Want to know if this job is worth applying to?
中国
Onsite
Position Description
We are seeking a highly motivated and experienced BA/PM with a background in Asset Management operations and systems to join the team. The ideal candidate will have a strong background in Asset Management workflows (front-to-back), product management, and knowledge of the full lifecycle of investment operations — from order management through settlement and NAV reporting.
Key Areas of Responsibility
Work with Asset Management business stakeholders to identify product requirements and create and own the product roadmap for AM platforms (e.g., OMS, PMS, operations, reporting).
Ensure that Asset Management platforms meet business needs, support regulatory requirements, and align with the firm's growth and entity consolidation objectives.
Ensure the platforms are properly integrated with upstream/downstream systems (e.g., market data, trading, settlement, accounting, risk)
Work with development teams to ensure features are delivered on time and meet business stakeholder expectations.
Own and coordinate system testing and UAT cycles — including test planning, test case preparation, defect tracking, and sign-off with business users.
Conduct process analysis and monitor key performance indicators to identify areas for improvement and operational efficiency gains
Partner with Compliance and Risk teams to meet regulatory requirements (e.g., SFC, CSRC, cross-border data regulations).
Work with business to define data administration, document governance, and entitlement controls
Requirements
Bachelor Degree or higher in IT or Business disciplines
Around 5-8 years experience as a BA/PM or similar role, with a 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 effectively with stakeholders at all levels
Hands-on experience in system testing and UAT — including writing test scripts, coordinating test cycles, and managing defect resolution.
Strong troubleshooting skills — ability to diagnose system issues, perform root cause analysis, read application logs, and work with technical teams to drive resolution under pressure.
Software development skills is a strong advantage (e.g., Python, Java, C#, JavaScript) and familiarity with development practices (version control, CI/CD, code review)
Familiarity with databases (SQL), APIs, system architecture, scripting, and ability to independently investigate data issues or write ad-hoc queries
Self-motivated and able to thrive in a fast-paced and dynamic environment.
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.