- Hong Kong Hong Kong
PeopleLink Services Limited Hiring! Full Time PM Implementation-Trader, APAC in Hong Kong - Ricebowl
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Job Description
Responsibilities
Our client is a Global Private Bank who is seeking a detail-oriented PM Implementation/Trader, APAC to manage daily portfolio implementation, maintain strong operational controls, and support transformation initiatives across discretionary mandates.
Job Responsibilities:
Operations & Fund Administration
Daily PM Execution: Perform daily implementation activities for discretionary client mandates and related portfolio structures, including trading support, cash/rebalancing workflows, lifecycle events, data checks, exception handling, and IPS-related maintenance.
Portfolio Administration: Maintain model portfolios, benchmarks, classifications, PM objects, restriction packages, reports, and other PM-relevant data and settings within the team’s remit.
Controls & Reconciliations: Execute and evidence daily controls, reconciliations, system checks, and operational handovers. Investigate exceptions, escalate promptly, and support resolution in line with procedures and service levels.
Operational Resilience: Provide reliable cross-coverage for core implementation processes during team absences, high-volume periods, and operational incidents to ensure uninterrupted client service.
Documentation & Audit Trail: Maintain accurate procedures, runbooks, control evidence, and knowledge-transfer materials as part of core control responsibilities.
Projects & Transformation
Business Initiatives: Support change initiatives by documenting business requirements, process flows, control steps, and operational-readiness actions. Coordinate assigned tasks, open points, and escalations.
UAT & Change Management: Plan and perform User Acceptance Testing (UAT) and post-release production checks for PM-related changes. Document scenarios, results, and defects, collaborating closely with IT through to deployment.
Process Enhancement: Identify and support practical improvements to workflows, data quality, controls, and manual activities using automation and reporting enhancements.
Governance & Compliance: Operate strictly within applicable policies, regulations, and the DPM APAC operating model, upholding fiduciary duty, fair client treatment, and operational prudence.
Job Requirements:
Bachelor’s degree in Finance, Economics, Business, Information Systems, Engineering, or a related discipline (equivalent experience considered). Professional certifications (CFA, CAIA, FRM, Project Management, or relevant systems/data qualifications) are advantageous.
5 years of relevant experience in PM implementation, discretionary portfolio management (DPM), investment operations, trade execution, fund implementation, or a comparable financial services environment.
Experience in recurring operational processing, trading support, reconciliations, controls, exception management, and documentation.
Experience in discretionary client portfolio implementation within Private Banking is preferred; exposure to DPM mandates, model portfolios, portfolio restrictions, IPS setup, and portfolio reporting is highly desirable.
Hands-on experience with UAT execution, test evidence, defect management, post-release validation, and operational-readiness activities.
Strong Excel and data-analysis skills, knowledge of Power BI, Python, SQL, VBA or comparable automation skills are advantageous
Experience with Avaloq, Bloomberg PORT or comparable portfolio-management systems is advantageous.
Please submit your full resume stating your current and expected salary .
All applications will be treated in strict confidence and used solely for recruitment purposes. Unselected candidates will be considered for other suitable vacancies within the organization.
Temporary,Contract
Job Responsibilities:
Operations & Fund Administration
Daily PM Execution: Perform daily implementation activities for discretionary client mandates and related portfolio structures, including trading support, cash/rebalancing workflows, lifecycle events, data checks, exception handling, and IPS-related maintenance.
Portfolio Administration: Maintain model portfolios, benchmarks, classifications, PM objects, restriction packages, reports, and other PM-relevant data and settings within the team’s remit.
Controls & Reconciliations: Execute and evidence daily controls, reconciliations, system checks, and operational handovers. Investigate exceptions, escalate promptly, and support resolution in line with procedures and service levels.
Operational Resilience: Provide reliable cross-coverage for core implementation processes during team absences, high-volume periods, and operational incidents to ensure uninterrupted client service.
Documentation & Audit Trail: Maintain accurate procedures, runbooks, control evidence, and knowledge-transfer materials as part of core control responsibilities.
Projects & Transformation
Business Initiatives: Support change initiatives by documenting business requirements, process flows, control steps, and operational-readiness actions. Coordinate assigned tasks, open points, and escalations.
UAT & Change Management: Plan and perform User Acceptance Testing (UAT) and post-release production checks for PM-related changes. Document scenarios, results, and defects, collaborating closely with IT through to deployment.
Process Enhancement: Identify and support practical improvements to workflows, data quality, controls, and manual activities using automation and reporting enhancements.
Governance & Compliance: Operate strictly within applicable policies, regulations, and the DPM APAC operating model, upholding fiduciary duty, fair client treatment, and operational prudence.
Job Requirements:
Bachelor’s degree in Finance, Economics, Business, Information Systems, Engineering, or a related discipline (equivalent experience considered). Professional certifications (CFA, CAIA, FRM, Project Management, or relevant systems/data qualifications) are advantageous.
5 years of relevant experience in PM implementation, discretionary portfolio management (DPM), investment operations, trade execution, fund implementation, or a comparable financial services environment.
Experience in recurring operational processing, trading support, reconciliations, controls, exception management, and documentation.
Experience in discretionary client portfolio implementation within Private Banking is preferred; exposure to DPM mandates, model portfolios, portfolio restrictions, IPS setup, and portfolio reporting is highly desirable.
Hands-on experience with UAT execution, test evidence, defect management, post-release validation, and operational-readiness activities.
Strong Excel and data-analysis skills, knowledge of Power BI, Python, SQL, VBA or comparable automation skills are advantageous
Experience with Avaloq, Bloomberg PORT or comparable portfolio-management systems is advantageous.
Please submit your full resume stating your current and expected salary .
All applications will be treated in strict confidence and used solely for recruitment purposes. Unselected candidates will be considered for other suitable vacancies within the organization.
Temporary,Contract
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