Senior Associate - Fund Reporting and Data Analytics

Grand Alliance Asset Management Limited; Hong Kong; On-site; HKD 360,000 - 480,000; Full time

Job summary

Grand Alliance Asset Management Limited in Hong Kong seeks a detail-oriented analyst to assist in drafting fund materials, analyze performance and risk data, and deliver regular reports to stakeholders. The role requires a Bachelor's degree in a finance-related field, 2+ years in financial services or audit, strong Excel/Bloomberg/FactSet skills, and excellent English and Mandarin communication.

You will support risk management and participate in efficiency projects.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Economics, Statistics, Mathematics, or a related discipline.
• More than 2 years of relevant work experience in financial services or audit is advantageous.
• Strong analytical and quantitative skills with experience in financial data analysis.
• Proficient in Excel and PowerPoint; familiar with data tools such as Excel VBA, Bloomberg, FactSet.
• Excellent written and verbal English and Mandarin Chinese communication.

Responsibilities

• Assist in drafting and updating fund materials (pitch books, fact sheets, newsletters, DDQs).
• Analyze and interpret fund performance, risk, and attribution data using external and in-house tools.
• Prepare and deliver regular and ad-hoc reports to internal and external stakeholders.
• Support risk management with risk metrics monitoring and reporting.
• Participate in projects to improve operational efficiency and deliverables quality.

Skills

Analytical thinking

Quantitative analysis

English & Mandarin communication

Presentation skills

Detail oriented

Team collaboration

Education

Bachelor's degree in Finance/Accounting/Economics/Statistics/Mathematics

Tools

Excel VBA

Bloomberg

FactSet

PowerPoint

Job description

• Assist in drafting and updating various fund materials, such as pitch books, fact sheets, newsletters, and due diligence questionnaires.
• Analyze and interpret fund performance, risk, and attribution data using a combination of external and in-house tools and systems.
• Prepare and deliver regular and ad-hoc reports to internal and external stakeholders
• Support risk management function, including risk metrics monitoring and regular risk reporting to internal/external parties (as required).
• Participate in various projects and initiatives to improve the firm's operational efficiency and to enhance the quality of deliverables.

Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, Economics, Statistics, Mathematics, Quantitative Finance or a related discipline.
• More than 2 years' relevant work experience within the financial services industry or an audit firm would be helpful.
• Strong analytical, quantitative, advanced knowledge in performing financial data analysis
• High proficiency in the use of Microsoft Office applications, particularly Excel and PowerPoint.
• Familiarity with data analysis tools and platforms such as Excel VBA, Bloomberg, and FactSet.
• Genuine passion for designing, formatting, and developing professional presentation slide decks.
• Good work ethic, reliable, organized, detail oriented, and self-motivated. Ability to manage tasks independently while collaborating effectively in a team.
• Strong written and verbal communication skills with an excellent command of English and Mandarin Chinese.

Competitive compensation, culture of growth and career development. Located in Central (Hong Kong), annual leave, public holidays, MPF, group life insurance & medical benefits.