Assistant Client and Portfolio Manager - Banking (Up to $40k/mth)

Location
Hong Kong
Category
Financial Services
Salary
Posted
02-Jun-2026
Work type
Contract
Contact
Judith Cheng
Reference
BH-76671
Job Responsibilities:
  • Manage end-to-end trade settlements across asset classes (e.g., equities, fixed income, FX), ensuring timely and accurate matching, confirmation, and settlement within market deadlines.
  • Liaise with custodians, brokers, counterparties, fund administrators, and internal teams (Front Office, Operations, Risk, Finance) to resolve settlement exceptions, trade failure
  • Monitor settlement risk and exposure (failed trades, overdrafts, corporate action impacts), and support controls to reduce operational risk
  • Oversee cash management activities including cash positioning/forecasting, funding of settlements, and liquidity monitoring across portfolios/funds.
Required skills and capabilities:
  • Bachelor’s degree in Accounting, Finance, or related discipline.
  • 3-5 years of relevant work experience in custody or fund operations, specifically with Mutual funds/ETF products, asset management company is advantageous.
  • Strong understanding of financial markets.
  • Ability to work independently under pressure and capable of managing multiple priorities in a fast-paced environment.
  • Excellent verbal and written communication skills and collaborate effectively across functions and teams to deliver the best outcome for the company.
  • Basic understanding of Derivatives is preferrable
  • Advanced skills in Microsoft Office (Excel, Word, Outlook)
Apply now
Apply now

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