Purpose of the role
The primary responsibility of this position in Portfolio Management Unit (PMU) is to set distribution strategy of loan portfolio for Global Corporate & Investment Banking for APAC (“GCIB APAC”). It includes to conduct fact findings and make proposals to define the end-to-end Originate to Distribute strategy aligned with GCIB objectives and risk appetite in collaboration with DCM, collaborate with products and credit offices to establish the warehouse of distribution book and related decision-making and monitoring processes, and standardize holistic monitoring of the distribution book and track progress of KPI. Also, this position requires to build and scale the MIS tool to ensure and monitor distribution pipeline and flow of information is effective, including reports, meeting cadence, and RM training.
Based on where the best suited candidate is identified, the Company is happy to hire for this role in Singapore , Melbourne or Sydney.
Job Responsibilities:
- Analyze data and make proposals to develop distribution strategy and guidance of loan portfolio in collaboration with DCM by reflecting overall GCIB objectives and financial targets as well as investors’ appetite.
- Work with products and credit offices to establish and manage the primary and secondary warehouse of loan distribution book and related decision-making & monitoring processes.
- Make recommendations to management / committee regularly for new / updated guidance to continue to enhance profitability of the portfolio and increase distribution amount and velocity of the bank’s balance sheet.
- Monitor the entire distribution book within GCIB APAC and track progress of KPI against targets and report to supervisor / management regularly.
- Monitor fees in suspense account regularly to promote distribution as well as enhance discipline.
- Build and scale the MIS tool to create transparency of primary underwriting and secondary distribution result and pipeline to analyze and report fees and spreads in sector / country / product.
- Collaborate with DCM and internal stakeholders to develop distribution strategy and build MIS tool to track progress as well as increase transparency.
- Lead communication to liaise with each country / product to execute the portfolio strategy.
- Responsible for working closely with a direct supervisor and seek advice and guidance to contribute to the entire department.
- Continuously enhance process and tool in collaboration with relevant teams.
- Maintain the MIS tool and data appropriately to build and update distribution strategy.
- Manage own tasks independently and proactively which involves regular progress reports to direct supervisor.
- Follow directions from supervisor and manager and handle additional tasks.
Job Requirements:
- 7 years of experience working in the financial industry
- 5 years of experience in financial products, deal structure, origination & distribution process.
- Experience in managing regional projects
- Good strategic planning skills and communication / presentation skills to influence stakeholders
- Completed relevant bachelor’s degree or above
We regret to inform that only shortlisted applicants will be notified.
Job ID: 10064881
