Job ref no.: CT3114388-01#5453


Robert Walters


  • Produce timely and accurate routine performance management reports and analysis for Securities Services Asia, mainly on Funds Services and Global Custody
  • Prepare and provide analysis dashboard to uphold a timely and quality delivery to stakeholders; Highlight issues and opportunities to business managers and recommend solutions in due course
  • Participate to develop a robust model for client profitability for Global Custody and Funds Services; Support the launch of Funds and Global Custody client profitability report to Securities Services MI reporting tool platform
  • Perform in depth financial, business and economical studies to present to management in conjunction with recommendations concerning proposed initiatives and projects
  • Direct, consolidate and analyse revenue and costs and other key statistical or financial reports, including analysis of periodic regional, market, client and product analysis
  • Conduct quarterly financial forecast and annual planning for Securities Services Asia
  • Build sales flow analysis and KPI to support business in driving business growth and strategic planning * Support ad hoc analysis and projects


  • A qualified CPA with degree in Finance, Accounting, Business Administration or related disciplines
  • Solid financial analytics and business planning experience gained from International Banks and Financial Institutions
  • In depth knowledge and experiences in Funds Administration and Custody Businesses will be an advantage
  • Sound interpersonal and communication skills with strong leadership and business acumen

Get in touch

Elise Mak

+852 21619407


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More job information
Job ref no. CT3114388-01#5453
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 0 year - 5 years
Career Level
  • Entry level
  • Degree