Data Analyst — Wealth Portfolio Dashboards & Insights

Recruitment Intelligence Consultants Limited; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Job summary

Recruitment Intelligence Consultants Limited seeks a detail-oriented Data Analyst to turn complex financial and operational data into clear, actionable insights. You will maintain data pipelines, build dashboards, and ensure portfolio tracking integrity.

You will collaborate with the team to support investment decisions, automate weekly and monthly reports, and govern data quality across multiple custodians, private equity portals, and property managers.

Qualifications

• A Bachelor's degree in Data Analytics, Finance, Statistics, Computer Science, or a related field.
• 1 to 2 years of professional experience in data analysis, business intelligence, or financial data operations.
• Proficiency in SQL for querying databases.
• Intermediate to advanced Excel skills (VLOOKUP/XLOOKUP, Power Query, Pivot Tables).
• Hands-on experience with Power BI, Tableau, or similar BI tools.
• Python or R skills are a strong plus, but not mandatory.
• Attention to detail, high discretion when handling confidential information, and sound communication skills.

Responsibilities

• Design and maintain interactive dashboards (Power BI / Tableau) to track asset performance and net worth.
• Clean, consolidate, and structure financial data from multiple custodians, private equity portals, and property managers.
• Automate recurring weekly and monthly financial and operational reports.
• Conduct deep-dive data investigations to support investment and operational inquiries.
• Monitor data quality and fix discrepancies to keep records accurate.

Skills

Attention to detail

Discretion

Communication skills

Education

Bachelor's degree in Data Analytics, Finance, Statistics, Computer Science, or related field

Tools

SQL

Power BI

Tableau

Excel

Power Query

Pivot Tables

Python

R

Job description

Recruitment Intelligence Consultants Limited seeks a detail-oriented Data Analyst to turn complex financial and operational data into clear, actionable insights. You will maintain data pipelines, build dashboards, and ensure portfolio tracking integrity.

You will collaborate with the team to support investment decisions, automate weekly and monthly reports, and govern data quality across multiple custodians, private equity portals, and property managers.