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中台支持实习生

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Onsite

中台支持实习生

上海基煜基金销售有限公司

中台支持实习生

Skills

AI

2 months ago

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Important information


Contract type:

Permanent

Location:

Shanghai, China

Work mode:

Onsite

Published on:

5 September 2026

What they need


该职位来源于猎聘 一、岗位职责

1、协助公司机构客户的实施落地,提供全流程支持,包括但不限于投前、投中、投后工作,例如路演邀约、资讯发送、交易跟进、报表制作等; 2、协助制作路演材料及各类营销支持材料,包括但不限于PPT、报告文件; 3、协助整理和管理客户档案材料,确保文件的完整性和准确性;协助核对业务材料,确保文件的一致性和合规性; 4、结合实际业务,参与训练AI模型,提升模型的准确性和效率,优化业务流程; 5、完成上级交办的其他事项。 二、岗位要求

1、学历要求:本科及以上学历;

2、专业背景:金融、经济相关专业优先,持有基金从业资格证者优先;

3、技能要求:熟练使用Office、Excel等办公软件;

4、个人素质:

服务意识强,具备良好的语言表达能力和沟通能力;

工作细致认真,责任心强,能够高效完成事务性工作;

具备团队合作精神,能够适应快节奏的工作环境。 三、我们能提供: 1、学习机会:深入了解金融行业运作,积累综合管理实践经验;

2、培养体系:系统化的事务管理能力培养,参与公司日常运营支持;

3、工作环境:优雅的办公环境,丰富的零食供应。

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