岗位职责

1、负责大类资产配置相关研究工作，跟踪宏观经济、市场动态及行业趋势，深入研究不同客群的投资目标与资产配置需求，定期输出资产研究与配置策略观点；

2、协助构建并优化基于客户视角的资产配置研究框架、服务体系和业务流程，协助推动资产配置相关系统的开发落地，推动资产配置理念、方法和工具的推广及应用；

3、通过新媒体、文件、报告会、工作会议等形式组织推动并输出资产配置研究成果，赋能分支机构及一线营销队伍，协同做好高净值客户的专家陪访工作；

4、协助参与财富FOF业务及资金协同工作；

5、完成上级领导安排的其他工作。

岗位要求

1、硕士及以上学历，经济、金融、会计、投资、统数等相关专业优先；

2、3年及以上资产研究或投资管理相关工作经验，具备证券从业资格、基金从业资格；

3、具备较强的沟通能力、逻辑思维能力、资产配置与策略研究能力、文字及可视化表达能力及团队协作能力；

4、熟悉财富管理业务法律法规，熟练使用常见办公软件和万得等资讯平台；

5、品行端正、诚实守信、责任心强，有较强的工作抗压能力和良好的职业道德操守。

岗位投递

https://www.kysec.cn/index.php?m=content&c=index&a=showjob&catid=849&recruitType=2&id=163002

开源证券FOF投资经理【上海】

岗位职责

1、参与公司FOF基金产品的设计，负责产品管理以及实际投资运作；

2、负责FOF产品的资产配置，子基金投顾评价、筛选工作；

3、安排、指导研究员对策略进行研究与追踪，撰写资产配置报告及策略报告；

4、下达交易指令，跟踪交易情况，负责投后监控工作；

5、协助销售部门进行产品路演；

6、完成上级领导交办的其他工作。

岗位要求

1、硕士及以上，金融、经济、数理相关专业优先；

2、5年以上公募/券商/私募FOF投研、基金研究、资产配置相关经验；

3、熟悉各类公募/私募产品、基金业绩归因、资产配置模型与组合构建逻辑；

4、具备扎实的研究功底、报告撰写能力与沟通协调能力。

岗位投递

https://www.kysec.cn/index.php?m=content&c=index&a=showjob&catid=849&recruitType=2&id=162901

开源证券研究所银行研究员【上海】

岗位职责

1、负责跟踪分析银行业监管动态和上市银行发展动向，独立开展行业和公司研究，撰写点评、专题、深度等研究报告;

2、负责对接机构客户路演及课题需求；

3、负责对接上市银行调研；

4、完成组内其他支持工作。

岗位要求

1、硕士研究生以上学历，经济、金融、财务、管理等相关专业;有CFA、CPA专业证书者优先;

2、具备1-2年相关岗位经验，银行从业或卖方、买方投研团队银行、固收、宏观研究经验，具备银行资产负债管理部、金融市场部等工作经验者优先;

3、文字功底较好，表达能力较强;

4、工作认真、做人踏实、抗压能力强。热爱卖方研究工作，熟悉卖方研究工作内容及流程。

岗位投递

https://www.kysec.cn/index.php?m=content&c=index&a=showjob&catid=849&recruitType=2&id=162602

开源证券研究所合规岗【上海】

岗位职责

1、起草、修订研究所内部各项合规管理制度，监督制度落实；

2、对接监管部门、公司总部，负责合规定期报表的编辑、制作、上报工作；

3、负责研究所主要业务环节（包括日常各类研究报告）的合规质控审核；

4、组织法律合规培训、内部合规检查合规类事务；

5、负责业务合同的对接、沟通等事务；

6、完成上级领导交办的其他工作。

岗位要求

1、硕士研究生及以上学历，金融、法律、经济等相关专业；

2、三年以上金融或法律行业工作经验，特别优秀者可适当放宽，有券商工作经验者优先；

3、具备良好的沟通协作能力，严谨、审慎、细致、沉稳，原则性和责任心强；

4、熟练使用EXCEL、PPT等办公软件；

5、有意愿在券商中后台岗位长期发展。

岗位投递

https://www.kysec.cn/index.php?m=content&c=index&a=showjob&catid=849&recruitType=2&id=162702

开源证券策略交易员【上海】

岗位职责

1、负责ETF产品的日常交易，动态监控订单簿结构与市场微观变化，通过价差优化、订单流分析等方式提升交易效率；

2、利用量化手段研究设计交易策略，并进行相应的策略研发、回测、迭代；

3、识别和控制交易风险，分析交易成本、优化交易执行效率；

4、完成上级领导交办的其他工作。

岗位要求

1、硕士及以上学历，具有金融类、理工类专业背景优先；

2、具备1年以上券商自营业务相关经验；

3、具备较强的风险管理意识和能力较强的市场分析能力、研究报告写作能力；

4、具备熟练运用Python等编程语言开发交易策略的能力者优先。

岗位投递

https://www.kysec.cn/index.php?m=content&c=index&a=showjob&catid=849&recruitType=2&id=162701

