Position Purpose
1. Preparation of credit proposals with comprehensive analysis including new facilities/ clients, amendments and administrative renewals in a proper and efficient manner.
2. Perform the necessary credit administrative and statistical works as required.
3. Other duties assigned by management from time to time.
Responsibilities
Direct Responsibilities:
– Gather appropriate client information to be able to present and mitigate risks.
– Deliver a complete, synthetic and coherent up-to-date counterparty and credit risk analysis, based on facts and compliant with the Bank’s guidelines.
– Complete Credit Proposals enabling the Credit Committee to make an informed decision.
– Support the Relationship Manager / Front Officer in credit process-related matters within own scope (handling of CRF, CreditPoint, MyCreditApp, etc.)
– Portfolio monitoring (follow-up of financial covenants, risks alert, core data checks).
– Keep updated with credit methodologies and policies.
– Share information and develop industry intelligence.
Contributing Responsibilities:
– Presentation of Credit Proposals to local Credit Committees.
– Meet clients jointly with Relationship Managers, when and where possible, to deepen the understanding of a credit.
– Participation in discussions on potential deals.
– Participation in projects linked to improving credit process efficiency.
– To contribute to any other portfolio or credit administrative and statistical works as required by management from time to time.
– Contribute to the Permanent Control framework.
Permanent Control Aspects
– Direct contribution to BNPP operational permanent control framework.
– Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
– Comply with regulatory requirements and internal guidelines
– Contribute to the reporting of all incidents according to the Incident Management System
– Ensure audit recommendations are implemented within the specific timeline.
Technical & Behavioral Competencies
Technical:
– Ability to analyze financial statements
– Ability to identify key risk areas and correlate credit risk with transaction risk
– Industry and product knowledge Risk evaluation and monitoring
– Compliance with Internal Policies, Procedures, Guidelines, etc.
– Writing skills
– Advanced knowledge of Microsoft Office
Behavioral:
– Analytical & Multi-Tasking skills
– Organizing and control of work
– Detail orientation
– Adaptability
– Ability to work under pressure
– Good interpersonal, presentation & communication skills
– Ability to collaborate / team work
– Good judgement, independent and creative thinking, able to express views and idea
Specific Qualifications (if required)
– University graduates, preferably majoring in Finance or Accounting or equivalent
– 5 or above years’ of Credit Analyst experience in foreign banks
Position Purpose
1. Preparation of credit proposals with comprehensive analysis including new facilities/ clients, amendments and administrative renewals in a proper and efficient manner.
2. Perform the necessary credit administrative and statistical works as required.
3. Other duties assigned by management from time to time.
Responsibilities
Direct Responsibilities:
– Gather appropriate client information to be able to present and mitigate risks.
– Deliver a complete, synthetic and coherent up-to-date counterparty and credit risk analysis, based on facts and compliant with the Bank’s guidelines.
– Complete Credit Proposals enabling the Credit Committee to make an informed decision.
– Support the Relationship Manager / Front Officer in credit process-related matters within own scope (handling of CRF, CreditPoint, MyCreditApp, etc.)
– Portfolio monitoring (follow-up of financial covenants, risks alert, core data checks).
– Keep updated with credit methodologies and policies.
– Share information and develop industry intelligence.
Contributing Responsibilities:
– Presentation of Credit Proposals to local Credit Committees.
– Meet clients jointly with Relationship Managers, when and where possible, to deepen the understanding of a credit.
– Participation in discussions on potential deals.
– Participation in projects linked to improving credit process efficiency.
– To contribute to any other portfolio or credit administrative and statistical works as required by management from time to time.
– Contribute to the Permanent Control framework.
Permanent Control Aspects
– Direct contribution to BNPP operational permanent control framework.
– Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
– Comply with regulatory requirements and internal guidelines
– Contribute to the reporting of all incidents according to the Incident Management System
– Ensure audit recommendations are implemented within the specific timeline.
