上海 [切换城市] 上海招聘上海咨询/顾问招聘上海专业顾问招聘

Senior Analyst/ Consultant for Investment team

韬睿惠悦管理咨询(深圳)有限公司

  • 公司规模:150-500人
  • 公司性质:外资(欧美)
  • 公司行业:专业服务(咨询、人力资源、财会)

职位信息

  • 发布日期:2017-05-26
  • 工作地点:上海-浦东新区
  • 招聘人数:若干人
  • 工作经验:3-4年经验
  • 学历要求:本科
  • 语言要求:英语 熟练
  • 职位月薪:1.5-2万/月
  • 职位类别:专业顾问  

职位描述

职位描述:
The Role:
As a Senior Investment Analyst/ Investment consultant, you can expect to carry out management consultancy project, research and modelling, analyse the results, and prepare client reports. As your career progresses, your duties may include some or all of the following:
- Prepare analysis on management consultancy engagement
- Prepare research reports on fund managers across asset classes
- Performance monitoring and reporting
- Write up quarterly economic reports
- Analyze investment portfolio and their styles
- Use financial models to create tailored investment portfolios for clients
- Support senior team members in the construction and delivery of investment analysis, reports and presentations to clients
- Research investment managers and debate and form views on them
- Develop relationships with client contacts through effective communication and efficient, quality execution of projects
- Build strong relationships internally and collaborating effectively on cross-functional team
- Sales and marketing to clients

General Requirements
- Bachelor’s degree majoring in finance, business or economics
- 3-8 years related working experience
- Excellent Microsoft Office skills
- Strong written and verbal communication skills in Chinese and English
- Self-motivated, proactive and willing to learn
- Time management skills and an ability to effectively prioritize tasks
- People-orientated with strong interpersonal skills
- Well Organized and detail oriented

Specific Requirements
- Prior experience in management consultancy will be preferred

职能类别: 专业顾问

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公司介绍

The Company

Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.



Office Address:
TW Beijing Office - 29F, South Tower Beijing Kerry Centre, 1, Guang Hua Road, Chaoyang District Beijing,100020, PRC

TW Shanghai Office - 11F, Tower 1, Century Link, No.1198 Century Avenue, Pu Dong New District, Shanghai,China,200120

TW Shenzhen Office - Unit 801-802, Tower one, Kerry Plaza, No.1, Zhong Xin Si Road, Futian CBD Shenzhen, China, 518048

TW Guangzhou Office - Unit2508, Tower B, Center Plaza, No.161 Linhe Rd. (W), Tianhe Dist., Guangzhou, 510620, China

联系方式

  • Email:ric.wuhan@willistowerswatson.com
  • 公司地址:上班地址:武昌区