Regional Investment Analyst/Accountant

3 weeks ago


Hong Kong, Hong Kong SAR China Omni Group Asia Ltd. Full time

Responsibilities:

  • Support the design and implementation of enhancing the capabilities in investment research activities, establishing data access and management dashboards
  • Liaise with local business units in the region to define, establish portfolio planning & control, ensuring alignment with group strategies
  • Assist in investment reporting and data management for timely and efficient monitoring.
  • Enhance related investment reporting systems and establish investment data dashboards
  • Contribute to portfolio implementation and sustainable investment activities.
  • Collaborate with teammates and stakeholders on strategic initiatives and projects.
  • Answer queries from coworkers in investment team, controlling committees and other group stakeholders

Requirements:

  • Bachelor's degree in Accounting, Business, Finance, or related fields.
  • Preferred CPA/CFA certification
  • Minimum of 2-4 years of relevant working experience.
  • Familiarity with insurance and/or asset management operations and processes, preferably with exposure to multiple asset classes.
  • Strong understanding of investment and financial accounting.
  • Excellent command of written and spoken English, Chinese is a plus
  • Proficiency in MS Office applications; knowledge of VBA, Python, or Bloomberg is advantageous


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