Total 32 Fulfilment Analyst job vacancies in Finance / Banking / Insurance category in Hong Kong

Join us as interns. This is a unique opportunity to experience at the intersections of venture investment, startup ecosystem, and disruptive maritime technologies. You can expect direct involvement with and mentoring from our seniors. If you are looking to enter the financial or maritime industry or be an aspiring entrepreneur, get right into the action!

YOUR RESPONSIBILITIES

• Assist with Marketing of ShipsFocus as a venture studio & maritime fund investor

• In charge of Deal Sourcing for potential investors & investments

• To conduct Investment Analysis of potential investors & investees

• To conduct Due Diligence for potential investments

• To prepare financial modelling & industry trend analysis

• Assist with planning other strategic initiatives

REQUIREMENTS

• Highly self-motivated individuals with leadership, ambitions and a go-getter attitude

• Exceptional academic credentials, co-curricular activities or professional (internship) experience with strong finance/analytics background

• Prior experience as Investment Analyst or similar portfolio in VC advantageous

• Detail-oriented, excellent qualitative & quantitative skills, analytical and independent thinking with superb presentation skills

• Keen interest to work in the technology and maritime sectors with strong communication & networking skills

• Proficient in financial modelling preferred

• Minimum 5 months’ full-time internship commitment

BENEFITS

• ShipsFocus interns will learn to take be entrusted with real job responsibilities

• You will be given full ownership of your projects

• You will be given opportunities to participate and lead in real work projects

• You will be able to apply your technical and soft skills in a dynamic team environment

• You can gain knowledge and learn from venture builders, capitalists and maritime domain experts

• You can gain in-depth knowledge and experience in a vibrant venture studio and the maritime tech startup ecosystem that we specialize in

Roles & Responsibilities

• Support and coordinate with different Business unit in process of monthly closing, forecasting, annual management plan
• Preparing reports, Variance analysis, commentaries and financial statements
• Simulate pre-close P/L
• Budget management
• Weekly update of Sales progress
• Monitoring and reporting of inventory aging status
• Review process inefficiencies
• Assist in Statutory audit
• Ah hoc duties (data extraction, bench marking, innovation)

Job Requirements

• At least 7 years’ professional experience
• Analytical with good thinking and excel skills.
• Good problem solving & communication skills
• Able to work under tight deadline
• Able to deal with different levels of people
• Detail-oriented, good personal value and positive mindset
• Strong in excel: linking excel files, sumif, merging pivot table, vlookup

Reporting to the APAC CSS Franchise controller, you will support the overall financial forecasting, planning and analysis activities for designated stakeholders from ASPAC CSS commercial leaders and finance leaders for the ASPAC region or a specific market cluster in the region. You can expect to be exposed to following areas:

• Month/Quarter close and standard reporting.
• Data analysis and trend and forecast reporting.
• Business partnering with various stakeholders.
• Business Plan support and analysis include annual cycles and mid to long term planning.

Key responsibilities include, but not limited to:

• Standard Reporting/Analytics & Decision Support: Learn to prepare regular and ad-hoc reporting & performance analytics work products.
• Performance analysis and tracking:
  • Provide data driven analysis to measure business performance against plan and share insights to stakeholders.
  • Budget preparation work by updating financials for planning cycle & performing statistical trend analysis.
  • Hands on experience of delivering standard reporting & performance analytics work products
• Business partnering:
  • Independent lead some business review with concise and insightful financial analysis, drive deep dive if needed, and risk opportunity analysis.
  • Support manager to run project based initiatives with strong collaboration with cross function partners, conflicts resolved, and status report.
  • Form understanding of business development strategy and develop insightful analysis to drive value creation discussion.
  • Close collaboration with global/region and cluster stakeholder, provide risk and opportunity assessment.
• Participate in products training/workshop to gain knowledge of the CSS business.
• Participate in functional or career development training.
• Participate in status or team meetings and provide updates to leadership.
• Supports ad hoc requests / projects.
• Supports continuous improvement activities
• Participates in training to increase knowledge & skill.
• Perform performance management activities
• Ensure policies and procedures are followed

Qualifications

About You:

• Possess a Bachelor's Degree in Accountancy, Finance or related discipline
• CPA, CMA, MBA or ACCA highly desirable
• Minimum 5 years of accounting, audit or FP&A/Finance experience
• Experience in FMCG or Health Care is a plus
• Microsoft Office (especially excel & power point)
• Finance and Accounting knowledge

At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at https://www.jnj.com/.

