Position Description

We are seeking a highly motivated and experienced BA/PM with a background in Asset Management operations and systems to join the team. The ideal candidate will have a strong background in Asset Management workflows (front-to-back), product management, and knowledge of the full lifecycle of investment operations — from order management through settlement and NAV reporting.

Key Areas of Responsibility

• Work with Asset Management business stakeholders to identify product requirements and create and own the product roadmap for AM platforms (e.g., OMS, PMS, operations, reporting).

• Ensure that Asset Management platforms meet business needs, support regulatory requirements, and align with the firm's growth and entity consolidation objectives.

• Ensure the platforms are properly integrated with upstream/downstream systems (e.g., market data, trading, settlement, accounting, risk)

• Work with development teams to ensure features are delivered on time and meet business stakeholder expectations.

• Own and coordinate system testing and UAT cycles — including test planning, test case preparation, defect tracking, and sign-off with business users.

• Conduct process analysis and monitor key performance indicators to identify areas for improvement and operational efficiency gains

• Partner with Compliance and Risk teams to meet regulatory requirements (e.g., SFC, CSRC, cross-border data regulations).

• Work with business to define data administration, document governance, and entitlement controls

Requirements

• Bachelor Degree or higher in IT or Business disciplines

• Around 5-8 years experience as a BA/PM or similar role, with a focus on Asset Management systems or operations.
  Candidates with more experience can be considered as Lead BA

• Strong understanding of Asset Management workflows: order management, portfolio management, trade lifecycle, reconciliation, NAV calculation, and client reporting

• Familiarity with data governance, regulatory, and compliance requirements relevant to asset management (SFC, CSRC, cross-border data transfer)

• Excellent communication skills in English and Mandarin, ability to work effectively with stakeholders at all levels

• Hands-on experience in system testing and UAT — including writing test scripts, coordinating test cycles, and managing defect resolution.

• Strong troubleshooting skills — ability to diagnose system issues, perform root cause analysis, read application logs, and work with technical teams to drive resolution under pressure.

• Software development skills is a strong advantage (e.g., Python, Java, C#, JavaScript) and familiarity with development practices (version control, CI/CD, code review)

• Familiarity with databases (SQL), APIs, system architecture, scripting, and ability to independently investigate data issues or write ad-hoc queries

• Self-motivated and able to thrive in a fast-paced and dynamic environment.

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