Funds and Mandate Analyst

Employer
CTBC Bank Co., Ltd
Location
Singapore, Singapore
Salary
Competitive
Posted
13 May 2022
Closes
12 Jun 2022
Ref
14881097
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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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