Funds and Mandate Analyst
- Employer
- CTBC Bank Co., Ltd
- Location
- Singapore, Singapore
- Salary
- Competitive
- Closing date
- Jun 16, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Fund Platform Support
Discretionary Portfolio Management Support
Sales Support
Compliance and Processes
Key Competencies:
- Actively participate in the funds research, due diligence, process and output that can be implemented and leveraged across the region
- Actively support the research efforts in shaping of the Specialist List of funds
- Prepare internal and external client-ready publications, updates and marketing materials
- Assist to manage relationships with major counterparties and key market players
- Work within the Funds team to ensure coverage at all times
Discretionary Portfolio Management Support
- Support the management and monitoring efforts of Discretionary Mandates
Sales Support
- Publish regular investment material for use with clients, including flash output as appropriate
Compliance and Processes
- Ensure full compliance with CTBC internal Policies and Procedures, further with all local and cross-border regulatory requirements
- Provide assistance to manage funds & mandate related product programs, policies and vendor due diligence
- Manage product setup, due diligence documentation and the regular reviews processes
- Be actively involved in ad hoc projects for process/system enhancements
Key Competencies:
- Proficiency in Excel and data work
- Some knowledge in Funds products
- Commitment to team work
- Role required to liaise with Chinese stakeholders and documents
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