Senior PM Implementation Specialist APAC

LGT Crestone Wealth Management Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

LGT Investment Management (Asia) Ltd. is seeking an experienced operations professional to manage daily PM funds and client mandates, maintain data integrity, and support portfolio administration.

The role requires strong data analysis, control discipline and collaboration with PM, risk, compliance and IT teams. You will lead change initiatives, use Avaloq and Bloomberg PORT, and contribute to automation through Power BI, Python and SQL while upholding fiduciary duties and regulatory standards

Qualifications

• University degree in finance, economics, business, information systems, engineering or a related discipline; equivalent relevant professional experience will be considered.
• CFA, CAIA, FRM, project-management or relevant systems/data qualifications are advantageous but not mandatory
• Minimum 7 to 12 years of relevant experience in DPM, asset management, PM implementation, fund operations, investment operations, investment-platform change or a related environment.
• Proven experience in operational processing, controls, reconciliations, exception management and escalation.
• Hands-on experience with PM systems, portfolio restrictions, IPS maintenance, model portfolios, PM funds/client mandates, investment data and reporting.
• Avaloq, Bloomberg PORT experience is strongly preferred
• Experience in UAT, test evidence, defect management, business sign-off, post-release validation and operational readiness.
• Advanced Excel and data-analysis skills; Power BI, Python, SQL, VBA or comparable automation skills advantageous.
• Proactive, entrepreneur and accountable, with sound judgement and end-to-end ownership.
• Able to prioritize time-sensitive operations with complex change delivery while maintaining accuracy and control discipline.
• Strong data, workflow and process-design mindset
• Strong communicator with excellent stakeholder-management and organisation skills.
• Collaborative, service-minded and resilient; able to manage competing priorities in a changing environment.
• Demonstrated learning agility and ability to work effectively with multiple senior stakeholders PM, Compliance, Risk, IT and senior stakeholders.

Responsibilities

• Own daily implementation for PM funds and client mandates: trading, cash, rebalancing, lifecycle events, data checks, controls and exceptions.
• Maintain model portfolios and Investment Policy Statements (IPS).
• Provide cross-coverage for core processes during absences, peak workloads and operational incidents.
• Complete workload planning, handovers, daily controls and issue resolution; escalte exceptions promptly.
• Partner with Portfolio Management, Fund Management Companies, Risk, Compliance, Operations and IT.
• Maintain procedures, runbooks, control evidence and knowledge-transfer materials.

Job description

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Job Description

Operations and Fund Administration

• Own daily implementation for PM funds and client mandates: trading, cash, rebalancing, lifecycle events, data checks, controls and exceptions.
• Maintain model portfolios and Investment Policy Statements (IPS).
• Provide cross-coverage for core processes during absences, peak workloads and operational incidents.
• Complete workload planning, handovers, daily controls and issue resolution; escalte exceptions promptly.
• Partner with Portfolio Management, Fund Management Companies, Risk, Compliance, Operations and IT.
• Maintain procedures, runbooks, control evidence and knowledge-transfer materials.
• undefined

Projects and Change Management

• Lead and contribute to priority operating-model, workflow, data, control, reporting and platform initiatives.
• Translate business needs into testable requirements, including impacts, dependencies, controls, acceptance criteria and readiness actions.
• Independently manage assigned workstreams, plans, risks, decisions, stakeholder communications and escalations.
• Identify and implement approved process simplification, control enhancements and automation opportunities.
• Use Power BI, Python, SQL or comparable tools to improve analysis, monitoring, reporting and automation.
• Build functional expertise in PM systems and tools, including Avaloq and Bloomberg PORT.

Development of PM Systems and Maintenance of data integrity

• Maintain the quality of PM data, models, benchmarks, classifications, restrictions, IPS settings, reports and related configurations.
• Actively improve PM systems and workflows such as in Avaloq, Bloomberg, and other relevant systems, including testing and documentation, in close collaboration with IT and business stakeholders
• Work within the DPM APAC operating model and SLA; uphold fiduciary duty, regulatory compliance, fair client treatment and operational prudence.

Requirements

• University degree in finance, economics, business, information systems, engineering or a related discipline; equivalent relevant professional experience will be considered.
• CFA, CAIA, FRM, project-management or relevant systems/data qualifications are advantageous but not mandatory
• Minimum 7 to 12 years of relevant experience in DPM, asset management, PM implementation, fund operations, investment operations, investment-platform change or a related environment.
• Proven experience in operational processing, controls, reconciliations, exception management and escalation.
• Hands-on experience with PM systems, portfolio restrictions, IPS maintenance, model portfolios, PM funds/client mandates, investment data and reporting.
• Avaloq, Bloomberg PORT experience is strongly preferred
• Experience in UAT, test evidence, defect management, business sign-off, post-release validation and operational readiness.
• Advanced Excel and data-analysis skills; Power BI, Python, SQL, VBA or comparable automation skills advantageous.
• Proactive, entrepreneur and accountable, with sound judgement and end-to-end ownership.
• Able to prioritize time-sensitive operations with complex change delivery while maintaining accuracy and control discipline.
• Strong data, workflow and process-design mindset
• Strong communicator with excellent stakeholder-management and organisation skills.
• Collaborative, service-minded and resilient; able to manage competing priorities in a changing environment.
• Demonstrated learning agility and ability to work effectively with multiple senior stakeholders PM, Compliance, Risk, IT and senior stakeholders.

Contact Information

For any further information please do not hesitate to contact us.

LGT Investment Management (Asia) Ltd.

Human Resources

Catherine Wong