Talent.com
This job offer is not available in your country.
Business Analyst - Finance & Investment

Business Analyst - Finance & Investment

Captar PartnersHong Kong
30+ days ago
Job description

About the Role :

Our clients is a leading MNC insurance company, currently they are undergoing a finance transformation program to automate and streamline investment reporting and function.

As a Business Analyst - Finance & Investment, you’ll be at the intersection of finance, technology, and strategic transformation. You’ll collaborate across departments to elevate investment data management and reporting capabilities, leveraging cutting-edge tools and methodologies to support a future-ready insurance enterprise.

Responsibilities :

  • Partner with cross-functional teams to define and refine investment data and reporting requirements
  • Drive system enhancements by identifying opportunities for automation and process optimization
  • Collaborate with IT, Finance, and Actuarial teams to streamline data workflows and build dynamic Power BI dashboards
  • Perform data reconciliation and analysis to ensure consistency and accuracy across platforms
  • Lead and manage User Acceptance Testing (UAT) for finance-related systems and upgrades
  • Translate business needs into clear, actionable functional specifications
  • Support end-to-end project delivery, including post-implementation reviews to maximize system performance

Requirements :

  • Proven experience as a Finance Business Analyst within insurance, financial services, or large-scale corporates
  • Exposure to investment asset management or investment reporting projects is highly desirable
  • Solid understanding of finance systems, data architecture, and UAT frameworks
  • Familiarity with investment platforms such as Bloomberg, Clearwater, or similar tools is a plus
  • Strong analytical skills with hands-on experience in data reconciliation and financial analysis
  • Exceptional communication and stakeholder engagement abilities
  • Proficiency in Excel, SQL, or other data analytics platforms is an advantage
  • If you believe you have the right skills, attitude and experience please click 'apply now' below and upload your resume. Alternatively, for a confidential chat, please contact Kevin Ng by applying directly to email kng@captarpartners.com or reach out at +852 3653 5244.

    Create a job alert for this search

    Investment Analyst • Hong Kong

    Related jobs
    Market Analyst

    Market Analyst

    Zeal GroupHong Kong, Hong Kong, HK
    Quick Apply
    Zeal Group is an award-winning FinTech organisation offering a variety of products.Founded in 2017, we have grown to a team of 700+ employees across the globe 🌎. Our offices and presence are spread...Show moreLast updated: 30+ days ago
    Data Analyst (Looker & Self-Service BI Advocate)

    Data Analyst (Looker & Self-Service BI Advocate)

    KodyShenzhen, Guangdong Province, CN
    Quick Apply
    Kody, a fast-growing Fintech specialising in bringing online payments and better financial services to brick and mortar businesses. At Kody, data is at the heart of our decision-making, and we are l...Show moreLast updated: 30+ days ago
    • New!
    Blockchain Tech Lead - DeFi

    Blockchain Tech Lead - DeFi

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    As the DeFi Technical Lead, you will drive the end-to-end design and development of multi-chain decentralized finance (DeFi) applications, including Real World Assets (RWA), lending protocols, DEXs...Show moreLast updated: 17 hours ago
    Equity Research Analyst

    Equity Research Analyst

    Infini Capital Management LimitedCentral, Hong Kong, HK
    Quick Apply
    Conduct in-depth fundamental analysis of equities in the TMT, consumer, or industrial sectors, focusing on companies listed in China and Hong Kong. Develop and maintain robust financial models to fo...Show moreLast updated: 30+ days ago
    • Promoted
    IT Business Analyst (Core Banking) - APAC GovernmentRegulatory Body

    IT Business Analyst (Core Banking) - APAC GovernmentRegulatory Body

    IO TECH SOLUTIONS LIMITEDHong Kong, Hong Kong
    Our client is looking for a skilled Business Analyst to lead the design and implementation of solutions for replatforming core banking supervision systems. Do you have a strong product owner mindset...Show moreLast updated: 30+ days ago
    • New!
    Testing Engineer (Wallet & Digital Assets)

    Testing Engineer (Wallet & Digital Assets)

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    Responsible for quality assurance of financial business systems, primarily covering Web3 wallets, coin deposits / withdrawals, custody, and other on-chain / off-chain digital asset businesses.This incl...Show moreLast updated: 17 hours ago
    • New!
    Blockchain Engineer - Custodial Wallet

    Blockchain Engineer - Custodial Wallet

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    Develop and maintain core custodial wallet modules including account management, deposit, withdrawal, sweeping, signing, and transaction broadcasting. Integrate multiple blockchain protocols (BTC, E...Show moreLast updated: 17 hours ago
    Assistant Manager, Portfolio Management - China

