Our client is an international asset management company with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high caliber professional to join them in Hong Kong.
Overall responsibility for the report production across various client channels for the Asia Pacific region. Ensuring timely and accurate reports whilst working closely with clients and stakeholders to deliver a high quality service. Lead strategic planning for Client Reporting in the region to harmonise operating models and ensure efficient and scalable processes. Day to day management of timely and accurate report production (institutional client reports, client presentations, bespoke and standard reports). Day to day management of Client Reporting team members in the region. Ensure workload is managed and staff are motivated. Responsible for annual appraisal and ongoing feedback processes. Onboarding of reporting requirements for new clients, and respond to ad hoc requests and queries on an accurate and timely basis. Manage change requests and escalations ensuring the on-going quality and accuracy of reporting. Coordinates with investment, operations, legal, compliance and risk on execution of client activity, communicating with clients, client account managers and vendors as appropriate. Write and maintain process and procedure documentation on services provided. Responsible for coordinating and reviewing fund’s financial statements domiciled in Hong Kong, Singapore and Cayman Island. Assess and develop existing processes ensuring scale and efficiency. Active participation in various global projects as a representative for the region. Strategic development of the Client Reporting Function in the region.
To be qualified, you should be a holder of University degree with a minimum of 10 years of experience in asset management with experience in client reporting and team management. Proven experience in project coordination or project management. Prior experience dealing with financial services providers such as custodian, asset servicing companies, fund administrator and trustee would be an advantage. Sound knowledge of local regulations and guidelines of relevant regulatory authorities such as Code on Unit Trusts and Mutual Funds and Code on Collective Investment Schemes. Good understanding of portfolio analysis including performance calculation methodologies (GIPS standards), risk analytics and attribution is an advantage. Excellent written and spoken English and Chinese.
Interested applicants should send a detailed resume to Kelly Kam by email to firstname.lastname@example.org quoting reference eFC3293.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)