Responsibilities:

Financial Modeling:

• Develop and update financial models to assess the performance and viability of retail operations across key SEA countries.
• Conduct investment viability analyses for different store types and formats.

New Store Financial Analysis:

• Perform financial analysis and due diligence for new store proposals from each country's real estate team.
• Customize financial models and align key assumptions with stakeholders to aid senior management decision-making.
• Prepare investment parameters to guide decision-making processes.

Financial Reporting:

• Collaborate closely with the Finance team to produce regular investment reports and dashboards.
• Monitor store performance against targets, identify significant trends, variances, and improvement opportunities.
• Offer recommendations to optimize financial outcomes and achieve business objectives.

Budgeting and Forecasting:

• Support the annual budgeting process by coordinating capex requirements with new store expansion plans from each country.

Cross-functional Collaboration:

• Engage with various departments, including operations, marketing, HR, Supply Chain, Merchandising, and Finance.
• Gather and validate data, ensuring alignment of financial goals with operational strategies.
• Act as a bridge between real estate and other departments to ensure financial factors are considered in decision-making processes.

Requirements:

• Bachelor's degree in Finance, Business Administration, or related field is a must. Advanced degrees or professional certifications such as CFA (Chartered Financial Analyst) are highly valued
• Proven experience in financial analysis, with a minimum of 3 years of relevant working experience
• Experience in developing financial investment models is essential
• Strong proficiency in financial modelling and forecasting techniques

If you are interested, kindly apply through mycareersfuture.

I regret to share that only shortlisted candidates will be notified.

www.dadaconsultants.com

EA Registration Number: R21100604

Data provided is for recruitment purposes only

Business Registration Number: 201735941W.

Licence Number: 18S9037

The Senior Financial Analyst will be responsible for supporting business decision and financial management of assigned business across Asia Pacific. The role will be required to actively engage and at the country/region/global level(s) to assist key decision-making.

Detailed Responsibilities include:

• Support financial business decision support to regional marketing and finance leadership by effectively identifying and framing results through financial analysis. Individual will need to partner closely with country, region and global teams.
• Support portfolio management discussions and investment analysis to drive sustainable growth.
• Support regional Mid Term Planning (MTP) process, review and consolidate country submissions, and prepare management review decks. Requires close collaboration with regional commercial, Strategic Insights & Analytics (SI&A) and country/global finance teams.
• Analyze regional platform P&L’s and provide insights to influence markets for performance improvement and resource allocation.
• Partner with cross functional teams such as supply chain on S&OP/IBP, Inventory Planning
• Continuously improve operational efficiency by understanding requirement and collaborating with stakeholders
• Coordinate and support any global submissions

Other Duties include:

• Supports ad hoc requests / projects
• Supports continuous improvement activities like portfolio optimization in each platform
• Participates in training to increase knowledge & skill

Qualifications

Required Qualifications

• Required Years of Related Experience: 6 Years
• Strong analytical skills, good communication and business partnership skills, strong collaboration and learning agility

Preferred Qualifications

• Preferred Area of Study: Finance/Accounting, CPA, CMA or other financial certification
• Preferred Related Industry Experience (if applicable): MedTech, healthcare experience preferred

Preferred Knowledge, Skills and Abilities

• Knowledge of general finance/accounting processes.
• Strong influencer, independent thinking and strong planning/prioritization are critical to success.
• Intermediate to advanced skills in Microsoft Excel and PowerPoint is required.

