Family Office Analyst
北京华民创富投资控股有限公司
- 公司规模：50-150人
- 公司性质：民营公司
- 公司行业：金融/投资/证券
职位信息
- 发布日期：2015-06-09
- 工作地点：北京
- 招聘人数：1
- 工作经验：3-4年
- 学历要求：硕士
- 语言要求：英语精通
- 职位月薪：面议
- 职位类别：其他
职位描述
Job Description
? The Analyst would take on a key supporting role within the Family Office Team across both areas of investment and advisory.
? Daily tasks include but are not limited to financial modeling, quantitative analysis, industry/company research, preparing investment proposals and due diligence reports.
? The Analyst will not only be highly involved in the company’s Fund of Hedge Funds, but also gain exposure to offshore consulting for services like trust structuring, tax planning and acquisitions.
Reporting Line
The position of Analyst reports directly to the Managing Director, Director or Associate.
Desired Education, Certifications, Experience
? University graduate with a Master’s degree in financial services or related field is strongly preferred (but not necessary)
? Proficiency in both English and Mandarin
? Prior experience in wealth management, trust structuring, investment banking, asset restructuring, accounting and/or other aspects of Family Office services
? At least one year of overseas experience (school, internship or full-time employment) or prior working experience with MNC within China
? Over 3-5 years of work experience is preferred
Knowledge, Skills & Abilities
? Multi-disciplinary knowledge with a focus on Investment, but willingness to gain exposure to areas like wealth management, tax, asset restructuring, accounting and/or other aspects of Family Office Services
? Ability to participate in fundamental level research, white paper development and other relevant publications
? Ability to construct PowerPoint decks and investment presentations for various services and “RFPs”
? Excellent English in both speaking and writing; comfortable with a bilingual environment
? Sharp, intellectually curious, deadline focused, motivated and interested in China’s emerging wealth management industry
? Comfortable with a fast-paced, demanding environment
Computer Skills
? Proficient in Microsoft Office Suite, Salesforce, wealth management and investment products (e.g. Advent, Morningstar); (preferred but not vital)
? The Analyst would take on a key supporting role within the Family Office Team across both areas of investment and advisory.
? Daily tasks include but are not limited to financial modeling, quantitative analysis, industry/company research, preparing investment proposals and due diligence reports.
? The Analyst will not only be highly involved in the company’s Fund of Hedge Funds, but also gain exposure to offshore consulting for services like trust structuring, tax planning and acquisitions.
Reporting Line
The position of Analyst reports directly to the Managing Director, Director or Associate.
Desired Education, Certifications, Experience
? University graduate with a Master’s degree in financial services or related field is strongly preferred (but not necessary)
? Proficiency in both English and Mandarin
? Prior experience in wealth management, trust structuring, investment banking, asset restructuring, accounting and/or other aspects of Family Office services
? At least one year of overseas experience (school, internship or full-time employment) or prior working experience with MNC within China
? Over 3-5 years of work experience is preferred
Knowledge, Skills & Abilities
? Multi-disciplinary knowledge with a focus on Investment, but willingness to gain exposure to areas like wealth management, tax, asset restructuring, accounting and/or other aspects of Family Office Services
? Ability to participate in fundamental level research, white paper development and other relevant publications
? Ability to construct PowerPoint decks and investment presentations for various services and “RFPs”
? Excellent English in both speaking and writing; comfortable with a bilingual environment
? Sharp, intellectually curious, deadline focused, motivated and interested in China’s emerging wealth management industry
? Comfortable with a fast-paced, demanding environment
Computer Skills
? Proficient in Microsoft Office Suite, Salesforce, wealth management and investment products (e.g. Advent, Morningstar); (preferred but not vital)
公司介绍
华民创富投资控股有限公司是中国首家推出“私人定制财富管理”服务的专业机构。
华民创富以独特的4D配资产配置法，由投资专家一对一为客户提供精心设计的专业化、个性化投资组合，满足客户多元化的财富管理需求。
华民创富聚集了一批资产管理和投资领域的专家，设计并管理多类基金产品，通过独创的客户评估模型，对投资者类型进行评估，根据客户不同的投资目标和要求，由一对一的投资专家，将客户资金在多类基金中进行个性化配置，构建适合投资者个性的基金组合，为客户的财富保障、财富增值和财富传承提供完善的整体解决方案，实现客户财富的稳健增长。
财富不是人生的全部，责任与爱才是生命的真谛。富足的人生，还需要在生命中创造出更多的爱和喜乐。华民创富积极参与公益慈善事业，并成立“金·竹聚贤会”，为客户提供公益慈善俱乐部、金融投资俱乐部、读书俱乐部、高尔夫俱乐部、艺术品鉴赏俱乐部、身心灵平衡俱乐部等社交平台，帮助客户参与公益慈善、结交财富伙伴、提高生活品质。
华民创富专注于提供私人定制财富管理服务，以国民财富的保值增值为己任，秉承“诚信、责任、勤勉、感恩”的服务理念，期待与各方有识之士一起携手共赢，共创和谐社会，共享富足人生。
华民创富以独特的4D配资产配置法，由投资专家一对一为客户提供精心设计的专业化、个性化投资组合，满足客户多元化的财富管理需求。
华民创富聚集了一批资产管理和投资领域的专家，设计并管理多类基金产品，通过独创的客户评估模型，对投资者类型进行评估，根据客户不同的投资目标和要求，由一对一的投资专家，将客户资金在多类基金中进行个性化配置，构建适合投资者个性的基金组合，为客户的财富保障、财富增值和财富传承提供完善的整体解决方案，实现客户财富的稳健增长。
财富不是人生的全部，责任与爱才是生命的真谛。富足的人生，还需要在生命中创造出更多的爱和喜乐。华民创富积极参与公益慈善事业，并成立“金·竹聚贤会”，为客户提供公益慈善俱乐部、金融投资俱乐部、读书俱乐部、高尔夫俱乐部、艺术品鉴赏俱乐部、身心灵平衡俱乐部等社交平台，帮助客户参与公益慈善、结交财富伙伴、提高生活品质。
华民创富专注于提供私人定制财富管理服务，以国民财富的保值增值为己任，秉承“诚信、责任、勤勉、感恩”的服务理念，期待与各方有识之士一起携手共赢，共创和谐社会，共享富足人生。