崗位內(nèi)容:
核心定位:資管業(yè)務(wù)資金操作的執(zhí)行主體,負(fù)責(zé)資金的精準(zhǔn)投放與交易落地。
主要職責(zé):
1. 交易執(zhí)行:嚴(yán)格遵循策略及風(fēng)控要求,執(zhí)行證券、基金、衍生品等資管業(yè)務(wù)交易,保障交易精準(zhǔn)高效
2. 流程管控:負(fù)責(zé)交易指令接收、審核、執(zhí)行至結(jié)果反饋的全鏈路管理,建立標(biāo)準(zhǔn)化操作規(guī)范
3.風(fēng)險(xiǎn)應(yīng)對(duì):實(shí)時(shí)監(jiān)控市場(chǎng)波動(dòng)及資金動(dòng)態(tài),快速響應(yīng)突發(fā)情況,保障資金安全
4.反饋優(yōu)化:定期復(fù)盤交易數(shù)據(jù),分析執(zhí)行效果,為策略迭代提供實(shí)操依據(jù)。
任職要求:
- 學(xué)歷專業(yè):本科及以上學(xué)歷,金融、經(jīng)濟(jì)、會(huì)計(jì)、數(shù)學(xué)等相關(guān)專業(yè)優(yōu)先;具備扎實(shí)的金融基礎(chǔ)知識(shí),熟悉資管業(yè)務(wù)基本框架。
- 資格證書:已取得證券從業(yè)資格證,持有基金從業(yè)資格證者優(yōu)先。
- 經(jīng)驗(yàn)要求:1-2年資管行業(yè)交易相關(guān)工作經(jīng)驗(yàn),熟悉交易下單全流程;應(yīng)屆畢業(yè)生若具備扎實(shí)的專業(yè)知識(shí)(一類本科及以上)或相關(guān)實(shí)習(xí)經(jīng)歷(如券商、基金公司交易崗實(shí)習(xí))也可考慮。
- 技能基礎(chǔ):熟練操作主流證券交易系統(tǒng)及辦公軟件(Excel、Word、PPT等),具備基本的數(shù)據(jù)整理與分析能力;熟悉交易相關(guān)法律法規(guī)及行業(yè)監(jiān)管要求。
- 精準(zhǔn)交易執(zhí)行能力:嚴(yán)格遵循交易策略及風(fēng)控規(guī)則,精準(zhǔn)完成證券、基金、衍生品等資管產(chǎn)品的下單操作,確保交易指令準(zhǔn)確無誤落地;具備高效的多任務(wù)處理能力,能在交易時(shí)段內(nèi)快速響應(yīng)并執(zhí)行多筆交易指令,保障交易效率。
- 流程管控與規(guī)范操作能力:熟悉交易指令從接收、審核、執(zhí)行到結(jié)果反饋的全鏈路流程,能嚴(yán)格按照標(biāo)準(zhǔn)化操作規(guī)范開展工作;具備較強(qiáng)的流程意識(shí),能對(duì)交易過程中的關(guān)鍵節(jié)點(diǎn)進(jìn)行把控,及時(shí)發(fā)現(xiàn)并糾正流程中的不規(guī)范操作。
- 風(fēng)險(xiǎn)識(shí)別與應(yīng)對(duì)能力:具備敏銳的風(fēng)險(xiǎn)意識(shí),交易過程中實(shí)時(shí)關(guān)注市場(chǎng)波動(dòng)、資金動(dòng)態(tài)及交易系統(tǒng)狀態(tài),能及時(shí)發(fā)現(xiàn)潛在風(fēng)險(xiǎn)點(diǎn);面對(duì)交易異常、系統(tǒng)故障等突發(fā)情況時(shí),能快速響應(yīng)并按照應(yīng)急預(yù)案執(zhí)行,第一時(shí)間向交易員及風(fēng)控部門反饋,保障資金安全。
- 數(shù)據(jù)整理與反饋能力:負(fù)責(zé)交易數(shù)據(jù)的日常記錄與整理,確保交易臺(tái)賬清晰、完整;定期協(xié)助交易員進(jìn)行交易復(fù)盤,整理執(zhí)行數(shù)據(jù),分析下單準(zhǔn)確率、交易成本等關(guān)鍵指標(biāo),為策略優(yōu)化提供實(shí)操數(shù)據(jù)支持。
- 細(xì)節(jié)把控能力:對(duì)交易價(jià)格、數(shù)量、代碼、交易方向等關(guān)鍵信息具備極強(qiáng)的敏感度,能有效規(guī)避因細(xì)節(jié)失誤導(dǎo)致的交易風(fēng)險(xiǎn);工作中注重細(xì)節(jié)核對(duì),確保每一筆交易指令的執(zhí)行都精準(zhǔn)無誤。
福利待遇:
國(guó)家法定節(jié)假日+部分國(guó)外節(jié)假日+不定時(shí)團(tuán)建(月1-2次)+獎(jiǎng)金
Job content:
Core positioning: The executing entity for fund operations in the asset management business, responsible for precise allocation of funds and transaction implementation.
