投資分析師

Job Responsibilities:

• Monthly risk report: preparation, review with risk team. Monthly trustee report: review with operation team. • Prepare daily NAV tracking file, prepare Sharpe and Sortino ratios, month-end account reconciliation. • Transaction documents: Offshore & Onshore documents preparation/review (new transaction/modification to existing transactions). • Preparation of committee memos. • Quarterly distribution: payment reconciliation, prepare payment notice. Bloomberg ticker update: breakeven analysis and cashflow. • Document translations from Chinese to English. • Application/notification/questionnaire/survey submission, FRR submission, KYC onboarding (due diligence), filing and record keeping.

Job Requirements：

• Bachelor's degree or higher in finance, economics, accounting, mathematics, statistics or other related fields; master's degree is preferred.

• Solid grasp of financial analysis knowledge and financial market instruments.

• Internship experience in investment banks or fund companies is preferred; familiarity with Bloomberg Terminal or Wind Financial Database is a plus.

• Proficiency in advanced Excel functions and VBA; mastery of Python/SQL for data cleaning; ability to apply basic statistical tools.

• Fluent in English (listening, speaking, reading and writing).

• Strong logical thinking, communication and collaboration skills, as well as the ability to work under pressure; strong motivation for growth and learning ability.

Reporting to: Chief Innovation Officer, BA, MBA, CFA

• President and Co-founder of WeShare Holdings Ltd.

• 30+ years total work experience

• 25+ years at investment banks and commercial banks

• Trader on Wall Street, MD: Global Head of Structured Credit