202 Investment Management jobs in Hong Kong

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2 weeks ago Be among the first 25 applicants

• Conduct product valuation, reconciliation, and cash flow monitoring to ensure effective liquidity management;
• Handle daily trade bookings and perform position reconciliation to maintain accurate records;
• Monitor day-to-day product administration, liaising with relevant parties and vendors to streamline operations.
• Assist in account onboarding processes, including due diligence and preparing necessary documentation.
• Support compliance and risk management initiatives, ensuring adherence to regulations and internal policies.
• Coordinate with third-party service providers to enhance the efficiency of fund operations; and
• Handle additional tasks as required to support operational objectives.
  

• Conduct product valuation, reconciliation, and cash flow monitoring to ensure effective liquidity management;
• Handle daily trade bookings and perform position reconciliation to maintain accurate records;
• Monitor day-to-day product administration, liaising with relevant parties and vendors to streamline operations.
• Assist in account onboarding processes, including due diligence and preparing necessary documentation.
• Support compliance and risk management initiatives, ensuring adherence to regulations and internal policies.
• Coordinate with third-party service providers to enhance the efficiency of fund operations; and
• Handle additional tasks as required to support operational objectives.
  

• University Degree in Finance, Economics or Business-related subjects;
• At least 2 years solid experience in operations team, preferably within Asset Management or Fund Administrators firms;
• Proficient in Excel, Microsoft VBA macro skill and Bloomberg is preferred;
• Strong analytical skills, multi-tasking and time management;
• Able to work under pressure and independently;
• Good command of written and spoken English and Chinese, proficiency in Putonghua is a must; and
• Immediately available is highly preferred.
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Get notified about new Investment Manager jobs in Sheung Wan, Hong Kong SAR .

Central & Western District, Hong Kong SAR
HK$1,200,000.00
-
HK$1,800,000.00
3 days ago

Shenzhen, Guangdong, China
CN¥9,000.00
-
CN¥18,000.00
1 year ago

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Join to apply for the Assistant Manager, Finance, Asia Investment Management role at Sun Life

Join to apply for the Assistant Manager, Finance, Asia Investment Management role at Sun Life

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:

Job Purpose And Objectives

• Support financial close process of a licensed corporate with SFC Type 1, 4 and 9 licenses and group reporting
• Prepare regulatory returns under the Financial Resources Rules for submission to the Securities and Futures Commission
• Execute the relevant internal control activities relating to financial close and regulatory reporting processes
• Coordinate with Regional Office (RO) Finance and other relevant functions to deliver the aforementioned objectives
• Support treasury functions
• Assist in Business Plan and Strategic Plan process
• Support ad hoc management reporting and development of new business initiatives which will require technical accounting research and financial impact modeling
  
  

• Experience in handling relevant SFC regulatory reporting
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally communicate with multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.)
• Varied problems would be faced by this job as we are expected that the business will continue to evolve. It will require the candidate to be agile and proactive in coming up with solutions and ways of working to ensure sustainable outcomes.
• As our business involves a lot of stakeholders across business units and functions in the region, ability to appreciate our impacts on others and develop appropriate solutions is critical.
• Some degree of influence is required as the candidate would be required to work with other functions to develop processes which are sustainable and would require effective negotiation and influencing skills.
  
  

• University graduate in business-related degree
• CPA qualification is a must
• Preferably 7+ years of relevant experience in audit, accounting, SFC regulatory reporting, business management and operations
• Experience in asset and wealth management industry is a plus
• Have proven experience in the use of Word and Excel, and data compilation skills
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Financial Services and Insurance

Referrals increase your chances of interviewing at Sun Life by 2x

Wan Chai District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 16 hours ago

Wan Chai District, Hong Kong SAR 2 days ago

Central & Western District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Assistant Manager, Finance, Asia Investment Management role at Sun Life

Join to apply for the Assistant Manager, Finance, Asia Investment Management role at Sun Life

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:
Job Purpose And Objectives

• Support financial close process of a licensed corporate with SFC Type 1, 4 and 9 licenses and group reporting
• Prepare regulatory returns under the Financial Resources Rules for submission to the Securities and Futures Commission
• Execute the relevant internal control activities relating to financial close and regulatory reporting processes
• Coordinate with Regional Office (RO) Finance and other relevant functions to deliver the aforementioned objectives
• Support treasury functions
• Assist in Business Plan and Strategic Plan process
• Support ad hoc management reporting and development of new business initiatives which will require technical accounting research and financial impact modeling
  

• Experience in handling relevant SFC regulatory reporting
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally communicate with multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.)
• Varied problems would be faced by this job as we are expected that the business will continue to evolve. It will require the candidate to be agile and proactive in coming up with solutions and ways of working to ensure sustainable outcomes.
• As our business involves a lot of stakeholders across business units and functions in the region, ability to appreciate our impacts on others and develop appropriate solutions is critical.
• Some degree of influence is required as the candidate would be required to work with other functions to develop processes which are sustainable and would require effective negotiation and influencing skills.
  

