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MOM经理岗-资产配置方向

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Onsite

MOM经理岗-资产配置方向

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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