Funds and Mandate Analyst

CTBC Bank Co., Ltd
Singapore, Singapore
13 May 2022
12 Jun 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Fund Platform Support
  • 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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