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Showing 128 Investment Reporting jobs in Hong Kong

Client Investment Reporting Specialist

$60000 - $120000 Y T. Rowe Price

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Job Description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

POSITION PURPOSE
The Client Investment Reporting Specialist is responsible to provide clients with custom and standardized reports in relation to their portfolio and on broad topics, including performance, analytics, attribution, compliance, peer groups, and enterprise risk. The specialist will provide clients with a platform to raise their enquiries and request, to which s/he will provide clients with support and assistance on their queries.

Principal Responsibilities

  • Responsible for the end-to-end production and distribution process for completing repeatable and ad-hoc client reporting packages for specified business unit(s). The workflow involves sourcing data from various systems, coordinating with different internal teams for sources, compiling data into different systems or software, and distributing via the reporting platform.
  • Ensure production timeliness, while meeting quality and compliance requirements.
  • Responsible for the liaison with internal stakeholders on client report requirements and enquiries. This involves negotiation, establishment, and management of deadline feasibilities, prioritizing other requirements with these stakeholders, while managing the client/distribution team's expectations.
  • Identify process improvement opportunities, geared towards improving client service, operational efficiency, and/or output quality. Serves as a participant in firm-wide initiatives and system enhancements, especially as a subject-matter-expert in client reporting.

Personal Attributes / Skills / Qualifications

  • Associated degree and 3+ years' experience working in the Asset Management industry, with client reporting experience preferred.
  • Good understanding of investment and fund industry, including performance and investment strategies.
  • Strong technical skills on Excel and Powerpoint preferred.
  • Ability to work independently and learn new technology and/or processes quickly.
  • Ability to work under pressure and meet tight deadlines.
  • Detail oriented with excellent written and verbal communication skills.
  • Strong organizational skills.

Commitment To Diversity, Equity, And Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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Senior Data Analyst – Investment Reporting

$80000 - $120000 Y Protiviti Hong Kong

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Job Description

Manage and execute the
quarterly investment reporting cycle
, including capital account statements, fund performance dashboards, and investor reports.

Extract, transform, and analyze large datasets using enterprise data management platforms.

Maintain and enhance Excel-based financial models to support IRR, MOIC, DPI, and other key performance metrics.

Ensure the accuracy and timeliness of data used in investor communications and internal reporting packages.

Collaborate cross-functionally with investment, finance, and operations teams to collect and validate portfolio company data.

Develop and standardize repeatable reporting processes and templates using
Microsoft Word
and Excel.

Troubleshoot data discrepancies and ensure data integrity across all systems.

Support ad hoc analysis and investor requests with a high level of responsiveness and data accuracy.

Contribute to system enhancements, data governance initiatives, and reporting automation projects.

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Financial Analyst/ Senior Financial Analyst

$900000 - $1200000 Y KOS International Limited

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Job Description

Financial Analyst/Senior Financial Analyst

About the Client

Our client is a renowned MNC retailer. Currently they are looking for a seasoned and passionate Financial Analyst to join them and support their country finance team.

About the Role

  • Support the annual budget and periodic forecasts, translating operational data into financial projections and presenting findings to leadership.
  • Drive management decision-making by analyzing and reporting on weekly sales performance, trends, and variances at both the boutique and product level.
  • Conduct cost analysis and communicate with different stakeholders on a monthly basis.
  • Support month-end and year-end closing process.
  • Act as a key liaison between retail operations and accounting.
  • Uphold financial integrity and policy compliance by validating purchase orders, partnering on inventory counts, and overseeing write-offs and other transactions.
  • Support internal and external audit activities.
  • Support any ad-hoc projects as assigned.

The Successful Applicant

  • Bachelor's degree or above in Finance, Accounting or other related disciplines.
  • 3 years+ relevant FP&A experience from MNCs.
  • Experience gained in the Retail/FMCG industry is highly preferred.
  • Strong Excel skills is required.
  • Analytical, communicative, hands-on and independent.
  • Fluent in Cantonese and English.
  • Immediately available is an advantage.

Click "Apply * *Now* *" to apply for this position or call Alec Yeung at for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.

