Supervisor, Investment Operations (Contract)

Principal Financial

  • Kowloon, Hong Kong
  • Temporary
  • Full-time
  • 30 days ago
Responsibilities:We offer an outstanding chance for a diligent and dedicated person to join our team as a Supervisor, Investment Operations (Contract). Join a skilled team focused on excellence.What You'll Do
  • Prepare daily cash position reports. You will manage short-term investments, including Time Deposit Placement, ensuring timely compliance with guidelines.
  • Assist with product updates/projects, collaborate with the Manager to update product information and manage various projects within the department.
  • Responsible for opening accounts and following up on regular/ad hoc KYC requests with banks and other financial institutions.
  • Liaise with Portfolio Managers to determine cashflow needs, ensuring sufficient funding for redemption purposes and addressing other operational issues.
  • Perform ad-hoc tasks as required to support the department's goals and objectives.
Requirements:Who You Are
  • A University or College graduate with a major in Banking, Finance, or other related fields.
  • Minimum 3 years’ experience in investment funds operations, with knowledge of Treasury Products (including FX/MM and custodian-related functions) being a plus.
  • Holder of SFC RA 13 licensed representative is a definite advantage.
  • Proficient in written and spoken English and Chinese (Cantonese).
  • Detail-minded, positive attitude, great teammate, self-motivated, and able to work under pressure and prioritize multiple tasks.
  • Proficient in PC skills including Microsoft Word, Excel (familiarity with Macro and VBA is a plus), and PowerPoint.
  • Candidates with less experienced will be considered as Senior Officer level.
Additional Information:Why Join Us?At Principal Financial Group, we believe in encouraging an inclusive and collaborative environment where ambitious individuals can thrive. We are committed to your professional development and success. By joining our team, you will have the opportunity to work alongside proven experts in the field, contributing to our mission to deliver outstanding service and results. This is your chance to be part of an organization that values your contributions and supports your growth!

Principal Financial