The posting
#Responsibilities
- Analyze company financial statements to evaluate performance, identify risks, and propose optimization opportunities. (分析公司财务报表,评估经营表现,识别风险并提出优化改进建议。)
- Conduct industry research on policy, market, competition, and technology trends to support strategic decisions. (开展行业研究,跟踪政策、市场、竞争格局及技术趋势,为战略决策提供支持。)
- Apply professional financial analysis methods to uncover operational issues and deliver actionable insights. (运用专业的财务分析方法,挖掘经营层面的潜在问题并提出可执行的改进方案。)
- Support portfolio management and ongoing performance monitoring. (支持投资组合管理及持续的绩效监控。)
- Assist in investment strategy formulation, risk analysis, and decision-making. (协助制定投资策略,进行风险评估并支持投资决策。)
- Prepare high-quality investment reports, proposals, and presentations. (准备高质量的投资分析报告、方案及演示材料。)
- Participate in deal structuring and execution for M&A and direct investments. (参与并支持并购及直接投资项目的交易结构设计与执行。)
Relevant Work Experience
- Experience in investment management in a formal employment capacity, and (具备在正式雇佣岗位中的投资管理相关工作经验,和)
- Experience in deal structuring for mergers & acquisitions, particularly for candidates focusing on private equity, venture capital, or direct investments (具备并购交易结构设计经验,尤其适用于专注于私募股权、风险投资或直接投资方向的候选人。)
Skills & Competencies
- Strong analytical and quantitative skills (具备较强的分析能力和数量分析能力。)
- Knowledge of financial markets, instruments, and valuation methods (熟悉金融市场、金融工具及估值方法。)
- Good communication, presentation, and reporting abilities (具备良好的沟通、演示及报告撰写能力。)
- Detail-oriented and able to work independently or in a team (注重细节,能够独立工作,也能良好地进行团队协作。)
- Excellent ability to interpret financial data of listed companies and analyze industry development trends (具备出色的上市公司财务数据解读能力及行业发展趋势分析能力。)
- Capable of effectively assisting investment consultants in decision-making by leveraging professional knowledge and enthusiasm for securities and listing processes (能够凭借专业知识及对证券、上市流程的热忱,有效协助投资咨询顾问进行决策。)
Minimum Qualifications
- Master’s degree, Bachelor’s degree in Accountancy, Finance, Economics, or a related field (拥有硕士学位,或会计、金融、经济学及相关专业的本科学位。)
- Those with professional qualifications such as CFA, MBA, CPA, CMA are preferred (持有 CFA、MBA、CPA、CMA 等专业资格者优先考虑。)
- Fluency in Chinese and English, including strong written, reading, and spoken communication skills, is required for this role. (该岗位要求精通中英文,具备优秀的听、说、读、写能力。)



