Key Responsibilities & Accountabilities
- Provide investment advice and recommendations by conducting technical analysis and assessing market dynamics to support informed decision-making.
- Monitor local and global market news, announcements, and economic developments daily to identify potential investment opportunities and risks.
- Prepare the best execution policy by ensuring trades are executed at optimal prices and in compliance with regulatory and internal guidelines.
- Handle transactions with third parties, including banks and brokers, to facilitate efficient trade execution and maintain strong business relationships.
- Organize the ticketing process by verifying trade entries and ensuring compliance with Allianz policies to maintain accurate records and regulatory adherence.
- Conduct in-depth research on market to identify investment opportunities.
- Track cash positions and the settlement process for all portfolios to ensure timely and accurate fund allocations.
- Train junior team members by providing guidance and technical expertise to enhance their skills and performance.
- Balancing Risk and Return
- Ensuring Compliance and Accuracy
- Responding to Market Uncertainty
- Coordinating Across Multiple Stakeholders:
- Internally: Investment Team, Risk Management Department, Finance & Treasury Team, Compliance & Legal Department, Senior Management
- Externally: Banks & Brokers, Clients (institutional or retail investors), Regulatory, Vendors providing trading platforms or financial tools
Policies, Processes, and Procedures:
- Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
Day-to-Day Operations:
- Follow and implement the day-to-day operations related to own job to ensure continuity of work within required SLA.
- Support in the formulation of the function/department strategy and drive processes to ensure alignment with the overall company strategy
KPIs:
• Accuracy of Investment Recommendations
• Trade Execution Efficiency
• Compliance and Policy Adherence
• Settlement Timeliness
• Training Effectiveness
Job Specifications
Education / Certifications:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Professional certifications such as CFA, FRM, or equivalent are preferred.
- High level of English required both verbal and written
- Ability to create and distinguish different kinds of reports
- Excellent oral and written presentation skills
- Proficiency in Bloomberg and Refinitiv application
Job Qualifications:
- Technical analysis of market trends, securities, and opportunities.
- Global and local economic factors influencing investments.
- Trade execution policies, best practices, and regulations.
- Financial instruments including equities, bonds, and derivatives.
- Compliance requirements and internal investment policies
- Proficiency in Bloomberg, Reuters, and trading platforms.
- Skilled in execution policies and trade ticketing processes.
- Expertise in portfolio cash tracking, settlements, and allocations.
- Competence in compliance tools for monitoring trades.
- Advanced Excel and financial modeling for analysis and reporting
- Conduct technical analysis to deliver actionable recommendations.
- Monitor economic news to identify opportunities and risks.
- Execute trades efficiently while ensuring compliance.
Soft Skills & Behavioral Competencies:
- Manage relationships with banks, brokers, and third parties.
- Train and mentor junior team members
- Clear communication and presentation of investment insights.
- Critical thinking and problem-solving in market evaluations.
- Strong attention to detail in trade verification and compliance.
- Relationship management with external stakeholders.
