Career at SCBAM

Analyze, forecast, and evaluate information relevant to equity investment securities under responsible coverage - focusing the whole sector, which is then proposed equity investment recommendation reports to support important decisions making for equity investment selection and portfolio implementation in precise and timely manners

Monitor, Review and analyze up-to-date information relevant to equity investment securities under responsible coverage - focusing the whole sector, which is also to attend the events and to summarize the key investment highlights that support the decisions making for equity investment selection and portfolio implementation in precise and timely manners. Able to handle more than one sector if needed.

Support director to establish systematic preemptive work procedures and systems for error protection to promote efficient and effective functioning and ensure compliance with related regulations or guidelines.

Support director to monitor, review and improve equity investment database to support immediate investment selection and decisions making in timely manner as well as quickly responsible to any requests from other department for analyzed information or data.

Provide on-the-job training and support team as mentor for equity research analysts on relevant skills and capabilities to sustain efficient and effective team functioning to ensure all assignments meet required standards

Take initiative roles to develop ESG database of equity investment securities under responsible coverage and integrate into quantitative scoring, investment recommendation and model portfolio construction.

Bachelor’s degree in Finance, Accounting, Economics and/or related fields is preferable

At least 3 years relevant work experience in investment and economics

Knowledgeable in investment principles and regulations

Knowledgeable in equity valuation and financial statement analysis

Knowledgeable in financial modeling and be able to analyze the financial model

Experience in sector analysis with basic knowledge for factors driven sector performance

Extensive economics, capital market, and investment securities analysis

Effective Investment ideas and strategy communication and presentation

Computer literate and proficiency in English (writing and speaking)

CFA/CISA possession is preferable

Gather and analyze related data on debt securities/counterparties and foreign countries with the aim of Conduct Credit Analysis, Evaluate Internal Credit Score/Rating, Key risks/drivers and Mitigations for appropriate credit limit/tenor.

Monitor and report daily CDS (Foreign Countries and Banks), Rating & Outlook (Foreign Countries, Thai and Foreign Banks, Thai and Foreign Corporates), Stock Price/Index. (Countries, Foreign Banks and Corporates)

Attend company roadshow, analyst meetings and company visit, to study insights and gain direct analysis from the executives.

Conduct Credit Review in a timely manner and ensure full compliance of approval terms and covenants.

Conduct Credit Opinion in case of outside SCBAM universe and Review Credit Summary and Credit Rating.

Prepare credit presentation and make analysis defend to Senior Management and Risk Management Committees.

Work collaboratively with other SCBAM & SCB departments to provide information for Credit Rating Agency (Fitch Rating) and Review Fitch Credit Rating Report of SCBAM.

Implement Investment Policy and Guidelines and Review Credit Risk Management Policy.

Bachelor’s Degree or higher in Finance, Economic, Accounting, Engineering.

At least 2 year working experience as Credit Analyst, Credit Research Analyst, Fixed Income Analyst.

Self-motivated/hard-working and interested in global economic.

Good analytical, writing and presentation skills and able to handle work in time constraint.

Good communication skills and strong leadership skill.

Good command in English.

Good computer literacy.

Experienced in financial modeling would be an advantage.

Manage medium to long-term fixed income funds to outperform benchmark and/or peers.

Estimate and Manage cash inflows and outflows for Mutual Funds / Provident Fund / Private Funds

Constantly monitor bond and interest rate movement and adjust investment portfolios to achieve short term and long-term alpha performance.

Contribute to the fundamental analysis, investment process and idea generation in the team.

Provide fixed income insight to existing clients and maintain client relationships.

Liaise and support internal cross functional departments as well as external counterparties.

Conduct market research to identify trends that may lead to future business opportunities

Bachelor or Graduates degree in any subject, though business studies, management, statistics, finance, mathematics, accounting or economics can be helpful, as can an MBA or similar professional qualifications

Must possess Fund Manager license

Extensive experience in fixed income investing preferred

Pass CFA level 1 exam or CISA level 1 exam.

Strong presentation skills

Able to communicate technical information to senior management level

Prepare and control budget transferring processes among departments. To ensure that it complies with our budget policies

Conduct the management reports in Excel and Power BI (Daily, Weekly, Monthly)

Handling routine and other ad-hoc tasks for both strategy & FP&A sides

Communicate and work closely with related parties (Accounting team, Secretaries, and Management)

Monitor OPEX and CAPEX spending against budget

Bachelor’s Degree, Major in Accounting or Finance

New grad or 1-3 yrs. of experience in area of Account Payable, Account Receivable, Tax Accounting, Finance Admin, and Support Roles

Proficient in Excel and Power Point

Good interpersonal, communication, and negotiation skills

Outstanding attention to detail, accuracy, problem solving, handle multi-tasking, and prioritize in a demanding environment skills

Good written and spoken English

Analyze, select, monitor and maintain relationship with foreign fund managers.

