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Ping An Insurance Group · 上海市

# 投资经理（受托投资）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted April 29, 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=1A6497D717AC417A837D737946E6F91E)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 投资经理（受托投资）

## Job description

岗位职责

### 投资执行
- 高效完成委托方金融产品的日常投资下单操作，确保交易准确及时。

### 组合管理
- 构建并动态优化金融产品投资组合，跟踪组合目标达成情况及综合收益表现。

### 渠道拓展
- 积极开拓外部机构合作渠道，筛选并引入优质资产。

### 投后与报送
- 定期开展投后管理，完成监管数据报送工作。 任职资格 1、理工科或经济、金融等相关专业，复合学历背景。 2、3年以上金融产品和REITs类产品投资相关工作经验，具备保险机构、券商相关经验者优先。 3、熟悉法律、财务、税务等专业知识，能熟练运用估值模型（DCF、可比交易等）、财务分析及敏感性分析工具。 4、熟悉REITs类的产品结构、发行规则、存续期管理及投资评价体系优先。 5、擅长用Excel进行数据整理与建模，PPT汇报材料制作能力突出优先。

## At a glance
- Posted by the employer: Apr 29, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 174 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=1A6497D717AC417A837D737946E6F91E)

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