Investment Restrictions Analyst - Global Asset Management


Technical Skills

  • Accountancy
  • Bloomberg
  • Compliance
  • Investment Management

Job Description

Investment Restrictions Analyst - Global Asset Management

Location: Asia Pacific-Hong Kong-Hong Kong Island-Central

Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.
Global Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.
We are currently seeking a high caliber professional to join our team as Investment Restrictions Analyst.
Principal responsibilities
  • Responsible for investment restriction interpretation, coding, approval, monitoring and uplifting activities
  • Work in an Investment Restrictions team to provide services include restrictions management, such as coding and testing of rules on Charles River Investment Management Solution, Bloomberg Asset and Investment Manager as well as definition and maintenance of best practices
  • Work closely with stakeholders from affected business lines and functions within the Asset Management Group, such as Front Office, Product, Risk, Compliance, Data, and Information Technology
  • Support team head and manager to ensure quality and consistency of Investment Restrictions especially with regards to coding and testing of rules
  • Perform restrictions coding set up and daily restriction monitoring and alert review, closing and follow up
  • Participate in global project about system migration and best practice initiatives
  • Engage with key stakeholders from all business lines and functions to perform daily tasks
  • Support team head and manager on generation of monthly management information for the global processes undertaken within all teams and support actions derived based on the outcome


  • University Graduate in Accounting, Finance, Information Technology, or Law is preferable
  • Several years of relevant job experience
  • Independent, Organized, Good analytical and Communication Skills
  • Able to work under pressure in a diverse and dynamic business environment
  • Knowledge on client mandate, local regulations and their application  
You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Employment TypeFull-time
Education LevelBachelor
HSBCPrivate Banking and Wealth Management

1 Queen's Road Central, Central

directions_walk6 mins walk from Central Station