Fund Operation | Hong Kong, HK

Gravitas Recruitment Group; Hong Kong; On-site; HKD 520,000 - 780,000; Full time

Job summary

Gravitas Recruitment Group is seeking a Fund Operations professional to support asset management activities, focusing on onboarding, lifecycle, and operational systems. The role ensures smooth fund launches and ongoing administration within an on-site, fixed-term project.

The ideal candidate has 3-5 years in private banking or wealth management, strong knowledge of mutual funds and risk frameworks, and fluency in Chinese and English.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related discipline.
• 3-5 years in private banking, wealth management, or fund distribution.
• Fluent in Chinese and English (written and spoken).

Responsibilities

• Lead end-to-end fund onboarding, including due diligence and internal approvals.
• Coordinate across departments for product launches and fund lifecycle management.
• Provide technical advisory on mutual funds, private funds, asset allocation and risk frameworks.
• Define system requirements and run UAT to optimise fund-related workflows.
• Monitor fund performance and support ongoing administration and reporting.

Skills

End-to-end fund onboarding

Due diligence & approvals

Fund lifecycle management

System requirements & UAT

MS Office proficiency

Fund advisory on allocations & risk

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

MS Excel

MS PowerPoint

Job description

Fund Operation

The Fund Operation role supports our client's asset management activities by managing fund onboarding, lifecycle, and operational systems. The position is integral to ensuring smooth fund launches and ongoing administration, contributing to the firm's growth and efficiency.

Our client specialises in wealth management and fund distribution within the private banking sector, operating in an on-site environment for a fixed-term project. The organisation values compliance, attention to detail, and technical expertise in fund-related processes.

Role Overview

The Fund Operation professional will lead the end-to-end fund onboarding process, including conducting due diligence, securing internal approvals, and coordinating across departments for product launches. They will provide technical advisory support on fund selection and portfolio construction to relationship managers, while overseeing the fund lifecycle by managing transactions, monitoring performance, and executing mandatory reviews. Additionally, the role involves defining business requirements, conducting UAT, and system improvements to optimise operational workflows.

Key Skills & Experience

• Lead the end-to-end fund onboarding process, including due diligence and internal approvals
• Manage transactions and monitor fund performance throughout the fund lifecycle
• Develop and define system requirements, conduct UAT for fund systems
• Provide technical advisory on mutual funds, private funds, asset allocation, and risk frameworks
• Utilise MS Office tools (Excel, PowerPoint) for operational and reporting activities
• Maintain high attention to detail in document review and transaction monitoring

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related discipline
• 3-5 years' experience in private banking, wealth management, or fund distribution
• Knowledge of mutual funds, private funds, asset allocation, and risk-rating frameworks
• Proficiency in MS Office (Excel, PowerPoint)
• Fluent in written and spoken Chinese and English
• On-site working environment required for a duration of 2 weeks, starting 01/09/2026
• Right to work in the region