Location: Kwun Tong, Kowloon, Hong Kong

Are you ready to make a meaningful impact on how a global financial institution manages its capital and liquidity? Join us and help shape the future of financial planning and analysis in the Asia Pacific region. Youll collaborate with diverse teams, lead innovative projects, and develop your technical and leadership skills. This is your opportunity to grow, learn, and contribute to a dynamic environment where your expertise is valued. Take the next step in your career and help us deliver excellence.

As an Associate in the Planning & Analysis team for Treasury and Chief Investment Office, you will play a pivotal role in managing financial planning, forecasting, and analysis across the Asia Pacific region. You will work closely with colleagues in 13 countries, drive automation initiatives, and present insights to senior stakeholders. Together, we foster a collaborative culture that values diverse perspectives and empowers you to make a difference.

Job responsibilities

• Produce periodic actual and forecast reports, including variance analysis for interest and non-interest income, funds transfer pricing, balance sheet, reinvestment plans, hedging activities, risk-weighted assets, expenses, and headcount.

• Analyze and interpret financial results, forecasts, methodologies, and assumptions to business heads, Chief Financial Officer, and other regional and global stakeholders.

• Collaborate with treasurers, portfolio managers, other functions and lines of business to deliver regional legal entity balance sheet and profit & loss forecasts for financial, liquidity, and capital management purposes.

• Support regulatory stress testing exercises and ensure compliance with internal and external requirements.

• Execute effective controls on deliverables, ensuring adherence to policies and standards governing forecasting processes.

• Drive process automation and data transformation initiatives to improve workflows, increase productivity and cope with the latest firm technological direction.

• Participate in global and regional planning and analysis projects and ad-hoc initiatives.

 

Required qualifications, capabilities, and skills

• Bachelors degree in Accounting, Finance, or a related discipline.
• 3+ years of experience in planning and analysis, finance, or treasury functions within a financial institution
• Recognized professional qualifications from reputable training institutes or professional bodies (e.g., CPA, CFA).
• Strong verbal and written communication skills in English.
• Demonstrated analytical mindset, structured thinking, and problem-solving skills.
• Ability to make independent decisions and maintain attention to policy and control requirements.
• Proficiency in MS Excel, Alteryx, Tableau, Databricks and SQL.

 

Preferred qualifications, capabilities, and skills

• Experience with low-code automation tools (e.g., Power Automate, UiPath).
• Successful track record in driving automation and process improvement initiatives.
• Experience presenting to senior stakeholders in a regional or global context.
• Familiarity with regulatory stress testing and compliance requirements in the Asia Pacific region.
• Advanced certification such as CFA Level II or above.
• Fluency in an additional Asian language.
• Positive attitude and strong sense of accountability.

 

Shape the future of financial planning and analysis by driving impactful projects in a collaborative environment.