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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 →](https://talent.pingan.com/recruit/position.html?positionId=D1EC1A0B5046474E8C47AB108291B5FE)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / MOM经理岗-资产配置方向

## 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。

## At a glance
- Posted by the employer: Oct 12, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 8 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=D1EC1A0B5046474E8C47AB108291B5FE)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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