Main responsibilities:
1. Transaction execution: Strictly adhere to strategies and risk control requirements, execute transactions in asset management businesses such as securities, funds, and derivatives, ensuring precise and efficient trading
2. Process control: Responsible for the full-chain management from transaction instruction receiving, review, execution to result feedback, and establishing standardized operating procedures
3. Risk response: Monitor market fluctuations and capital dynamics in real-time, respond quickly to emergencies, and ensure capital security
4. Feedback optimization: Regularly review transaction data, analyze execution effectiveness, and provide practical basis for strategy iteration.
Job requirements:
Educational background and major: Bachelor's degree or above, with a preference for majors in finance, economics, accounting, mathematics, or related fields; possess solid basic knowledge of finance and be familiar with the basic framework of asset management business.
Qualification certificates: Those who have obtained a securities industry qualification certificate and hold a fund industry qualification certificate are preferred.
Experience requirements: 1-2 years of relevant trading experience in the asset management industry, familiar with the entire process of placing trading orders; fresh graduates with solid professional knowledge (first-class undergraduate degree or above) or relevant internship experience (such as internship in trading positions at securities firms or fund companies) may also be considered.
Skill base: Proficient in operating mainstream securities trading systems and office software (Excel, Word, PPT, etc.), with basic data collation and analysis skills; familiar with transaction-related laws and regulations as well as industry regulatory requirements.
Precision trading execution capability: Strictly follow trading strategies and risk control rules, accurately complete the order placement operations for securities, funds, derivatives, and other asset management products, ensuring that trading instructions are accurately and flawlessly executed; possess efficient multi-task processing capabilities, capable of quickly responding and executing multiple trading instructions within the trading session, ensuring trading efficiency.
Process control and standardized operation ability: Familiar with the entire process of transaction instructions from receipt, review, execution to result feedback, and able to work strictly in accordance with standardized operating procedures; possesses strong process awareness, can control key nodes in the transaction process, and promptly identify and correct non-standardized operations in the process.
Risk identification and response capability: Possess a keen awareness of risk, pay real-time attention to market fluctuations, fund dynamics, and trading system status during the trading process, and be able to promptly identify potential risk points; in the face of emergencies such as trading anomalies and system failures, be able to respond quickly and implement emergency plans, promptly report to traders and risk control departments, and ensure fund safety.
Data collation and feedback capability: Responsible for daily recording and collation of transaction data, ensuring that transaction ledgers are clear and complete; regularly assisting traders in transaction review, collating execution data, analyzing key indicators such as order accuracy and transaction costs, and providing practical data support for strategy optimization.
Detail control ability: Possessing a strong sensitivity to key information such as transaction price, quantity, code, and transaction direction, capable of effectively avoiding transaction risks caused by details errors; focusing on detail verification in work to ensure the precise and accurate execution of each transaction instruction.
Benefits:
National statutory holidays + some foreign holidays + irregular team building activities (1-2 times per month) + bonuses