• University graduate in business-related degree
• CPA qualification is a must
• Preferably 7+ years of relevant experience in audit, accounting, SFC regulatory reporting, business management and operations
• Experience in asset and wealth management industry is a plus
• Have proven experience in the use of Word and Excel, and data compilation skills
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Financial Services and Insurance

Referrals increase your chances of interviewing at Sun Life by 2x

Wan Chai District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 16 hours ago

Wan Chai District, Hong Kong SAR 2 days ago

Central & Western District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the 2025 BNY Analyst Program - Investment Management (HK) role at BNY

Job Description

2025 BNY Analyst Program – Investment Management

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring their perspectives to create solutions that benefit businesses, communities, and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our ideas and talents, we help make money work for the world. This is what it’s all about.

We welcome you to apply! When applying to this program, our Talent Acquisition team may review your resume for other open early career roles within the company.

We’re seeking future team members for our Investment Management Team in Singapore (SG ) in hybrid positions.

BNY Analyst Program

Our 24-month program offers rotational experiences across the business, providing a comprehensive view of BNY’s global franchise. You will work on high-priority initiatives, develop analytical and interpersonal skills, and gain exposure to senior leadership and clients. Upon completion, high-impact roles in multiple functions will be available.

Investment Management

We provide investors access to a broad range of opportunities across markets and asset classes, focusing on relevant, diversified, and innovative investment solutions backed by BNY’s strength and stability.

Program Eligibility

• Enrollment in a 4-year undergraduate program, preferably in business or technology
• Graduating between December 2024 and June 2025
• Minimum GPA of 3.0
• Demonstrated leadership and well-rounded experience
• Excellent communication skills
• No sponsorship required for employment visa

Our awards include:

• Fortune’s America’s Most Innovative Companies 2024
• Fortune’s World’s Most Admired Companies 2024
• Human Rights Campaign Foundation, 100% score, 2023-2024
• Disability:IN, 100% score, 2023-2024
• Just Capital’s Most Just Companies 2024
• Dow Jones Sustainability Indices, Top for Sustainability 2024
• Bloomberg’s Gender Equality Index 2023

Benefits and Rewards

BNY offers competitive compensation, benefits, and wellbeing programs, including paid leaves and volunteer time, supporting your health, resilience, and financial goals.

BNY is an Equal Employment Opportunity/Affirmative Action Employer.

Join to apply for the 2025 BNY Analyst Program - Investment Management (HK) role at BNY

Job Description

2025 BNY Analyst Program – Investment Management

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring their perspectives to create solutions that benefit businesses, communities, and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our ideas and talents, we help make money work for the world. This is what it’s all about.

We welcome you to apply! When applying to this program, our Talent Acquisition team may review your resume for other open early career roles within the company.

We’re seeking future team members for our Investment Management Team in Singapore (SG ) in hybrid positions.

BNY Analyst Program

Our 24-month program offers rotational experiences across the business, providing a comprehensive view of BNY’s global franchise. You will work on high-priority initiatives, develop analytical and interpersonal skills, and gain exposure to senior leadership and clients. Upon completion, high-impact roles in multiple functions will be available.

Investment Management

We provide investors access to a broad range of opportunities across markets and asset classes, focusing on relevant, diversified, and innovative investment solutions backed by BNY’s strength and stability.

Program Eligibility

• Enrollment in a 4-year undergraduate program, preferably in business or technology
• Graduating between December 2024 and June 2025
• Minimum GPA of 3.0
• Demonstrated leadership and well-rounded experience
• Excellent communication skills
• No sponsorship required for employment visa

Our awards include:

• Fortune’s America’s Most Innovative Companies 2024
• Fortune’s World’s Most Admired Companies 2024
• Human Rights Campaign Foundation, 100% score, 2023-2024
• Disability:IN, 100% score, 2023-2024
• Just Capital’s Most Just Companies 2024
• Dow Jones Sustainability Indices, Top for Sustainability 2024
• Bloomberg’s Gender Equality Index 2023

Benefits and Rewards

BNY offers competitive compensation, benefits, and wellbeing programs, including paid leaves and volunteer time, supporting your health, resilience, and financial goals.

BNY is an Equal Employment Opportunity/Affirmative Action Employer.

