1. Monitor the portfolio asset allocation, liquidity and constrains;
Evaluate the performance and return attribution;
2. Prepare various type of weekly and monthly and quarterly portfolio reports;
3. Communicate with clients and investment managers frequently;
1. Undergraduate's degree or above, major in finance, economics or related disciplines;
2. 3 to 5 years of experience in sales or product management in the asset management industry;
experience in insurance funds is a plus.
3. Strong communication skills and adaptability in client-facing role;
project management experience in product/mandate launch and operation;
4. Strong problem solving skills and multi-task skills;
self-motivated, able to work independently and adapt to dynamic working environment;
5. Have a basic understanding of insurance regulatory requirements and accounting standards;
have certain investment and asset management product knowledge;
6. Fluent in Mandarin and English, proficient in MS Office and Bloomberg (Strong Excel skills is preferred);
7. CFA, FRM certificate holders are preferred.
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