202 Investment Associate jobs in Hong Kong
Investment Associate, Hong Kong
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Investment Associate, Hong Kong role at Citi
Join to apply for the Investment Associate, Hong Kong role at Citi
The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
- The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
- Help support the senior members of the investment team in their delivery of investment solutions to clients.
- Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
- Prepare investment policy statements for prospective clients
- Analyze economic trends/activities and advise the effects on the investors’ portfolios
- Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
- Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
- In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
- Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 5-8 years of experience
- Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
- Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
- Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Product Services
---
Job Family:
Investment Counselor
---
Time Type:
Full time
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View the "EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement .
View the Pay Transparency Posting Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Get notified about new Investment Associate jobs in Hong Kong, Hong Kong SAR .
Analyst / Associate, Private Equity Asia Investment Analyst – Asset Management – Hong Kong Equity Derivatives Trader, Analyst/Sr Analyst Global Banking - Investment Banking Associate Global Banking & Markets, Investment Banking, Capital Solutions Group, Associate/ Analyst, Hong Kong Asset & Wealth Management, Private, Global Risk, Analyst, Hong Kong Global Banking & Markets, Investment Banking, TMT, Associate & Analyst, Hong Kong Global Banking - Investment Banking Associate Equity Research - China/HK Property (Up to 60K/mth) Associate, Private Equity Investment, CLSA Capital Partners Asset Management - Associate (Focus on Bond Markets) Equity Long Short Analyst - New Fundamental Hedge Fund Associate/Senior Associate, APAC Credit InvestmentsCentral & Western District, Hong Kong SAR 2 days ago
Investment and Asset Management Associate Associate (Investment Advisory-Private Equity) Rates Trading Analyst/ Associate, Global Hedge Fund Global Banking & Markets, Equities Funding Strategist, Analyst/ Associate, Hong KongWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrInvestment Associate, Hong Kong

Posted 10 days ago
Job Viewed
Job Description
**Responsibilities:**
+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
+ Help support the senior members of the investment team in their delivery of investment solutions to clients.
+ Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee.
+ Prepare investment policy statements for prospective clients
+ Analyze economic trends/activities and advise the effects on the investors' portfolios
+ Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
+ Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
+ In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
+ Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
+ Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience
+ Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
+ Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Counselor
---
**Time Type:**
Full time
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Investment Associate, Hong Kong
Posted 8 days ago
Job Viewed
Job Description
Join to apply for the Investment Associate, Hong Kong role at Citi
Join to apply for the Investment Associate, Hong Kong role at Citi
The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
- The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
- Help support the senior members of the investment team in their delivery of investment solutions to clients.
- Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
- Prepare investment policy statements for prospective clients
- Analyze economic trends/activities and advise the effects on the investors’ portfolios
- Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
- Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
- In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
- Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 5-8 years of experience
- Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
- Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
- Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Product Services
---
Job Family:
Investment Counselor
---
Time Type:
Full time
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View the "EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement .
View the Pay Transparency Posting Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Get notified about new Investment Associate jobs in Hong Kong, Hong Kong SAR .
Analyst / Associate, Private Equity Asia Investment Analyst – Asset Management – Hong Kong Equity Derivatives Trader, Analyst/Sr Analyst Global Banking - Investment Banking Associate Global Banking & Markets, Investment Banking, Capital Solutions Group, Associate/ Analyst, Hong Kong Asset & Wealth Management, Private, Global Risk, Analyst, Hong Kong Global Banking & Markets, Investment Banking, TMT, Associate & Analyst, Hong Kong Global Banking - Investment Banking Associate Equity Research - China/HK Property (Up to 60K/mth) Associate, Private Equity Investment, CLSA Capital Partners Asset Management - Associate (Focus on Bond Markets) Equity Long Short Analyst - New Fundamental Hedge Fund Associate/Senior Associate, APAC Credit InvestmentsCentral & Western District, Hong Kong SAR 2 days ago
Investment and Asset Management Associate Associate (Investment Advisory-Private Equity) Rates Trading Analyst/ Associate, Global Hedge Fund Global Banking & Markets, Equities Funding Strategist, Analyst/ Associate, Hong KongWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPrivate Equity – Fund of Funds Investment Associate
Posted 10 days ago
Job Viewed
Job Description
Get AI-powered advice on this job and more exclusive features.
