- Min. 2 years of relevant experience in financial product operations or related areas.
- Knowledge of investment management operational processes and requirements.
- Proficient in Microsoft Office (Excel, PowerPoint, Word) ability to handle data analysis and reporting preferred.
We are looking for a driven Operations Associate to be part of our passionate team in driving the growth of our Wealth Product Team within the Financial Technology infrastructure. You will be responsible for assisting in the end-to-end Wealth Products Operations, ensuring seamless client experience, operational efficiency, and compliance.
Responsibilities:
- Process and oversee subscription and redemption requests for different products, including receiving, confirming, booking, and reconciling transactions.
- Provide timely and professional support to clients and internal stakeholders across email and messaging tools.
- Conduct reconciliations and prepare regular reports to ensure accuracy of transaction and position records.
- Assist in User Acceptance Testing (UAT) for new platform features by executing test cases, documenting results, and providing structured feedback.
- Collaborate with relevant stakeholders to enhance operational efficiency and contribute to the development of comprehensive and user-friendly trading platforms.
- Support change management initiatives, including drafting and updating SOPs, improving workflows, and ensuring alignment with regulatory requirements.
- Provide back-up coverage for the Lending & Risk Management function when required.
Requirements:
- Bachelor's degree in Banking, Finance, Business Management, or related fields.
- Minimum 2 years relevant experience in financial product operations or related areas.
- Knowledge of investment management operational processes and requirements.
- Proficient in Microsoft Office (Excel, PowerPoint, Word) ability to handle data analysis and reporting preferred.
- Strong problem-solving, analytical, and communication skills
- Ability to speak and read Chinese to liaise with Mandarin-speaking clients and review relevant documents.
- Proactive, detail-oriented, and able to work effectively in a fast-paced environment.
- Familiarity with blockchain and digital asset products is an advantage.