General Overview

We are seeking a skilled and detail-oriented Financial Analyst to join our finance team. As an Analyst, you will be

responsible for a full spectrum of the Financial Planning & Analysis role including budgeting, forecasting, management reporting, and analysis.

Roles and Responsibilities

The candidate shall be responsible for, but not limited to, the following:

Financial Planning & Analysis

• Data-mine and analyse monthly financial results against budget/forecast, establish trends, identify and analyse cost drivers, work with the business groups to understand and provide variance commentary
• Preparation of management reports (financial analysis and business reports) for Management, Board and Shareholders, and other internal stakeholders
• Business partnering role for cost management and other finance related matters
• Engage and influence cross-functional stakeholders

Budgeting & Forecasting

• Develop budgets and forecasts.
• Hands-on interfacing with Business Groups to establish assumptions and justifications.
• Analyse and review reasonableness of budget and forecasts submissions, consolidation and preparation of reports and presentations for review and approval

Others

• The candidate shall also participate in special projects and oversee other responsibilities as directed by the reporting manager from time to time

Work Experience

• At least 5 years of working experience with minimum 3 years in financial analyst / management reporting in a large organisation
• Experience in high-end ERP system is required (SAP S4 Hana preferred)
• Candidates from oil and gas industry or other complex utility infrastructure will be considered favourably

Education Requirements

• Degree in Accountancy / ACCA / CPA or equivalent.

Performance Criteria

• Analytical, quick-thinking, resourceful, and independent.
• Process oriented, with strong data-mining skills and a sharp eye for details. Able to deep dive into the data and be inquisitive and ask questions to fully understand the information.
• Advanced working knowledge of MS Office applications, particularly MS Excel and Powerpoint.
• Manages relationships with Business Owners at the working level well with clear and strong communication abilities.

Responsibilities: Analyze business and system requirements, collaborating with stakeholders to deliver effective solutions. Coordinate project rollout, communication, and testing to meet business objectives. Prepare comprehensive business and technical requirement documents. Drive end-to-end planning and execution of business case, testing, training, and communications. Build strong relationships with sales/traders, understanding and translating their needs into actionable tasks. Facilitate the adoption of SDLC framework. Collaborate with global teams and stakeholders from various business functions. Prepare application system documentation for seamless operations. Qualifications: Degree holder, preferably in Business, Finance, or a related field. Minimum of 10 years of experience in business/system analysis in the financial industry, preferably in the Asia Equity front office area. Sound knowledge of order management systems and trading platforms. Familiarity with equity trading workflows and order flow life cycle. Knowledge of derivative products such as Equity Swaps is a plus. Detail-oriented, proactive, and takes ownership of tasks with a sense of urgency. Excellent communication skills, with the ability to effectively communicate complex topics across all levels of management and business functions. Proven track record of engaging with senior stakeholders in both business and technology. Strong interpersonal skills and the ability to build relationships and influence stakeholders. Collaborative team player who can work effectively with cross-functional team members. Self-motivated with a solution-focused mindset, capable of working independently and delivering under pressure. Highly competent in verbal and written communication in English. To apply, email andrew@nlsearch.asia. Thank you.

