Corporate Finance & FP&A·Confirmed live in the last 24 hours·
Full-timeHong KongNo salary listed
About the Job
Requirements
At least 6 years of experience in financial planning and analysis, Finance Business Partner work, or business analysis, including experience leading a team or owning key projects.
Ability to independently build product-level business models and drive business decisions, including product-line profit and loss, gross profit and unit economics, and sensitivity analysis.
Good understanding of securities or wealth management products.
Familiarity with cross-functional collaboration and ability to drive complex issues involving terms, pricing, settlement, and metrics to actionable, reconcilable, and accountable solutions.
Experience in securities, internet brokerage, or cross-border securities such as Hong Kong and US stocks.
Experience in product pricing and fee-rate strategy design and evaluation.
Basic understanding of regulatory, compliance, and capital charge perspectives, and ability to collaborate with relevant teams.
Experience building systems from the ground up, including metrics, processes, approval mechanisms, and profit-and-loss or pricing models.
Interest in investment and securities business, and willingness to deeply understand product logic and trading scenarios.
Proficiency in Microsoft Excel or Sheets, including ability to build basic models and dashboards; SQL and business intelligence skills are a plus.
Strong communication and presentation skills, quick business understanding, resilience, and execution ability.
Excellent written and spoken English and Chinese.
Responsibilities
Design core indicator systems and dashboards for product lines, including revenue, gross profit, unit contribution, risk cost rate, fee rate, activity, and retention; establish monthly and quarterly product-line business reviews.
Create a product-dimension closed loop from insight to strategy, action, and tracking by delivering product-level operational insights, participating in strategy discussions, driving execution, and tracking results.
Align product-line business objectives and measurement metrics with business unit and product teams, and standardize analysis templates.
Design and maintain key models for each major product line, covering revenue, cost, and risk, including transaction fees and rebate structures, interest spreads and funding costs, and management fees or profit shares; quantify the impact of product structures and strategies on product-line profitability.
Lead pricing evaluations for major products, packages, and promotions; complete financial projections and sensitivity analyses from a profit-and-loss perspective and provide executable pricing proposals and red-line recommendations.
Partner with business unit financial planning and analysis to break down annual budgets and rolling forecasts at the product-line level, defining key assumptions for revenue, gross profit, risk cost, and other operational metrics across product directions.
Track actual product-line performance against budget and forecast, analyze key product-level variance drivers, and work with product teams on adjustment plans such as strategy optimization and resource reallocation.
Collaborate with Product, Risk, Credit, Operations, Platform, and Entity Finance/Controller teams to map end-to-end product pricing, revenue recognition, cost allocation, and profit-and-loss attribution processes, ensuring metrics are clear and accounting is bookable.
Participate in and drive standard product mechanisms, including product and pricing reviews, financial evaluation for new products and feature launches, and product data metrics, reconciliation, and settlement requirements, ensuring calculations are possible and consistent.
Align metrics with other business partner teams so product-line revenue and cost breakdowns can be reconciled with growth and regional dimensions as needed.
Lead the Product Business Partner team in allocating work and managing priorities; systematize reusable product financial analysis methodologies, templates, and tools to improve delivery efficiency and quality.
Coach team members and provide performance feedback to support their development in product understanding, modeling capabilities, and business communication.
Assist with other ad hoc duties as assigned.
Desired Qualifications
SQL and business intelligence skills.
About Us
Longbridge Securities was founded in March 2019 and is headquartered in Singapore. The company holds 22 financial licenses and qualifications across the United States, Hong Kong, Singapore and other regions, having secured over USD150 million in strategic investments from major financial and investment institutions. Its subsidiary, Longbridge Securities (Hong Kong) Limited (CE No.: BPX066), holds Type 1, 2, 4, and 9 licenses issued by the Hong Kong Securities and Futures Commission (SFC).
Job requirements
Minimum 6 years of experience in FP&A/Finance BP/Business Analysis, with experience leading a team or owning key projects
Ability to independently build product-level business models and drive business decisions (product line P&L, gross profit/unit economics, sensitivity analysis, etc.)
Good understanding of securities or wealth management products
Familiar with cross-functional collaboration, capable of driving complex issues (terms/pricing/settlement/metrics) to actionable, reconcilable, and accountable solutions
Experience in securities / internet brokerage / cross-border securities (HK/US stocks, etc.)
Experience in product pricing, fee rate strategy design and evaluation
Basic understanding from regulatory/compliance/capital charge perspectives, and ability to collaborate with relevant teams
Experience in “building systems from 0 to 1" (metrics, processes, approval mechanisms, P&L/pricing models, etc.)
Interest in investment and securities business, with willingness to deeply understand product logic and trading scenarios
Proficient in MS Excel/Sheets, able to build basic models and dashboards; SQL/BI skills a plus
Strong communication and presentation skills, quick business understanding and proven resilience and execution ability
Excellent command in written and spoken English and Chinese
Job responsibilities
Design core indicator systems and dashboards for product lines (revenue, gross profit, unit contribution, risk cost rate, fee rate, activity & retention, etc.), and establish a monthly/quarterly product line business review mechanism
Form a closed loop of “insight → strategy → action → tracking” from the product dimension: deliver operational insights at the product level, participate in strategy discussions, drive execution, and track results.
Align product line business objectives and measurement metrics with BU and product teams, and standardize analysis templates
Responsible for the design and maintenance of key models for each major product line, covering revenue, cost, risk, etc. (e.g., transaction fee and rebate structure, interest spread and funding cost, management fee/share of profit). Quantify the impact of different product structures and strategies on product line profitability
Lead pricing evaluations for major products/packages/promotions. Complete financial projections and sensitivity analysis from a P&L perspective, providing executable pricing proposals and red-line recommendations
Partner with BU FP&A to break down annual budgets and rolling forecasts at the product line level, defining key business assumptions for revenue, gross profit, risk cost, and other operational metrics across product directions
Track actual product line performance against budget/forecast variances, analyze key drivers from a product perspective, and work with product teams to formulate adjustment plans (e.g., strategy optimization, resource reallocation)
Collaborate with Product/Risk/Credit/Ops/Platform and Entity Finance/Controller to map out the end-to-end process of product pricing, revenue recognition, cost allocation, and P&L attribution, ensuring “clear metrics and bookable accounting”
Participate in and drive the development of standard mechanisms related to products, including: product/pricing review mechanisms, financial evaluation processes for new products/feature launches, data metrics and reconciliation/settlement requirements for products, to ensure “calculable and consistent”
Align metrics with other BP teams to ensure that revenue/cost breakdowns from a product line perspective can be cross-reconciled with growth and regional dimensions as needed
Lead the Product BP team in work allocation and priority management, systematizing reusable product financial analysis methodologies, templates, and tools to improve team delivery efficiency and quality.
Provide coaching and performance feedback to team members, supporting their continuous growth in product understanding, modeling capabilities, and business communication