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Financial Portfolio Manager

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China Green Lake Executive Search Co. Limited Full time

Job Summary:

We are seeking a skilled Financial Portfolio Manager to join our team at Green Lake Executive Search Co. Limited.

About the Role:

The ideal candidate will have a strong background in finance and accounting, with experience in maintaining comprehensive financial knowledge and regulatory compliance.

Key Responsibilities:

  • Financial Analysis: Maintain a deep understanding of financial markets and related investment products to ensure accurate recording of transactions in our accounting system.
  • Reporting and Valuations: Prepare valuations, financial statements, and management reports that accurately reflect the unique characteristics of our asset portfolios.
  • System Maintenance: Support the enhancement and maintenance of our customized financial systems to ensure accurate data tracking and reporting for assets.
  • Budgeting and Forecasting: Contribute to budgeting, forecasting, and strategic planning processes.
  • Process Optimization: Identify opportunities to automate and streamline processes, particularly in areas unique to financial accounting and operations.
  • Regulatory Compliance: Stay updated on regulatory developments and accounting standards related to financial assets to ensure compliance.
  • Ad Hoc Tasks: Handle ad hoc tasks and projects related to finance operations as assigned by the Finance Supervisor.


Qualifications and Requirements:

  • Education: Bachelor's degree or higher in Finance, Accounting, or a related field.
  • Experience: At least 5 years of relevant finance or accounting experience, with prior experience in the asset management industry highly preferred.
  • Certifications: CFA, CPA, or similar qualifications are a plus.
  • Technical Skills: Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and experience with Power BI, Tableau, or similar data visualization tools is advantageous.
  • Languages: Strong command of both written and spoken English and Mandarin.