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香港全职 | 瑞士信贷 - Analyst in HK IC Team

2017-07-25 小职君 港漂圈求职 港漂圈求职

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瑞士信贷集团是一家金融服务企业,总部位于瑞士苏黎世。1856年,Alfred Escher先生创办了瑞士信贷集团,以资助以及发展瑞士的火车网络。1993年,瑞士信贷收购Schweizerische Volksbank(直译:瑞士人民银行)。


Analyst in HK IC Team


1

职位描述

1. Support senior Investment Consultants in their preparation of investment pitches


2. Translate investment concepts into power point presentations


3. Prepare investment proposals based on UHNW IC defined format


4. Liaise with product departments for purpose of sourcing price quotes


5. Maintain and update investment solution database on funds and other investment tools


6. Placing orders for clients / senior IC and communicate the execution to RM / senior IC and client


7. Monitor securities price limits


8. Source research material for clients and senior IC


9. Participate in weekly team investment meetings and taking the minutes


10. Support senior Investment Consultants in their preparation of business trips


11. Serve as a back up for the senior IC related to answering the phone, taking orders, liaise with RM etc.


2

职位要求

1. Uses proficient quantitative and analytical skills to build and make improvements to financial models


2. Ability to concisely summarize and explain information to others


3. Exhibits good organizational skills in the context of managing own activities and supporting those on relevant teams


4. Ability to analyze problems in a systematic manner using established quantitative processes and tools


5. Identifies opportunities within own area of responsibility and drives things forward


6. Contributes to and encourages the generation of new ideas


7. Fully complies with the bank's code of conduct and all applicable laws, regulations and policies. Is diligent, accountable and organized in her/his work: meets deadlines, seeks to deliver a high quality, has complete documentation


8. Proposes solutions that truly fit clients'/colleagues' needs. Communicates effectively with individuals and groups


9. Supports and helps others and is responsive to requests from outside her/his own area of responsibility. Is an engaged team member and has a positive attitude towards team work


10. Has developed a sound knowledge base in her/his areas of expertise. Effectively applies her/his knowledge to deliver solutions that fit the purpose and are feasible


11. Degree from a university plus professional qualifications e.g. CFA, CFPI, CIIA, CAIA, etc.

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