Regional Investment Reporting Specialist, Global Asset Management Group

Projob21.com Ltd.; Hong Kong Island; Hybrid; HKD 500,000 - 700,000; Full time

Job summary

A global asset management firm is seeking a Regional Investment Reporting Specialist in Hong Kong. This role involves close collaboration with portfolio management and operations teams to address client inquiries, deliver exceptional service, and prepare presentation materials. The ideal candidate will have a Bachelor's degree, around 3 years of experience in the financial sector, and strong communication skills, with proficiency in Excel, while also having knowledge of Bloomberg systems. An ability to work in a hybrid mode is advantageous for the dynamic investment environment.

Qualifications

• Bachelor's degree or higher in Business, Finance, or related disciplines.
• Approximately 3 years of experience in asset management or financial services.
• Proficiency in Excel and VBA is an advantage.

Responsibilities

• Work closely with teams to resolve institutional clients' inquiries.
• Provide high-quality client service and onboarding support.
• Prepare presentation materials for sales meetings.

Skills

Strong communication skills

Presentation skills

Ability to meet tight deadlines

Proficiency in Excel

Knowledge of Bloomberg

Understanding of Global Asset Management

Experience with APAC Institutional Client Service

Education

Bachelor's degree in Business or Finance

Job description

Regional Investment Reporting Specialist, Global Asset Management Group

• Dynamic Front Office Investment Exposure

Our Client

Highly regarded global active investment manager hiring over 3,000 professionals across 25 countries worldwide with total AUM of over EUR 650 Billion to search for a Regional Client Reporting Specialist.

Job Duties

• Work closely with portfolio management, legal & compliance, risk, and operations teams to resolve institutional clients' inquiries.
• Provide timely and high-quality client service and onboarding support.
• Prepare presentation materials for institutional sales meetings and portfolio reviews.
• Participate in regional and global projects.

Requirements

• Bachelor's degree or higher in Business, Finance, or related disciplines.
• Approximately 3 years of experience, ideally in asset management or financial services industry.
• Strong communication and presentation skills.
• Ability to meet tight deadlines.
• Proficiency in Excel and VBA is an advantage.
• Knowledge of Bloomberg, Morningstar, and other fund accounting systems is preferable.
• Experience with APAC Institutional Client Service & Account Management.
• Understanding of Global Asset Management & Private Credit Investment.
• Ability to work in a hybrid mode and participate in dynamic investment expos.

Additional Responsibilities

As part of the Regional Institutional Client Service & Account Management team in AP, responsibilities include:

• Identifying business development opportunities and facilitating investor due diligence.
• Managing end-to-end pre/post sales processes in collaboration with stakeholders.
• Serving as the key contact for portfolio review, ongoing investment communication, and operational inquiries to ensure SLA fulfillment.
• Understanding clients’ investment strategies and facilitating timely execution.
• Serving as Responsible Officer and MIC for the APAC Hub.

Leadership and Expansion Roles

• Assuming senior roles and being a founding member of the Asia Hub in HK.
• Overseeing the investment team and ensuring accurate, timely trade execution.
• Leading expansion efforts in Greater China Intermediary Sales.
• Building a strong client relationship with high-profile institutional and intermediary clients.
• Facilitating sales and distribution efforts through client profiling, investment solutions, and events.
• Collaborating with regional teams to meet sales targets.
• Managing full lifecycle client relationships, from onboarding to portfolio review, ensuring SLA adherence.
• Supporting cross-asset investment management activities, including order execution, portfolio rebalancing, and cash management.