道富公司
Alternative Ops Clearance, Settlement, & Trading Ops, Senior Associate
Alternative Ops Clearance, Settlement, & Trading Ops, Senior Associate
发布于 2 小时前普通员工/个人贡献者
全职员工仅现场办公金融后台运营
金融后台运营
Ai自动化
Vba
中台运营
利益相关者管理
基金行政
数据分析
流程优化
英语沟通
风险控制
值不值得投
75综合评分
综合评分 75
稳定外资平台、侧重AI自动化与流程优化、成长路径清晰、需适应多时区协作节奏
从薪资福利、成长发展、工作生活和使命价值四个维度综合评估，方便横向比较。
薪资怎么样
2.0万
与金融后台运营中位数基本持平
发布情况
新岗位 · 今天发布
公司情况
这家公司招聘很活跃
约 200 个在招 · 其中金融后台运营 58 个
市场机会
选择面较广
杭州 · 金融后台运营 · 54 个在招
职位详情
关于这个职位
负责另类投资基金的中台运营、清算结算及交易支持，处理日常操作、风险控制与异常解决
需运用AI与自动化工具优化流程，维护客户与内部团队关系，确保服务交付的准确性与合规性，助力资管业务高效运转
最低要求
拥有资产管理、银行运营、基金行政或金融服务相关领域经验
对金融产品、运营流程和风险控制有深刻理解
Advanced knowledge of MS office
experience with trading and pricing platforms, VBA, Python or AI or data analytics tools is preferred.
Ability to analyze complex information and communicate effectively through clear, concise, and client-ready communications.
Support the onboarding and training of new team members, providing day-to-day coaching, guidance, and knowledge sharing to promote consistent performance and development.
Excellent English communication skills, both verbal and written, with strong interpersonal and stakeholder management abilities.
Self-motivated, adaptable, and able to work independently while effectively managing multiple priorities in a fast-paced environment.
Strong problem-solving skills, sound judgment, and a proactive approach to identifying and resolving operational issues.
A continuous improvement mindset with an interest in leveraging technology, automation, and data-driven solutions to enhance operational effectiveness.
Bachelor's degree or above in Accounting, Finance, Economics, or a related discipline. A Finance background is preferred.
+ years of experience in Hedge funds service, fund administration or financial related services roles.
Experience in client service, operational risk management, exception handling, and stakeholder engagement.
Experience supporting process improvement, automation, system implementation, or transformation initiatives is an advantage.
Strong computer skills, particularly Microsoft Excel and data analysis tools.
Flexibility to support global stakeholders across different time zones when required.
工作职责
Execute daily operational, control, and oversight activities in accordance with established procedures, client requirements, and regulatory standards.
Serve as a subject matter expert for assigned processes, supporting daily operations, issue resolution, and timely delivery of accurate and high-quality outputs.
Monitor workflow performance, identify operational risks and control gaps, and escalate issues appropriately while providing timely updates to management and stakeholders.
Maintain process documentation and ensure compliance with corporate policies, risk controls, and standard operating procedures.
Investigate and resolve complex operational exceptions, ensuring service levels and client expectations are consistently met.
Build and maintain effective working relationships with internal and external stakeholders to support business objectives and client service delivery.
Support operating model improvements, projects implementation, migrations, and business initiatives as required.
Utilize AI, automation, and data analytics tools to improve operational efficiency, enhance data quality, strengthen controls, and support process improvements.
Contribute to team development through training, knowledge sharing, SOP enhancement, and support for succession planning.
优先资格
Experience in Hedge Fund services or Middle Office functions is an advantage.
Experience with trading and pricing platforms, VBA, Python or AI or data analytics tools is preferred.
A Finance background is preferred.
Experience supporting process improvement, automation, system implementation, or transformation initiatives is an advantage.
AI 洞察
优缺点分析
优点
- 依托跨国金融机构平台，接触前沿另类投资与基金行政业务
- 强调AI与自动化应用，有助于积累数字化运营技能
- 完善的培训体系与清晰的晋升通道，利于长期职业发展
- 需兼顾多时区全球协作，工作节奏较快且容错率低
- 适合具备金融背景、注重细节、擅长流程优化与跨文化沟通，希望在金融科技与资管运营领域深耕的求职者
缺点 / 挑战
- 日常处理大量数据核对与异常，对细节把控与抗压能力要求较高
角色解读
- 可向高级运营专家、流程优化负责人或运营经理方向发展
- 积累行业经验后，可横向拓展至投资分析、风险管理或产品运营领域
- 负责另类投资基金的中台清算、结算与交易运营支持，处理日常账务核对与异常排查
- 监控运营流程与风险控制指标，确保服务交付符合监管与客户标准
- 利用自动化工具优化作业流程，提升数据质量与处理效率
- 扎实的金融基础与基金行政/中台运营经验
- 熟练掌握Excel、VBA及Python等数据分析工具，具备流程自动化思维
- 优秀的跨部门沟通与英语读写能力，能高效对接全球团队
申请策略
- 提前了解道富公司在另类投资解决方案领域的业务布局
- 准备针对运营异常处理与流程优化的STAR法则案例
- 突出基金行政、中台运营或清算结算相关项目经验
- 量化展示使用Python/VBA/AI工具提升效率的具体成果
- 强调英语沟通能力及跨团队协作案例
- 强化Python数据处理与自动化脚本编写能力
- 学习基金估值、托管结算及合规风控基础知识
- 提升结构化表达与商务邮件撰写技巧
面试指南
- 采用STAR法则（情境-任务-行动-结果）结构化回答
- 重点突出问题分析逻辑、工具应用能力、跨部门协同策略及最终量化的业务成果
- 请分享一次你处理复杂运营异常的经历，你是如何定位并解决的？
- 你如何利用自动化工具或数据分析提升过往工作的效率？
- 面对多时区客户与内部团队的紧急需求，你如何安排优先级并确保交付质量？
- 复习基金估值、托管结算核心流程及常见风险点
- 准备1-2个使用Python/Excel优化工作流的完整案例
- 熟悉道富公司业务模式与行业合规要求
职位点评
薪资福利78
成长发展82
工作生活65
使命价值70
薪资福利
78中等
岗位提供市场水准薪资与完善福利，稳定性较高，整体补偿性动机满足度良好。
薪资信号市场水准 (1.6千–2.4万/月)
福利待遇flexible work-life support、paid volunteer days、inclusive development opportunities
成长发展
82较高
岗位明确强调AI、自动化与数据分析工具的应用，并提供内部培训与知识共享机制，技术成长与职业发展空间较大。
技术前沿主流现代技术
技术栈Python、VBA、AI、数据分析、自动化
成长机会training、knowledge sharing、SOP enhancement、support for succession planning
业务类型cost_center
工作生活
65中等
跨国企业通常提供一定程度的WLB支持，但中台运营需应对实时交易与多时区协作，工作强度中等偏上，灵活性一般。
工作模式未明确
办公地点科技园/产业园
加班情况未提及（无法判断）
工作生活平衡flexible work-life support
使命价值
70中等
服务于机构投资者与另类投资基金，在资管生态中扮演关键基础设施角色，虽非直接创造营收，但对行业稳健运行具有支撑价值。
行业发展稳定成熟行业
社会影响中性/一般
创新程度积极采用新技术
道富公司 的其他在招职位
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