Job Description
Key Responsibilities
- Business Analysis & Strategy Support: Establish comprehensive metrics for the entire customer journey from account opening to retention/repurchase. Develop standardized reporting and weekly/monthly/quarterly business analysis.
- Data Modeling & Visualization: Build subject-specific wide tables and data marts using SQL/Python. Create BI dashboards and self-service datasets while maintaining an indicator dictionary.
- Trading & Product Insights: Monitor product categories/account structures, liquidity, capital efficiency, and risk exposure to support pricing decisions and product iterations.
- Project Implementation & Cross-functional Collaboration: Serve as PM/BA to lead requirement reviews, scheduling, and acceptance testing. Drive standardization in data tracking, governance, and automated reporting.
- Compliance & Risk Management: Collaborate with risk/compliance teams to establish exception trading monitoring, account risk indicators, and suitability warning rules ensuring auditability.
Job Requirements
- Education: Bachelor's degree or above in Mathematics, Statistics, Computer Science, Financial Engineering, or Economics. Minimum 1-3 years securities data/business analysis experience required.
- Technical Skills: Proficiency in SQL and Python with ability to independently perform ETL and data quality validation.
- Business Knowledge: Solid understanding of HK/US stocks, ETFs, options and ability to transform data insights into business actions.
- Communication: Strong logical thinking with excellent documentation skills for producing high-quality analytical reports.
- Preferred Qualifications: Knowledge of brokerage operations and exchange product rules; experience with margin/options/derivatives analysis or reconciliation; data governance experience; channel attribution knowledge; English proficiency.
Compensation & Benefits
- 4-6 months performance bonus
- Comprehensive commercial insurance package
- Professional development opportunities
- Competitive base salary
- Modern work environment