Technical & Behavioral Competencies
Technical:
– Ability to analyze financial statements
– Ability to identify key risk areas and correlate credit risk with transaction risk
– Industry and product knowledge Risk evaluation and monitoring
– Compliance with Internal Policies, Procedures, Guidelines, etc.
– Writing skills
– Advanced knowledge of Microsoft Office
Behavioral:
– Analytical & Multi-Tasking skills
– Organizing and control of work
– Detail orientation
– Adaptability
– Ability to work under pressure
– Good interpersonal, presentation & communication skills
– Ability to collaborate / team work
– Good judgement, independent and creative thinking, able to express views and idea
Specific Qualifications (if required)
– University graduates, preferably majoring in Finance or Accounting or equivalent
– 5 or above years’ of Credit Analyst experience in foreign banks
Position Purpose
Overall purpose of the position:
Enhance the quantitative research capabilities of the BNPP AM China, assist in strengthening the daily communication, goal setting, and business synergy between the Investment team and the Quantitative Research Group. Provide targeted quantitative research support, assist in the adjustment and optimization of quantitative models, ensuring the model maintains competitiveness in the market and aligns with investment objectives.
Why this position exists:
Currently, the BNPPAM China is lacking quantitative researcher. As the reliability and effectiveness of quantitative models will have a significant impact on the performance of investment strategies, setting up this position to providing necessary quantitative technical support, strengthen the synergy between functions, fulfill the investment objectives in business operations.
How it will contribute in achieving the team’s goal:
The Quantitative Researcher will provide various quantitative research supports to the Investment team, design and build quantitative models based on the strategy type and investment objectives, perform data analysis and backtesting according to validate model performance, and maintain and optimize quantitative solutions in daily work to ensure the effective implementation and continuous operation of investment strategies
Responsibilities
Direct Responsibilities
- Provide quantitative support to trading, risk management, or portfolio teams.
- Design, implement, and maintain quantitative models.
- Collaborate with stakeholders to understand business needs and translate them into quantitative solutions.
- Perform data analysis and backtesting to validate model performance
- Ensure models comply with internal governance and regulatory standards
- will be working the various quantitative topics that may be considered in the future as key for BNPPAM China
Permanent Control Aspects:
- Direct contribution to BNPP operational permanent control framework
- Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
- Comply with regulatory requirements and internal guidelines
- Contribute to the reporting of all incidents according to the Incident Management System
- Ensure audit recommendations are resolved within the specific timeline
Contributing Responsibilities
- N/A
Technical & Behavioral Competencies
- An advanced degree in Data Science, Econometrics, Quantitative Finance, Mathematics, Computer Science, Physics, or Engineering
- Strong quantitative skills and interest in Machine Learning, Big Data and Finance
- Advanced programming skills — Python, and any other related language
- Strong analytical mindset, capable of thinking critically, identifying patterns
- Good communication skills. You can explain a complicated issue in easy words, give recommendations based on clear logic and intuition, and convince stakeholders
Position Purpose
The role is to assist in translating equity research reports between Chinese and English (industry analysis, in-depth company reports, etc.)
Internship period required: 3-5 days a week for at least 4-5 months in Shanghai
Responsibilities
Direct Responsibilities
- Assist in translating equity research reports between Chinese and English (industry analysis, in-depth company reports, etc.);
- Ensure the translated content is professional and accurate, adhering to the standards of the financial industry;
- Participate in proofreading, formatting, and basic data processing tasks;
- Support the research team in completing other related tasks;
- Permanent Control Aspects:
- Direct contribution to BNPP operational permanent control framework.
- Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
- Comply with regulatory requirements and internal guidelines
- Contribute to the reporting of all incidents according to the Incident Management System
- Ensure audit recommendations are resolved within the specific timeline.
Technical & Behavioral Competencies
- Students from a reputable university, with a preference for majors in Finance, Economics, Translation and Interpretation, English Language and Literature, or related fields;
- Excellent bilingual abilities in Chinese and English (must provide proof of CET-6/TEM-8/IELTS/TOEFL scores);
- Familiarity of financial terminology is preferred, with a basic understanding of the securities market;
- Detail-oriented and patient, possesses strong learning ability and team spirit;
- Proficient in using Office software (Word/ Excel/ PowerPoint).
