Job ref no.: CT3118907-01#0026
China Ping An Insurance Overseas (Holdings) Limited

Senior Associate, Operations

China Ping An Insurance Overseas (Holdings) Limited

  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan

Job Responsibilities:

  • Trading Operation and Treasury Support: Ensure the daily operations workflows are implemented and executed in an accurate and timely manner.
  • Data Management and Reporting: Ensure data accuracy and all reporting requirements are fulfilled accurately and punctually.
  • New Product Development: Liaison with both internal (i.e. L&C, Investment, Product, Risk, Finance, Outsource affiliate entities) and external partners (e.g. trustees, distributors, service providers) to establish operation workflows to ensure the smoothness of product launching.
  • Operation Procedure Maintenance: Compile, review and update operations policies and procedures to ensure the comprehensiveness and the compliancewith regulatory requirements and Group policies.
  • System Development:Responsible for system establishmentand enhancement to automate or improve existing work flow.
  • Vendor Management: Monitor the quality of service delivered by the services providers and internal affiliate entities outsourced.
  • Ensure all operation issues are solved in timely manner and well recorded.
  • Ad hoc projects as assigned.

Job Requirements:

Education and Professional Requirements

  • Bachelor degree in business administration, finance, accounting or related disciplines.
  • Qualified CPA or equivalent qualification is preferred
  • Lean and Six Sigma Green Belt or above is a plus.

Experience Requirements

  • Minimum 5 to 10 years of operations experience in Fund House with 3-5 years in management role.
  • In-depth knowledge and experience in full operational cycle on secondary market trading and treasury functions, e.g., trade settlement, fund accounting, fund administration, reconciliation and data management & reporting; and strong knowledge in investment product and instrument, including OTC transactions.
  • Attention to details with ability to maintain a high level of accuracy and be vigilant to abnormalities
  • Independent, well-organized, self-motivated, able to work under fast paced and result driven environment, able to prioritize multi-tasking and time management.
  • Strong communication skills and supervisory skills.
  • Proficient Excel skills, with VBA Macro programming skills preferred.
  • Preferred: 
    ◦Experience and knowledge in ETF/QDII/RQFII operations is an advantage;
    ◦Knowledge on Business Process Reengineer (BPR) is preferred;
    ◦Project experience, especially on system enhancement and development involving cross-function collaboration is a plus.
  • Good command of spoken and written English, Mandarin and Cantonese. 

More job information
Job ref no. CT3118907-01#0026
  • N/A
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Non-management level
  • Degree