Investment Data Analyst for Family Office Analytics

King Deux Search & Consulting; Hong Kong; On-site; HKD 300,000 - 480,000; Full time

Job summary

King Deux Search & Consulting is seeking a Business Analyst for a Single Family Office in Hong Kong. You will support investment performance analysis, portfolio reporting, and risk management through data-driven insights and dashboards.

The role focuses on collecting and analyzing financial data from multiple sources, developing visualizations, and preparing reports for the family and investment committee, with strong English communication and hands-on Excel/SQL/Python skills.

Qualifications

• Bachelor's degree in finance, economics, mathematics, CS, or related quantitative field.
• 1–2 years of data analyst experience in financial services or family office.
• Proficient in Excel, SQL, Python, and Tableau for data analysis and visualization.
• Strong analytical and problem-solving skills with ability to derive insights from data.
• Familiarity with financial concepts and portfolio management principles.
• Experience creating clear data-driven presentations.
• Excellent English written and verbal communication.

Responsibilities

• Collect, organize, and analyze financial data from multiple sources.
• Develop and maintain dashboards, reports, and visualizations on investment performance, asset allocation, and risk metrics.
• Assist in preparation of regular and ad-hoc reporting for the family, investment committee, and stakeholders.
• Conduct market research and industry analysis to identify investment trends, opportunities, and risks.
• Participate in data-driven processes to enhance operational efficiency and investment decision-making.
• Collaborate with investment, accounting, and compliance teams to ensure data integrity and regulatory compliance.

Skills

Data analysis

Excel

SQL

Python

Data visualization

Portfolio reporting

Education

Bachelor's degree in finance/economics/mathematics/CS

Tools

Tableau

SQL

Job description

King Deux Search & Consulting is seeking a Business Analyst for a Single Family Office in Hong Kong. You will support investment performance analysis, portfolio reporting, and risk management through data-driven insights and dashboards.

The role focuses on collecting and analyzing financial data from multiple sources, developing visualizations, and preparing reports for the family and investment committee, with strong English communication and hands-on Excel/SQL/Python skills.