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CITIC CLSA

Asia-focused capital markets and investment group

Senior Business Analyst - Research Data/AI, IT

Project ManagementConfirmed live in the last 24 hours
Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or higher in a relevant field, such as Computer Science, Engineering, Data Science, or Quantitative Finance.
  • Around 5–8 years of experience as a Technical Business Analyst or Project Manager delivering data-intensive solutions in financial services, investment research, or asset management is preferred.
  • Strong capability to analyse business workflows, system behaviour, and data models.
  • Strong working knowledge of SQL for data analysis and validation, and confidence using Python for data profiling, exploratory analysis, and prototyping.
  • Proven project or delivery management experience, including planning, scheduling, dependency and risk management, stakeholder reporting, and driving multi-team initiatives to on-time delivery; candidates with this experience would be considered as Project Managers.
  • Familiarity with Agile/Scrum, Waterfall, or hybrid delivery methodologies and tools such as Jira, Azure DevOps, and MS Project/Planner.
  • Working understanding of modern AI concepts, including large language models, retrieval-augmented generation, embeddings, and evaluation basics, sufficient to scope features, challenge vendor claims, and define acceptance criteria.
  • Strong communication skills in English and Chinese.

Responsibilities

  • Develop deep domain knowledge of the research lifecycle, including idea generation, authoring, editing, supervisory and compliance review, publishing, entitlements, and distribution to clients and internal consumers.
  • Analyse Research workflows, content pipelines, and user interaction patterns to identify inefficiencies, manual bottlenecks, and opportunities for automation and quality improvement.
  • Partner with Research management, analysts, and product owners to capture requirements and help shape the roadmap for Research systems.
  • Map current-state and target-state processes; document business rules, edge cases, and hand-offs across the research value chain.
  • Conduct hands-on data exploration, profiling, and quality analysis across research content, market data, reference/entity data, and metadata to validate feasibility and surface data gaps.
  • Define and maintain data requirements, data dictionaries, taxonomies, ontologies, and metadata standards.
  • Partner with Data Engineering to identify data quality issues, lineage requirements, and enrichment opportunities.
  • Translate business needs into clear, testable requirements, including process flows, functional specifications, user stories, data specifications, and acceptance criteria.
  • Plan and manage delivery of Research IT initiatives end-to-end by defining scope, milestones, timelines, resourcing needs, and dependencies across multiple squads and vendors.
  • Maintain project plans, delivery roadmaps, RAID logs, and stakeholder and management status reporting.
  • Drive day-to-day execution by coordinating engineering, data, UI/UX, and TechOps teams; running stand-ups and working sessions; and removing blockers to keep delivery on track.
  • Track budget, effort, and progress against plan; proactively escalate risks and manage change to protect scope, timeline, and quality.
  • Coordinate releases, cutover, and go-live readiness, ensuring stakeholder sign-off and a smooth transition to support/BAU.
  • Provide clear, concise updates to senior stakeholders, including ExCo/SteerCo-level reporting, on delivery status, risks, and decisions required.
  • Identify where AI can deliver measurable productivity and quality improvements within research workflows, such as drafting support, summarisation, tagging/classification, newsfeed intelligence, and recommendations.
  • Support proof-of-concept validation and evaluation of AI features, including test sets, scoring approaches, and acceptance criteria, so AI is applied pragmatically and safely.
  • Help define prompt/response expectations, guardrails, and human-in-the-loop review steps where AI is embedded into workflows.
  • Coordinate UAT, human-in-the-loop reviews, and release readiness with business users and technical teams.
  • Partner with Compliance and Risk to ensure regulatory requirements, data residency, and control requirements are embedded into workflows and system changes.

Desired Qualifications

  • Familiarity with governance, regulatory, and compliance requirements and audit trails is advantageous.

About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$834.9M
Headquarters
Central and Western District, Hong Kong
Founded
1986

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