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Financial Analyst

$600000 - $1200000 Y Sandbox VR Limited

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Job Description

Who We Are

We're Sandbox VR, the most advanced virtual reality experience in the world. Our mission is to bring people closer together through world-class immersive experiences. When guests step into one of our stores, our full-body motion tracking gear and Hollywood motion capture cameras make them the stars of their own movies. Groups freely roam our large-open "holodecks" together, relying on each other to succeed in social experiences. Whether it's venturing into space, battling on the high seas, or surviving a zombie apocalypse, our experiences take our guests on a journey they won't forget

Since launching in 2017, we've become the location-based VR industry leader.  As we continue to expand globally, there's never been a better time to join the Sandbox VR team. We take pride in the relationships we are building within our communities by providing world-class experiences for our guests and our employees. Here, we value humility and have built a collaborative environment, ensuring that our guests, and our teammates all win collectively.  If this sounds interesting to you, we'd love you to join us, as we build the future of entertainment.

What you'll be doing

  • Assist in preparing the annual budget and quarterly forecast
  • Provide monthly financial analysis on business performance and sales forecast for management review
  • Prepare monthly KPI and operational metrics for investors and other stakeholders
  • Perform margin analysis and departmental variance analysis and lead discussions with department leaders on risks, opportunities and efficiencies
  • Develop and maintain models to assist in operations and growth decisions
  • Assist in system implementation or improvements
  • Work closely with the accounting team on the month end close
  • Assist in the implementation of a new forecasting tool for operations
  • Assist in ad hoc assignments and projects

Sandbox VR is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

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Financial Analyst

$60000 - $120000 Y Oasis Headquarters Limited

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Job Description

Who We Are:

We're Sandbox VR, the most advanced virtual reality experience in the world. Our mission is to bring people closer together through world-class immersive experiences. When guests step into one of our stores, our full-body motion tracking gear and Hollywood motion capture cameras make them the stars of their own movies. Groups freely roam our large-open "holodecks" together, relying on each other to succeed in social experiences. Whether it's venturing into space, battling on the high seas, or surviving a zombie apocalypse, our experiences take our guests on a journey they won't forget

Since launching in 2017, we've become the location-based VR industry leader.  As we continue to expand globally, there's never been a better time to join the Sandbox VR team. We take pride in the relationships we are building within our communities by providing world-class experiences for our guests and our employees. Here, we value humility and have built a collaborative environment, ensuring that our guests, and our teammates all win collectively.  If this sounds interesting to you, we'd love you to join us, as we build the future of entertainment.

Key Responsibilities
  • Assist in preparing the annual budget and quarterly forecast
  • Provide monthly financial analysis on business performance and sales forecast for management review
  • Prepare monthly KPI and operational metrics for investors and other stakeholders
  • Perform margin analysis and departmental variance analysis and lead discussions with department leaders on risks, opportunities and efficiencies
  • Develop and maintain models to assist in operations and growth decisions
  • Assist in system implementation or improvements
  • Work closely with the accounting team on the month end close
  • Assist in the implementation of a new forecasting tool for operations
  • Assist in ad hoc assignments and projects
Qualifications
  • Bachelor's degree in Accounting or Finance related disciplines
  • Minimum 3-5 years of relevant accounting experience
  • Proficient in Excel
  • Fluent in English
  • Familiar with NetSuite and experience in franchising and retail is a big plus
  • Analytical, self-motivated, and have good communication skills and a fast learner
  • Experience working with remote teams

What We're Offering:

  • Unlimited time off
  • 13th month bonus
  • Equity
  • Medical benefits
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Financial Analyst

$60000 - $120000 Y AS Watson Retail (HK) Limited

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Job Description

Come and join a Winning Team

Be Remarkable. Be Yourself

Why Should You Join Us?

At AS Watson, we believe in our people, in teamwork and the importance of your personal growth. If you are looking for the opportunity to join our award-winning international family with over 17,000 stores across 31 markets in Asia and Europe, the ASW family welcomes you…  

You can enjoy:

  • Conveniently located in Whampoa, less than 5 min. walk from MTR
  • Cozy office with contemporary design
  • Comprehensive Medical and Life insurance coverage, including your spouse and children

Role Purpose:

We are seeking a highly motivated Financial Analyst to be the financial partner for our dynamic Online Business. In this role, you will go beyond traditional reporting to provide the insights that drive strategic growth and operational excellence across our digital platforms.

