Senior Investment Analyst/资深投资分析师
晨星资讯(深圳)有限公司
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2015-05-22
- 工作地点:深圳
- 招聘人数:1
- 工作经验:3-4年
- 学历要求:本科
- 语言要求:英语熟练
- 职位月薪:面议
- 职位类别:金融/经济研究员
职位描述
The Role:
The candidate will work with senior consultants, consultants, senior analysts, institutional clients, and relationship managers to define clients’ needs and deliver quality work. This position will require the ability to effectively support both internal (sales force) and external (institutional clients) client needs and engagement requirements.
Responsibilities:
? Be responsible for obtaining data for client solutions, analyzing that data to determine solutions including but not limited to portfolio construction, determining model portfolios, performing manager/fund selection, performing due diligence (both quantitative and qualitative), and recommending solutions and/or changes to client products, services, and deliverables.
? Prepare reports and articulating the end deliverables and solutions to internal sales and peers as well as the client and other duties as needed.
? Be positive to learn about theoretical and practical implications of the consulting process and client needs.
? Be supportive and partner with Senior Consultants and Consultants in client work relating to portfolio construction, manager selection, due diligence, and other client related needs.
? Assist the other team members on customized research newsletters for clients (of monthly, quarterly frequency) for clients, covering various segments like equities, fixed income, and overall market.
Requirements:
? 3-5 years of investment experience with emphasis on mutual fund research / analysis and asset allocation.
? A BS degree in Finance or related field. MBA and/or CFA designation will be a plus.
? Advanced knowledge of the fund management industry in China.
? Excellent writing and communication skills both in Chinese and English.
? Good time management skills and a knack for number crunching and problem solving.
The candidate will work with senior consultants, consultants, senior analysts, institutional clients, and relationship managers to define clients’ needs and deliver quality work. This position will require the ability to effectively support both internal (sales force) and external (institutional clients) client needs and engagement requirements.
Responsibilities:
? Be responsible for obtaining data for client solutions, analyzing that data to determine solutions including but not limited to portfolio construction, determining model portfolios, performing manager/fund selection, performing due diligence (both quantitative and qualitative), and recommending solutions and/or changes to client products, services, and deliverables.
? Prepare reports and articulating the end deliverables and solutions to internal sales and peers as well as the client and other duties as needed.
? Be positive to learn about theoretical and practical implications of the consulting process and client needs.
? Be supportive and partner with Senior Consultants and Consultants in client work relating to portfolio construction, manager selection, due diligence, and other client related needs.
? Assist the other team members on customized research newsletters for clients (of monthly, quarterly frequency) for clients, covering various segments like equities, fixed income, and overall market.
Requirements:
? 3-5 years of investment experience with emphasis on mutual fund research / analysis and asset allocation.
? A BS degree in Finance or related field. MBA and/or CFA designation will be a plus.
? Advanced knowledge of the fund management industry in China.
? Excellent writing and communication skills both in Chinese and English.
? Good time management skills and a knack for number crunching and problem solving.
公司介绍
Morningstar Inc(纳斯达克股票代码:MORN)于1984年在美国芝加哥创立,是北美、欧洲、澳大利亚和亚洲领先的独立投资研究机构,主要为投资者提供财经资讯、基金及股票数据的分析评级以及相关应用软件工具,公司还通过其旗下的注册投资子公司提供投资管理服务, 现有6500多名成员分布在全球27个国家/地区并设有分机构开展相关业务。
晨星资讯(深圳)有限公司于2003年2月在深圳成立,经过十几年的不断发展,目前在深已拥有员工近1000人。在国内市场上,晨星与国内大多数金融机构均建立了良好的合作关系,长期为各类内资和外资银行、基金公司、券商机构等,提供基础金融数据、金融分析软件、投资组合方案、资产管理及顾问咨询等服务,同时也是中国证监会批准的十大基金评级机构中的***外资机构;
在晨星,每一位员工的成长都备受关注,你可以学英文,学投资,学编程,学画画,考CFA,申请晨星奖学金去读MBA。全开放的办公环境营造开放包容的文化,我们拥抱和尊重差异,接纳来自多样背景、兼具不同经验的人才。如果你希望与有趣、有想法的人并肩工作应对不一样的挑战,加入我们,一起扑腾。
晨星资讯(深圳)有限公司于2003年2月在深圳成立,经过十几年的不断发展,目前在深已拥有员工近1000人。在国内市场上,晨星与国内大多数金融机构均建立了良好的合作关系,长期为各类内资和外资银行、基金公司、券商机构等,提供基础金融数据、金融分析软件、投资组合方案、资产管理及顾问咨询等服务,同时也是中国证监会批准的十大基金评级机构中的***外资机构;
在晨星,每一位员工的成长都备受关注,你可以学英文,学投资,学编程,学画画,考CFA,申请晨星奖学金去读MBA。全开放的办公环境营造开放包容的文化,我们拥抱和尊重差异,接纳来自多样背景、兼具不同经验的人才。如果你希望与有趣、有想法的人并肩工作应对不一样的挑战,加入我们,一起扑腾。
联系方式
- Email:Leon.Yang@morningstar.com
- 公司地址:东海国际