Specific Qualifications (if required)
- Passed examination of Securities Practitioner is preferred
ROLE DESCRIPTION AND PURPOSE
The Multi-Asset Investments China team is part of the global Multi-Asset Solutions team that is providing comprehensive services to institutional clients and distribution channels globally including, but not limited to, Multi-Asset portfolio solution design and implementation, quantitative investment, overlay management, structuring of complex products and asset allocation advice. The broader team is consisting out of experts on Multi-Asset Investment, Quantitative Investment, Structured Management, Insurance and Pensions, and Portfolio Construction. For our China based team we are looking for a Portfolio Manager that could help to grow the Multi-Asset investment, Structured solutions and Quantitative investment business in China.
The Portfolio Manager will conduct research, implement investment strategies and manage portfolios, involving complex cross asset/factor investing and derivative structures in order to construct new investment solutions. An important part of the role is identifying market opportunities to create new solutions resulting from specific client needs and appetite, regulatory changes or structural dislocations in financial markets, liaising with sales teams.
KEY RESPONSIBILITIES
- Manage portfolio investment for China clients. Understand local clients’ specific objectives and constraints, and select appropriate investment framework and instruments, ensure the implementation meets with compliance requirements, consistent with team’s investment views and ensure smooth operations of portfolios.
- Perform reporting, attribution analysis and risk decomposition to explain the characteristics of the portfolio, Present analysis and investment views towards external and internal clients. – Design and construct investment solutions in line with client requirements across asset classes and in different distribution formats, implement and manage these solutions
- Generate ideas and new thoughts to improve existing products and solutions
- Work closely with the Quantitative Research Group and the Portfolio Design Team for models development, idea generation, innovation, new investment techniques and thought leadership
- Participates in marketing and client events, industry conferences, media contacts, written research, etc.
- For all staff other than managers (permanent control aspects):
- Direct contribution to BNPP operational permanent control framework.
- Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan.
- Comply with regulatory requirements and internal guidelines.
- Contribute to the reporting of all incidents according to the Incident Management System.
- Ensure audit recommendations are resolved within the specific timeline.
- Ensure compliance with Company’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list attached hereto.
KEY INTERNAL/ EXTERNAL RELATIONSHIPS
- Internal: Sales Team, Trading Team, Solutions Team, Portfolio Design Team, Quant Research Group, Legal, Compliance, IT, Risk, Operations
- External: Institutional Clients and Distribution Channels, Joint Ventures
ROLE REQUIREMENTS
ESSENTIAL QUALIFICATIONS & EXPERIENCE
- 5+ years of experience conducting investment management / quantitative research activities,
- English and Mandarin
- Demonstrable experience of quantitative research and investment, and structuring funds/products. Good understanding of various types of quantitative investment and structured solutions such as cross-asset solutions, Factor Investing/ Risk Premia solutions, derivatives, structured notes, etc. in China (and preferrable outside of China), preferably with machine learning investment experience
- Quantitative academic (MA) background preferably complemented with CFA
- Experience in building and implementing quantitative investment, portfolio construction processes and tools
- SAC and AMAC qualified
- Not currently being banned from entry into securities market
- Of sound character and good professional ethics
Direct Responsibilities
- Direct contribution to BNPP operational permanent control framework.
- Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan.
- Comply with regulatory requirements and internal guidelines.
- Contribute to the reporting of all incidents according to the Incident Management System
- Ensure audit recommendations are resolved within the specific timeline.
Business Responsibilities
- Responsible for the submission all regulatory reports, data, announcements, and information disclosure of the asset management business of securities companies (CSRC, PBoC, AMAC, and SAC); complete the submission and information disclosure of regular regulatory reports and temporary regulatory reports in a timely and accurately.
- Responsible for compiling the process manual of asset management business information disclosure business and improving the design of information disclosure process.