A leading Hong Kong-based investment platform backed by one of Asia’s most respected diversified conglomerates is seeking an Associate-level investment professional to join its Private Equity Fund of Funds team .
Key Responsibilities:
- Source, evaluate, and perform due diligence on private equity fund opportunities across geographies and strategies (buyout, growth, special situations, etc.)
- Assist in portfolio construction, capital deployment planning, and ongoing monitoring of fund managers
- Prepare investment memos and presentation materials for internal committees
- Support internal processes including reporting, performance analysis, and risk oversight
- Contribute to co-investment screening and analysis, where applicable
Ideal Candidate Profile:
- 3–5 years of experience in fund investing , ideally at a fund of funds , allocator, or in a private equity environment
- Exposure to private equity fund selection and manager due diligence is highly preferred
- Alternatively, candidates from direct private equity backgrounds with a strong interest in fund investing will also be considered
- Top academic credentials from a globally recognized university
- Fluent in Mandarin and English (Cantonese a plus)
- Smart, thoughtful, and collaborative – with long-term commitment to the allocator model
- Humble and driven – not seeking a fast VP track , but ready to grow with the platform over time
What’s on Offer:
- Opportunity to join a well-capitalized, long-term investor with strong institutional backing
- High exposure to top-tier global and regional PE managers
- Flat, high-caliber team with meaningful career development potential
- Competitive compensation and benefits
This is a confidential hire . Only shortlisted candidates will be contacted.
Seniority level- Seniority level Associate
- Employment type Full-time
- Job function Finance
- Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management
Referrals increase your chances of interviewing at Darmax Global by 2x
Sign in to set job alerts for “Private Equity Specialist” roles. Analyst, Private Equity Asia, Funds and SecondariesCentral & Western District, Hong Kong SAR 2 days ago
Associate, Private Equity Investment, CLSA Capital Partners Senior Investment Associate | Venture Capital & Private Equity (TMT / Tech Focus) Associate, Strategic Investment, Private Equity, Capital Partners Information Specialist, Investment Banking Private Equity Fund Accountant (Corporate Accountants are welcomed to apply) Executive Investment Counselor - Private Banking and Trust Services (HK) Equity Research Analyst cum Product Manager (Private Bank) Project Manager, Investment Banking (1-year contract) Investment Counsellor / Insurance Specialist, Retail Banking Structured Product Specialist, Product and Investment Solutions, Wealth Management Associate Director, IBD Compliance, Compliance Associate, Quality Control, Investment Banking Product Specialist, Product & Investment Solutions, Wealth ManagementWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPrivate Equity – Fund of Funds Investment Associate
Posted 13 days ago
Job Viewed
Job Description
Get AI-powered advice on this job and more exclusive features.
A leading Hong Kong-based investment platform backed by one of Asia’s most respected diversified conglomerates is seeking an Associate-level investment professional to join its Private Equity Fund of Funds team .
Key Responsibilities:
- Source, evaluate, and perform due diligence on private equity fund opportunities across geographies and strategies (buyout, growth, special situations, etc.)
- Assist in portfolio construction, capital deployment planning, and ongoing monitoring of fund managers
- Prepare investment memos and presentation materials for internal committees
- Support internal processes including reporting, performance analysis, and risk oversight
- Contribute to co-investment screening and analysis, where applicable
Ideal Candidate Profile:
- 3–5 years of experience in fund investing , ideally at a fund of funds , allocator, or in a private equity environment
- Exposure to private equity fund selection and manager due diligence is highly preferred
- Alternatively, candidates from direct private equity backgrounds with a strong interest in fund investing will also be considered
- Top academic credentials from a globally recognized university
- Fluent in Mandarin and English (Cantonese a plus)
- Smart, thoughtful, and collaborative – with long-term commitment to the allocator model
- Humble and driven – not seeking a fast VP track , but ready to grow with the platform over time
What’s on Offer:
- Opportunity to join a well-capitalized, long-term investor with strong institutional backing
- High exposure to top-tier global and regional PE managers
- Flat, high-caliber team with meaningful career development potential
- Competitive compensation and benefits
This is a confidential hire . Only shortlisted candidates will be contacted.
