Role Definition
Identifies and manages the best bonds, stocks, and other securities that fit the investment strategy determined basis
requirements of the investor.
Responsibilities
โข Establishing investment strategy for a client based on market research and client's risk appetite, etc.;
Building investment portfolio including various stocks, bonds, and other securities.
โข Creating reports to depict fund performance, identifying any risks, or propose any new investments to
increase the fund's profitability.
โข Monitoring changes in economic environment, market trends and understand their impact on the risks and returns of the investment; Persisting on enhancing the investment strategies.
โข Developing relationships with relevant market participants and clients to determine market positioning;
Creating proposals for prospective customers considering their financial goals.
Skill Descriptors
Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Level Extensive Experience:
โข Designs the organization's planning processes and decision-making channels.
โข Explains business issues and trends of own business unit as compared to other business units.
โข Demonstrates a big picture understanding of the business, its interrelationships, and priorities.
โข Demonstrates strong foundation of business fundamentals, measurement, and business finance.
โข Develops business cases for own function; reviews and critiques cases for other functions.
โข Explains advantages and risks of using business simulations for critical business decisions.
Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.
Level Extensive Experience:
โข Seeks discrepancies and inconsistencies in available information; explains variances.
โข Organizes and prioritizes the sequence of steps to be taken to remedy the situation.
โข Identifies many possible causes for a problem based on prior experience and current research.
โข Approaches a complex problem by breaking it down into its component parts.
โข Chooses among a diverse set of analytical tools according to the nature of the situation.
โข Quantifies the costs, benefits, risks, and chances for success before recommending a course of action.
Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.
Level Extensive Experience:
โข Directs strategic alliances and partnerships for mutual benefit.
โข Makes sound business decisions on behalf of the group when faced with complex and contradictory alternatives.
โข Builds the strategic thinking capability of the group.
โข Interprets available data and analyses when creating business plans.
โข Recommends ways to position the organization for long-term competitiveness.
โข Prepares the group's response to key marketplace trends, opportunities, and vulnerabilities.
Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.
Level Working Knowledge:
โข Determines individual and team competency requirements, vulnerabilities, and learning needs.
โข Develops learning program for closing own short- and long-term competency gaps.
โข Clarifies own career aspirations.
โข Seeks opportunities that meet developmental needs of self or associates.
โข Adjusts development plans to better serve business needs.
Asset and Liability Management (ALM): Knowledge of asset and liability tools, techniques and business practices;
ability to manage, measure, and monitor risks associated with assets and liabilities.
Level Expert:
โข Advises portfolio managers and ALM committees on managing risk-return profiles of portfolios and products.
โข Leads discussions on the rationale for modifying or switching asset liability portfolio risk management strategies.
โข Predicts the future trends and developments in asset and liability management.
โข Develops ALM portfolio and risk management strategies for unique, complex, and risky situations.
โข Creates a monitoring system for business environment, risks, and financial instruments in order to assess validity and relevance.
โข Proposes alternative strategies to achieve desired and optimal ALM risk-return profiles.
Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments.
Level Extensive Experience:
โข Creates and defines standards to evaluate the financial status for large organizations.
โข Elaborates on the threshold and limitation to enter into financial markets for various industry participants.
โข Analyzes the impact of interest rate changes on the economy.
โข Consults on trading platforms and operations of various financial markets.
โข Provides coaching on the analysis and valuation models for various financial markets.
โข Takes effective measures to ensure regulatory compliance of financial markets.
Financial Risk Management: Knowledge of tools, techniques, and strategies applied in financial risk management;
ability to quantify, qualify, and manage financial risk.
Level Extensive Experience:
โข Updates and implements improvements to risk assessment and management methods.
โข Evaluates the benefits and drawbacks of alternative risk management approaches.
โข Recommends risk assessment procedures and techniques based on organizational need.
โข Consults on a variety of risk assessment approaches and applications.
โข Evaluates, recommends, and justifies optimum risk management scenarios.
โข Advises others on a variety of risk and reward factors and their relationships.
Treasury Management: Knowledge of the principles and methods of managing treasury; ability to use tools, techniques and processes to maximize the value of an organization's financial assets and revenue while minimizing risk.
Level Extensive Experience:
โข Trains others in the identification and active management of financial risk.
โข Supervises all aspects of treasury management.
โข Recommends innovative ways to maximize the return on operating assets.
โข Pursues opportunities to minimize borrowing and banking costs.
โข Maintains active, productive relationships with financial services providers.
โข Evaluates alternative treasury management practices used by multiple and diverse organizations.
Top candidate will also have:
โข Leadership and prior team management experience
