Major Duties and Responsibilities

The appointee will be responsible for:

Investment Portfolio Monitoring

  • Monitor the performance of the University's investment portfolios; prepare investment reports; and set up investment transactions.

Investment Research

  • Conduct investment research to facilitate portfolio reviews; and collaborate with investment consultants and fund managers on performance attribution.


Endowment Return Allocation

  • Compute and allocate investment returns to endowments payout and communicate with internal and external stakeholders.


Treasury Accounting

  • Review and approve accounting entries, coordinate financial reporting and reconciliation activities; and facilitate audit and reporting requirements.


Debt Administration

  • Administer the University's debt financing programmes; coordinating drawdowns, repayments; maintain records of financing arrangements.


Compliance and Systems

  • Coordinate due diligence requirements with investment managers; administer treasury management systems and process enhancement initiatives.


Team Supervision and other Duties

  • Supervise, coaching and developing subordinate staff to ensure the timely delivery of quality work; perform other duties as assigned.


Qualifications

Applicants should have:

  • A bachelor's degree in Finance, Accounting, Economics, Business Administration or a related discipline;

  • A recognised professional qualification such as CFA, CPA or equivalent being an advantage;

  • At least 5 years of relevant experience in investment management, treasury operations, fund accounting, endowment management, banking or financial analysis;

  • Sound knowledge of investment performance measurement, portfolio monitoring, debt administration, treasury management and financial reporting;

  • Demonstrated supervisory experience and strong analytical, communication and interpersonal skills; and

  • Excellent command of written and spoken English and Chinese.


(Duration: 2 years, renewable)

Starting salary will be commensurate with qualifications and experience. Fringe benefits including annual leave, medical and dental benefits will be provided. A gratuity will be payable upon successful completion of contract.


Please apply on or before: 4 November 2026.

職位詳情

工作經驗
5年
學歷
學士
行業
教育 / 培訓
職能
會計 > 會計 / 財務經理, 會計 > 庫務, 資訊科技 > 其他
語言
Chinese - Cantonese, Chinese - Mandarin, English
地區
觀塘
僱用類型
全職
福利
Medical plan, Gratuity, Dental plan
發佈日期
2026年10月23日
職位編號
JR100720_57992
電郵給朋友分享
Advertisement