某外资券商
簿记配售(DCM)专员/DCM Syndication Specialist
证券与托管银行
银行及金融服务
北京
3-5年
本科
面议
职位描述
职位介绍
Support primary bond issuance syndication, bookbuilding and allocation execution, and provide market intelligence and data support to the DCM team.
支持债券一级发行的簿记建档与配售执行,并为 DCM团队提供市场信息与数据支持。
Responsibilities:
Assist in transaction execution including pre- marketing, bookbuilding, pricing, allocation and closing processes, ensuring full process documentation and traceability.
协助项目执行:预沟通,簿记建档,定价,配售及发行落地等环节,确保全流程留痕与可追溯。
Prepare and maintain bookbuilding-related materials (investor feedback, order book, allocation plan, pricing/term updates)and coordinate internal approvals as required.
编制并维护簿记相关材料(投资者反馈,簿记表,配售方案,条款与定价更新等),并按需推进内部审批。
Coordinate with sales/trading, issuer, counsel, rating agencies, clearing/settlement and other parties to ensure smooth execution and timely deliverables.
协同销售/交易,发行人,中介机构,评级,清算结算等相关方,保障执行顺畅与交付及时
Support investor communication logistics and follow-up work, including distribution of deal materials and post-booking confirmations, within compliance requirements.
在合规框架下支持投资者沟通的组织与跟进(材料发送,认购确认等).
Track primary and secondary market conditions, credit spread movements, issuance pipeline and comparable transactions; provide regular market updates to the team.
跟踪一级/二级市场动态,信用利差变化,发行供给与可比交易,定期向团队输出市场更新。
Conduct data queries and analysis on issuers, peers, pricing comps and investor behavior using internal/external databases; maintain basic dashboards/trackers.
使用内外部数据库开展发行人/同业/定价可比/投资者行为数据查询与分析,维护基础看板与台账。
Maintain internal trackers for issuance status, investor orders, allocation results and post-deal summaries; support periodic reporting.
维护发行进度,订单及配售结果,项目复盘等内部台账,支持定期汇报。
Support other ad hoc tasks assigned by DCM leadership, including process optimization and template updates
支持团队交办的其他工作,包括流程优化与模板更新。
Qualifications:
Minimum 2years'experience in DCM syndication/primary bond issuance execution(sell-side preferred).
具备2年及以上债券一级市场簿记配售/承销发行执行相关经验(优先券商/承销商端).
Familiar with onshore China bond market practices and basic rules of exchanges and/or interbank market; experience with bookbuilding systems is a plus.
熟悉境内债券市场惯例及交易所/银行间基本规则;有簿记系统操作经验者优先。
Strong attention to detail, execution discipline, and ability to work under tight timelines.
细致严谨,执行力强,能在紧时间窗口下稳定交付。
Good communication skills and teamwork mindset; able to coordinate across DCM, sales, legal/compliance, operations and other stakeholders.
沟通协同能力强,能与DCM,销售,法务合规,运营等多方配合推进。
Solid Excel/PowerPoint skills; ability to conduct market/data queries and produce concise updates
熟练使用Excel/PowerPoint,能进行市场/数据查询并输出简明更新。
Proficient in written Chinese; working English is preferred.
中文书面表达良好;具备工作英语能力者优先。
咨询顾问
Gladys Meng
RM; admin; CA
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