Equity Specialist Job at Citi (Hong Kong)

Senior Specialist, Equity & Payroll Administration

Wealthfront is seeking a Senior Specialist, Equity & Payroll Administration to j...

Location

United States , Palo Alto

Salary:

120000.00 - 141700.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

4-6 years of relevant experience in equity administration, payroll or related accounting/finance roles
Bachelor’s degree in Accounting, Finance, or a related field
CPA preferred
Strong understanding of U.S. GAAP, internal controls, and compliance requirements
Hands-on experience with payroll systems and equity administration platforms (e.g., Shareworks/Carta/Namely/ADP preferred)
Proficiency in Microsoft Office, Google Workspace, NetSuite, Bill.com, and Expensify (or similar systems)
Exceptional attention to detail with the ability to communicate clearly at all levels of the organization
Strong problem-solving skills and a proactive, solutions-oriented mindset
High ethical standards and commitment to data accuracy and confidentiality
Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Job Responsibility

Administer equity compensation programs including stock options, RSUs, ESPP, and 10b5-1 plans
Process equity transactions such as grants, exercises, vesting, cancellations, expirations, and payroll-related equity events
Maintain accurate and complete equity records in equity administration systems
Support compliance with SEC reporting and internal controls related to equity activity
Communicate clearly with employees regarding equity plan mechanics and transactions
Perform regular reconciliations between equity systems, payroll, and general ledger
Coordinate with external equity administrators, auditors, and compensation consultants
Assist with the calculation and reporting of stock-based compensation expense and disclosures under ASC 718
Responsible for timely and accurate processing of the semi-monthly payroll and uploads to the payroll system
Responsible for maintaining payroll reports, personnel records and processing deductions such as levies and garnishments, preparing accounting transactions and auditable support, and preparing special reports for senior management

What we offer

medical
vision
dental
401K plan
generous time off
parental leave
wellness reimbursements
professional development
employee investing discount

Fulltime

Data Annotation Specialist - Investment Banking / Private Equity

We are on a mission to build machines that understand the world and make them sa...

Location

Canada , Toronto; Calgary; Ottawa; Vancouver; Montreal

Salary:

30.00 USD / Hour

Cohere

Expiration Date

Until further notice

Requirements

5+ years of industry experience working in equity research, corporate finance, M&A, private equity, or corporate development
Financial analysis training and experience
An education background in finance (Bachelors, Masters or similar)
Experience interpreting complex financial statements, earning decks, charts and graphs
Experience with preparing and understanding financial statements, key metrics, business acumen
Experience with risk analysis processes
Experience with financial modelling/analysis that informs strategic decision-making
Expert in Excel and/or VBA

Job Responsibility

Evaluate the model’s ability to respond to objective financial queries
Write financial prompts along with verified information to evaluate the accuracy of the model’s responses
Label, proofread, and improve machine-written and human-written financial outputs
Follow our style guide, and make recommendations on unique situations that fall outside of its scope
Evaluating financial models in excel

What we offer

An open and inclusive culture and work environment
Work closely with a team on the cutting edge of AI research
Weekly lunch stipend, in-office lunches & snacks
Full health and dental benefits, including a separate budget to take care of your mental health
100% Parental Leave top-up for up to 6 months
Personal enrichment benefits towards arts and culture, fitness and well-being, quality time, and workspace improvement
Remote-flexible, offices in Toronto, New York, San Francisco, London and Paris, as well as a co-working stipend
6 weeks of vacation (30 working days!)

Parttime

New

Equity Product Specialist

Wealth & Premier Solutions (WPS) in GPB&W has been established to deliver an enh...

Location

Poland

Salary:

18259.00 - 23500.00 PLN / Month

HSBC

Expiration Date

March 23, 2026

Requirements

Experience in data modelling and analysis, with the ability to interpret complex datasets and deliver actionable insights
Strong knowledge and understanding of equity markets and financial instruments
Demonstrated project management skills, including planning, execution, and delivery of analytical or technical projects
Hands-on experience with programming and automation, particularly using Python and Excel macros, to streamline processes and enhance efficiency
5-10 years of experience in an analytical or project management function looking to gain knowledge and hands-on experience of financial markets and private banking/wealth
Degree in a numerical or computer discipline such as finance, mathematics or computer science
Advanced skills in Microsoft Office with deep expertise in Excel (including macro programming) and PowerPoint

