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该职位来源于猎聘 银行系保险资管,投资清算岗岗位。
职责描述:
- 制作投资交易相关指令并与托管行沟通,完成各类投资的清算交收及资金调拨工作;
- 完成托管户、证券账户、基金账户、银行间债券账户等各类交易账户的开立、更新和撤销;
- 跟踪各类投资品种现金流到账情况,出现异常时及时与管理人、受托人沟通;
- 编制定期报告和相关统计报表,编制上报监管机制或自律组织的常规报告;
- 完成各项业务系统需求分析、上线测试、参数设置和维护工作。
- 定期跟踪学习各交易市场、交易品种的交易方式,清算交易规则。参与新产品、新投资模式等创新工作的运营方案规划、设计、实现和持续优化;
任职要求:
- 本科及以上学历,金融、会计、审计、信息技术等相关专业,有志向在投资运营岗位上长期发展;
- 具有2年以上相关岗位经验,特别优秀者可放宽条件。
- 能够利用Excel VBA或Python等进行数据处理;
- 具有高度的敬业精神和责任心,具有良好的运营风险和优化创新意识,具备较强的协调及团队协作能力;
- 诚实可靠、严谨细致、具备迅速学习能力,抗压能力强;
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