Position Description

Investment Banking Operations team provides business management support to the investment banking business globally, supporting Sector Coverage, Equity Capital Markets, Equity-linked Products, Merger & Acquisition and Debt Financing. This business management role serves as a business contact and interacts with other front office departments and support functions, including Legal & Compliance, Internal Audit, Finance, IT, Human Resources across all regions (nine offices in total in APAC and Europe), as well as with the Investment Banking Department at CITIC Securities.

Key Areas of Responsibilities

• Work with the Investment Banking COO, Investment Banking business management team and the investment bankers in daily operations
• Assist the investment banking team to develop business plans, strategies, manage lines of businesses within Investment Banking
• Strong communication skill with counterparts within and outside of Investment Banking, including the Investment Banking management team, Legal & Compliance, Communications, Finance, IT, Institutional Equities, Fixed Income, Equity Derivatives, etc
• Have strong interest in the financial market and common sense with numbers
• Develop management reports and help prepare management presentation from time to time
• Manage the front-to-back internal process for investment banking transactions.
• Be responsible for the administration of Client Relationship Management System and Project Management System

• Help review and improve day-to-day processes by identifying efficiencies, supporting procedural updates, and ensuring compliance with company policies and industry regulations.

Requirements

• Bachelor's degree or above in Business, Management, Finance, Accounting, or any relevant discipline
• Minimum 1-3 years of relevant experience in Front Office operations
• Analytically minded
• Strong communication and presentation skills
• Multi-tasking under pressure as well as to work independently
• Strong problem-solving skills
• Skilled in using Microsoft Office tools including PowerPoint, Excel, etc.
• Internship experience with relevant knowledge of Capital Markets and Investment Banking is preferable
• Fluent in Mandarin and English, Cantonese is a plus
• Highly motivated and self-driven

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