Fixed Income Assistant Portfolio Manager
友邦保险有限公司上海分公司-中国区
- 公司规模:500-1000人
- 公司性质:外资(非欧美)
- 公司行业:保险
职位信息
- 发布日期:2017-08-04
- 工作地点:上海
- 招聘人数:1人
- 职位类别:金融/经济研究员 投资/基金项目经理
职位描述
职位描述:
Position Objective:
Fixed Income APM has to assist Portfolio Manager on managing specific investment portfolios according to respective investment mandate. With solid capability, Fixed Income APM will manage specific investment portfolios independently with career development to Portfolio Manager. Fixed Income APM has to maintain good relationship with all AIA China AMC’s counterparties in order to capture investment opportunities and facilitate investment transactions.
Roles and Responsibilities:
- Responsible for assisting Portfolio Manager on managing investment portfolios and achieving investment targets and objectives on both annual and long term horizon, such as absolute return with ALM focus for Life portfolios and total return for ILP portfolios. At the same time, APM needs to prudently following all requirements with investment mandate (such as credit, duration, and return target), regulations, and compliance.
- Provide analysis on fixed income market and securities with timely update to Portfolio Manager and Head of Fixed Income
- Prepare regular and special reports on fixed income market conditions, investment strategies, economic review and analysis.
- Assist Portfolio Manager and Head of Fixed Income by providing timely portfolio related information and reports for management discussion.
- Coordinate and participate in regular investment meetings to discuss market events and outlook.
Job Requirements:
- Bachelor Degree Finance/Accounting/economic, with at least 5 years of fixed income investment portfolio management experience.
- CFA or MBA preferred
- Proficiency in MS Office, Bloomberg, Hundsun, Wind and other investment application software
- Strong analytical and decision making skill
- Accountable, efficient, focus, detail oriented, and able to work under pressure
- Great team player
- Proficient comment of spoken and written English in order to effectively communicate with multiple stakeholders
- Maintain close contacts with major international and local investment banks / brokerage houses for economic & capital market update.
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Position Objective:
Fixed Income APM has to assist Portfolio Manager on managing specific investment portfolios according to respective investment mandate. With solid capability, Fixed Income APM will manage specific investment portfolios independently with career development to Portfolio Manager. Fixed Income APM has to maintain good relationship with all AIA China AMC’s counterparties in order to capture investment opportunities and facilitate investment transactions.
Roles and Responsibilities:
- Responsible for assisting Portfolio Manager on managing investment portfolios and achieving investment targets and objectives on both annual and long term horizon, such as absolute return with ALM focus for Life portfolios and total return for ILP portfolios. At the same time, APM needs to prudently following all requirements with investment mandate (such as credit, duration, and return target), regulations, and compliance.
- Provide analysis on fixed income market and securities with timely update to Portfolio Manager and Head of Fixed Income
- Prepare regular and special reports on fixed income market conditions, investment strategies, economic review and analysis.
- Assist Portfolio Manager and Head of Fixed Income by providing timely portfolio related information and reports for management discussion.
- Coordinate and participate in regular investment meetings to discuss market events and outlook.
Job Requirements:
- Bachelor Degree Finance/Accounting/economic, with at least 5 years of fixed income investment portfolio management experience.
- CFA or MBA preferred
- Proficiency in MS Office, Bloomberg, Hundsun, Wind and other investment application software
- Strong analytical and decision making skill
- Accountable, efficient, focus, detail oriented, and able to work under pressure
- Great team player
- Proficient comment of spoken and written English in order to effectively communicate with multiple stakeholders
- Maintain close contacts with major international and local investment banks / brokerage houses for economic & capital market update.
职能类别: 金融/经济研究员 投资/基金项目经理
公司介绍
友邦保险在中国大陆的发展始于1992年,并于同年在上海设立分公司,是第一家获得独资营运牌照的非内地人寿保险公司。目前,友邦保险在中国大陆的业务范围已经扩展到北京市、深圳市、广东省和江苏省。作为第一家将保险营销员制度引进国内的保险公司,友邦保险建立了专业的保险营销员队伍,并通过多元化销售渠道,为客户提供一系列人寿保险、人身意外保险和医疗保险产品。
About AIA China
AIA China started its operations in Shanghai, China, in 1992 and was the first wholly-owned non-mainland Chinese life insurer to receive an operating licence. Today, AIA China has expanded into Beijing, Shenzhen, Guangdong and Jiangsu provinces. As the first insurer to introduce the agency system to China, AIA China has established a professional agency force and markets a range of life, accident and medical insurance products to customers through our multi-channel distribution system.
About AIA China
AIA China started its operations in Shanghai, China, in 1992 and was the first wholly-owned non-mainland Chinese life insurer to receive an operating licence. Today, AIA China has expanded into Beijing, Shenzhen, Guangdong and Jiangsu provinces. As the first insurer to introduce the agency system to China, AIA China has established a professional agency force and markets a range of life, accident and medical insurance products to customers through our multi-channel distribution system.
联系方式
- 公司地址:上班地址:中山东一路17号