Seniority level- Seniority level Associate
- Employment type Full-time
- Job function Finance
- Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management
Referrals increase your chances of interviewing at Darmax Global by 2x
Sign in to set job alerts for “Private Equity Specialist” roles. Analyst, Private Equity Asia, Funds and SecondariesCentral & Western District, Hong Kong SAR 2 days ago
Associate, Private Equity Investment, CLSA Capital Partners Senior Investment Associate | Venture Capital & Private Equity (TMT / Tech Focus) Associate, Strategic Investment, Private Equity, Capital Partners Information Specialist, Investment Banking Private Equity Fund Accountant (Corporate Accountants are welcomed to apply) Executive Investment Counselor - Private Banking and Trust Services (HK) Equity Research Analyst cum Product Manager (Private Bank) Project Manager, Investment Banking (1-year contract) Investment Counsellor / Insurance Specialist, Retail Banking Structured Product Specialist, Product and Investment Solutions, Wealth Management Associate Director, IBD Compliance, Compliance Associate, Quality Control, Investment Banking Product Specialist, Product & Investment Solutions, Wealth ManagementWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAsset Management - Investment Operations Associate
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Asset Management - Investment Operations Associate role at JPMorganChase
Asset Management - Investment Operations AssociateJoin to apply for the Asset Management - Investment Operations Associate role at JPMorganChase
Get AI-powered advice on this job and more exclusive features.
Job Description
Are you ready to make a significant impact in Asset Management Operations Middle Office team? As an Investment Operations Associate, you'll collaborate with a dynamic team of experts to manage investment trade activities and support new business development. Join us to deepen your knowledge, partner with global teams, and take charge of change and transformation. We offer a collaborative environment where your career can thrive, and your contributions will be valued.
Job Description
Are you ready to make a significant impact in Asset Management Operations Middle Office team? As an Investment Operations Associate, you'll collaborate with a dynamic team of experts to manage investment trade activities and support new business development. Join us to deepen your knowledge, partner with global teams, and take charge of change and transformation. We offer a collaborative environment where your career can thrive, and your contributions will be valued.
As an Investment Operations Associate within Asset Management Operations Middle Office team, you will oversee the Investment Book of Record, ensuring accuracy and timely escalation of discrepancies. You will collaborate with various stakeholders to design and drive comprehensive solutions that meet business requirements. Your role is crucial in supporting the development of new products and operating models, while ensuring compliance with market and regulatory changes.
Job Responsibilities
- Oversee the Investment Book of Record to ensure any securities, derivatives and cash position discrepancies are identified and escalated to the Portfolio Managers in a timely manner
- Collaborate with various stakeholders (portfolio managers, trading desk, business management, compliance, controls, risk, client service, operations, internal and external service providers) to design and drive comprehensive solutions that meet business requirements
- Partner with Client Onboarding Management teams to set up new products and design new operating models
- Oversee offshored and outsourced activity whilst ensuring performance and service levels are met
- Keep informed of market and regulatory changes impacting the businesses and ensure processes/controls are in place to support changes
- Manage projects and initiatives, such as process improvement, business model changes, system implementation, new product or new market initiatives rollouts, and other ad hoc projects
- Ensure that a highly robust first line control framework is put in place to avoid and mitigate trading and settlement risks
- At least Bachelor's Degree in Business, Economics, or related disciplines
- At least of 5 years of relevant experience in Middle Office and/or Investment Operations related roles
- Exceptional expertise in the investment market and familiarity of cross asset expertise in the Derivatives market, with a strong understanding of the evolving market structure and regulatory environment
- Solid derivatives product knowledge of equity and fixed income related derivatives, including but not limited to Options, Forward, IRS, CDX, CDS, CFD
- Excellent interpersonal and communication skills with good command of written and spoken English
- Ability to work in a fast-paced and hybrid environment, a “can do” attitude and the willingness to learn new applications in an ever-changing environment
- A strong team player, passionate, detail-minded and keen to develop career in asset management industry
- Prior experience in Asset Management firm will be beneficial
- Fluency in Mandarin is an advantage
- Hold Chartered Financial Analyst (CFA) is an advantage
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Management and Manufacturing
Referrals increase your chances of interviewing at JPMorganChase by 2x
Get notified about new Investment Operations Associate jobs in Kwun Tong, Hong Kong SAR .
