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Ping An Insurance Group · 上海市

MOM经理岗-资产配置方向

上海市

Listed on Ping An Insurance Group’s official careers site. Posted October 12, 2026. Check that it is still open and apply there.

Apply on Ping An Insurance Group’s careers site →

Job description

岗位职责

  • 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;
  • 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;
  • 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;
  • 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;
  • 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。 任职资格
  • 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;
  • 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;
  • 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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