This position requires on-site work in Hong Kong.
Responsibilities
1. Business Analysis and Strategy Support
· Establish a full-cycle KPI framework covering account opening → KYC → funding → trading → retention/repurchase; define standard metrics and deliver weekly, monthly, and quarterly operational analyses.
· For broker-dealer, proprietary trading, investment advisory, and derivatives lines, finalize fee schedules, channel ROI assessments, and customer segmentation models; provide actionable strategic recommendations.
2. Data Modeling and Visualization
· Use SQL and Python to build thematic wide tables and data marts, and maintain a metrics dictionary.
· Develop management dashboards and self-service analysis datasets using BI tools.
3. Trading and Product Insights
· Monitor product and account structures, liquidity, capital efficiency, and risk exposures to support pricing decisions and product iterations.
4. Project Delivery and Cross-Functional Collaboration
· Serve as PM/BA to lead requirements reviews, scheduling, and acceptance; drive tagging standards, data governance, and rollout of automated reports.
5. Compliance and Risk
· Collaborate with risk control and compliance teams to define abnormal trading patterns, account risks, suitability metrics, and alert rules; ensure outputs are auditable and traceable.
Qualifications
· Education/Background: Bachelor’s degree or above in Mathematics, Statistics, Computer Science, Financial Engineering, Economics, or related field; 1–3 years of securities data or business analysis experience required.
· Data Skills: Proficient in SQL and Python; capable of performing ETL processes and data quality checks independently.
· Business Acumen: Familiar with basic products and trading logic for Hong Kong/US equities, ETFs, options, etc., and able to translate data insights into business actions.
· Communication and Documentation: Clear logical thinking with the ability to produce highly readable analytical reports.
Preferred Qualifications
· Knowledge of brokerage operations and exchange product rules; experience in margin financing, options/derivatives analysis, or trade reconciliation.
· Hands-on experience with tagging and data governance (lineage, definitions, data quality).
· Experience with channel attribution.
· Proficiency in English as a working language.