1, requiring a strict and extensive financial knowledge system, understanding international finance, investment management and China commodity economy laws and regulations;
2. Master the theoretical and practical knowledge of various core areas of the financial investment industry, including portfolio management, financial asset evaluation and quantitative analysis of securities, and have strong quantitative analysis and investment forecasting capabilities;
3. Received professional training and have certain financial theory and practical experience, especially investment evaluation and operational analysis experience; Experience in enterprise resource planning system is also needed; Strategic thinking, sensitive to market changes and international vision, able to analyze problems from multiple angles, with strong professional maturity.
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What are the responsibilities of financial analysts?
Its work areas include: managing open-end funds and establishing business; Management of insurance funds and pension funds in GEM: operation of demutualization and asset securitization of commercial banks, index, stock futures analysis and venture capital management are also its work areas.
After China's entry into WTO, the capital market and various economic fields are facing great challenges. Whether it is to improve the effectiveness of the capital market, open-end fund management, the establishment and operation of the Growth Enterprise Market, or the introduction and application of financial derivatives such as demutualization of commercial banks, asset securitization operation and stock index futures in risk management, it is urgent to be in line with international standards. At present, the most urgent task is to cultivate professionals with international practice standards, first of all, "talent internationalization" and second "business internationalization".
Therefore, financial analysts representing the highest level in the financial industry have become the primary goal of competition between Chinese and foreign financial institutions. Commercial banks, insurance companies, securities companies, fund management companies, asset management companies and other financial institutions are all looking for talents with CFA certificates to be financial analysts.