About the Team The Credit Management and Control Section within Hong Kong Corporate Banking Department is responsible for the credit risk analysis and control of the local corporate banking customer portfolios and related mitigation including credit application, rating application preparation, monitoring of the customer credit performance, etc.  The role is crucial in supporting the Corporate Banking Department to achieve its business target and comply with regulatory requirements. Role Requirements To prepare and review loan / guarantee / security / derivatives related agreements and documents for customers of Hong Kong Corporate Banking Department No. 2 (HKCBD2) and Hong Kong Corporate Banking Department No. 3 (HKCBD3). To instruct and liaise with the Bank's approved solicitors firm in respect of non-standard, security and/or complicated documentation. To prepare covenant monitoring check sheet for eligible facilities provided to customers of HKCBD2 and HKCBD3. To follow the policy & direction of the Dept. /Section, and to assist your superiors in accomplishing the Dept. /Section’s overall duties & responsibilities at all times. To provide support in other general affairs of the Section. Essential Functions To ensure credit related document executed by the Bank is legal binding and with perfect protection on the Bank’s interest. To ensure credit related document executed by the Bank is fully compliance with approved conditions, statutory and internal requirements. Competencies We are looking for an individual who should be able to judge priority among tasks and makes practical scheduling and time management to complete tasks before deadline. He/she should be able to work independently or in a team. The individual should be able to effectively negotiate with his/her external/internal counterparties to executive regular tasks. He/she is an excellent team player and has an innovative spirit. He/she should respect for, and commit to high standards of business conduct and integrity. He/she should build good working relationship with other members and stakeholders and effectively collaborates with them to achieve Team/Section goals. Work experience, education and skills Bachelor's Degree in Finance, Business or related discipline; At least 2 years’ experience in credit documentation with a corporate bank; Knowledge of credit documentation (syndication & bilateral), related procedures and products, and relevant legal requirement. Exposure in syndication / loan administration with commercial or corporate bank is desirable; Strong analytical, problem solving, interpersonal and negotiation skills; Proficiency in both spoken and written English and Cantonese; Independent, hardworking and willing to work under pressure. eFCSoSe

Job Description: Role: As a Research Analyst, you will: Provide research and administrative support to the firm’s investment managers Track and keep up to date with news covering: Central bank policy Economic indicators Securities markets Real estate markets Alternative asset managers Hedge funds Read, produce, and organize reports on key topics & themes such as: Equity strategy Fixed income strategy Macro strategy Yearly outlooks Thematics (5G, AI, autonomous driving, etc.) Industry trends Company-specific research Monitor and track the performance of external funds Develop research & investment presentations Other ad hoc projects or tasks  Requirements: BA or BS degree At least 1-2 years of industry experience preferred Self-starter with a strong interest in investing and global trends An enthusiastic learner with curiosity and thirst for knowledge Strong attention to detail Strong written and oral communication skills Team player Fluent in English & Korean

Our client is an Alternative Asset Manager specializing in Credit and Private Equity markets for institutions and HNW globally. With 6 global offices, our offers over 30 investment strategies and manages assets in excess of HK$30bn. Description Job Summary: Our client is seeking a highly skilled and detail-oriented Investment Operations Analyst to join our team. This core role will primarily focus on the day-to-day investment operations responsibilities for Hong Kong Fund Platform (Open-Ended Fund Company), with additional operational requirements for the organization as a whole. Reporting to the Head of Investment Operations, the successful candidate will demonstrate a continuous improvement mindset and be responsible for daily processes related to investment and regulatory requirements. Other responsibilities: Perform trade matching and trade settlement activities. Conduct post-trade compliance monitoring to ensure adherence to regulatory guidelines and internal policies. Manage cash management and forecasting processes. Conduct unit and position reconciliations to ensure accurate and up-to-date investment records. Calculate investment fees accurately and in a timely manner. Prepare investment and performance reports for internal and external stakeholders. Manage invoice processing and ensure timely payments. Coordinate and execute corporate actions, such as mergers, acquisitions, and dividends. Collaborate with fund administrators on fund valuation and NAV reports. Ensure adherence to industry best practices and document internal controls, policies, and procedures. Profile Requirements: Minimum of 2 years of experience in a similar role within the fund management industry. University degree in a relevant field. Proficiency in English, Cantonese, and Mandarin languages. In-depth knowledge of fund management industry products and operations, particularly from the distribution side of the business. Experience in supervising operational processes is preferred. Strong analytical skills, with a keen eye for detail and numerical accuracy. Effective communication and interpersonal skills. Open-minded, energetic, proactive, and willing to learn. Strong team player with the ability to collaborate effectively with colleagues. Proficiency in Excel, with knowledge of Macros and VBA considered an advantage. Job Offer Great opportunity with huge upscale potential To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Jeremy Lam on +852 2848 4711.

