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Financial Knowledge: Understand the basic principles of stocks, bonds, derivatives, etc.
Data Analysis: Proficient in Excel, Bloomberg, Wind, Python, etc.
Research Writing: Able to write concise market reports.
Communication Skills: Maintain efficient communication with clients and the team.
Attention to Detail and Compliance Awareness: Ensure the accuracy of transactions and data.
Financial Market Assistant → Analyst → Investment Manager / Trader → Senior Investment Manager / Department Supervisor.
Solid Financial Foundation: Knowledge of accounting, investment, and economics.
Data Skills: Proficiency in Excel (VLOOKUP, Pivot Table), Python/R/SQL (a plus).
Writing Ability: Clear logic and able to write concise research summaries.
Information Sensitivity: Stay alert to policies, news, and market changes.
Communication and Collaboration: Able to work effectively with researchers and traders.
Financial Research Intern → Research Assistant → Researcher/Analyst → Senior Analyst → Investment Manager/Fund Manager.
Professional Knowledge: Familiar with the stock market, derivatives, and trading rules.
Technical Skills: Proficient in Excel, VBA, Python, and quantitative tools (e.g., Matlab, R).
Psychological Resilience: Strong ability to work under pressure and make quick decisions in highly volatile markets.
Risk Awareness: Strict adherence to risk management protocols
Communication Skills: Effective communication with clients, traders, researchers, and risk teams.
Stock Trader → Senior Trader → Trading Supervisor/Trading Department Manager → Investment Manager/Fund Manager → CIO (Chief Investment Officer).