Asset & Wealth Management, Private, Global Risk, Associate, Hong Kong Global Banking - Investment Banking Associate Analyst, HKFRS9 & Stress Testing - Risk Analytics & Governance Corporate Finance – Senior Associate / AssociateWan Chai District, Hong Kong SAR 7 months ago
Associate/Senior Associate, APAC Credit InvestmentsCentral & Western District, Hong Kong SAR 6 days ago
Equity Capital Markets - Analyst / Associate Strategic Finance Analyst : Campus Hire 2025 (Hong Kong)Kwun Tong District, Hong Kong SAR 8 months ago
Analyst, Private Equity Asia, Funds and SecondariesCentral & Western District, Hong Kong SAR 1 week ago
Global Investment Banking - Private Capital Markets, Associate Officer, Relationship Analyst, Corporate Banking Global Banking & Markets, Investment Banking, Capital Solutions Group, Associate/ Analyst, Hong Kong Asset & Wealth Management, Private, Global Risk, Analyst, Hong Kong KYC Onboarding Checker - private banking, up to 45KHong Kong, Hong Kong SAR HK$40,000.00-HK$45,000.00 1 week ago
Global Investment Banking - IPO - AnalystWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAsset Management - Investment Operations Associate
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the Asset Management - Investment Operations Associate role at JPMorganChase
Asset Management - Investment Operations AssociateJoin to apply for the Asset Management - Investment Operations Associate role at JPMorganChase
Get AI-powered advice on this job and more exclusive features.
Job Description
Are you ready to make a significant impact in Asset Management Operations Middle Office team? As an Investment Operations Associate, you'll collaborate with a dynamic team of experts to manage investment trade activities and support new business development. Join us to deepen your knowledge, partner with global teams, and take charge of change and transformation. We offer a collaborative environment where your career can thrive, and your contributions will be valued.
Job Description
Are you ready to make a significant impact in Asset Management Operations Middle Office team? As an Investment Operations Associate, you'll collaborate with a dynamic team of experts to manage investment trade activities and support new business development. Join us to deepen your knowledge, partner with global teams, and take charge of change and transformation. We offer a collaborative environment where your career can thrive, and your contributions will be valued.
As an Investment Operations Associate within Asset Management Operations Middle Office team, you will oversee the Investment Book of Record, ensuring accuracy and timely escalation of discrepancies. You will collaborate with various stakeholders to design and drive comprehensive solutions that meet business requirements. Your role is crucial in supporting the development of new products and operating models, while ensuring compliance with market and regulatory changes.
Job Responsibilities
- Oversee the Investment Book of Record to ensure any securities, derivatives and cash position discrepancies are identified and escalated to the Portfolio Managers in a timely manner
- Collaborate with various stakeholders (portfolio managers, trading desk, business management, compliance, controls, risk, client service, operations, internal and external service providers) to design and drive comprehensive solutions that meet business requirements
- Partner with Client Onboarding Management teams to set up new products and design new operating models
- Oversee offshored and outsourced activity whilst ensuring performance and service levels are met
- Keep informed of market and regulatory changes impacting the businesses and ensure processes/controls are in place to support changes
- Manage projects and initiatives, such as process improvement, business model changes, system implementation, new product or new market initiatives rollouts, and other ad hoc projects
- Ensure that a highly robust first line control framework is put in place to avoid and mitigate trading and settlement risks
- At least Bachelor's Degree in Business, Economics, or related disciplines
- At least of 5 years of relevant experience in Middle Office and/or Investment Operations related roles
- Exceptional expertise in the investment market and familiarity of cross asset expertise in the Derivatives market, with a strong understanding of the evolving market structure and regulatory environment
- Solid derivatives product knowledge of equity and fixed income related derivatives, including but not limited to Options, Forward, IRS, CDX, CDS, CFD
- Excellent interpersonal and communication skills with good command of written and spoken English
- Ability to work in a fast-paced and hybrid environment, a “can do” attitude and the willingness to learn new applications in an ever-changing environment
- A strong team player, passionate, detail-minded and keen to develop career in asset management industry
- Prior experience in Asset Management firm will be beneficial
- Fluency in Mandarin is an advantage
- Hold Chartered Financial Analyst (CFA) is an advantage
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Management and Manufacturing
Referrals increase your chances of interviewing at JPMorganChase by 2x
Get notified about new Investment Operations Associate jobs in Kwun Tong, Hong Kong SAR .
