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Ping An Insurance Group · 上海市

# 股权投资岗

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted July 14, 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=EC1261F6E4F04F76B795A6620C0BB6E6)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 股权投资岗

## Job description

岗位职责 1．投资研究与策略规划 结合公司投资战略、保险资金特性及投资组合情况，开展PE投资研究工作，定期产出研究报告，并协助优化PE投资策略，包括投资目标、规模、地域及细分资产类别等投资偏好，实现投资组合的风险收益平衡。 2．项目评估与筛选 对潜在投资项目进行初步筛选，评估项目可行性。组织或聘请专业机构开展尽职调查，全面评估项目风险与价值。与风控、法律、财务等专业团队紧密合作，确保尽职调查的全面性和准确性。 3．投资执行与交易 参与投资谈判，与对手方就交易结构、价格、条款等核心内容进行协商谈判，达成有利的投资协议。协调内外部各部门，推动投资审批流程顺利进行，完成各项监管报备工作，确保项目按时完成投资交割。 4．其他领导交办的专项工作 任职资格
- 学历与专业 硕士及以上学历优先。
- 工作经验 具有3年以上PE投资或投资银行相关工作经验。有多个投、管、退成功项目案例者优先。
- 专业技能 具备并熟悉运用法律、财务、金融等专业知识，熟悉常用的估值、财务分析、风险分析等模型或工具；对PE市场动态及行业格局有一定了解和认知。
- 能力素质 沟通协调能力强，自驱能力强，具有较强的分析判断能力和风险意识；具备较强的学习能力和适应能力，能快速掌握新知识新技能，适应不断变化的市场环境和工作要求。
- 职业资格 具备 CPA / CFA / FRM 等金融投资类证书者优先。

## At a glance
- Posted by the employer: Jul 14, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 98 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=EC1261F6E4F04F76B795A6620C0BB6E6)

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

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