IT Business Analyst (Client Services) - Leading Investment Bank

PFCC Group; Hong Kong; On-site; HKD 350,000 - 700,000; Full time

Job summary

PFCC Group is seeking a Business Analyst specializing in Client Services to partner with the Product Owner of the Client Reporting platform. The role focuses on delivering scalable reporting solutions covering regulatory, accounting, and data considerations across the region.

You will work with stakeholders in Client Servicing, Finance and Technology to translate requirements into precise user stories and acceptance criteria, while supporting the regional product roadmap and strategy.

Qualifications

• 3+ years as a Business Analyst, preferably in Financial Services/Investment Banking.
• Hands-on experience with data-driven platforms, portfolio or client reporting systems.
• Solid grasp of investment products, accounting principles, and regulatory landscape.

Responsibilities

• Support Product Owner in defining and refining product vision, roadmap, and priorities for regional reporting system.
• Collaborate with Client Servicing, Finance, Operations and Technology to translate complex business requirements into functional specifications.
• Lead end-to-end delivery including UAT, issue tracking, and timely resolution for smooth implementations.
• Facilitate release planning and business readiness activities to ensure effective post‑implementation support.

Skills

Stakeholder management

Agile / SDLC

Data-driven platforms

English proficiency

Chinese language

Job description

Our client is a leading global financial services firm renowned for providing a wide range of investment banking, securities, and wealth management services. They are currently seeking a Business Analyst specializing in Client Services to serve as a strategic partner to the Product Owner of their Client Reporting platform. This is a pivotal role focused on delivering a scalable, world-class experience through sophisticated reporting solutions that cover regulatory, accounting, and complex data considerations.

This role is an exceptional opportunity for an individual looking to deepen their expertise within financial services. By supporting a strategic system used across the region, you will gain deep exposure to sophisticated investment products and global reporting principles. It is a great environment to build upon your functional analysis skills and move toward a more product-focused mindset, working alongside experienced stakeholders to help shape the regional roadmap.

Key Responsibilities:

• Strategic Alignment: Support the Product Owner in defining and refining the product vision, long-term roadmap, and strategic priorities for the regional reporting system.
• Cross-Functional Synergy: Partner closely with Client Servicing, Finance, Operations, and Technology stakeholders to synthesize complex business requirements.
• Agile Delivery: Translate high-level client needs into precise functional requirements, user stories, and rigorous acceptance criteria.
• Quality Assurance: Lead end-to-end project delivery, including the coordination of User Acceptance Testing (UAT), issue tracking, and ensuring timely resolution for seamless implementations.
• Implementation & Readiness: Facilitate release planning and business readiness activities to ensure smooth post-implementation support and stakeholder communication.

Qualifications & Experience:

• 3+ years of experience as a Business Analyst, with a strong preference for candidates from Financial Services/Investment Banking background.
• Hands-on experience with data-driven platforms, portfolio reporting, or client reporting systems.
• A solid grasp of investment products, accounting principles, and the regulatory landscape within financial services.
• Exceptional stakeholder management skills with proficiency in English ; fluency in Chinese (Cantonese or Putonghua) is considered highly advantageous for this position.
• Familiarity with Agile / SDLC delivery methodologies is beneficial.
• A proactive and structured approach to problem-solving in a dynamic, high-stakes environment.
• A deep commitment to enhancing the client experience through reporting accuracy and operational efficiency.

About PFCC Group:

We partner with the world’s most sophisticated financial institutions to unlock sustainable value. By merging operational excellence with the power of AI and digital transformation, we ensure our clients are equipped to lead, not just keep pace.

Bridging the Gap between Vision and Technical Mastery, we believe that even the most advanced strategy is only as powerful as the people executing it. That is why we specialize in identifying and placing high‑calibre technical talent within the world’s premier financial ecosystems. Whether it’s securing mission‑critical infrastructure or driving global digital shifts, we connect elite IT professionals with opportunities at global financial leaders.