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友邦保险Specialist, FA & Reporting

社招全职地点:上海状态:招聘

工作描述


Provide high-quality investment service support to the investment front office, including but not limited to daily investment booking, regulatory reporting, etc.

Roles and Responsibilities:
• Monitor regulatory developments, track industry trends, implement updates to regulatory guidelines, and ensure timely, accurate investment booking
• Drive systematic and automated improvements for investment booking processes to enhance efficiency and results’ quality
• Perform enhancements and optimizations of investment booking systems, coordinating upgrade projects related to accounting standard updates, new product launches, etc.
• …
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包括英文材料
Excel+
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