上海招聘

SUMMARY:

 

The junior analyst  is a member of Zurich China Investment management team. His major work is to conduct investment research and to ensure daily transaction execution.

 

This position supports investment manager in his decision making and implementation. 

 KEY TASKS & ACCOUNTABILITIES:

 

1.     Research and analysis on market opportunities and provide support on follow-up implementations

2.     Conduct transaction execution including daily order placement, risk monitoring and compliance checking and settlement

3.     Conduct credit research and maintenance of credit bond portfolio

4.     Maintain a good communication with internal parties like finance, legal and risk, actuary departments and external parties like CIRC, custodian, etc.

5.   Timely fulfill reporting work and other tasks assigned by investment manager

ELATIONSHIPS:

Internal

RIM and local Investment Manager

Local Finance Team

Local Actuary

Local Risk Manager

Legal and Compliance Team

External

Investment Advisor HSBC Jintrust

Custodian SPDB and other deposit banks

Regulatory Bodies like  CIRC, etc

TRAVEL & OTHER REQUIREMENTS:

Based in Shanghai. Travel will be occasional.

QUALIFICATIONS:

Undergraduate degree or above with a focus on finance or  accounting

Experience:

One or two year back office experience in a financial institution will be a plus 

KNOWLEDGE:

Good knowledge of financial accounting and financial markets

 TECHNICAL SKILLS:

Good skills in MS office (word, excel, powerpoint, etc)

Oral and written communication skills in English

 工作内容:  

1） 跟踪分析市场宏观经济动向和资本市场走势，发现投资机会，提供投资建议，并予以落实；对已投项目进行信用分析和跟踪；

2） 完成每笔投资指令的交易执行，合规检查，以及后台清算工作；

3） 和公司内外部客户保持良好的沟通；

4） 及时正确完成每月投资报表的制作及报备工作，以及投资经理交办的其他任务。

 

主要客户：

外部：银行及监管部门

内部：投资部其他人员、财务部、精算部、风险管理部、合规部

 

任职资格：

学历要求：本科学历（财会，金融，经济管理方面专业）

专业/技术经验：扎实的金融财务知识，在金融公司中，有一至两年工作经验者优先考虑。

语言能力：中英文沟通能力

IT要求：熟练掌握Word, Excel, Powerpoint等软件

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