岗位职责
- 负责全球固定收益类、权益类的公私募基金 的挖掘、筛选及尽调，重点覆盖美股、欧洲、亚太等市场的头部基金管理人；
- 建立境外基金管理人数据库，构建基金优选策略/量化模型，持续跟踪 AUM、业绩表现及团队变动；
- 基于市场和用户的风险收益偏好，形成资产配置策略机制，构建境外 FOF 投资组合；
- 负责投资组合动态调仓、日常收益风险监控及流动性管理；
- 开展有针对性主题的市场研究，提供海外市场配置建议。
- Fund Sourcing & Due Diligence Responsible for sourcing, screening, and conducting comprehensive due diligence on global fixed income and equity funds (both public and private), with primary coverage of top-tier fund managers across U.S., European, and Asia-Pacific markets；
- Manager Database & Quantitative Framework Establish and maintain an offshore fund manager database; develop fund selection strategies and quantitative models to continuously track AUM, performance metrics, and key team personnel changes；
- Asset Allocation & Portfolio Construction Design asset allocation strategy frameworks based on market conditions and client risk-return profiles; construct and manage offshore FOF investment portfolios；
- Portfolio Management & Risk Monitoring Oversee dynamic portfolio rebalancing, conduct daily return and risk monitoring, and manage liquidity requirements across investment portfolios；
- Market Research & Investment Recommendations Conduct targeted thematic market research and provide strategic recommendations for overseas asset allocation to support investment decision-making.
职位要求
- 教育背景: 拥有金融、经济、数学、金融工程或相关专业的本科及以上学历，有CFA资格认证；
- 工作经验: 3年及以上全球（境外）FOF资产配置研究或投资交易工作经验；
- 技能和特征: （1）熟悉各类境外基金运作模式及底层资产特性。具备优秀的数据处理和分析能力；有web3从业及项目经验者优先； （2）熟悉大类资产配置方法，具备基础建模能力（如Black-Litterman）； （3）优秀的逻辑思维、问题解决和沟通协调能力； （4）具备良好的团队合作精神。
- Educational Background: Bachelor's degree or above in Finance, Economics, Mathematics, Financial Engineering, or related fields. CFA certification is required；
- Work Experience: Minimum 3 years of experience in global (offshore) FOF asset allocation research or investment trading；
- Skills & Qualities: (1) Fund Expertise & Analytical Capability: In-depth understanding of offshore fund structures and underlying asset characteristics;Strong data processing and analytical skills;Web3 industry and project experience is highly preferred； (2) Asset Allocation & Modeling: Proficient in major asset allocation methodologies;Basic quantitative modeling capabilities (e.g., Black-Litterman model)； (3) Core Competencies: Excellent logical thinking and problem-solving skills;Strong communication and coordination abilities； (4) Teamwork: Proven ability to work effectively in a collaborative team environment.
