About the role
FinEx AI summary
Account Analyst on the Hong Kong institutional team supporting client service and business development. Prepares client reports on performance, trading activity, portfolio valuation and risk metrics, and analyzes portfolio data including performance attribution. Involves automating reporting processes and supporting the Account Management team with market and portfolio data.
Core skills
Client ReportingPerformance AnalysisPortfolio ValuationRisk MetricsPerformance AttributionExcel