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Operations Specialist (global listed equities)

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Operations Specialist (global listed equities)

Bowen Capital (HK) Limited
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Job Highlights

  • Collaborate closely with brokers and custodians
  • Client Onboarding: Manage the onboarding process
  • Educational Background: Bachelor’s degree

Position Overview

Join our dynamic team as an Operations Specialist! We are seeking a dedicated professional who is passionate about operational excellence. In this role, you will play a crucial part in supporting our investment operations, ensuring efficiency and compliance while contributing to our commitment to sustainable growth.


Key Responsibilities

  • Trade Processing and Settlement: Assist in the uploading and reconciliation of trades (global listed equities), ensuring accurate and timely settlement activities. Collaborate closely with brokers and custodians.
  • NAV Reports: Review and analyse monthly NAV reports to ensure high accuracy and timely reporting.
  • Client Onboarding: Manage the onboarding process for new clients by managing account setup and documentation to cultivate strong relationships from the start.
  • Database Maintenance: Ensure the accuracy and integrity of internal databases and systems.
  • Investment Reporting: Prepare monthly and quarterly investor reports, and conduct data analysis to drive continuous improvement.
  • Automation Initiatives: Implement automated solutions for operational tasks to enhance efficiency and accuracy.
  • Collaboration: Collaborate closely with cross-functional teams to ensure seamless operations and the effective resolution of issues.
  • Compliance Checks: Conduct regular compliance assessments to maintain regulatory standards and ensure adherence to best practices.


Ideal Candidate Profile


We are seeking a candidate who possesses the following qualifications and skills:

  • Educational Background: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
  • Experience: 3–4 years of relevant work experience, preferably in asset management or investment operations.
  • Accounting Proficiency: Demonstrates a solid foundational understanding of accounting principles and practices.
  • Asset Management Insight: A comprehensive understanding of asset management operations, including trade lifecycle, settlement processes, and compliance requirements.
  • Investor Relations: Experience in managing investor relationships is an invaluable asset.
  • Analytical Skills: Demonstrates exceptional analytical and problem-solving abilities, with a keen attention to detail.
  • Regulatory Knowledge: Familiarity with SFC regulations and guidelines that govern asset management firms.
  • Technical Skills: Proficient in MS Excel, Bloomberg, and trade order management systems.
  • Communication Skills: Excellent interpersonal and communication skills to collaborate effectively with stakeholders.
  • Resilience: The ability to thrive under pressure, prioritize tasks effectively, and meet deadlines in a fast-paced environment.
  • Language Proficiency: Fluency in English, Cantonese and Mandarin is essential.


Why Join Us?

We are committed to cultivating a culture of growth and innovation. Our collaborative work environment ensures that your contributions will have a direct impact on our long-term success. If you are seeking to build a rewarding career in operations with an emphasis on long-term investment, we encourage you to apply!

 

Bowen Capital (HK) Limited is licensed by the Securities and Futures Commission (SFC) to conduct regulated activities under SFC to carry on Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities.


Interested parties are requested to submit their updated CV, including current and expected salary, as well as availability, in PDF format.


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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
  • Kowloon > Others
  • New Territories > Others
  • Outlying Islands > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 4 years
Career Level
  • Middle management level
Education
  • Degree