Asset & Wealth Management, Private, Global Risk, Associate, Hong Kong Global Banking - Investment Banking Associate Analyst, HKFRS9 & Stress Testing - Risk Analytics & Governance Corporate Finance – Senior Associate / AssociateWan Chai District, Hong Kong SAR 7 months ago
Associate/Senior Associate, APAC Credit InvestmentsCentral & Western District, Hong Kong SAR 6 days ago
Equity Capital Markets - Analyst / Associate Strategic Finance Analyst : Campus Hire 2025 (Hong Kong)Kwun Tong District, Hong Kong SAR 8 months ago
Analyst, Private Equity Asia, Funds and SecondariesCentral & Western District, Hong Kong SAR 1 week ago
Global Investment Banking - Private Capital Markets, Associate Officer, Relationship Analyst, Corporate Banking Global Banking & Markets, Investment Banking, Capital Solutions Group, Associate/ Analyst, Hong Kong Asset & Wealth Management, Private, Global Risk, Analyst, Hong Kong KYC Onboarding Checker - private banking, up to 45KHong Kong, Hong Kong SAR HK$40,000.00-HK$45,000.00 1 week ago
Global Investment Banking - IPO - AnalystWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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About the latest Investment associate Jobs in Hong Kong !
Financial Services Consultant
Posted 10 days ago
Job Viewed
Job Description
As the digital innovation, design and transformation brand of the Capgemini Group, Capgemini Invent enables CxOs to envision and shape the future of their businesses. Located in nearly 40 studios and more than 60 offices around the world, it comprises a 10,000+ strong team of strategists, data scientists, product and experience designers, brand experts and technologists who develop new digital services, products, experiences and business models for sustainable growth.
Capgemini Invent is an integral part of Capgemini, a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 325,000 team members in more than 50 countries. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.
About the role:
Financial service (FS) institutions are being fundamentally changed by a rapid absorption of digital and disruptive technology. Our Enterprise Transformation team integrate strategy, process, people, technology, and data into a comprehensive transformation journey for our clients, spanning from vision to digital core, and from transformation to asset-driven consulting.
As Capgemini Invent is growing in the Southeast Asia region, we are seeking to hire an Consultant to enable the transformation and performance improvement of businesses by identifying FS clients’ needs and recommending intelligent, digital solutions. With a focus on structured analysis and visualization of an enterprise’s current and future state, you will ensure the delivery of quality, accurate, and valuable solutions to clients.
What you’ll do:
- Work on topics in Financial Services value-chain such as strategy, competitor benchmarking, process redesign, and customer digital transformation
- Collaborate with cross-functional teams to gather, analyze, and document requirements
- Work with client to understand issues, pain points and help create strategy for change
- Develop solutions and recommendations based on fact-based analysis and insights
- Foster relationships and ensure stakeholder alignment
- Influence and drive decision-making through workshops and presentations.
- Continuously improve business analysis practices by staying updated on industry trends and contributing to knowledge sharing
What you´ll bring:
- Passionate for Financial Services industry.
- Over 2 years of experience with leading consulting organizations working on transformation projects.
- Proficient in process improvement analysis and business process re-engineering.
- Experience in the delivery and implementation of large change initiatives.
- Capable of working autonomously and managing tasks efficiently with tight timelines.
- A team player with excellent work ethic and communication skills.
- Good knowledge / appetite for some of the following themes:
- (1) Strategy & organization: Transformation Program and Change Management, IT Operating Model improvement, Process Optimization, Post Merger Integration / Sourcing, Shared Service Center and Cost Reduction Programs
- (2) Industrialization of IT operations: Globalization and Off shoring Strategies, Leverage of Cloud Computing, Improvement of Operational Excellence through Lean IT
- (3) Digital transformation: Digital architecture, Agile & DevOps methodology, Innovative Technology Capabilities such as Data Analytics, Internet of things, Blockchain.
- Commitment to professional excellence, as well as personal and professional growth.