A typical day in this Role:

  • Own the Management Reporting Cycle: Lead the preparation and delivery of accurate financial reports, including weekly performance dashboards, monthly reporting packs, quarterly forecast, and yearly budget updates
  • Drive Campaign Intelligence: Partner directly with Business Units (BUs) to evaluate the effectiveness of major marketing campaigns. Your analysis will review on various angles of performance
  • Be a Catalyst for Efficiency: Proactively identify and lead process improvement projects to automate reporting, enhance data consolidation, and increase the overall productivity of the finance team
  • Provide Strategic Analysis & Modelling: Develop robust financial models and conduct deep-dive analysis to support business reviews, new initiatives, and long-term strategic planning for senior management
  • Collaborate for Success: Work closely with cross-functional teams (Marketing, Commercial, Tech) to gather business requirements, align on goals, and ensure financial rigor in all decision-making

This job is a good fit for You if:

  • You are a DETAILER.  You deliberate fully before making decisions and will need to see all the facts before reaching a conclusion. You follow up rigorously.
  • You are a CHALLENGER.  You will question everything. You are not reserved and tend to be energetic, quick speaking and outgoing.
  • You are a TEAM PLAYER. Your focus is on the relationships within the team. You are optimistic, energetic and feel energized when working with others.
  • You are a COMMUNICATOR.  You have an ability to pick up on people's underlying motivations and these insights makes you persuasive and inspiring.

Success will depend on:

  • Degree or above in Accounting, Finance or Business disciplines with min. 3 years related working experiences; Candidates with less experience will be considered as Assistant Financial Analyst.
  • Proactive, can-do and detail-minded attitude, interested in driving business growth.
  • Ability to meet deadlines under pressure, and adapt a flexible approach to reach business needs.
  • Strong logical sense, analytical and problem-solving skills.
  • Good communication skills on both verbal and written English and Chinese (Cantonese, Mandarin).
  • Power BI is a MUST, Proficiency in MS Excel (& Macros),  MS PowerPoint.

What is holding you back?

Don't miss out on this great chance to shape Your life

Apply now 

We are an equal opportunity employer and welcome applications from all qualified candidates. The information provided will be treated in strict confidence and be used only for consideration of your application for relevant/ similar posts within the AS Watson Group.

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Financial Analyst

$60000 - $80000 Y H2 SOLUTION

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Job Description

A highly motivated and adaptable professional is sought to partner with a senior executive in a fast-paced, innovative environment. This is a critical role for an individual who is a proactive problem-solver and thrives in a dynamic setting where they can take initiative and manage a diverse range of responsibilities.

The ideal candidate will be a strategic thinker with a strong foundation in finance and an interest in emerging hydrogen technologies. This position offers a unique opportunity to be involved in high-impact projects and support the strategic vision of the leadership.

Responsibilities:

  • Serve as the primary point of contact for a senior executive, managing complex scheduling, correspondence, and travel arrangements.
  • Prepare and organize materials for key meetings, including drafting agendas, taking minutes, and ensuring follow-up on action items.
  • Conduct research and analysis on a variety of topics, including areas of strategic interest such as hydrogen power, and clean energy applications.
  • Handle and analyze large datasets to support financial planning and strategic initiatives.
  • Prepare reports, presentations, and other documents for internal and external stakeholders, demonstrating a high level of proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
  • Liaise with internal and external parties on behalf of the senior executive, maintaining a high degree of professionalism and discretion.
  • Independently manage and execute special projects as assigned.
  • Anticipate needs and proactively address challenges to ensure the seamless operation of the executive's office.

Requirements:

  • Bachelor's Degree in Business Administration, Finance, or a related field.
  • Proven experience in a fast-paced support role, with a strong understanding of financial concepts.
  • A keen interest in and understanding of emerging hydrogen technologies.
  • Exceptional organizational and multitasking abilities, with meticulous attention to detail.
  • Demonstrated ability to work independently, take ownership of tasks, and thrive under pressure.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite is essential.
  • A high level of discretion and the ability to handle confidential information with integrity.
  • A proactive and resilient mindset, with the ability to navigate complex situations with sound judgment.

Nature of Employment: Full-time

Working Hours: Monday to Friday

Work Location: Hong Kong Science Park

Salary: $20,000 (per month)

Probation Period: 6 months

Benefits: Competitive salary package and opportunities for professional growth.

Application Details:

Interested candidates should email their resume to Please include your current and expected salary in your application.

Application Deadline: 31/12/2025

工作類型: 全職

薪酬: $9,000.00至$2 ,000.00(每月)

福利:

  • 有薪年假

Work Location: 親身到場

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Financial Analyst

$80000 - $120000 Y KERRY PROPERTIES LIMITED

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Job Description

At Kerry Properties, we commit to employing people who are passionate and dedicated. We look for people who always strive for excellence and possess a positive attitude. In turn, we offer our people boundless opportunities in career advancement and realization of their potential.

Company description:

At Kerry Properties, we commit to employing people who are passionate and dedicated. We look for people who always strive for excellence and possess a positive attitude. In turn, we offer our people boundless opportunities in career advancement and realization of their potential.

