蚂蚁金服网商银行-理财投顾策略岗-杭州

1、搭建和提升团队作业核心所需的投资研究和投资顾问平台。 2、携手运营、算法、数据仓库、商业智能、开发等团队，共同驱动理财代销及投资研究和投资顾问服务能力的产品化转型，确保其策略和打法通过投资研究、投资顾问策略系统中高效落地。 3、深入分析市场动态、产品特性与用户行为，为制定精准的投资配置建议提供坚实基础，并具备缜密的逻辑思维能力，能够将平台的投顾策略、运筹逻辑进行精确的分类、沉淀、分发和管理。

1. 建立网商理财投顾服务体系，面向个人和企业客户，为不同客户提供个性化的产品推荐和资产组合配置方案，提升客户的长期收益率； 2. 统筹优质理财产品资源的平台运筹工作，通过专家策略和算法机制，优化产品资源利用效率，与对照组相比创造更大的增量业务规模； 3. 与产品、技术、算法等团队深度合作，沉淀并持续迭代投顾服务和资产运筹相关的关键平台能力。

1.根据投研投顾产品策略，开展境内外资管处产品的筛选、接洽，建立筛选管理机制及流程； 2.对第三方金融产品开展尽调、上架，并参与持续的评估； 3.根据产品策略及表现，及时调整产品要求； 4.建立并维护公司与境外第三方资产管理公司等金融产品提供商之间的合作关系； 5.负责所辖海外市场业务落地所需的各类合作方接洽、商务谈判，维护良好的合作生态。 1. Conduct screening and outreach for domestic and international asset management products based on investment research and advisory product strategies, and establish product selection mechanisms and processes; 2. Perform due diligence on third-party financial products, manage product listing, and participate in ongoing performance evaluations; 3. Adjust product requirements in a timely manner according to product strategy and performance; 4. Build and maintain cooperative relationships with overseas third-party asset management firms and other financial product providers; 5. Lead engagement and commercial negotiations with various partners required for overseas market business rollout, and maintain a healthy and sustainable partnership ecosystem.

1、 开展境内外企业用户投资需求调研及分析，制定产品策略； 2、 对境内外第三方金融产品开展尽调、上架，并对收益及风险建立持续的评估与监控机制； 3、 跟踪宏观经济动态、产业趋势及资本市场动态，及时调整产品方案； 4、 及时分析企业用户数据，优化自动化产品策略与持有体验； 5、 构建境内外基金评价体系，对投资风格、稳定性、风险调整后收益进行评估与输出； 6、 建立并维护公司与境外第三方资产管理公司等金融产品提供商之间的合作关系； 7、 输出面向企业用户的通俗化投资教育内容。 1. Conduct and lead research on investment needs of corporate clients both domestically and overseas, and formulate product strategies. 2. Perform due diligence and listing of third-party financial products from onshore and offshore markets, and establish ongoing evaluation and monitoring mechanisms for their returns and risks. 3. Monitor macroeconomic trends, industry developments, and capital market dynamics, and adjust product offerings in a timely manner. 4. Analyze corporate client data promptly to optimize automated product strategies and enhance user holding experience. 5. Build a fund evaluation framework for onshore and offshore funds, assessing and reporting on investment styles, consistency, and risk-adjusted returns. 6. Establish and maintain strategic relationships with offshore third-party asset management firms and other financial product providers. 7. Produce and deliver investment educational materials for corporate clients.