Responsibilities:
- Support the family office in all regular and ad hoc reporting, such as monthly portfolio performance reports, monthly market and credit risk reporting, weekly investment reports, etc
- Develop and maintain investment database
- Streamline workflow for regular reporting and data sharing
- Prepare procedure manuals
- Ensure proper risk control in place and breach reporting
- Assist in funds subscriptions, including preparation of KYC materials, fund onboarding and offboarding, regular monitoring and fund reporting
- Assist in meeting regulatory disclosure requirements, as well as compliance in all aspect with regulators, private banks, and company houses in Hong Kong, and other offshore jurisdictions
Requirements:
- University Graduate with economics, business, finance or related degree
- 3+ years or above experience in in investment, finance, or insurance company
- Proven analytical skills, experience with quantitative and data analysis; including ability to "think outside the box"
- Extremely strong excel skills (including VBA), communication and inter-personal skills and ability in problem solving
- Ability to meet strict deadlines and projects
- Proactive and detail oriented with flexibility to business changes
- Fluent in English and Chinese
