CFA Institute | 2023-02-20 | 901
一、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超过190,000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。
二、职位信息
Manager, Partnerships & Client Solutions & Operations, China
工作地点：上海
三、Job Summary
The Manager, 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 manage and ensure compliance with all administrative requirements of the Shanghai branch office, as well as 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 implementing the China Strategy and managing collaborations with key industry associations, leading international associations and firms in Shanghai and the Southern part of the market.
This position will be based in CFA Institute Shanghai office and will report to Director, Operations China, with matrix reporting line to Head of China.
四、Job Description
As a Manager, Partnership and Client Solutions & Operations, China, you will have the opportunity to:
Business Development：
1、Implement China strategy with a focus on the South part of the market.
2、Maintain key relationship with local government, local HRSS bureaus, and local industry associations.
3、Support China Head to develop new partnership in the region.
4、Serve as the key contact person to key stakeholders in the sub-region in order to fulfil key strategic initiatives, including Career Accelerator, University Clubs, and others.
5、Partner with the China team, local and regional Global Partnerships & Client Solutions (“GPCS”) team, and Marketing (“MCX”) team to satisfy firms’ needs.
6、Managing and deliver ongoing collaborative projects in the region under the 360° partnership strategy.
Project Management & Administrative Support：
1、Support China business activities including event logistics, vendor/venue coordination, contracting coordination & payment settlement.
2、Work closely with other departments and offices to support overall CFA initiatives and events in Shanghai, China.
3、Provide administrative support to industry outreach or educational conference and events in Shanghai China.
4、Lead, manage, and coordinate projects as needed.
Operations Management & Support：
1、Act as a point person to coordinate office activities and communication among global, regional, and Si Wei Beijing offices.
2、Oversee and perform day-to-day office management and administration duties in Si Wei Shanghai Branch which encompasses IT, Expenses Management, Finance and Accounting, office supplies, Tax, Purchasing, Record Management, and related procedures.
3、Establish contacts, set up data base and manage relationship with related government agencies to ensure all office administrative activities meet local compliance and administrative requirements. This includes local tax authority, Administration of Industry and Commerce, Social Security Bureau and local police station.
4、Establish contacts, set up data base and manage relationship with all external vendors and service providers related to Si Wei Shanghai Branch operations including:
（1）Local banks, auditors, legal firms, tax firms and other service providers
（2）Vendors for procurement, office supplies, courier
（3）Other external service provider
5、Compile and update Si Wei Shanghai Branch manual and relevant policy & procedure manual.
6、Liaise with both internal and external partners to ensure security and emergency protocols are set up and followed.
7、Liaise with property management office, lease and administration work related to the office.
8、Ensure all Si Wei Shanghai Branch facilities and equipment are set up and well maintained.
9、Organize and coordinate logistics arrangement for CFA senior management and visitors.
10、Assist with local HR (general and non-confidential) administration as needed.
The skills, experience, and qualifications required for this role include:
1、Bachelor’s degree.
2、Minimum 5 plus years of operations management / business development or other relevant administration experience required.
3、Prior experience in managing a local office with global perspective preferred.
4、Minimum 1 plus years of office IT management experience.
5、Minimum 2 plus years of experience in market research/analysis and strategy support.
6、Fluency in English required.
7、Fluency in spoken Mandarin Chinese and written Chinese required.
8、Knowledge and experience of financial markets, in particular the investment management industry.
9、Good experience in data analytics and market insight generation with strong consulting, problem solving, and analytical skills.
10、Excellent communication skills including written, verbal, listening, and presentation.
11、Ability to handle government and stakeholder relationship professionally.
12、Proficient using standard office software such as Word, PowerPoint, Excel, Outlook (include any other systems (Workday, SalesForce, etc.) and preferences on proficiency, familiar with, proficiency in, etc.
13、Familiar with data analytical tools, such as Tableau, Marketsight, Stata is preferred.
This opportunity is open to internal and external candidates. CFA Institute is committed to the professional development of its employees; first/full consideration will be given to internal candidates.
