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Investment Clearing Position

Cigna & CMB Life Insurance Company Limited

RemoteFull timeMid levelPosted today
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About the role

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:

  1. 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;
  2. 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;
  3. 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;
  4. 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;
  5. 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。
  6. 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:

  1. 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;
  2. 具有2年以上相关岗位经验,特别优秀者可放宽条件。
  3. 能够利用Excel VBA或Python等进行数据处理;
  4. 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;
  5. 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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