Investment Assistant

undefined ago • 3 Years +

Job Summary

Job Description

This role involves collecting and organizing market dynamic data for various assets, monitoring indicators, industry changes, and market liquidity. It requires compiling weekly and monthly market reports to support investment decisions. The assistant will help screen and execute investment projects, participate in surveys and interviews, gather information, and assist in building evaluation models. Regular attribution analysis and professional research reports are also key. The position includes tracking post-investment products, monitoring key indicators, establishing early warning mechanisms, and assisting with dynamic adjustments to investment strategies. Finally, maintaining an accurate and timely information database is essential.
Must have:
  • Collect and organize market dynamic data for various assets
  • Monitor indicators, industry changes, and market liquidity
  • Compile market weekly and monthly reports
  • Assist in screening and executing investment projects
  • Participate in surveys and interviews
  • Assist in building evaluation models
  • Conduct regular attribution analysis and form research reports
  • Track post-investment products and monitor key indicators
  • Assist in establishing early warning mechanisms
  • Assist with dynamic adjustments to investment strategies
  • Build and maintain an accurate and timely information database
Good to have:
  • Bachelor's degree or above, preferably in finance, economics, mathematics, statistics
  • Securities and fund industry qualification certificates
  • CFA certification
  • Experience in brokerage, fund, bank asset management, or private equity firms
  • Strong stress resistance and high sense of responsibility
  • Meticulous work, integrity, diligence, and passion for investment

Job Details

Job Description

1. Collect and organize market dynamic data for various assets, closely monitor indicators, industry changes, and market liquidity. Regularly summarize and analyze the performance of mainstream investment strategies at home and abroad, and prepare weekly and monthly market reports to provide data basis and information reference for investment decisions;

2. Assist the department in screening and implementing projects, participate in research and interview work, collect and summarize relevant information, and assist in building evaluation models. Regularly conduct attribution analysis and form professional research and analysis reports;

3. Follow up on post-investment products, monitor key indicators, and assist in establishing an early warning mechanism. Prepare analysis reports and assist the department in dynamically adjusting investment strategies;

4. Build and maintain an information database to ensure the accuracy and timeliness of information and data.

Job Requirements

1. Bachelor's degree or above, preferably in finance, economics, mathematics, statistics. Securities and fund industry qualification certificates, CFA preferred;

2. 3+ years of investment experience, additional experience in financial institutions such as brokerages, funds, bank asset management, or private equity funds is preferred;

3. Familiar with the operating mechanisms of various investment products and mainstream investment strategies, master modern investment portfolio theory, risk management tools, and understand relevant financial industry laws, regulations, and compliance requirements;

4. Able to use financial analysis tools such as Wind for quantitative analysis, with excellent data visualization capabilities, able to display analysis results clearly and accurately;

5. High data sensitivity and logical analysis ability, able to extract effective information from a large amount of data;

6. Strong stress resistance, high sense of responsibility, meticulous work, integrity, diligence, and passion for investment work.

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