Job Opportunities API

About Us: Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by: a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions); b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China; c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions. Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term). Responsibilities: 1. Product Introduction & Due Diligence • Source and evaluate financial products (structured products, funds, ETFs, fixed income) for platform onboarding. • Conduct end-to-end due diligence on product providers covering strategy, fees, liquidity, risk profile, and regulatory suitability. • Prepare product assessment reports with recommendations for approval. • Build and maintain the platform product universe; establish and refine product eligibility and review frameworks. 2. Product Research & Analysis • Track market trends, asset class developments, and the regulatory environment (SFC, HKMA) to inform product strategy. • Produce research reports, product commentaries, and analytical materials for internal and distribution use. • Benchmark the platform's product suite against market peers and identify gaps or enhancement opportunities. • Support front-office and distribution teams with product-related training and presentation materials. 3. Note Product Issuance & Lifecycle Management • Oversee the full issuance process for structured notes, from term sheet negotiation and documentation to settlement. • Coordinate with issuers, legal counsel, trustees, and custodians on deal execution and regulatory filings. • Configure note products on the platform (payoff structures, coupon schedules, barrier events, early redemption triggers). • Monitor post-issuance events including coupon payments, barrier observations, and lifecycle actions; maintain issuance register. 4. Cross-functional Coordination & Client Solutions • Work closely with Compliance, Legal, Technology, and Operations to drive product approval and go-to-market execution. • Liaise with front-office and relationship managers to match product offerings with institutional client requirements. • Respond to product-related client and internal queries in a clear and timely manner. • Contribute to platform product workflow design and continuous improvement initiatives. Requirements: • Bachelor's degree or above in Finance, Economics, Business Administration, or related discipline. • Minimum 5 years of experience in product management, investment research, or structured products within a bank, securities firm, or WealthTech platform. • Professional qualification preferred: CFA, FRM, or CAIA. • Prior experience in structured note issuance or product due diligence in Hong Kong is highly desirable. • Solid knowledge of financial products: equities, fixed income, structured notes, funds, ETFs, FX, and derivatives. • Familiarity with SFC/HKMA regulations for product distribution and note issuance in Hong Kong. • Proficiency in Excel and Bloomberg; Python or data analytics tools is a plus. • Excellent written and verbal communication in English and Chinese (Cantonese and/or Mandarin). • Collaborative, detail-oriented, and able to manage multiple workstreams across Compliance, Legal, Technology, and client-facing teams.