Senior Associate - Fund Reporting and Data Analytics

Responsibilities - Assist in drafting and updating various fund materials, such as pitch books, fact sheets, newsletters, and due diligence questionnaires. - Analyze and interpret fund performance, risk, and attribution data using a combination of external and in-house tools and systems. - Prepare and deliver regular and ad-hoc reports to internal and external stakeholders - Support risk management function, including risk metrics monitoring and regular risk reporting to internal/external parties (as required). - Participate in various projects and initiatives to improve the firm's operational efficiency and to enhance the quality of deliverables. Requirements - Bachelor's degree in Business Administration, Finance, Accounting, Economics, Statistics, Mathematics, Quantitative Finance or a related discipline. - More than 2 years’ relevant work experience within the financial services industry or an audit firm would be helpful. - Strong analytical, quantitative, advanced knowledge in performing financial data analysis - High proficiency in the use of Microsoft Office applications, particularly Excel and PowerPoint. - Familiarity with data analysis tools and platforms such as Excel VBA, Bloomberg, and FactSet. - Genuine passion for designing, formatting, and developing professional presentation slide decks. - Good work ethic, reliable, organized, detail oriented, and self-motivated. Ability to manage tasks independently while collaborating effectively in a team. - Strong written and verbal communication skills with an excellent command of English and Mandarin Chinese.

• Assistant Manager, Portfolio Operations & Fund Reporting, Asia Asset Management

  Sun Life · Hong Kong, Hong Kong SAR

• Fund Reporting - Analyst / Associate

  Hong Kong, Hong Kong SAR