Senior Investment Analyst/ Investment Consultant
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:2016-11-03
- 工作地点:上海-静安区
- 招聘人数:若干人
- 工作经验:5-7年经验
- 学历要求:硕士
- 语言要求:英语 熟练
- 职位月薪:15000-19999/月
- 职位类别:投资/理财顾问
职位描述
职位描述:
The Business
At Willis Towers Watson Investment, we advise large institutional investors, such as government funds, insurers and endowments on their long-term investment strategies. Collectively our global clients manage more than $2 trillion in assets. Our clients typically invest in a portfolio of diverse, global investments with the ultimate goal of generating long-term real returns at a rate sufficient to meet their stakeholders’ requirements. We add value by developing tailored investment solutions for our clients who are expected to meet these return objectives, but importantly, also take into account each client’s tolerance for investment risk, complexity, fee budgets and any other specific requirements. From idea, to innovative research to careful analysis and capable execution, we partner with our clients to give them a competitive edge.
The Role
As a Senior Investment Analyst or an Investment Consultant, you can expect to carry out research and modelling, analyse the results, and prepare client reports. As your career progresses, your duties may include some or all of the following:
? Preparing research reports on recommended fund managers within each asset class
? Performance monitoring and reporting
? Writing up quarterly economic reports
? Analyzing risk and return characteristics of different asset classes
? Using financial models to create tailored investment portfolios for clients
? Supporting 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
? Developing relationships with client contacts through effective communication and efficient, quality execution of projects
? Building strong relationships internally and collaborating effectively on cross-functional team
The final title and level of the associate will depend on the requirements he/she possesses.
The Requirements
General Requirements
? Bachelor’s degree majoring in Actuarial Studies, commerce, finance, business or economics
? 3-8 years related working experience
? Excellent Microsoft Office skills, particularly Excel
? Strong written and verbal communication skills in Chinese and English
? Well Organised and detail oriented
? Time management skills and an ability to effectively prioritize tasks
? People-orientated with strong interpersonal skills
Specific Requirements
? Prior experience in private markets investment will be preferred
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The Business
At Willis Towers Watson Investment, we advise large institutional investors, such as government funds, insurers and endowments on their long-term investment strategies. Collectively our global clients manage more than $2 trillion in assets. Our clients typically invest in a portfolio of diverse, global investments with the ultimate goal of generating long-term real returns at a rate sufficient to meet their stakeholders’ requirements. We add value by developing tailored investment solutions for our clients who are expected to meet these return objectives, but importantly, also take into account each client’s tolerance for investment risk, complexity, fee budgets and any other specific requirements. From idea, to innovative research to careful analysis and capable execution, we partner with our clients to give them a competitive edge.
The Role
As a Senior Investment Analyst or an Investment Consultant, you can expect to carry out research and modelling, analyse the results, and prepare client reports. As your career progresses, your duties may include some or all of the following:
? Preparing research reports on recommended fund managers within each asset class
? Performance monitoring and reporting
? Writing up quarterly economic reports
? Analyzing risk and return characteristics of different asset classes
? Using financial models to create tailored investment portfolios for clients
? Supporting 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
? Developing relationships with client contacts through effective communication and efficient, quality execution of projects
? Building strong relationships internally and collaborating effectively on cross-functional team
The final title and level of the associate will depend on the requirements he/she possesses.
The Requirements
General Requirements
? Bachelor’s degree majoring in Actuarial Studies, commerce, finance, business or economics
? 3-8 years related working experience
? Excellent Microsoft Office skills, particularly Excel
? Strong written and verbal communication skills in Chinese and English
? Well Organised and detail oriented
? Time management skills and an ability to effectively prioritize tasks
? People-orientated with strong interpersonal skills
Specific Requirements
? Prior experience in private markets investment will be preferred
职能类别: 投资/理财顾问
关键字: investment
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
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