- Responsible for account setting, OTC transaction confirmation, capital settlement and other business operations of the investment trading system.
- Responsible for the daily EOD settlement of investment trading system and other business operations of the investment trading system.
- Responsible for the account management of the fundraising and TA settlement account and the custody account, including but not limited to account opening, authorization, fund transfer, reconciliation, de-register, etc.
- Responsible for reviewing the data of TA/FA business results and daily business management.
- Responsible for reviewing the terms of operation such as asset management plan contracts, business agreements, and operating memo.
- Closely follow the relevant laws, regulations and regulatory policies of the asset management business, and conduct research on regulatory information disclosure.
- Cooperate with IT to complete the OPS business system requirements or system upgrade testing.
- Complete other tasks assigned by the OPS head.
- For all staff other than managers (permanent control aspects):
- Direct contribution to BNPP operational permanent control framework.
- Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan.
- Comply with regulatory requirements and internal guidelines.
- Contribute to the reporting of all incidents according to the Incident Management System.
- Ensure audit recommendations are resolved within the specific timeline.
- Ensure compliance with Company’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list attached hereto.
Technical & Behavioral Competencies
- Experience in TA or FA in an Operations aligned background.
- Familiar with Chinese financial markets operating and regulatory landscape.
Specific Qualifications
- Passed the SAC and AMAC qualifications exam is a must.
- Have not been banned from entry into securities market.
- Of sound character and good professional ethics.
Responsibilities
- Strong trading expertise in Listed Derivatives and OTC Products and preferably experience in trading Fixed Income products. Working knowledge across the following broad based list of products:
- Listed products include (not exhaustive) : Equity, ETFs, Futures and Options, Listed Open Funds (LOF), Fixed income
- Fixed Income: China Inter Bond Market
- FX Spot / Forward / Swaps / Options.
- OTC Derivatives: IRS, CDS, ILS, TRS, Swaptions.
- Manage relationships with Investment teams.
- Seek optimal client satisfaction through execution, communication, and relationships.
- Play an integral part on a ‘valued added’ basis to investment process by leveraging market knowledge and counterparty contact to improve performance and influence outcomes.
- Gather and report market intelligence to Portfolio Management teams.
- Manage relationships with brokers / counterparties.
- Maintain and develop strong, transparent and constructive relationships with brokers to obtain the best service for the firm’s clients.
- Perform control functions (level 1 controls) in line with BNPP AM policies
- Where necessary, gather information required to perform controls.
- Work with different teams (internal and external) to optimize reports used for controls thereby reducing manual work
- Review Transaction Cost Analysis (TCA) report on a daily basis where available and explain any major deviations to the desk head / direct reporting line for sign off. Where no TCA report is available, this may require the trader to preparing a P&L report each day.
- For all staff other than managers (permanent control aspects):
- Direct contribution to BNPP operational permanent control framework.
- Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
- Comply with regulatory requirements and internal guidelines
- Contribute to the reporting of all incidents according to the Incident Management System
- Ensure audit recommendations are resolved within the specific timeline.
Key Internal / External Relationships
- Internal: GTF APAC, Portfolio Managers, Risk and Compliance Teams
- External: Brokers, Vendors (eg, Hundsun), Regulators
Technical & Behavioral Competencies
- Analytical skills: Identifies all aspects of a subject and examines them in a critical way to construct a broad point of view.
- Accuracy: Constantly attentive to the precision and thoroughness of the information sent and to the quality of the work.
- Risk Management: Detects, analyzes and measures risks relating to activities in the organization and marketplace.
- Communication skills: Expresses his / her messages, both orally and in writing, in an effective, organized way.
- Teamwork: Knows how to work in a team and/or across teams, acts bearing common interests and respect for fellow team members.
- Taking Initiative: Works proactively and independently, implementing work processes, ideas and solutions.
- Results-Driven: Seeks to achieve the objectives set within the defined timeframe, continuously seeks optimum performance.
- Willingness to learn : Trading in multi assets; ability and willingness to learn to trade in different asset class.