Job Responsibility

Data Modelling & Analytics: Apply advanced data modelling techniques and analytics to support business insights and strategic initiatives
Automation of Stock Screening: Develop and enhance automated stock screening tools, streamlining investment processes and improving efficiency
Equity Portal & Marketing Material: Lead the upgrade of our equity portal and refresh marketing materials to ensure content is current, engaging, and aligned with business objectives
Market & Product Publications: Contribute to the creation of market and product publications, including periodicals, market updates, and sector packs, helping to inform clients and stakeholders
Performance Tracking & Reporting: Take ownership of performance tracking, monitoring key metrics, and producing comprehensive weekly reports to support decision-making
AI Productivity Enhancements: Identify and implement AI-driven solutions to boost productivity and automate routine tasks
Platform Initiatives: Actively contribute to and lead platform initiatives, collaborating with cross-functional teams to deliver impactful projects
Stock Fact Sheets: Coordinate and produce fact sheets for over 200 stocks, ensuring accuracy and timely delivery
New Product Development: Support the development and launch of new products, working closely with stakeholders to bring innovative solutions to market
Automated Processes: Maintain and run automated processes using Python and Excel macros, ensuring reliability and continuous improvement

What we offer

Additional car allowance in the amount of 4620 PLN (monthly, gross)
Variable pay is discretionary, but influenced by Group performance, business/function performance and individual performance
We offer a comprehensive and competitive package of benefits covering healthcare, family friendly leaves, pension and life assurance, as well as many other benefits to support your wellbeing
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)
Cafeteria platform
Employee assistance program

Fulltime

Investor Reporting Analyst

iCapital is looking for an Analyst to join the Investor Reporting team. This rol...

Location

United States , Boca Raton

Salary:

70000.00 - 75000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

1-3 years’ experience, preferably with hedge fund, private equity, and/or real estate industry, and open to recent graduates with relevant experience
Previous experience in report writing, investor communications, and business writing skills are preferred
Motivated, detail-oriented, and must be able to independently solve problems
Microsoft office skills required (Word, Excel, PowerPoint). Strong knowledge of Excel with experience of manipulation and presentation of data
Strong communication skills are essential
Able to handle multiple tasks and prioritize assignments with excellent time management skills
Proactive team player with positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment

Job Responsibility

Work on a team of investment professionals who are responsible for the preparation and review of quarterly client reporting with respect to private equity, real estate, secondary, and credit fund-of-funds and feeder funds currently under management
Review, digest, and extract information from the reports provided by the underlying private equity sponsors and draft the relevant information to be included in the client quarterly performance updates
Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. Liaise with administrators to determine correct quantitative data for reporting purposes and be able to understand portfolio company performance and fund valuation drivers
Coordinate internal Compliance review and approvals
Ensure timely distribution of reports to clients and relationship managers
Review the monthly hedge fund fact card reporting
Draft wording for capital call and distribution notices to investors
Maintain communication with underlying financial sponsors regarding portfolio company activities and their impact on valuation
Coordinate periodic investment portfolio and valuation reviews with other members of the team
Serve as the Private Equity product specialist in connection with requests for information from relationship managers and clients (i.e. regarding fund performance, capital calls, and other fund-related activities) as well as fund performance update meetings

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

New

Investment Writer

An exciting opportunity for an Investment Writer to act as Editor for investment...

Location

United Kingdom , London

Salary:

Not provided

Brewin Dolphin

Expiration Date

March 18, 2026

Requirements

Excellent organisational, communication, and editing skills
Ability to work well within a team and with others throughout the global organisation
Demonstrates authority and conviction to uphold standards
Strong project management and process management skills
Able to communicate complex information clearly and concisely
Able to work efficiently and effectively with a high level of activity in the face of changing priorities
Demonstrate commercial awareness and a solutions-oriented outlook
Able to prioritise workload and escalate appropriately
Prior experience of working with 3rd parties, with geographically dispersed teams and across time zones strongly desirable
Educated to degree level

Job Responsibility

Act as Editor for investment reports and investment-related marketing materials on behalf of RBC BlueBay London based investment teams
Work with Product Specialists and investment teams to produce, quality control and edit monthly, quarterly and annual investment commentaries and specialist reports for both Equities and Fixed Income
Act as distribution point, when required, for investment commentaries from RBC GAM UK to other RBC GAM stakeholders
Look for efficiencies in distribution of marketing materials across both Equities & Fixed Income
Write and deliver regular and ad hoc investment communications of a sales-oriented, educational, and technical nature, with sensitivity to strategy-specific or market developments
Work with RFP and Marketing to ensure quality and relevance of investment-related material
Create and improve current content, including liaising with Subject Matter Experts (SMEs) to ascertain accurate and high-quality content, as well as identifying and addressing knowledge gaps
Ensure all content is in line with relevant brand standards and style guides

What we offer

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

Fulltime

Mba marketing internship

The 10-week internship assigns Marketing Summer Associates to a Nestlé Health Sc...