- Flexible with domestic and international travels.
What we´ll offer you:
- Innovative projects and international Teams around our Digital Transformation environment
- Long-term oriented and value-driven corporate culture
- Excellent career opportunities as well as space for self-initiative – we demand and encourage
- The task, to re-think Strategy & Transformation projects and create tangible results
- Successful growth along all dimensions of digital topics
- World-class trainings embedded in a global expert network
- Competitive salary & benefits, and second-to-none perspectives for growth
- Seniority level Associate
- Employment type Full-time
- Job function Consulting
- Industries Business Consulting and Services
Referrals increase your chances of interviewing at Capgemini Invent by 2x
Sign in to set job alerts for “Financial Services Consultant” roles.Wan Chai District, Hong Kong SAR 5 days ago
Wan Chai District, Hong Kong SAR 2 weeks ago
Consulting - Financial Services - AI & Data - Senior Consultant - Hong Kong Consultant, Deal Advisory, Strategy & Operations (Financial Services) Consulting - Financial Services - Cyber Security - Cyber Governance - Senior Consultant - Hong Kong Senior Consultant, Deal Advisory, Strategy & Operations (Financial Services, Insurance) Business Analyst Finance Transformation (Top-tier Investment Bank) (Senior) Recruitment Consultant - Financial ServicesCentral & Western District, Hong Kong SAR 1 week ago
Client Statement Business Analyst / Product Owner - International Financial InstitutionWan Chai District, Hong Kong SAR 5 days ago
Legal Consultant - Funds/Financial Services Trade Platform Data Business Analyst / Product Owner - International Financial Institution Business Analyst | Treasury / Fund Admin Consultant/Senior Consultant, Cyber Security (Strategy, Governance & Risk), Technology Consulting *** Business Analyst/ Product Manager – Global Asset Management Firm – Hong Kong *** FS Consulting - Cyber Security - Penetration Testing - Senior Consultant/Manager - Hong Kong Business Analyst - Insurance - Health ClaimsWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrFinancial Services Consultant
Posted 3 days ago
Job Viewed
Job Description
As the digital innovation, design and transformation brand of the Capgemini Group, Capgemini Invent enables CxOs to envision and shape the future of their businesses. Located in nearly 40 studios and more than 60 offices around the world, it comprises a 10,000+ strong team of strategists, data scientists, product and experience designers, brand experts and technologists who develop new digital services, products, experiences and business models for sustainable growth.
Capgemini Invent is an integral part of Capgemini, a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 325,000 team members in more than 50 countries. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.
About the role:
Financial service (FS) institutions are being fundamentally changed by a rapid absorption of digital and disruptive technology. Our Enterprise Transformation team integrate strategy, process, people, technology, and data into a comprehensive transformation journey for our clients, spanning from vision to digital core, and from transformation to asset-driven consulting.
As Capgemini Invent is growing in the Southeast Asia region, we are seeking to hire an Consultant to enable the transformation and performance improvement of businesses by identifying FS clients’ needs and recommending intelligent, digital solutions. With a focus on structured analysis and visualization of an enterprise’s current and future state, you will ensure the delivery of quality, accurate, and valuable solutions to clients.
What you’ll do:
- Work on topics in Financial Services value-chain such as strategy, competitor benchmarking, process redesign, and customer digital transformation
- Collaborate with cross-functional teams to gather, analyze, and document requirements
- Work with client to understand issues, pain points and help create strategy for change
- Develop solutions and recommendations based on fact-based analysis and insights
- Foster relationships and ensure stakeholder alignment
- Influence and drive decision-making through workshops and presentations.
- Continuously improve business analysis practices by staying updated on industry trends and contributing to knowledge sharing
What you´ll bring:
- Passionate for Financial Services industry.
- Over 2 years of experience with leading consulting organizations working on transformation projects.
- Proficient in process improvement analysis and business process re-engineering.
- Experience in the delivery and implementation of large change initiatives.
- Capable of working autonomously and managing tasks efficiently with tight timelines.
- A team player with excellent work ethic and communication skills.
