Senior Asset Management BA/PM: Front-to-Back Ops

CITIC Securities International Company Limited; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

CITIC Securities International Company Limited is seeking an experienced BA/PM with Asset Management expertise to lead product requirements, roadmaps, and lifecycle processes across OMS, PMS, operations and reporting.

You will work with stakeholders to ensure platforms meet business needs, regulatory expectations, and integrate with market data, trading, settlement, and risk systems. Mandarin and English communication are essential.

Qualifications

• Bachelor degree or higher in IT or Business disciplines.
• Around 5–8 years experience as a BA/PM or similar role, with focus on Asset Management systems or operations.
• Candidates with more experience can be considered as Lead BA.
• Strong understanding of Asset Management workflows: order management, portfolio management, trade lifecycle, reconciliation, NAV calculation, and client reporting.
• Familiarity with data governance, regulatory and compliance requirements relevant to asset management (SFC, CSRC, cross-border data transfer).
• Excellent communication skills in English and Mandarin, ability to work with stakeholders at all levels.
• Hands-on experience in system testing and UAT — including writing test scripts, coordinating test cycles, and defect resolution.
• Strong troubleshooting skills — diagnose system issues, root cause analysis, read logs, and drive resolution with tech teams.
• Familiarity with databases (SQL), APIs, system architecture, scripting, and ability to investigate data issues or write ad-hoc queries.
• Self-motivated and able to thrive in a fast-paced, dynamic environment.

Responsibilities

• Work with Asset Management business stakeholders to identify product requirements and create and own the product roadmap for AM platforms (OMS, PMS, operations, reporting).
• Ensure Asset Management platforms meet business needs, regulatory requirements, and align with growth objectives.
• Ensure platforms are integrated with upstream/downstream systems (market data, trading, settlement, accounting, risk).
• Collaborate with development teams to ensure timely delivery of features meeting stakeholder expectations.
• Own and coordinate system testing and UAT cycles — test planning, test case prep, defect tracking, sign-off with business users.
• Conduct process analysis and monitor KPIs to identify efficiency gains.
• Partner with Compliance and Risk teams to meet regulatory requirements (SFC, CSRC, cross-border data regulations).
• Work with business to define data administration, governance, and entitlement controls.

Skills

Asset management workflows

Order management

Portfolio management

Trade lifecycle

NAV calculation

Regulatory compliance

Test planning

UAT coordination

Data governance

SQL

APIs

Python

Java

C#

JavaScript

CI/CD

Logging and root cause analysis

Stakeholder management

Mandarin and English communication

Education

Bachelor Degree or higher in IT or Business

Tools

SQL

APIs

Python

Java

C#

JavaScript

Job description

CITIC Securities International Company Limited is seeking an experienced BA/PM with Asset Management expertise to lead product requirements, roadmaps, and lifecycle processes across OMS, PMS, operations and reporting.

You will work with stakeholders to ensure platforms meet business needs, regulatory expectations, and integrate with market data, trading, settlement, and risk systems. Mandarin and English communication are essential.