Investment Operations Manager / Senior Manager

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • BEA Union Investment Management Limited
  • 23 Sep 16

BEA Union Investment Management Limited, based in Hong Kong, is a joint Venture asset management company between The Bank of East Asia and Union Investment, one of the largest German investment fund managers. Due to business development, we now invite application for the following position:

Investment Operations Manager / Senior Manager

Job duties will include:

  • To liaise with the Trustee, Custodian banks, front office, overseas associates, local & overseas brokers and clients in dealing and resolving settlement, cash management and corporate actions issues
  • To review and improve the existing operation flows in close cooperation with front- and back-office-units / our appointed custodian and administrator
  • To discuss, propose and implement operation flows for new portfolios / funds managed or advised by BEA Union in Hong Kong
  • To formulate business requirements in the various projects of system implementation or system migration including UAT, development of operation workflow and implementation
  • To manage day-to-day operations of the middle office efficiently and effectively
  • To ensure procedures comply with regulatory requirements and internal standards
  • To develop methodologies to monitor efficiency of investment operations and enhance and improve investment operations
  • Direct report to the Chief Operating Officer

To be successful applicant are required to meet the following requirements:

  • Excellent communication skills
  • Excellent command of written and spoken English is a must
  • Deep knowledge of the whole securities investment operations workflow
  • Knowledge of unit trust / mutual fund accounting / valuation
  • Sufficient management or supervisory experience
  • Excellent decision making and problem solving skills
  • Able to take initiative and work independently as well as in a team


We provide competitive remuneration package and career development opportunities. Please send detailed resume with salary history and expected remuneration to Ms. Phoebe Lau (email address: plau@bea-union-investment.com)