海通国际債券资本市场分析员【上海】

岗位职责：

1、为境外债券发行企业设计发行方案，协调发行人与各专业机构。

2、协助境外债券项目全流程推进，包括条款设计、数据整理、文件筹备、中介机构、路演安排等项目相关沟通及执行工作落地；

3、跟踪市场动态、监管动态，撰写市场更新，维护内部数据统计及相关资料更新；

4、协助准备项目推进相关内部材料，确保符合内部流程以及监管要求，完成债务资本市场相关的任务和项目，为团队其他成员提供支持。

5、配合项目需求进行路演、尽职调查及现场发行定价等工作，能接受出差。

岗位要求：

1、经济学、金融学、会计学、法律或相关专业本科及以上学历；

2、1-3年左右境内外投行/债券融资业务工作经验，熟悉境内外资本市场；

3、细心严谨、执行力强，熟练使用 office 等各类办公软件，熟悉 WIND 及 Bloomberg；

4、具备良好的沟通能力及抗压能力，积极主动，有良好的团队合作和吃苦耐劳精神

5、良好的中英文表达和书写能力。

请有意者发送简历至ymao@htisec.com

Job Responsibilities:

• Follow specific sectors and companies in China onshore convertible bond market
• Provide timely analysis and recommendation on covered companies and sectors
• Formulate sector strategies and investment recommendations
• Effectively communicate thoughts, ideas and analysis in written and oral form
• Maintaining regular contact with Global Fixed Income, Currency and Commodities (GFICC) colleagues globally, taking part in conference calls and responding to project requests

Required Qualifications, Capabilities, and Skills:

• 2-5 years of experience in China onshore convertible bond research/investment role
• Attainment of all necessary regulatory licenses (or any other licenses / qualifications as required) for carrying out Asset Management and other regulated activities
• Demonstrate a strong ability to address risk and be comfortable with risk-taking
• Strong written and oral communication skills
• Strong financial analytical skills 
• Ability to work effectively with colleagues based in around the world

About Credit Product Delivery

Credit Product Delivery (CPD), is a middle office transaction management function within Global Banking, dedicated to supporting lending and trade finance products. The team’s mission is to deliver superior client experience through timely, client-focused service, while maintaining a robust risk and control framework. CPD partners with regional and global teams, working closely with Bankers, Trade Sales, Credit, Legal, Compliance, and Operations to ensure seamless execution and consistent delivery across J.P. Morgan’s Commercial & Investment Bank.

You will support the full lifecycle of lending and trade finance transactions, from documentation drafting and negotiation to deal closure, ensuring smooth and efficient deal execution while partnering with various functional teams. You will work closely with experienced team members and stakeholders, gaining exposure to a wide range of products and processes while developing your professional skills. The role requires a proactive, client-centric mindset, strong organizational and communication skills, and the ability to drive process improvements in a dynamic, global setting.

Responsibilities:

• Drive end-to-end execution of lending and trade finance transactions, ensuring transparency, accountability, and timely resolution.

• Populate standard legal documentation and performing gap analysis / preparation work on non-standard documents for legal.

• Oversee the negotiation, drafting, review, and execution of legal documentation, including facility agreements, credit support, security documents, corporate authorizations, and ancillary finance documents.

• Manage the deal closing process, including sourcing and reviewing client constitutional documents and performing conditions precedent/subsequent checks.

• Liaise directly with clients, facility agents and internal stakeholders including Banker/Sales, Credit Risk, Legal, Tax, and Operations to support the negotiation and execution of documentation for bilateral and syndicated facilities.

• Operate within the internal controls framework, preparing and coordinating approvals for documentation deviations.

• Coordinate and lead deal teams as needed, facilitating smooth execution and transaction completion, under the guidance of senior team members.

• Provide support to Banker/Sales and stakeholders, ensuring clear communication and effective problem resolution.

• Support wider CPD projects and initiatives, identify opportunities for process optimization and efficiency.

• Ensure adherence to standard operating procedures and regulatory requirements by identifying and resolving operational, financial, and technology issues promptly. 

• Participate in training and development opportunities to build knowledge and skills relevant to the role.

• Manage pipeline and provide query resolution to Banker/Sales and clients.

Desired Skills & Capabilities:

• 1 – 5 years prior experience in Credit Administration, Transaction Management, Credit Execution, legal documentation, or related fields (preferred).

• Basic knowledge of lending and trade finance products, and associated legal agreements (specific local market knowledge where required).

• Excellent organizational skills, attention to detail, and ability to prioritize under pressure.

• Strong verbal, written, and interpersonal communication skills.

• Proactive, confident, and energetic approach; able to work independently and as part of a team.

• Ability to identify and escalate problems promptly, driving them to resolution.

• High standards of performance and adaptability to a rapidly changing environment.

• Think strategically and tactically to generate ideas around process improvement, with the flexibility to adjust to new innovations, regulations, and priorities.

• Good working knowledge of Microsoft Office applications (Excel, Word, PowerPoint).

Qualifications:

• Highly organized, motivated and strong prioritization skills. 

• Bachelor’s degree or higher.

• Fluency in English and Mandarin.

简历投递：