    Assistant Manager, Portfolio Management - China

    GoGlobalShenzhen, Guangdong Province, CN
    Quick Apply
    As the Assistant Manager / Manager / Senior Manager of Portfolio Management – China, you will play a pivotal role in building and overseeing client relationships, ensuring that our tailored solutio...Show moreLast updated: 17 days ago
    • Promoted
    FIX Business Analyst - US Investment Bank

    FIX Business Analyst - US Investment Bank

    IO TECH SOLUTIONS LIMITEDHong Kong Island, Hong Kong
    Join a dynamic global business team as a.FIX Connectivity Business Analyst.We are seeking a well-rounded candidate with experience in front and middle office transactional systems across multiple a...Show moreLast updated: 30+ days ago
    Business Analyst - Change Management

    Business Analyst - Change Management

    IO TECH SOLUTIONS LIMITEDHong Kong Island, Hong Kong SAR, Hong Kong
    Quick Apply
    My client, a global investment bank is seeking a skilled.You'll be part of a high touch team working close with stakeholders, providing advisory and consultative BA services for a multitude of...Show moreLast updated: 30+ days ago
    Trade Finance Professional

    Trade Finance Professional

    Euro Exim BankVictoria City, Victoria City, HK
    Quick Apply
    About the Role : Euro Exim Bank, an award-winning global financial institution is seeking freelance-based professionals who are truly Passionate About Sales. Your main task is to attract new clients ...Show moreLast updated: 30+ days ago
    成本会计 | 资金专员 Accounts payable analyst | Cash Management analyst

    成本会计 | 资金专员 Accounts payable analyst | Cash Management analyst

    KodyShenzhen, Guangdong Province, CN
    Quick Apply
    Manage the full-life cycle accounts payable process for multiple entities in different jurisdiction, ensuring all invoices are accurately coded, approved and processed in accordance with internal c...Show moreLast updated: 4 days ago
    Business Management Analyst / Associate

    Business Management Analyst / Associate

    Infini Capital Management LimitedHong Kong, Hong Kong, HK
    Quick Apply
    We are seeking a motivated, detail-oriented Analyst / Associate to join our Business Management team within a fast-paced, high-growth platform. This role provides broad exposure across fund operations...Show moreLast updated: 20 days ago
    • Promoted
    Business Intelligence Analyst

    Business Intelligence Analyst

    Second TalentHong Kong, Hong Kong
    Business Intelligence Analyst / Senior Analyst IT Advanced Analytics.With annual sales exceeding US$28 billion, the business spans multiple sectors including food retail, health and beauty, home fu...Show moreLast updated: 30+ days ago
    Financial Analyst

    Financial Analyst

    Petra BrandsShenzhen, Guangdong Province, CN
    Quick Apply
    Petra Brands is seeking a highly analytical and detail-oriented.In this role, you will be responsible for analyzing financial data, creating financial models, and providing insights to help drive s...Show moreLast updated: 30+ days ago
    Commercial Analyst

    Commercial Analyst

    Zeal GroupHong Kong, Hong Kong, HK
    Quick Apply
    We are seeking a hands-on Senior Business Analyst to drive operational efficiency, process improvement, and cross-functional collaboration within our fast-paced organization.The ideal candidate wil...Show moreLast updated: 30+ days ago
    • Promoted
    Business Development Manager (Farsi)

    Business Development Manager (Farsi)

    David Kennedy RecruitmentShenzhen, Guangdong Province, China
    David Kennedy Recruitment is working with an award-winning multi-licensed, broker who offers online CFD trading on FX, crypto, oil, metals, shares, and indices and seeking to onboard a Farsi speak...Show moreLast updated: 30+ days ago
    Executive, Business Development

    Executive, Business Development

    TeleportShenzhen, Guangdong Province, CN
    Quick Apply
    As Southeast Asia’s #1 integrated logistics provider, Teleport is all about making logistics fast, affordable and reliable. Our mission? To move things across Southeast Asia better than anyone else....Show moreLast updated: 30+ days ago
    Senior Analyst / Associate - Equities, HK

    Senior Analyst / Associate - Equities, HK

    EndowusChinachem Hollywood Centre, Hollywood Rd, Hong Kong
    Quick Apply
    Endowus is an award-winning independent fee-only wealth & fund platform.Licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR225), Endowus is the first digital advisor in the region to span...Show moreLast updated: 28 days ago
    • Promoted
    Procurement & Tender Analyst (freelance)

    Procurement & Tender Analyst (freelance)

    theHRchapter深圳市, 广东省, China
    We are seeking a detail-oriented and proactive.This role involves managing administrative tasks, monitoring and flagging relevant public and private tender opportunities, and preparing complete doc...Show moreLast updated: 30+ days ago