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IT Business Analyst (Fund and Portfolio Management) - Wealth Management Group


21 March 2024

Hong Kong

Our client is a leading global wealth management group, with prestigious ultra-high-net-worth clients across the region. They are seeking an experienced IT Business Analyst specializing in Fund and Portfolio Management to join the team. As a key contributor, you will be responsible for managing and executing technology initiatives related to fund and portfolio management systems. You will collaborate with various stakeholders, including portfolio managers, investment analysts, and developers, to ensure the seamless integration of technology solutions that support our investment strategies and drive business growth.



  • Partner with business stakeholders to conduct an in-depth analysis of fund and portfolio management processes, systems, and workflows, identifying areas for improvement and delivering technology solutions to enhance operational efficiency.

  • Gather and document detailed business requirements, including functional and non-functional requirements, ensuring clarity and alignment with business objectives.

  • Facilitate effective communication and collaboration between business users and technical teams, translating business requirements into technical specifications.

  • Collaborate with developers and quality assurance teams to ensure successful implementation of solutions, performing thorough testing and validation to meet business needs and compliance requirements.

  • Conduct comprehensive data analysis, identifying patterns, trends, and insights to support data-driven decision-making and enhance investment strategies.

  • Serve as a subject matter expert on fund and portfolio management tools, systems, and technologies, providing guidance and support to users and stakeholders.

  • Monitor and assess existing systems, identifying risks, issues, and areas for improvement, actively driving process enhancements and system updates.

  • Stay current on emerging trends and best practices in fund and portfolio management technology, evaluating new tools and methodologies to drive innovation and efficiencies within the organization.

  • Contribute to training and knowledge-sharing initiatives, creating user documentation and conducting training sessions to ensure optimal utilization of technology solutions.



  • Bachelor's degree in Information Systems, Computer Science, or a related field.

  • Proven experience as a Business Analyst in the financial services industry, with a focus on fund and portfolio management.

  • Sound knowledge of investment processes, fund accounting, and financial instruments.

  • Proficient in documenting business requirements, use cases, and process workflows.

  • Strong data analysis skills, with the ability to gather insights and make recommendations based on complex datasets.

  • Solid understanding of programming concepts and familiarity with software development methodologies.

  • Excellent communication and interpersonal skills in Chinese (Mandarin) and English, with the ability to effectively engage with stakeholders at all levels of the organization.

  • Results-oriented mindset with a strong attention to detail and the ability to work in a fast-paced, deadline-driven environment.

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