Job ref no.: CT3126127-01#1409

Investment Associate (Portfolio Operation)

SAFE Investment


Main responsibilities:

  • The incumbent will join our portfolio operation team as part of investment department.
  • Handle all aspects related to daily investment operations, including cash management, monitor and reconcile daily cash-flow , portfolio rebalancing as necessary,  and trade reconciliation, portfolio change, order placing etc.
  • Analyze corporate actions and communicate with portfolio managers on potential impact.
  • Analyze portfolio performance and risk periodically.
  • Arrange Money market, Fixed Income, FX transactions and execute orders to maximize portfolio profit.
  • Assist in system enhancement and UAT testing.
  • Coordinating between internal departments to resolve queries and issues related to operations support.
  • Demonstrate thought leadership by continuously enhancing processes and creating efficiencies, as well as contributing to strategic infrastructure development.
  • Participate in ad-hoc projects and carrying out any other duties and responsibility as assigned by management.
  • Candidate would enjoy all-rounded exposure on portfolio operation and cash management duties.
  • The company culture is relatively friendly and stable.

Requirements and Qualifications:

  • Bachelor degree holder or above from recognized university in Economics, Finance, Accounting or other relevant disciplines, with an excellent academic record.
  • 1 to 3 years of relevant experience in FICC related treasury function or Investment operations (Fresh graduates with strong academic are welcome).
  • Proven ability to operate efficiently and accurately in a high pressure environment.
  • Strong analytical skills, highly motivated, diligent and team player.
  • Proficient in Excel, VBA macro and Bloomberg skills.
  • Strong communication skills, both written and verbal (Chinese and English).
  • Immediately available is highly preferred.

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More job information
Job ref no. CT3126127-01#1409
Job Function
Employment Term
  • Permanent
  • Full-time
  • 1 year - 3 years
Career Level
  • Non-management level
  • Degree