Job Responsibilities Assess all underlying risk of credit applications Conduct cashflow analysis, projection, peer comparison, if applicable, with reference to the relevant information gathered from internal and external sources Coordinate with Corporate/Business Managers for any matters related to credit applications, further elaborate and clarify with respective commercial officers if needed Give comments if any special approvals and date postponement are required Keep track on any credit issues that need to be followed up and conduct interim review of any accounts if required Monitor turnaround timeframe for processing of credit proposals Approve credit applications within the delegated authority Perform other duties delegated by the Section Head Requirements University graduate Minimum 3 years of working experience in credit analyst with relevant credit analysis and bills operation trainings Sound knowledge of local economic/industrial conditions, banking laws & practices, in-depth knowledge of import & export operations and related lending products offered by Banks HKICPA, ACCA, CFA, FRM are preferred Good analytical & report writing skills with logical credit judgment Self-motivated and able to work independently & under pressure with limited time constraints Good problem solving ability and tactful inter-personal & communication skills Good knowledge in PC skills Good command of written & spoken English & Chinese Candidate with more experience will be considered as Senior Manager / AVP

Job Description

The ideal candidate is a team player responsible for working with company data in various business areas.

• Specific responsibilities include reporting metrics, analyzing methodologies, suggesting operation improvements, and building proposal evaluations in a cross-functional environment.
• Perform a bridging role between the finance and data science team.
• Create reporting frameworks for new product features in financial reports.
• Provide solutions for extracting relevant data and information to represent the financial reporting requirements accurately.
• Troubleshoot system-related issues through essential communication, walkthrough and testing.
• Document process workflows and business logic.
• Manage stakeholders’ needs, concerns and problems regarding changes, enhancements or fixes.
• Think strategically and analytically about business, product and technical challenges.
• Ensure the reports are delivered on time with the highest level of accuracy.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Business Analytics, or related disciplines.
• Knowledge of SQL is a must; experience dealing with databases is an advantage.
• Robust data analytics and/or visualization skills, preferably with Python and/or Microsoft Power BI.
• Effective team player and passion to serve.
• Versatile and results-oriented in a fast pace environment.
• Strong analytical thinking and problem solving.
• Excellent verbal and written communication and project management skill.
• Keen sense of ownership, drive and determination.
• Dependability and a strong work ethic.

• Build and maintain detailed company models as directed by the Portfolio Managers
• Conduct fundamental research into companies, industries, and sectors
• Attend conferences and industry events
• Initiate and develop primary industry contacts, and build relationships with the relevant Sell-Side Analyst and Research Associates
• Ensure the accuracy and quality of all of the recommendation materials

• Bachelor's degree holder in Business Administration, Finance, Economics, or related disciplines
• A minimum of 2 years of experience in Equity Research, Private Equity, Investment Banking, Investment Management, Hedge Fund, Asset Management, or equivalent industry
• Highly numerate with excellent attention to detail and strong accounting knowledge
• Demonstrate ability to build financial models and conduct in-depth bottom-up fundamental research
• Strong analytical skills and ability to think independently about stocks and industries
• Ability to articulate and defend investment thesis through both written and verbal communications
• Proficiency in written and spoken English and Mandarin

• Private Health Insurance
• Pension Plan
• Performance Bonus
• Training & Development
• Paid Time Off

Company:

Description:

About the job

SUMMARY

As Wealth consultants, we help clients (sponsors of pension funds, endowments, other institutional asset pools and retirement pensions) to achieve their objectives by advising on appropriate strategies and policies. We provide expertise advice on a wide range of investment-related topics such as strategic asset allocation, sustainable investing, asset liability modelling, and risk strategy and retirement-related advisory such as retirement pension plan design and actuarial valuation etc.

