Senior Investment

Responsible for building investment frameworks and research systems, optimizing product evaluation, and formulating asset allocation strategies. This role involves diversifying investment products, constructing portfolios, and dynamically adjusting strategies based on market changes. The ideal candidate will track macroeconomic policies, provide strategic advice, and expand external financial collaborations. Requires over 10 years of investment management experience, strong analytical and negotiation skills, and a deep understanding of financial products and regulations.

Must Have

• Build investment framework and research system
• Formulate asset allocation strategies
• Diversify investment products and construct portfolios
• Conduct investment decisions within authorization
• Track macroeconomic policies and market trends
• Bachelor's degree or above
• 10+ years of investment management experience
• Familiar with investment product operations and strategies
• Master modern investment portfolio theory and risk management tools
• Understand financial industry laws and compliance
• Strong data sensitivity and logical analysis
• Excellent business negotiation skills
• Deep understanding of investment terms and product elements

Good to Have

• Securities and fund industry qualification certificates
• CFA certification
• Experience in securities firms, fund companies, bank asset management, or private equity funds

Job Description

1. Build investment frameworks and investment research systems, improve product qualitative and quantitative evaluation systems, formulate departmental asset allocation strategies, and clarify investment directions and goals.

2. Based on demand, lay out diversified investment products, construct investment strategies and portfolios, reasonably allocate funds, and optimize investment portfolios. Make investment decisions within the authorized scope, formulate and dynamically adjust investment strategies based on market changes, product characteristics, and risk-return profiles, and coordinate investment research, transaction execution, and tracking management.

3. Track domestic and international macroeconomic policies and market trends, form professional investment strategy recommendations, and provide strong support for investment decisions. Actively expand cooperation resources with external financial institutions and explore potential investment opportunities.

Job Requirements

1. Bachelor's degree or above, preferably in finance, economics, mathematics, statistics, or related majors. Possess securities and fund industry qualification certificates, CFA preferred.

2. 10+ years of investment management experience, with a certain investment scale; additional experience in securities firms, fund companies, 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 and risk management tools, and understand relevant laws and regulations and compliance requirements in the financial industry.

4. Extremely strong data sensitivity and logical analysis ability, as well as excellent business negotiation skills. Have a deep understanding and judgment of investment terms and product elements.

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