165 Investment Analysis jobs in Hong Kong

Job Responsibilities:

• Perform simulation and analysis on portfolio.
• Prepare the monthly reports to third parties with agreed timeline and high accuracy.
• Update data into systems to ensure records are consistent and up-to-date.
• Regular reporting of portfolio to managements for review and decision making.
• Assist in day-to-day operations and transactions.
• Handle enquiries in a proactive and professional manner.
• Provide support on ad-hoc assignments.

Job Requirements:

• Bachelor's degree holder in Statistics, Mathematics, Actuarial or related discipline.
• 1-2 years of experience in the financial industry (Fresh graduates will be considered).
• Excellent analytical skills and attention to details, strong numerical sense.
• Proficiency with Excel, Visual Basic for Applications (VBA).
• Willingness to learn, adapt and take on new challenges.
• Good command of both spoken & written English and Mandarin.
• Self-motivated with can do attitude and can work independently.

Interested candidates please send us your full resume with current and expected remuneration by email:

Applicants who don't receive a reply within 2 weeks may consider their applications unsuccessful. All submitted data will only be used for recruitment purpose.

Credit Portfolio Monitoring and Analysis:

• Responsible for the overall risk management of the bank's risk asset portfolio, regularly analyzing asset quality, industry concentration, customer risk ratings, and other indicators.
• Monitor overdue loans, non-performing loans, and early warning signals; develop risk mitigation measures and optimize asset structure.
• Identify potential risk points through data analysis and propose recommendations for adjusting risk control policies or customer strategies.

Data Modeling and Analysis:

• Utilize data analysis tools (such as SQL, Python, R, SAS, Excel, etc.) to conduct business data mining, modeling, and trend forecasting.
• Develop and optimize risk rating models, scoring cards, stress testing models, etc., to support risk control decisions.
• Regularly generate asset portfolio reports, providing data support and decision-making advice to management.

Policy and Process Optimization:

• Participate in the formulation and optimization of risk management policies, credit granting standards, and processes to ensure compliance with regulatory requirements and the bank's risk control objectives.
• Track industry trends and changes in regulatory policies, and adjust portfolio management strategies in a timely manner.

Cross-Departmental Collaboration:

• Collaborate with business departments, risk control teams, the finance department, etc., to promote the improvement of risk asset quality and the steady development of business.
• Assist in internal and external audits and regulatory inspections to ensure credit management compliance.

Qualifications:

• Bachelor's degree or above, preferably in finance, economics, mathematics, statistics, computer science, or related fields.
• 5+ years of experience in risk management and data analysis in a bank or financial institution, with familiarity with the entire credit business process.
• Experience in risk asset portfolio management or credit risk modeling is preferred.
• Data Analysis Skills: Proficient in at least one data analysis tool such as SQL, Python, R, or SAS.
• Financial Knowledge: Familiar with bank credit products, risk management frameworks, and regulatory requirements (e.g. Basel Accords).
• Tool Proficiency: Proficient in using Excel (VBA, pivot tables, etc.), Power BI/Tableau, and other visualization tools.
• Reporting Skills: Ability to independently compile analytical reports, clearly presenting data insights.
• Strong logical thinking, attention to detail, and excellent risk awareness and problem-solving skills.
• Possession of FRM, CFA, CPA, or other finance or risk management-related certifications.
• Experience in big data risk control or the application of AI in credit risk management

Interested candidates, please send your detailed resume with contact telephone number, earliest availability date, current and expected salary via "Apply Now".

Personal information collected is strictly for recruitment purpose only.

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Through Business Banking our global network offers comprehensive support and services to businesses in the SME market. From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of Relationship Managers and Product Specialists provides a range of end-to-end solutions designed to help small and large businesses reach their potential.

We are currently seeking a high calibre professional to join our team as an *Assistant Manager/Assistant Vice President, Portfolio Management *.

*Principal Responsibilities *

In this role you will

• Identify business opportunities and promote other commercial banking products to maximize business growth
• Maximise customer satisfaction through exceptional customer service, providing information about products and services that suit and fulfil customers' needs
• Develop relationships with business customers through outreach activities
• Manage new customer acquisition in strict compliance with all internal and external KYC (know your customer) regulations and policies
• Support the successful implementation of Business Banking strategies
• Liaise with other teams to deliver product and service solutions
• Identify sales opportunities and cross sell HSBC products to appropriate business customers
• Make business referrals to appropriate parties in HSBC

Qualifications

To be successful you will need

• University graduate
• Proven banking experience and customer facing experience; knowledge of the commercial banking and treasury products and services is a plus
• High level of customer centricity mind set with dedication to deliver exceptional quality services
• Strong presentation and communication skills in written and spoken English and Cantonese, fluency in Putonghua is an advantage
• Self-Motivated and able to work under pressure
• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
• Less experienced candidates are welcome and may be considered for the position of Assistant Manager, Portfolio Management; Relevant insurance and investment licenses are preferred
• Candidate will be assigned to one of the HSBC Business Centre's subject to business needs

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Through Business Banking our global network offers comprehensive support and services to businesses in the SME market. From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of Relationship Managers and Product Specialists provides a range of end-to-end solutions designed to help small and large businesses reach their potential.