The Korea focused wealth analyst will be based in Hong Kong to support investment and retirement business from technical, analytical and operational aspects and provide high quality advisory and client solution services in English and Korean. Wealth analyst is also responsible for supporting consultants in delivery of investment and retirement advisory projects, client work and business development support activities.

Wealth Analyst is expected to be self-motivated and tackle problems independently, while also working under the guidance from senior team members.

Position Scope

Job Responsibility

• Support the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, preparing proposals and attending client meetings.
• Contribute to projects through effective management of tasks, and directly lead some smaller client deliverables.
• Assist in client’s portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis, leveraging Mercer’s proprietary analytics tools, internal databases and third party resources.
• Prepare marketing materials and assist in researching complex inquiries. Support business development initiatives and proposals.
• Perform actuarial valuation for Korean pension plan to support corporates’ financial reporting in accordance with IAS19 and USGAAP
• Involve various retirement projects, including pension design, actuarial valuation projects, relevant surveys and data analysis and information search. 
• Initiate and lead implementation of ideas that will improve the efficiency, accuracy, controls in relation to assigned work or projects.
• Guide interns in completing basic analytical and written tasks, to support your deliverables to senior colleagues.
   

Job Requirements

• Degree qualified and/or post graduate qualification. Good academic track record in numerical subjects such as economics, finance, accounting, actuarial science or related field.
• 2~3 years of proven working experiences in the asset management, banking, financial services, pension and consulting.
• Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large data sets in an efficient manner.
• Familiar with global firm’s environment by independently and proactively working with high responsibilities and actively participating for team work.
• Strong organizational skills, task prioritization, attention to detail, ability to exercise sound judgment and independent problem-solving skills.
• Experience of writing or summarising research reports for market/valuation analysis in a professional capacity will support your application
• A team-player attitude and ability to develop relationships. Have strong self-initiative and curiosity in financial services, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
• Positive attitude and strong personal management in order to plan ahead for foreseeable tasks, and understand own capacity for unforeseeable tasks.
• Demonstrate ability to break down complex problems and offer solutions. Ability to complete work independently in a timely, accurate, and thorough manner.
• Attention to detail, organized and ability to multi-tasks.
• Good command on MS Office applications (MS-Excel, MS-Word, Outlook). Strong IT skills and ability to learn new systems quickly.
• Have completed or are close to completing professional relating to investment/asset management and/or actuarial field.
• Language requirements: Strong communication skills in Korean and English, both written and verbal.

About us

Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of over $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit www.mercer.com. Follow Mercer on Twitter @Mercer.

Marsh McLennan

Marsh McLennan (NYSE: MMC) is the world’s leading professional services firm in the areas of risk, strategy and people. The Company’s 76,000 colleagues advise clients in 130 countries. With annual revenue over $17 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and wellbeing for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit mmc.com, follow us on LinkedIn and Twitter or subscribe to BRINK.

Key Responsibilities:

• Sales reports - work closely with APAC commercial team to ensure the accuracy of Retail / Net sales reports.

• Expense – manage all expenses, ensure the expenses are within budget.

• Budgeting and forecasting – collaborate with commercial and marketing teams to gather information and prepare data to develop budgets and forecasts. Perform analysis to explain variances.

• Business case - feasibility studies and simulation analysis of new shops opening.

• Trackers update – work closely with APAC accounting share service team to update each tracker.

• Work collaboratively with various stakeholders to seek feedback, explore opportunities, create value, develop, and enhance the process etc.
• Other duties as assigned.

Reporting Relationships:

• This role reports to the FP&A Manager APAC in Hong Kong.

Key Selection Criteria:

• Bachelor's degree holder or equivalent, with a major in Accountancy or related disciplines
• More than 3 years of working experience in FMCG or retail industry.
• Detail-oriented, proactive, and able to work under pressure to meet tight deadlines.
• Strong analytical and communication skills
• Excellent skills in MS Office Excel, PowerPoint
• Good teamwork spirit and proactive working attitude
• Good business acumen
• Good communication and influencing skills.
• Good teamwork spirit and proactive working attitude.