Canopy
Synpulse (HK)

Synpulse - Consultant / Senior Concultant, Banking (Investment Analytics Specialist)

Mid Level
Hong Kong
Consultant / Senior Concultant, Banking (Investment Analytics Specialist)
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About Us

Synpulse is an internationally established management consulting company with branches in Europe, United States, Asia Pacific and Australia. We are a valued partner to many of the world's largest international financial services and insurance firms. We support our clients at all project management stages from the development of strategies and operational frameworks to the technical implementation and handover. Our expertise in business and technology combined with our methodic approach enable us to create sustainable added value for our clients business.

Who we're looking for

Synpulse is looking for self-motivated candidates with a pronounced interest in financial services consulting and exceptional interpersonal skills to join our Hong Kong-based team. As a Consultant/Senior Consultant, Banking, you will acquire first-hand consulting experience in the banking industry, build knowledge on a wide range of companies, and apply project management best practices in a fast-paced and intellectually challenging work environment. As we carry out all projects at the clients’ premises, you will play a key role in building trusted client relationships through high quality deliverables and leveraging our industry expertise. Our consultants are our greatest asset, and we show this by providing a comprehensive training and mentoring program to equip you to become a skilled consultant.

The investment analytics specialist will be responsible for advising clients on how to create strong investment frameworks including portfolio structuring, investment risk & suitability, credit, investment duration, and cash flow features.

What you will be doing
  • Conduct research, data collection and analysis on investment portfolios in client banks to understand the requirements on their investment and advisory servicing.
  • Present findings and recommendations using business proposals and presentations
  • Organize and conduct reviews on processes, policies, guidelines and other documentation related to portfolio- & product advisory to identify opportunities for the client to create market-leading practices
  • Document the project into systems and processes for management review
  • Close interaction with clients through interviews, workshops, project updates and in-person networking to understand requirements in-depth and deliver solid solutions
  • Support thought leadership on Advisory topics by researching market best practices and staying informed of industry trends
More experienced candidates will have these additional responsibilities:
  • Support design and activation of new Advisory-related products and services from Synpulse
  • Drive the sharing of Advisory knowledge / expertise throughout Synpulse
  • Lead smaller project teams
Who you are
  • Degree holder
  • 3-6 years of experience in banking or consulting industry
  • Experience in financial product management or -structuring, portfolio construction, trading, or portfolio reporting will be an advantage.
  • Excellent spoken and written English; fluency in Cantonese and/or Mandarin will be an advantage
  • Highly analytical and structured in problem solving; able to quickly understand complex situations
  • CFA / CAIA / FRM designation or passed tests will be an advantage
  • Capable of applying technology principles to business
  • Excellent presentation and communication skills
  • Possess an entrepreneurial spirit and team leadership skills
Application details

Kindly submit the following documents along with your application:

  • Motivation letter - Include your notice period
  • Resume
  • Transcripts (Bachelor and above)
  • Recommendation letter (Optional)

We look forward to receiving your online application. Also, do visit us on Facebook to find out more about our dynamic company! Should you have any queries, feel free to contact our local HR representative.

Talent Acquisition Team | career.hk@synpulse.com

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Lucky Building, 39 Wellington Street, Central, Hong Kong
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