Join to apply for the Assistant Marketing Manager, Senior Associate, Hong Kong, Investment Management role at Morgan Stanley

Join to apply for the Assistant Marketing Manager, Senior Associate, Hong Kong, Investment Management role at Morgan Stanley

Get AI-powered advice on this job and more exclusive features.

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with 45 offices serving clients in 19 countries. MSIM’s professionals worldwide provide outstanding long-term investment performance. We offer clients a diverse array of equity, fixed income, liquidity and alternative investments, including real asset strategies

We are seeking a motivated and all rounded Assistant Marketing Manager to join our Investment Management Division. The ideal candidate will be part of the Asia Marketing team in planning and executing marketing strategies to promote our investment capabilities and services, enhance client engagement, and strengthen our brand presence in Asia. This role provides opportunity to work with Distribution teams in different markets in Asia with wide exposures to all aspects of Marketing.

Principal Responsibilities

• Marketing Campaign Planning and Execution: Assist in the development and execution of marketing campaigns for investment capabilities and products, including digital marketing, email marketing, and print materials.
• Event Management: Organize and promote events such as webinars, industry conferences, and coordinate with vendors to ensure all logistics are managed effectively.
• Content Creation and collateral management: Collaborate with the regional team and global team to create compelling marketing content, including brochures, newsletters, presentations, and social media posts. Review marketing collateral in traditional Chinese and simplified Chinese.
• Digital Marketing: manage website content curation, email marketing, and amplify social media presence and influence.
• Performance Tracking: Track and analyze the performance of marketing campaigns and activities for optimization.
• Market Research: Conduct market research to identify trends, competitor activities, and client needs to inform marketing strategies.
• Vendor and Agency Management: Select and manage relationships with vendors and agencies, including advertising, media, print, and PR agencies etc.
• Cross-Functional Collaboration: Collaborate with Distribution, Compliance, Legal, Risk Management, and other control functions and firmwide functions to ensure adherence to Group and regulatory standards while implementing marketing activities.
  
  

• Education: Bachelor or master’s degree in Marketing, Business Administration, Communications, or a related field.
• Experience: 7-10 years of working experience in Marketing positions, preferably within the financial services or asset management sector.
  
  

• Excellent command in written and spoken English and Chinese.
• Strong project management and problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint etc).
• Familiarity with marketing tools and platforms (e.g., email marketing systems etc).
• Knowledge of investment products and financial markets is preferred.
  
  

• Impeccable attention to detail, focusing on delivering exceptional results.
• Strong sense of ownership and can-do attitude.
• Proactive, responsive, creative, strategic, and able to work both independently and as part of a team, with good interpersonal and communication skills.
• Organized and disciplined, and self-motivated to learn, enrich relevant work knowledge and experience.
• Ability to work on multi-function projects and managing stakeholders across a matrix organization
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Marketing and Sales

Referrals increase your chances of interviewing at Morgan Stanley by 2x

Central & Western District, Hong Kong SAR 6 months ago

Hong Kong, Hong Kong SAR HK$60,000.00-HK$00,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 70,000.00-HK 100,000.00 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Assistant Marketing Manager, Senior Associate, Hong Kong, Investment Management role at Morgan Stanley

Join to apply for the Assistant Marketing Manager, Senior Associate, Hong Kong, Investment Management role at Morgan Stanley

Get AI-powered advice on this job and more exclusive features.

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with 45 offices serving clients in 19 countries. MSIM’s professionals worldwide provide outstanding long-term investment performance. We offer clients a diverse array of equity, fixed income, liquidity and alternative investments, including real asset strategies
We are seeking a motivated and all rounded Assistant Marketing Manager to join our Investment Management Division. The ideal candidate will be part of the Asia Marketing team in planning and executing marketing strategies to promote our investment capabilities and services, enhance client engagement, and strengthen our brand presence in Asia. This role provides opportunity to work with Distribution teams in different markets in Asia with wide exposures to all aspects of Marketing.
Principal Responsibilities

• Marketing Campaign Planning and Execution: Assist in the development and execution of marketing campaigns for investment capabilities and products, including digital marketing, email marketing, and print materials.
• Event Management: Organize and promote events such as webinars, industry conferences, and coordinate with vendors to ensure all logistics are managed effectively.
• Content Creation and collateral management: Collaborate with the regional team and global team to create compelling marketing content, including brochures, newsletters, presentations, and social media posts. Review marketing collateral in traditional Chinese and simplified Chinese.
• Digital Marketing: manage website content curation, email marketing, and amplify social media presence and influence.
• Performance Tracking: Track and analyze the performance of marketing campaigns and activities for optimization.
• Market Research: Conduct market research to identify trends, competitor activities, and client needs to inform marketing strategies.
• Vendor and Agency Management: Select and manage relationships with vendors and agencies, including advertising, media, print, and PR agencies etc.
• Cross-Functional Collaboration: Collaborate with Distribution, Compliance, Legal, Risk Management, and other control functions and firmwide functions to ensure adherence to Group and regulatory standards while implementing marketing activities.
  

