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上证报中国证券网讯(记者马慜)上海证券报记者从业内独家获悉,光大理财副总经理郦明近日将回归光大银行总行金融市场部,出任副总经理一职。目前,光大银行金融市场部总经理暂为空缺,由副行长刘彦兼任。

郦明是银行“资管老将”,拥有长达20余年的投资从业经验,也是光大理财“初代高管”,见证了光大理财从无到有的全过程,操刀设计了光大理财七彩阳光产品体系。

记者了解到,此次回归光大银行总行金融市场部,或是因其在光大理财任职时间已满六年,属于平级调动,以达到干部轮岗交流的期限要求。

“资历丰富、有投资眼光、专业能力强”,是业内对郦明的一致评价。

郦明出生于1978年,工商管理硕士,经济师,曾在交通银行、光大银行工作。进入光大银行总行后,郦明从光大银行资金部一名交易员做起,随后在光大银行投资银行部、零售业务部、资产管理部长期从事理财相关工作。

带领光大理财“二次创业”

郦明是光大理财“初代高管”。2019年9月,光大理财正式成立,彼时,郦明和一众管理层,从光大银行资管部中抽调30多人的团队奔赴青岛,开始“二次创业”。

据了解,郦明早期分管市场、产品条线,主要负责开拓代销渠道,操刀设计了光大理财七彩阳光产品体系,为公司前期发展打下了坚实基础。随后,郦明又接手风险合规、固收投资等核心条线,以稳健的投资收益和产品业绩表现,带领光大理财成为行业的“中流砥柱”。

“专业、睿智、果断,善于捕捉宏观周期里的波段机会。”光大理财内部人士这样评价郦明的投资管理风格。

然而,理财公司作为资管新生力量,面临着竞争加剧、市场波动、格局变化等多重考验。谈及面临的挑战,郦明曾在接受上海证券报记者专访时说:“要充分认识当前市场所处的周期,寻找相对价值。市场的繁荣往往会掩盖风险,在市场普遍悲观之时,更要擦亮眼睛,积极主动应对风险。”

在他看来,作为金融行业的管理者,要具备超前的洞察力,而这来源于长期目标和较强的执行力,同时还要具备强大的心理素质。

“初代高管”仅剩两人

脱胎于光大银行这一人民币理财产品的开创者,光大理财是股份制银行中首家成立的理财公司,诞生时便自带“光环”,也背负着外界的期待。

近年来,光大理财的人事变动较为频繁,让这家公司一再进入“聚光灯”下。

细数来看,光大理财首任董事长张旭阳已回归光大银行,出任董事会秘书、联席公司秘书、首席业务总监,首任总经理潘东到龄退休,第二任董事长任锋调任光大集团子公司——光大金瓯董事长。

去年9月,光大理财“老将”回归,光大银行呼和浩特分行行长王景春调任光大理财党委书记、董事长,他曾担任光大理财副总经理两年多时间,也是“初代高管”。

今年1月,光大银行金融同业部副总经理武兴锋,接任光大理财总经理。

目前,光大理财“初代高管”仅剩董事长王景春、副总经理李永锋两人,现任高管层还有总经理武兴锋,副总经理唐勇,公司总监、首席技术官杨宇,公司总监、首席合规官周舟。

至今,光大理财成立已近六年时间,资产管理规模已接近1.6万亿元,不过与头部的理财公司相比还有一定距离。

光大银行年报显示,截至2024年末,光大理财管理资产总规模15994.88亿元,较上年末增长22.88%;2024年实现净利润18.76亿元,同比增长6.36%。

基于多资产、多策略的发展理念,在权益投资方面,光大理财较早进行尝试,同时也是首家开展认股权业务的银行理财公司,累计落地超200笔科技型企业优先认股权业务,同时将科技型企业认股权作为理财产品底层资产之一,发行“阳光紫鑫享”产品。

在理财资金入市方面,光大理财已有动作。近日,光大理财择机增配了包括交易型开放式指数基金(ETF)在内的指数化投资工具,加大对上市公司定增、可转债、可交债等工具品种的投资力度。

面对近期宏观局势的深刻变化与结构性机遇,光大理财表示,坚定看好中国资本市场发展前景和中国经济的光明未来,在有效管控风险的基础上,逐步加大在资本市场领域的布局。

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