management/fund house would be ideal
• Experienced with legal and regulatory matters relating to asset managers in the APAC region including in negotiating investment management and distribution agreements and fund formation
• Experience of setting up HK domiciled SFC-authorised funds and China QDLP funds is preferred
• Fluency in English, Cantonese and Mandarin is essential
• Collaborative and team player is sought

How to Apply:

Upload your CV by clicking "Apply" on this page or get in touch with Annie Tang ) for a confidential discussion on this and other roles.

(Confidentiality assured. All inquiries handled by Star Anise Legal, Hong Kong's leading legal recruitment specialist.)

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)。