请上传中文简历 资产-本部-运营管理 岗位职责: 1.负责投资结算相关工作,确保投资交易的资金划转、清算交割等流程准确、及时完成,保障投资业务的顺畅运作; 2.承担投资核算任务,准确完成受托投资组合和发行各类产品的日常估值核算、月结、年结等相关工作; 3.管理各类投资账户,包括开户、销户、信息变更等,确保账户信息的准确性和合规性; 4.协助处理TA(注册登记)相关事务,如份额登记、分红派息等,保障份额持有人权益的准确记录; 5.参与运营流程的优化,支持运营数字化转型,提升运营效率和风险管理水平。 任职要求: 1.硕士及以上学历,金融、经济、会计、财务管理、数理统计等相关专业优先; 2.具备良好的财务分析能力、数据处理能力,熟练使用办公软件及财务软件; 3.细致严谨,责任心强,具备较强的逻辑思维能力和问题解决能力; 4.具有良好的沟通协调能力,能够与团队成员及其他部门有效协作; 5.对金融行业有浓厚兴趣,具备较强的学习能力和抗压能力,能够快速适应新知识和新业务。 Operation Management Job Responsibilities:1. Responsible for investment settlement related work, ensuring accurate and timely completion of fund transfer, clearing and delivery processes for investment transactions, and ensuring the smooth operation of investment business;2. Undertake investment accounting tasks, accurately complete daily valuation calculations, monthly and annual settlements, and other related work for entrusted investment portfolios and the issuance of various products;3. Manage various investment accounts, including account …
Jobs
Operation Management
Product research and development
请上传中文简历 资产-本部-产品研发 岗位职责: 1.负责客户需求分析和同业竞品跟踪,支持产品方案设计; 2.负责协同公司各部门,完成产品方案设计和上市发行; 3.负责产品业绩检视、业绩改善和产品推荐、策略推荐; 4.负责产品开发、报备登记、产品变更、分红、清算等产品生命周期管理工作; 5.负责产品生命周期管理系统功能设计、流程优化、数据管理和开发需求管理。 任职要求: 1. 硕士及以上学历,经济、金融、会计、数学/信息、统计等相关专业;具备相关实习工作经验,CFA、FRM证书持有人优先; 2. AIGC工具和Python/VBA等金融数据分析等工具使用能力较强,具备较强的逻辑思维水平、研究能力和文字功底; 3. 有团队协作精神和综合协调能力,有强烈的责任感和服务意识,自我驱动力、抗压力强。 Product research and development Job Responsibilities:1. Responsible for customer demand analysis and tracking of competitors in the industry, supporting product solution design;2. Responsible for collaborating with various departments of the company to complete product scheme design and launch;3. Responsible for product performance review, performance improvement, product recommendation, and strategy recommendation;4. Responsible for product development, registration, product changes, dividends, liquidation and other product lifecycle management work;5. …
Fixed income transaction
请上传中文简历 资产-本部-固定收益交易 岗位职责: 1.根据投资经理的交易指令,准确完成固定收益投资日常交易任务; 2.协助设计并辅助开发交易系统; 3.整合交易、市场、行情数据,理解各投资账户的特性及不同需求,向投资经理提出相关交易策略。 任职要求: 1.硕士以上学历,具备计算机、金融工程、数学、物理等相关专业背景; 2.具有较强的逻辑思维能力和数据处理能力,熟练掌握一门编程语言; 3.具有良好的沟通表达能力和团队合作精神。 Fixed income transaction Job Responsibilities:1. Accurately complete daily trading tasks for fixed income investments according to the trading instructions of the investment manager;2. Assist in designing and developing trading systems;3. Integrate trading, market, and market data, understand the characteristics and different needs of each investment account, and propose relevant trading strategies to the investment manager. Job requirements: 1. Master’s degree or above, with a background in computer science, financial engineering, …
Financial and Operations Principal
Position Title Financial and Operations Principal (FinOp) / Controller MUST BE SERIES 27/28 REGISTERED We are a registered broker-dealer and investment advisory firm based in New York City, seeking a hands-on financial professional to join our growing team. This is a full-time, in-office position with flexibility for hybrid work. The ideal candidate will ensure our financial operations are robust, compliant, and efficient, while also maintaining our QuickBooks system and supporting regulatory filings. You will play a key role in our …
Assistant Branch Manager
Position Purpose Assist the Branch Manager in assigned duties to provide quality member service. Coach and mentor staff as needed to achieve goals and develop skills. Ensure that established policies and procedures are followed and implemented to protect Granite Credit Union and its members. Assist in scheduling employees. Assist the branch in achieving all service and sales goals. Performs various branch functions as required. Essential Duties, Skills & Abilities Exhibit outstanding member services skills by applying Granite Credit Union Service …
Account Executive – The Noah Whitehead and Grayson Bell Agency – Piedmont, SC
About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of …
Account Executive – The Jeremy Costa Agency – Dallas, TX
About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of …
Account Executive- Lee’s Summit, MO
About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of …
Financial Advisor- Post Grads Welcomed to Apply
Join us as a Financial Advisor at Northwestern Mutual! Embark on a rewarding career where you can help clients achieve their financial dreams through expert planning. As a Financial Advisor, you’ll: Grow Your Network: Expand your client base through new connections and a strong referral system. Create Tailored Plans: Develop personalized, holistic financial strategies. Support Client Goals: Manage and adapt financial plans to meet evolving client needs. Build Lasting Relationships: Guide clients through every stage of their financial journey. Office …