We are currently seeking a high calibre professional to join our team as an
*Assistant Manager/Assistant Vice President, Portfolio Management *
.

*Principal Responsibilities *

In this role you will

• Identify business opportunities and promote other commercial banking products to maximize business growth
• Maximise customer satisfaction through exceptional customer service, providing information about products and services that suit and fulfil customers' needs
• Develop relationships with business customers through outreach activities
• Manage new customer acquisition in strict compliance with all internal and external KYC (know your customer) regulations and policies
• Support the successful implementation of Business Banking strategies
• Liaise with other teams to deliver product and service solutions
• Identify sales opportunities and cross sell HSBC products to appropriate business customers
• Make business referrals to appropriate parties in HSBC

Qualifications

To be successful you will need

• University graduate
• Proven banking experience and customer facing experience; knowledge of the commercial banking and treasury products and services is a plus
• High level of customer centricity mind set with dedication to deliver exceptional quality services
• Strong presentation and communication skills in written and spoken English and Cantonese, fluency in Putonghua is an advantage
• Self-Motivated and able to work under pressure
• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
• Less experienced candidates are welcome and may be considered for the position of Assistant Manager, Portfolio Management; Relevant insurance and investment licenses are preferred
• Candidate will be assigned to one of the HSBC Business Centre's subject to business needs

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Job Description

Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) Hong Kong helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. We have four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a
Manager Portfolio Management.
Principal Responsibilities
In this role you will

• Formulate and implement Unsecured Lending business strategies to deliver business targets
• Drive and implement initiatives to grow Credit Card Instalments and other forms of Card Lending portfolios to foster sustainable and profitable growth
• Develop and launch new solutions to enhance customer experience in borrowing
• Analyse and understand the market and customers, determine customer segment requirements, and formulate effective and differentiated initiatives to increase engagement and profitability
• Keep track and optimize Unsecured Lending portfolios margins and costs
• Work closely with payments services providers/ card associations to explore and capture new opportunities
• Ensure regulatory, compliance to Group standards and audit directives are met

Requirements
To be successful you will need

• University degree holder, preferably majoring in Business Administration or a related discipline
• Working experience in credit cards or personal lending, or other banking products management with good understanding about product profitability dynamics
• Sensitive to numbers and able to come up with actionable insights leveraging on data & analytics
• High degree of personal drive and resilience, with good interpersonal skills
• Proven experience in project management and implementation with an analytical mindset
• Able to work with stakeholders from various functions and disciplines to drive business outcomes
• Excellent problem solving and analytical skills with creative and critical thinking
• Strong understanding across different business units in Wealth and Personal Banking

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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:

Portfolio Management

• Optimise risk adjusted returns within risk limits and capital requirements
• Monitor compliance with internal governance (PPP, internal Investment OGs etc)
• Work with ALM on strategic asset allocation strategy development
• Propose, implement and maintain ongoing portfolio rebalancing, tactical asset allocation strategies
• Manage cash deployment processes together with local Finance and SLC teams; manage cash allocation and trade plans; allocate assets according to PPP requirements
• Search, propose and implement new asset classes
• Liaise with Finance and other teams on executing trades, initiatives and reporting
• Understand IFRS 17 and solvency capital impacts
• Ensure portfolio compliance with local (HKIA) investment regulations
• Assist in other HK/Bermuda/Singapore investment portfolio as required
• Review notional cash plan by working with the Finance and other teams during the monthly notional cash planning process. Assist in the implementation monthly investment plan

Investment Reporting and Analysis

• Prepare portfolio analytics and reporting, including reports relating to General Account, capital markets
• Coordinate and prepare presentation materials for committee meetings (eg, IMC, ALCO, working groups, AIC, Board meetings etc)
• Review and input into the Annual investment plan process

Business Support

• Provide investment support for new product development
• Review assumptions and results of Investment Plan estimated by ALM; Propose Annual Investment Plan

Others

• Participate in ad-hoc activities, special projects, M&A as part of the HK/HNW Investment Team
• System, service analysis and procurement

Preferred skills

• Strong knowledge of Microsoft Word, Excel and Power Point
• A good understanding of the investment market
• Ability to prioritise time and tasks effectively to meet deadlines
• Familiarity with third-party system providers like Bloomberg, Aladdin, Tableau a plus
• Hands on experience in managing investment portfolios and asset managers a plus

Requirement

• The minimum education level is a Bachelor's Degree obtained from a recognizable university
• Other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not required
• At least 5 years working experience in related fields

Job Category:

Temporary Employee

Posting End Date:

29/12/2025

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:

Portfolio Management

• Optimise risk adjusted returns within risk limits and capital requirements
• Monitor compliance with internal governance (PPP, internal Investment OGs etc)
• Work with ALM on strategic asset allocation strategy development
• Propose, implement and maintain ongoing portfolio rebalancing, tactical asset allocation strategies
• Manage cash deployment processes together with local Finance and SLC teams; manage cash allocation and trade plans; allocate assets according to PPP requirements
• Search, propose and implement new asset classes
• Liaise with Finance and other teams on executing trades, initiatives and reporting
• Understand IFRS 17 and solvency capital impacts
• Ensure portfolio compliance with local (HKIA) investment regulations
• Assist in other HK/Bermuda/Singapore investment portfolio as required
• Review notional cash plan by working with the Finance and other teams during the monthly notional cash planning process. Assist in the implementation monthly investment plan

Investment Reporting and Analysis

• Prepare portfolio analytics and reporting, including reports relating to General Account, capital markets
• Coordinate and prepare presentation materials for committee meetings (eg, IMC, ALCO, working groups, AIC, Board meetings etc)
• Review and input into the Annual investment plan process

Business Support

• Provide investment support for new product development
• Review assumptions and results of Investment Plan estimated by ALM; Propose Annual Investment Plan

Others

• Participate in ad-hoc activities, special projects, M&A as part of the HK/HNW Investment Team
• System, service analysis and procurement

Preferred skills

• Strong knowledge of Microsoft Word, Excel and Power Point
• A good understanding of the investment market
• Ability to prioritise time and tasks effectively to meet deadlines
• Familiarity with third-party system providers like Bloomberg, Aladdin, Tableau a plus
• Hands on experience in managing investment portfolios and asset managers a plus

Requirement

• The minimum education level is a Bachelor's Degree obtained from a recognizable university
• Other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not required
• At least 5 years working experience in related fields

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 Senior Manager, Portfolio Management, reporting to Head of Portfolio Management and Payment

Principal Responsibilities

• Formulate effective portfolio management and pricing strategies to drive business targets, increase market share, reduce bad costs, develop new product/journey and improve customer experience
• Set the strategic direction for the business in terms of ambition, products, business development, segments and partners
• Establish goals and implementation of strategies to drive acquisition, market share, growth, profit, operational efficiency and best-in-class customer experience.
• Manage the Personal Loan and Card Loan P&L with due consideration on RWA effectiveness, minimizes losses from bad debts and fraud
• Identify and capitalize on new business opportunities arising from the evolving market landscape in Unsecured Lending industry, including the use of AI, alternative data source (open banking) and partnerships with other lines of business and external parties
• Keep up to speed to key trends, innovations and capabilities in the marketplace and understand the corresponding impact on the Bank
• Liaise with distribution channels, credit services, operations and underwriting to provide customized business solutions and support to build win-win relationships
• Drive a culture of high performance and empowerment through effective people management activities. Foster a diverse, inclusive and open environment and drive teamwork and collaboration within and outside of the team
• Ensure Product governance and compliance to regulatory requirements

Requirements

• Degree holder or above in Business Administration, Economics and related disciplines
• Proven experience in Banking, Cards, Lending products development and portfolio management
• Strong acumen in Unsecured Lending business dynamics with solid experience in managing and growing a sizable portfolio
• Strong commercial judgment with a proven track record of bringing new customer solutions and innovations to generate portfolio growth
• Proven experience in product management
• Sound awareness and knowledge about the use of data analytics and customer behavior
• Highly motivated, fast-paced, and possession of strong interpersonal, as well as written and verbal communication skills
• Experience to lead a team of professionals

• Proficiency in Chinese and English

• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

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

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 Senior Manager, Portfolio Management, reporting to Head of Portfolio Management and Payment

Principal responsibilities

• Formulate effective portfolio management and pricing strategies to drive business targets, increase market share, reduce bad costs, develop new product/journey and improve customer experience
• Set the strategic direction for the business in terms of ambition, products, business development, segments and partners
• Establish goals and implementation of strategies to drive acquisition, market share, growth, profit, operational efficiency and best-in-class customer experience.
• Manage the Personal Loan and Card Loan P&L with due consideration on RWA effectiveness, minimizes losses from bad debts and fraud
• Identify and capitalize on new business opportunities arising from the evolving market landscape in Unsecured Lending industry, including the use of AI, alternative data source (open banking) and partnerships with other lines of business and external parties
• Keep up to speed to key trends, innovations and capabilities in the marketplace and understand the corresponding impact on the Bank
• Liaise with distribution channels, credit services, operations and underwriting to provide customized business solutions and support to build win-win relationships
• Drive a culture of high performance and empowerment through effective people management activities. Foster a diverse, inclusive and open environment and drive teamwork and collaboration within and outside of the team
• Ensure Product governance and compliance to regulatory requirements

Requirements

• Degree holder or above in Business Administration, Economics and related disciplines
• Proven experience in Banking, Cards, Lending products development and portfolio management
• Strong acumen in Unsecured Lending business dynamics with solid experience in managing and growing a sizable portfolio
• Strong commercial judgment with a proven track record of bringing new customer solutions and innovations to generate portfolio growth
• Proven experience in product management
• Sound awareness and knowledge about the use of data analytics and customer behavior
• Highly motivated, fast-paced, and possession of strong interpersonal, as well as written and verbal communication skills
• Experience to lead a team of professionals
• Proficiency in Chinese and English
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

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