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Process Improvement Analyst, Pension OperationsPrincipal Trust Company (Asia) Limited
Process Improvement Analyst, Pension OperationsPrincipal Trust Company (Asia) Limited
Job Highlights
  • Process Improvement Analyst, Pension Operations
  • Process Improvement Analyst, Pension Operations
  • Process Improvement Analyst, Pension Operations
Job Description

Position Level: Assistant Manager/Manager

Job Purpose:

Act as a user representative to facilitate the development and implementation of new workflow to enhance operational efficiency by adopting business modeling tools to identify gaps, causes of the issues, evaluate by ways of quantitative and qualitative analysis, process modeling etc. Assist management to drive changes using both direct and indirect tactical approaches.


Essential Functions:





Act as a specialist and analyst on behalf of the users to participate in various projects in order to revamp and streamline workflow and to facilitate system automation:

-        Identify, collect and draft user requirements and provide recommendation for alternative approach.

-        Work with process owner and Senior Manager to finalize and document the recommended user requirements

-        Collaborate with internal departments and/or external parties to resolve challenges from the projects / operation related issues

-        Work closely with process owner to ensure the technology build meets user requirements

-        Data extraction and data analysis

-        Draft new workflow

-        Monitor the project progress

-        Work with process owner to carry out post implementation review



Participate in other ad hoc tasks






Educational Qualification:

  • Bachelor’s degree holder with preference in technology or engineering related field


Job related experience required:

  • At least 10 years’ experience as a business analyst, project improvement or user representative on process revamp in pension/financial institute with 2 years or above supervisory experience
  • Business process modeling experience, such as experience in identify, collect and prepare the user requirements for system automation, production workflow streamline and implementation of various ad hoc projects
  • Good at data management including data extraction, analysis and management information report



Competencies and Soft skills required:

  • Possess strong analytical, process and data analysis, communication, facilitation, collaboration, problem-solving and ability to influence
  • Excellent communication skills in English and Chinese
  • Independent and ability to accept, drive and adapt to changing environment



Other experiences/skills preferred:

  • Knowledge in pension business administration
  • Lean methodology experience
  • Experience in agile methodology in process revamp


Reporting Relationships:


Reports to: Senior Manager, Pension Operations


Direct Reports: N/A

Additional Information
Career Level
Not Specified
Not Specified
Years of Experience
Not Specified
Employment Type
Full Time
Company details

Principal is a global provider of investment and retirement solutions. We combine our capabilities in Global Investment Management, Retirement Leadership and Asset Allocation Expertise to provide retirement and asset management to businesses, individuals and institutional clients. As a member of the FORTUNE 500, Principal serves over 19 million customers worldwide from offices in 18 countries throughout Asia, Australia, Europe, Latin America and the United States.


We are looking for high caliber talents to join our Hong Kong team and grow with us. For more information, please visit