• Education: Bachelor or master’s degree in Marketing, Business Administration, Communications, or a related field.
• Experience: 7-10 years of working experience in Marketing positions, preferably within the financial services or asset management sector.
  

• Excellent command in written and spoken English and Chinese.
• Strong project management and problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint etc).
• Familiarity with marketing tools and platforms (e.g., email marketing systems etc).
• Knowledge of investment products and financial markets is preferred.
  

• Impeccable attention to detail, focusing on delivering exceptional results.
• Strong sense of ownership and can-do attitude.
• Proactive, responsive, creative, strategic, and able to work both independently and as part of a team, with good interpersonal and communication skills.
• Organized and disciplined, and self-motivated to learn, enrich relevant work knowledge and experience.
• Ability to work on multi-function projects and managing stakeholders across a matrix organization
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Marketing and Sales

Referrals increase your chances of interviewing at Morgan Stanley by 2x

Central & Western District, Hong Kong SAR 6 months ago

Hong Kong, Hong Kong SAR HK$60,000.00-HK$00,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 70,000.00-HK 100,000.00 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Investment Fund Management, Specialist role at AIA Hong Kong and Macau .

Get AI-powered advice on this job and more exclusive features.

At AIA, we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to better people's lives, communities, and environments, with a goal of helping a billion people live Healthier, Longer, Better Lives by 2030.

We seek ambitious individuals who believe in shaping this future, offering unmatched career and personal growth opportunities, working with inspiring leaders.

Sound like you? Then read on.

Support the team in performing Unit-Linked and/or pension-related projects and businesses.

• Assist with routine fund performance updates, marketing reports, and sales support materials.
• Assist in funds selection, review, and monitoring for both Unit-Linked and pension platforms.
• Help prepare materials for presentations and regulatory meetings.

You may need to obtain relevant licences if your role involves regulated activities.

Build a career with us as we help our customers and community live Healthier, Longer, Better Lives.

Please provide all requested information, including Personal Data, to be considered. Incomplete or inaccurate data may affect your application outcome.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Insurance

Join to apply for the Head of Operations and Development - Hang Seng Investment Management Limited (HK) role at Hang Seng Bank

Join to apply for the Head of Operations and Development - Hang Seng Investment Management Limited (HK) role at Hang Seng Bank

A Career with Hang Seng Bank
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.

Job Description
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.

Head of Operations and Development - Hang Seng Investment Management Limited

Established in 1993, Hang Seng Investment Management Limited (“Hang Seng Investment”) is a wholly owned subsidiary of Hang Seng Bank Limited, and is Hong Kong's No. 1 ETF manager in assets under management. Specializing in managing funds related to mainland China and Hong Kong markets, Hang Seng Investment is committed to providing comprehensive investment services through experienced investment managers managing ETFs, retail funds, and portfolios for institutional and private clients. With over 30 years of experience, we are a leading asset manager in Hong Kong.

We are currently seeking a high-caliber professional to join us as Head of Operations and Development .

1. Establish clear operational objectives and KPIs aligned with the strategic goals of the Fund House.
2. Monitor team performance and operational metrics, implementing corrective actions as necessary.
3. Manage all back-office operations including trade settlement, corporate actions, fund accounting, compliance, and reporting.
4. Develop and maintain operational policies and procedures to enhance efficiency and mitigate risks.
5. Assess and improve controls related to trade processing, corporate actions, reconciliation, and reporting.
6. Collaborate with COO and senior management on strategic operational initiatives.
7. Analyze workflows to identify areas for improvement and implement best practices.
8. Lead cross-functional projects to improve operational efficiency, working with IT, finance, and other departments.
9. Serve as the main contact for internal and external stakeholders on operational matters.
10. Participate in meetings to provide operational insights and address inquiries.

• Bachelor’s or Master’s Degree in Business Administration, Finance, Risk Management, or related field
• Over 10 years of experience in operations management within financial services, with a focus on fund operations
• Proven success in leading teams and managing complex projects
• Deep knowledge of fund operations, compliance, and industry best practices
• Proficiency with operational systems, data management, and reporting tools
• Excellent analytical, problem-solving, and decision-making skills
• Strong communication and interpersonal skills
• Familiarity with shared services models and governance structures
• Proficiency in English, Chinese, and Mandarin

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest updates on career opportunities in Hong Kong.