平安健康保险股份有限公司
MOM经理岗-资产配置方向
1 month ago
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Important information
Contract type:
Permanent
Location:
Shanghai, China
Work mode:
Onsite
Published on:
24 September 2026
What they need
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平安养老险-MOM经理岗
城市: 上海市 经验要求: 3年 招聘人数: 1人 昨天
岗位职责:
- 1、负责企业年金/职业年金计划的全流程管理,对所服务的职年/企业年金计划业绩负责;
- 2、结合宏观研究、市场分析,了解委托人/代理人风险偏好,制定战略资产配置、战术资产配置规划;
- 3、监控、跟踪和分析账户资产配置执行情况,对投资业绩进行分析检视,更新资产配置方案;
- 4、负责投资组合绩效归因、投管考核,配合委托人/代理人相关工作;
- 5、配合协同业务部门做好企业年金/职业年金客户服务,支持业务发展。
岗位要求:
- 1、硕士研究生及以上学历,经济、金融类专业背景,持有CFA或FRM证券优先;
- 2、具有两年及以上年金受托、投资或绩效分析相关工作经验,有年金管理经验优先;
- 3、具有高度责任心和事业心,良好的沟通协调能力、团队合作能力、抗压能力和学习能力。
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