Koordinator für Marktforschung

I. Position Overview
The Chief Asset Management Officer (CAMO) is responsible for formulating and leading the company's overall asset management strategy, overseeing core functions such as asset allocation, portfolio management, asset performance, risk management, and asset operations.
This role requires establishing a robust asset management system aligned with corporate strategy and investment objectives. The CAMO oversees the performance of various asset classes and portfolios, collaborates closely with the CEO, CFO, CIO, risk management, and investment teams, and provides expert support on asset allocation and portfolio management to senior management and the investment committee.
II. Key Responsibilities
1. Asset Management Strategy
Formulate the company's overall asset management strategy and medium-to-long-term development plans.
Develop an asset management framework based on investment objectives, risk tolerance, and liquidity requirements.
Establish asset management policies, governance mechanisms, and investment management standards.
Report regularly on asset management activities to the CEO, Board of Directors, or Investment Committee.
2. Asset Allocation and Portfolio Management
Oversee the company's overall asset allocation and portfolio structure.
Analyze the risks, returns, and correlations of different asset classes.
Propose asset allocation adjustments based on market conditions and corporate investment objectives.
Monitor portfolio risk exposure, concentration levels, and liquidity status.
Ensure portfolio management complies with approved investment policies and risk parameters.
3. Asset Performance Management
Establish an enterprise-level asset performance evaluation system.
Monitor portfolio returns, risk-adjusted performance, and benchmark performance.
Analyze performance deviations and propose improvement plans.
Provide regular asset performance reports to management and the investment committee.
4. Asset Risk Management
Collaborate with the risk management team to establish an asset management risk framework.
Monitor market risk, credit risk, liquidity risk, and concentration risk.
Escalate significant asset risks and portfolio anomalies in a timely manner.
Drive the implementation of stress testing, scenario analysis, and risk monitoring mechanisms.
5. Asset Operations and Governance
Oversee operational processes and data management systems related to asset management.
Coordinate asset data and reporting with investment operations, finance, accounting, and custody teams.
Ensure the effective operation of processes for asset valuation, reconciliation, performance calculation, and management reporting.
Drive the standardization, digitalization, and automation of asset management processes. 6. Investment Opportunities and Portfolio Optimization
Evaluate new asset classes, investment strategies, and asset management opportunities.
Support the investment team in conducting research on markets and investment opportunities.
Participate in major asset allocation, portfolio adjustments, and strategic investment decisions.
Continuously evaluate the long-term structure of the investment portfolio in response to market changes.
7. Management of External Institutions and Partners
Manage external asset managers, investment advisors, custodians, and other service providers.
Establish mechanisms for the performance evaluation and oversight of external managers.
Participate in negotiations for key asset management service contracts and commercial partnerships.
Ensure external institutions provide services in accordance with company policies and agreed-upon standards.
8. Team and Organizational Leadership
Lead the asset management department and formulate departmental strategies and annual objectives.
Manage teams responsible for portfolio management, asset analysis, asset operations, and related functions.
Establish systems for talent development, performance management, and professional growth.
Optimize organizational structure and resource allocation based on the company's asset scale and business development.
III. Qualifications
Bachelor’s degree or higher in Finance, Economics, Accounting, Investment, Business Management, or a related field.
Typically requires over 20 years of experience in asset management, investment management, portfolio management, or related areas.
Possesses over 8 years of senior leadership experience in investment or asset management.
Has practical experience managing large-scale, multi-asset class investment portfolios.
Demonstrates a deep understanding of asset allocation, portfolio management, risk management, and investment performance evaluation.
Possesses strong capabilities in financial analysis, investment analysis, and strategic decision-making.
Capable of communicating effectively with the CEO, the Board of Directors, and the Investment Committee.
Demonstrates excellent skills in team leadership, risk assessment, and stakeholder management.

Work arrangement
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