​【招聘】CFA Institute招聘中国区客户关系及运营专员

【招聘】CFA Institute招聘中国区客户关系及运营专员

About CFA Institute

CFA Institute于1947年正式成立，致力通过科学的、可持续的学习和发展模式，打造投资管理行业的全球标准，引领行业健康发展，造福社会，推动世界进步。作为全球规模最大的非营利性投资专业人士组织，CFA Institute在全球160多个国家和地区拥有近200,000名CFA®（特许金融分析师）持证人。

CFA Institute在全球范围内提供包括CFA认证、CIPM®认证、CFA Institute金融基础证书在内的专业发展服务。为满足中国经济高速发展产生的巨大人才需求，CFA Institute于2015年正式在北京开设中国办公室，为培养大批专业化、国际化的中国金融人才提供助力。

职位信息

Specialist, Partnership and Client Solutions & Operations, China (CW)

工作地点：

上海

JOB SUMMARY

The Specialist, Partnership and Client Solutions & Operations, China position is responsible for a wide spectrum of administration and operations of the Si Wei Shanghai Branch. The successful candidate in this position will provide local operational and project management support to all business activities and initiatives covering Shanghai and the southern part of the market. This role is also responsible for supporting the implementation of China Strategy and the delivery of the collaborations with key stakeholders in Shanghai and the Southern part of the market. This position will be based in CFA Institute Shanghai office and will report to Senior Manager, Partnership and Client Solutions, China.

ESSENTIAL FUNCTIONS

1. Business Development

Help to maintain key relationship with key stakeholders while support to establish new partnerships;

Provide full support to fulfil key strategic initiatives, including Investment Conference, Talent Summit, Career Accelerator and other collaborative projects;

Partner with the China team, local and regional Global Partnerships & Client Solutions team, and Marketing team to satisfy clients’ needs.

2.

Project Management & Administrative Support

Support the whole process management of China business activities including event planning, vendor/venue coordination, translation, contracting coordination & payment settlement, promotion & event registration, on-site logistics, post-event report;

Work closely with other departments and offices to support overall CFA initiatives and events in Shanghai, China;

Manage and coordinate projects as needed.

3. Operations Support

Assist to coordinate office activities and communication among global, regional, and China offices;

Perform day-to-day office management and administration duties in Shanghai office which encompasses IT, expenses management, Finance and Accounting, office supplies, Tax, purchasing, record Management , and related procedures;

Manage relationship with all external vendors and service providers related to operations;

Liaise with both internal and external partners to ensure security and emergency protocols are set up and followed;

Liaise with property management office, lease and administration work related to the office;

Ensure all facilities and equipment are set up and well maintained;

Support and coordinate logistics arrangement for CFA senior management and visitors;

Maintain general filing and records for the office.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree;

Minimum 3 years of operations management / business development or other relevant administration experience required;

Experience in project management and strategy support preferred;

Knowledge of financial markets, in particular the investment management industry preferred;

Good market insight generation with strong consulting, problem solving, and analytical skills;

Proficient using standard office software such as Word, PowerPoint, Excel, Outlook;

Good communication skills including written, verbal, listening, and presentation in both English and Chinese;

Ability to handle ad hoc incidents;

Demonstrate good judgment, be able to meet deadlines and work under pressure;

High level of organizational and time management skills;

Problem solving skills and ability to work independently to get the job done.

PHYSICAL REQUIREMENTS

Energy to put in the hours of concentrated work necessary to achieve goals while maintaining a positive attitude;

Flexible Work Arrangement.

This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibility.

申请方式：

申请者请将简历（中英文皆可）发送至：lynn.lin@cfainstitute.cn，邮件主题为“岗位名称+姓名+申请日期”。