Location

United States , Bridgewater

Salary:

Not provided

Nestle Health Science

Expiration Date

Until further notice

Requirements

Currently enrolled in a Master of Business Administration (MBA) or Master of Science (MS) program with an emphasis in Marketing, Marketing Communications, Brand Management, Innovation Entrepreneurship, Entrepreneurship or Strategic Management
Master of Business Administration (MBA) or Master of Science degree completed by June 2027
You possess resourcefulness and an entrepreneurial spirit combined with a passion for seeking out solutions to win with the consumer
Leadership in an extracurricular activity, organization, or in previous professional positions
Strong written and verbal communication skills
Possess excellent analytical skills and ability to utilize basic Excel functions
Comfortable working in independent and team settings
Ability to deliver results in a fast-paced, complex environment
You are available for a ten-week internship starting May 26th, 2026

Job Responsibility

Demonstrate your analytical expertise to provide a solution to a real-life problem facing our business and consumers
Activate distinct consumer insights to drive business performance and grow brand equity
Partner with marketing specialists to tackle complex business challenges and provide recommendations to senior leaders
Address strategic business opportunities and drive your marketing team towards success in the short and long-term future
Final project showcase to senior leaders highlighting your recommendation to the business

What we offer

Mentorship and guidance from experienced marketing leaders
Immersion into a dynamic and collaborative work culture with diverse colleagues who share a love of food
Potential full-time career opportunity at Nestlé Health Science
Opportunity to network with various divisions and employees across the company

Strategic & Analytical Investor Relations Specialist or Manager

Our client is currently looking for a Strategic & Analytical Investor Relations ...

Location

Japan , Tokyo

Salary:

10000000.00 - 18000000.00 JPY / Year

Randstad

Expiration Date

April 30, 2028

Requirements

Exceptional track record in Investor Relations, Capital Markets, or Wealth Management
Experience working with multinational PE-backed companies
Excellent presentation and communication skills in Japanese & English
Fluent in Japanese, with the ability to navigate cross-cultural interactions seamlessly
Fluency in English is an advantage
Experience working in High-Technology Manufacturing Companies is an advantage
5 years experience

Job Responsibility

Build and develop strong relations with the main US Private Equity Shareholder
Work with the current IR Specialist & CFO to communicate investment strategy, updates, and opportunities to potentially new or existing clients
Oversee all IR matters for both Domestic & International Projects
Communicate the company’s story and value proposition by crafting a market narrative
Drive engagement by organizing Investor Meetings and networking opportunities
Maintain a deep understanding of the investment landscape
Maintain regulatory disclosure and compliance requirements, including quarterly and annual reports

What we offer

健康保険
厚生年金保険
雇用保険
賞与

Fulltime

Used Vehicle Acquisition Specialist

Ira BMW of Stratham is part of the rapidly growing Group 1 Automotive, a leader ...

Location

United States , Stratham

Salary:

Not provided

Group 1 Automotive

Expiration Date

Until further notice

Requirements

Minimum 1 year of automotive sales or equivalent (required)
Experience with equity mining tools (e.g., Automotive Mastermind) is a plus
Strong ability to work independently with a self-motivated attitude
Desire to thrive in a commission-based, performance-driven environment
High-energy personality with a positive, customer-focused attitude
Exceptional customer service skills with a professional demeanor
Ability to work effectively in a process-driven environment
High school diploma or equivalent
Valid driver’s license in the state of employment and a clean driving record

Job Responsibility

Engage with customers in our Service Department, offering purchase values and presenting trade-in options, with the goal of encouraging them to sell or trade their vehicle
Ensure all customers are treated with courtesy and respect, enhancing their overall experience and satisfaction
Maintain accurate daily sales and production records as required by dealership management
Develop and nurture strong, long-lasting relationships with customers, fostering repeat and referral business
Stay informed on product changes, updates, and new offerings to ensure knowledgeable interactions
Perform other tasks as assigned by management
Demonstrate behaviors that align with the Company’s core values in all interactions with customers, colleagues, and vendors

What we offer

Health, Dental, Vision, Life, and Disability Insurance
401(k) Plan with Company Match
Paid Time-Off (PTO)
Employee Stock Purchase Plan (ESPP)
Employee Vehicle Purchase Program
Professional work environment with job training and advancement opportunities

Fulltime

Equity Specialist

Citi

Location:
Hong Kong , Hong Kong

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
May 02, 2025

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