- Good knowledge / appetite for some of the following themes:
- (1) Strategy & organization: Transformation Program and Change Management, IT Operating Model improvement, Process Optimization, Post Merger Integration / Sourcing, Shared Service Center and Cost Reduction Programs
- (2) Industrialization of IT operations: Globalization and Off shoring Strategies, Leverage of Cloud Computing, Improvement of Operational Excellence through Lean IT
- (3) Digital transformation: Digital architecture, Agile & DevOps methodology, Innovative Technology Capabilities such as Data Analytics, Internet of things, Blockchain.
- Commitment to professional excellence, as well as personal and professional growth.
- Flexible with domestic and international travels.
What we´ll offer you:
- Innovative projects and international Teams around our Digital Transformation environment
- Long-term oriented and value-driven corporate culture
- Excellent career opportunities as well as space for self-initiative – we demand and encourage
- The task, to re-think Strategy & Transformation projects and create tangible results
- Successful growth along all dimensions of digital topics
- World-class trainings embedded in a global expert network
- Competitive salary & benefits, and second-to-none perspectives for growth
- Seniority level Associate
- Employment type Full-time
- Job function Consulting
- Industries Business Consulting and Services
Referrals increase your chances of interviewing at Capgemini Invent by 2x
Sign in to set job alerts for “Financial Services Consultant” roles.Wan Chai District, Hong Kong SAR 5 days ago
Wan Chai District, Hong Kong SAR 2 weeks ago
Consulting - Financial Services - AI & Data - Senior Consultant - Hong Kong Consultant, Deal Advisory, Strategy & Operations (Financial Services) Consulting - Financial Services - Cyber Security - Cyber Governance - Senior Consultant - Hong Kong Senior Consultant, Deal Advisory, Strategy & Operations (Financial Services, Insurance) Business Analyst Finance Transformation (Top-tier Investment Bank) (Senior) Recruitment Consultant - Financial ServicesCentral & Western District, Hong Kong SAR 1 week ago
Client Statement Business Analyst / Product Owner - International Financial InstitutionWan Chai District, Hong Kong SAR 5 days ago
Legal Consultant - Funds/Financial Services Trade Platform Data Business Analyst / Product Owner - International Financial Institution Business Analyst | Treasury / Fund Admin Consultant/Senior Consultant, Cyber Security (Strategy, Governance & Risk), Technology Consulting *** Business Analyst/ Product Manager – Global Asset Management Firm – Hong Kong *** FS Consulting - Cyber Security - Penetration Testing - Senior Consultant/Manager - Hong Kong Business Analyst - Insurance - Health ClaimsWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrRegional PMO - (Financial Services)
Posted 1 day ago
Job Viewed
Job Description
This range is provided by Argyll Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay rangeDirect message the job poster from Argyll Scott
Head of Practice | Interim Projects and Transformation Team | Consulting | Hong KongRequirements:
- 8+ years PMO experience needed across Financial Services clients, with a focus on regional project delivery
- Exposure to complex, regional project governance and reporting essential
- High value vendor management experience including cost management, negotiation, and ROI tracking essential
- Project ROI tracking and reporting for both non-financial & financial reward management
- Exposure to setting up PMO functions from scratch and driving best practice into underperforming countries
- Project financial management, project accounting, and financial management exposure would be useful
Essentials:
- Strong communication & stakeholder management skills and people management essential
Desired Skills and Experience:
A leading financial services client is hiring for a PMO Senior Manager to oversee and govern delivery on a portfolio of regional projects relating to major business and technology change.
Requirements:
- 8+ years PMO experience needed across Financial Services clients, with a focus on regional project delivery
- Exposure to complex, regional project governance and reporting essential
- High value vendor management experience including cost management, negotiation, and ROI tracking essential
- Project ROI tracking and reporting for both non-financial & financial reward management
- Exposure to setting up PMO functions from scratch and driving best practice into underperforming LBU's
- Project financial management, project accounting, and financial management exposure would be useful
Essentials:
- Strong communication & stakeholder management skills and people management essential
Argyll Scott Asia is acting as an Employment Business in relation to this vacancy.
Seniority level- Mid-Senior level
- Full-time
- Consulting and Project Management
- Industries: Insurance
Referrals increase your chances of interviewing at Argyll Scott by 2x
Sign in to set job alerts for “Project Management Officer” roles. #J-18808-Ljbffr