Analyst

Chocolate Asset Management; Hong Kong; Presencial; HKD 180 000 - 240 000; Tempo integral

Resumo da oferta

Chocolate Asset Management, a Hong Kong asset manager, seeks a self-motivated Analyst to join our team. Fresh graduates are welcome to apply and will gain exposure to investment analysis, portfolio monitoring and fund administration.

You will work with the investment team and external service providers, perform market research, monitor performance, assist with NAV review and fund accounting, and contribute to compliance and reporting processes using Excel and AI tools.

Qualificações

• Degree in Finance, Accounting, Economics, Business Analytics or related discipline.
• Strong analytical skills and Excel proficiency.
• Attention to detail, initiative and ability to work independently and collaboratively.
• Good written and spoken English and strong interest in financial markets.

Responsabilidades

• Conduct market research and support investment analysis.
• Monitor portfolio performance, exposures and risk; prepare reports.
• Assist with trade monitoring, cash flows, corporate actions and reconciliations.
• Support NAV review, fund accounting, financial reporting and audit coordination.
• Assist with KYC, compliance documentation and other fund administration matters.
• Improve reporting and workflows using Excel, coding and AI tools where appropriate.

Conhecimentos

Analytical skills

Excel

Attention to detail

Independent work

Team collaboration

English communication

Python

VBA

AI tools

Formação académica

Finance/Accounting degree

Economics degree

Business Analytics

Ferramentas

Python

VBA

Claude/ChatGPT

Descrição da oferta de emprego

Chocolate Asset Management is a Hong Kong Type 9 licensed asset manager. We are looking for a self-motivated, detail-oriented Analyst to join our team. Fresh graduates are welcome to apply.

The Role

Gain broad exposure to asset management through investment analysis, portfolio monitoring and fund administration, working closely with our investment team and external service providers.

Key Responsibilities

• Conduct market research and support investment analysis.
• Monitor portfolio performance, exposures and risk, and prepare reports.
• Assist with trade monitoring, cash flows, corporate actions and reconciliations.
• Support NAV review, fund accounting, financial reporting and audit coordination.
• Assist with KYC, compliance documentation and other fund administration matters.
• Improve reporting and workflows using Excel, coding and AI tools where appropriate.

What We're Looking For

• A degree in Finance, Accounting, Economics, Business Analytics or a related discipline.
• Strong analytical skills and proficiency in Excel.
• Attention to detail, initiative and the ability to work independently and collaboratively.
• Good written and spoken English and a strong interest in financial markets.

Additional Advantages

• Coding experience, such as Python or VBA.
• Experience using Claude, ChatGPT or similar AI tools, particularly developing AI agents or automated workflows.
• CPA, ACCA, CFA or FRM qualifications, or progress towards any of these.
• Relevant experience in investment analysis, asset management, fund administration, accounting.