Job description:

Job Highlights:

Being a member in the Group Financial Planning & Analysis team for project cashflow and financials analysis. Working directly with Senior Manager of Finance to provide detailed cashflow and financials analysis of property projects including project's profitability, return, cash management and funding.

Responsibilities:

Support Senior Manager of Group Financial Planning in managing various management reports and financial modelling related to property project's financials analysis for properties under development, property sales and investment properties;

Work directly with Group Finance and Treasury in reviewing and analyzing the cash and funding plan of each project and monitor the execution plan;

Work with counterparts in Hong Kong and Mainland business units, and provide support to other internal stakeholders in other functions if necessary;

Perform ad-hoc projects as assigned when required.

Requirements:

Degree holder in Accounting, Finance, Economics or relevant disciplines;

3-5 years of relevant working experience in sizable MNC or listed company, preferably with Big 4 experience;

Qualified accountant is preferred;

Solid experience in management accounts, financial planning and analysis with strong commercial acumen with ability to interpret and draw insights from large data sets ideally with previous experience using Oracle EPM (including EPBCS and FCCS), Excel VBA, Tableau, Power BI, or Oracle Smart View;

Proficient in Excel modelling and PowerPoint presentation;

Strong track record in providing analysis to enable initiatives and support the organization's operational, financial, and strategic decisions;

Strong analytical and problem-solving skills with growth mindset; eager to drive change and continuous process improvements;

Be flexible, hands-on, able to work under pressure and detail-oriented; a good team player and willing to share knowledge and learn from others;

Excellent communication skills, good command of written and spoken English & Chinese (both Cantonese and Mandarin);

Candidates with more experiences will be considered for the position of Senior Financial Analyst.

The personal data provided will only be used for recruitment and employment-related purposes. All personal data provided will be treated in strict confidence. All applications may be considered for other suitable position(s) in the Kuok/Kerry Group and its subsidiary/ associated companies. For correction of or access to personal data after submission of the application or enquiries on recruitment matters, please contact Human Resources Department by email to (email redacted, apply via Company website). Please mark "Confidential: Personal Data Access/ Correction/ Recruitment Enquiries" on your correspondence. Information on unsuccessful candidates will normally be destroyed after 24 months from the date of application. By submitting an application through Kerry Properties' Career webpage, you are deemed to have consented to its Personal Information Collection Statement.

Full-time,Permanent

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Financial Analyst

$104000 - $130878 Y Cole Haan Hong Kong Limited

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Job Description

Core Accountabilities:

  • Collaborate in the development of annual budgets and rolling forecasts, aligning financial planning with global business objectives and market trends.
  • Monitor and analyze actual performance against budget across regions and product lines; identify key variances and partner with business units to drive accountability and corrective actions.
  • Support month-end closing processes, ensuring timely and accurate preparation of management reports and financial statements.
  • Contribute to monthly business reviews, delivering clear financial narratives and performance insights to senior leadership.
  • Drive process improvements by identifying opportunities to streamline workflows, enhance reporting accuracy, and implement automation tools.
  • Provide support during year-end audits (external and internal) and assist with corporate tax filings and compliance requirements.
  • Undertake ad-hoc financial analysis, reporting, and special projects as assigned by management.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related discipline.
  • Minimum 3 years of relevant experience, ideally within the wholesale, retail, or consumer goods sectors.
  • Strong command of Microsoft Excel (pivot tables, advanced formulas, data modeling); proficiency in PowerPoint and Word.
  • Hands-on experience with SAP is highly desirable.
  • Analytical mindset with a proactive, solution-oriented approach; thrives in a fast-moving, performance-driven environment.
  • Excellent communication and interpersonal skills; able to collaborate effectively across global teams and influence stakeholders.
  • Immediate availability is a plus.
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Financial Analyst

$900000 - $1200000 Y Nityo Infotech

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Job Description

Must-have criteria:

  • Bachelor's degree in finance, Accounting, Business Administration, or related field.
  • Minimum 6–8 years of experience in financial planning and analysis, preferably in insurance industry or technology finance.
  • Proficiency in the use of computing technology, including:
  • Microsoft PowerPoint for executive presentation
  • Microsoft Excel (advanced formulas, pivot tables, macros/VBA)
  • Proficiency in English and Cantonese

Good-to-have criteria:

  • CA, CPA, or equivalent professional accounting qualifications are desired
  • Strong understanding of IT cost structures, project accounting, and capital vs. operating expense treatment.
  • Experience with data visualization tools like Power BI or Tableau is a plus
  • Good to be proficient in Mandarin, but not essential

If interested, share resume
or

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