Investor Services

Shanghai, China

Our Client Solutions division in China is seeking to hire a strong junior/mid all-round investor services professional to assist with the delivery of premium client service, supporting colleagues and clients in China and around the globe.


  • Managing investor queries.
  • Creating and updating materials such as client DDQs and regular fund reports.
  • Working closely with other business units including fund operation, research, trading, and compliance, in order to address client queries with timely and accurate information.
  • Act as a point of contact within sales for information associated with Winton’s products.
  • Supporting sales team members with business development efforts.
  • Contribute to projects within the team and industry engagement where necessary.

What we are looking for:

  • At least three years of financial industry and client servicing experience.
  • Knowledge in the wider asset management industry in China; strong interest in hedge funds.
  • A strong academic record from a top college or university; postgraduate degree and/or CFA designation a plus.
  • Exceptional verbal and written communication skills in both Mandarin and English.
  • Proficient in Microsoft Office, particularly PowerPoint and Excel.
  • Understanding of quantitative investment strategies and financial mathematics; ability to calculate key investment performance metrics.
  • Capable of managing multiple tasks at once, while maintaining a high level of accuracy.
  • Ability to work independently in a team-oriented environment.
  • Energetic, flexible, collaborative, proactive and highly self-motivated.

What We Offer:

  • World-class infrastructure for developing and operating systematic trading strategies.
  • An exceptional opportunity to learn from others and have a broad impact.
Equal Opportunity Workplace
We are proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics.

Our recruitment process

Our assessment and selection processes are aimed at you showcasing your abilities rather than passing arbitrary tests. They are designed according to the requirements of our teams to identify the skills and attributes we seek. A member of our recruitment team will work with you throughout the process, guiding you at each stage.


Your application will be viewed by a member of our Human Capital team.

Video and onsite Interviews

We will invite you to our offices for interviews with individuals from inside and outside the team you will join.

Phone Interview

Your background and suitability for the role will be assessed by a member of our Human Capital team.


A member of our recruitment team will talk you through the offer details including compensation, benefits, role responsibilities and future career paths.


You may be asked to complete a technical assessment and/or case study.