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Ping An Insurance Group · 上海市

# 融资管理岗

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted September 2, 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=00F3B00C819648B598CA85EE68C27C0C)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 融资管理岗

## Job description

岗位职责
- 开拓银行、券商等资金渠道，跟进商务谈判并搭建资金合作方案，匹配公司融资需求。
- 负责融资方案设计、尽调、内部评审签约放款全流程，确保项目顺利落地，资金及时到账。
- 维护新旧资金渠道及券商、律所、评级等中介机构关系，优化融资成本、提升授信额度及放款效率。
- 承接公司融资KPI，制定融资计划，定期检视，对融资业绩负责。
- 严守监管及公司内控合规要求，做好融资全流程风险防控、资料审核、台账复核及数据报送。
- 跟踪市场利率、行业政策及同业动态，优化融资策略，合理控制综合融资成本。 任职资格
- 金融、财会类相关专业，有CFA或CPA等专业资格优先；
- 具有2年及以上融资相关工作经验。熟悉融资相关金融监管风控合规要求，掌握各类境内外直接、间接融资方式及工具。有银行对公业务或者融资机构工作经验者优先；
- 结果导向，抗压性强，能够独立承担融资KPI；具备优秀的对外沟通与谈判能力，能清晰表达需求、高效协调资源；
- 工作认真负责，做事严谨，团队合作意识强。能够接受不定期短期出差。

## At a glance
- Posted by the employer: Sep 2, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 48 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=00F3B00C819648B598CA85EE68C27C0C)

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