Portfolio Implementation & Operations Specialist

Selby Jennings; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Selby Jennings in Hong Kong seeks a detail-oriented professional to support portfolio implementation, investment operations, and process improvements within a wealth and asset management environment. You will work closely with investment teams, operations, and stakeholders to ensure accurate administration of client portfolios and timely reporting.

This role emphasizes hands-on portfolio maintenance across asset classes, workflow reviews for efficiency, and collaboration on change initiatives.

Qualifications

• 5+ years in investment operations, portfolio implementation, or wealth management.
• Strong understanding of portfolio administration and investment products.
• Advanced Excel with VBA, Python, SQL or similar automation skills.

Responsibilities

• Support discretionary and advisory portfolios across asset classes.
• Review workflows with teams to identify efficiency gains.
• Monitor portfolio activities and resolve operational issues.
• Maintain portfolio structures, guidelines, benchmarks, and records.
• Produce portfolio reports and investment data for stakeholders.
• Assist change initiatives and track project deliverables.

Skills

Analytical skills

Attention to detail

Stakeholder management

Cross-team collaboration

Tools

Excel (Advanced)

VBA

Python

SQL

Job description

Selby Jennings in Hong Kong seeks a detail-oriented professional to support portfolio implementation, investment operations, and process improvements within a wealth and asset management environment. You will work closely with investment teams, operations, and stakeholders to ensure accurate administration of client portfolios and timely reporting.

This role emphasizes hands-on portfolio maintenance across asset classes, workflow reviews for efficiency, and collaboration on change initiatives.