腾讯腾讯投资-Fund Investment Sr. Analyst/Associate
任职要求
1.Bachelor’s degree or master’s degree from world leading universities. 2. 3-5 years of relevant experience in fund investment, private equity, investment banking in a leading firm, especially in healthcare investment. 3.Excellent research, analysis, financial modeling and valuation skills, due dil…
工作职责
1.Utilize proprietary and third-party data sources to conduct market analysis, investment research on global VC, PE and other alternative assets. 2.Conduct due diligence, track record analysis, investment analysis report to support fund investment decisions. 3.Monitor GP performance by reviewing and analyzing quarterly reports and annual meeting materials. 4.Support senior members on relationship management with worldwide leading GPs.
We are currently looking for an experienced Liquidity Manager to join our team in Shanghai. You will be primarily responsible for: Liquidity management and Cash investment: Continuously improve and optimize liquidity management framework and intelligent cash investment. Liquidity platform construction: Responsible for international liquidity platform planning and construction Develop innovative strategies: Apply new technologies such as AI to fund management, continuously improve liquidity and fund management capabilities Responsibilities 1. Daily operations related to liquidity management and cash investment 2. Responsible for formulating liquidity operation and investment strategies 3. Continuously improve liquidity capabilities to enhance fund utilization efficiency and support business development 4. Responsible for enhancing liquidity risk management framework and enriching stress testing scenarios to ensure regulatory compliance, secure business operations, and revenue growth 5. Stay updated with the latest changes in regulatory policies for fund and liquidity management across different countries and take appropriate measures 6. Understand the latest applications and industry developments of AI in fund management, and develop innovative liquidity management strategies 7. Collaborate with major banks and financial institutions to build optimal cash and liquidity management framework
- Focus on acquiring new high-net-worth individuals, institutional clients, and strategic partners to drive significant net new money inflows. - Own the end-to-end business development cycle, from sourcing and needs assessment to solution delivery and fund onboarding. - Collaborate with internal product, investment, and trading teams to structure tailored wealth and investment solutions. - Build and maintain a strong external network, including FAs, EAMs, family offices, entrepreneurs, and distribution partners. - Actively manage and review the sales pipeline to ensure sustainable and predictable net new money growth. - Support strategic initiatives and key projects aligned with the firm’s long-term growth objectives.
我们正在寻找一位经验丰富、注重细节的交易与运营专业人才。您将成为连接投资、产品和市场客户的关键枢纽，负责管理和优化交易类产品的日常运营流程，确保交易执行的准确性、风险控制的有效性以及资金运用的高效性。 We are seeking an experienced and detail-oriented Trading and Operations professional to join our team. You will act as a critical hub connecting our investment, product, and GTM teams. This role is responsible for managing and optimizing the daily operational processes, ensuring the accuracy of trade execution, the effectiveness of risk control, and the efficiency of fund utilization. 1. 负责执行各类资产的交易指令，确保交易的及时性和准确性。监控交易流程，发现、解决交易过程中出现的异常问题； 2. 每日监控、管理、核对头寸，进行估值和盈亏分析。执行风险控制措施，监控各项风险指标（如市场风险、信用风险、流动性风险），并撰写风险报告； 3. 负责账户的资金调配、清算和结算工作，确保资金流转顺畅。进行现金流预测，管理产品的流动性，满足申购、赎回及投资需求； 4. 与产品设计部门紧密合作，参与新产品的设计与论证，提供运营角度的专业建议。配合前线销售部门，解答关于产品运作、持仓和业绩表现的问询，提供数据支持； 5. 持续评估和优化中台操作流程，引入新的工具和技术，提升自动化水平和运营效率。 1. Execute trading for various asset classes (e.g., stocks, bonds, derivatives), ensuring timeliness and accuracy. Monitor the entire trade lifecycle and resolve any exceptions or issues that arise； 2. Conduct daily monitoring and management of portfolio positions, including position reconciliation, valuation, and P&L analysis. Implement risk control measures, monitor key risk indicators (e.g., market risk, credit risk, liquidity risk), and prepare risk reports； 3. Manage account cash allocation, clearing, and settlement to ensure smooth cash flow. Forecast cash flows and manage product liquidity to meet subscription, redemption, and investment needs； 4. Work closely with the product design team, participating in new product development and providing professional input from an operational perspective. Support the front-line sales team by answering inquiries and providing data related to product operations, holdings, and performance； 5. Continuously evaluate and optimize middle-office operational flows, introducing new tools and technologies to enhance automation and efficiency.
1. Presentations and Training: Conduct presentations and training sessions to help clients understand and utilize the company’s products and services. 2. Business Development: Actively source new business opportunities and promote the company’s products and services to expand market reach. 3. Strategy Development: Devise and execute sales and marketing strategies to achieve business objectives. 4. Client Servicing: Provide ongoing support and maintain relationships with existing clients to ensure satisfaction. 5. Opportunity Identification: Identify new business opportunities and implement innovative strategies to drive growth. 6. Relationship Management: Develop and sustain strong relationships with both internal and external stakeholders. 7. Research and Improvement: Gather feedback, conduct research, and participate in the continuous improvement of products and services to enhance client experience.