Operate regular update and review with external fund managers.

Prepare and organize new fund launches in a timely manner.

Communicate fund information internally and externally in form of written and oral communication.

Set up trading account with foreign fund managers on behalf of SCBAM.

Produce regular peer comparison analysis to maintain SCBAM competitiveness.

Bachelor’s Degree or higher in Finance, Economics, or related fields.

Understanding of various financial instruments and investment strategies.

Awareness of competitor’s product offerings and cSEurrent market conditions.

Good interpersonal, presentation and English communication skills.

Have knowledge of SEC regulation.

Identify business opportunities, formulate strategies, and business plans for the organization

Provide short and long-term corporate strategic plans which identifies key business priorities

Research, analyze, and apply critical thinking to internal & external information of asset management business, such as landscapes, competitor dynamics, and related regulations, in order to develop and implement new initiative for the SCBAM’s business strategies

Work closely with executives to develop, plan, and execute strategy allied with SCBAM vision and business strategy

Adjust strategies and business plans to accommodate changing business situations. Develop corporate KPI framework, monitor, follow up business unit strategies, and execution plans to achieve our goals

Ad-hoc and others as may be assigned

Male/Female not over 35 years old

Master’s Degree in finance, Business Administration, Economics, Marketing or related field

At least 3 year of experience in related field, especially at consulting firm or in corporate strategy/strategic planning and business strategy in asset management companies or financial institutions

Proficiency in MS-Office

Written, oral, and presentation skills necessary to successfully influence and deliver clear presentations to senior executives

An aptitude, interest, and passion for creative problem solving and business interaction on both a team and individual level

Strategic, think out of the box, and analytical approach; structured thinker

Excellent research skills with experience in market and company analysis

Superior problem identification, structuring, and analysis skills

Service minded, sense of urgency, work-well under pressure, and good team player

ให้บริการเป็นที่ปรึกษาการลงทุนทางโทรศัพท์แก่ลูกค้า ให้คำแนะนำการจัด Port การลงทุน (Asset Allocation) ที่เหมาะสมกับลูกค้า

ตอบข้อซักถาม แก้ไขปัญหาให้ลูกค้า และสาขาของธนาคารที่โทรศัพท์เข้ามา รวมทั้งผู้ที่ติดต่อผ่านทาง Electronic Channel (customerservice.scbam@scb.co.th) 

ตรวจสอบการให้ข้อมูลเกี่ยวกับกองทุนของตัวแทนขาย ผ่านกระบวนการ Call Back และสรุปผลการติดต่อเป็นรายวัน

ทำรายการเปลี่ยนแปลงข้อมูลลูกค้าที่แจ้งความประสงค์ทางโทรศัพท์ รวมทั้งทำรายการซื้อ/ขาย/สับเปลี่ยน หน่วยลงทุนทางโทรศัพท์

รวบรวมข้อคิดเห็นและข้อเสนอแนะของลูกค้าที่ได้รับผ่านช่องทางต่าง ๆ จัดทำรายงานสรุปเสนอต่อหัวหน้าฝ่าย และหน่วยงานที่เกี่ยวข้อง เช่น ข้อมูลสถิติของการบริการ In bound call, การให้บริการเรื่องต่างๆ ของฝ่าย

ปริญญาตรี สาขา บริหารธุรกิจ / การเงิน/ เศรษฐศาสตร์ / หรือสาขาอื่น ๆ ที่เกี่ยวข้อง

มี Single License หรือมี IP License

มีประสบการณ์ทำงานด้านกองทุนรวมหรืองานด้านบริการลูกค้า ไม่น้อยกว่า 2 ปี

ใช้โปรแกรม MS Office ได้ดี

มี Service Mind มีใจรักงานด้านบริการ และมองโลกในแง่ดี

มีมนุษยสัมพันธ์ดี สามารถติดต่อประสานงานและร่วมงานกับผู้อื่นได้เป็นอย่างดี

มีไหวพริบดี สามารถแก้ปัญหาต่าง ๆ ที่เกี่ยวข้องในงานได้

มีความคิดสร้างสรรค์ และสามารถจัดลำดับวางแผนงานได้ดี

สามารถทำงานหลายๆอย่างได้ในขณะเดียวกัน (Multitask)

ใช้ภาษาอังกฤษได้พอสมควร 

Manage multi-asset portfolio for mutual funds, private funds and provident funds, in order to achieve superior return over the fund’s benchmarks as well as absolute return mandate.

Analyze global macroeconomics and financial markets to develop asset allocation recommendation for clients to achieve optimal return for their investments.

Generate the Strategic Asset Allocation (SAA) and the Tactical Asset Allocation (TAA) for applicable mutual funds, private fund and provident fund clients.

Participate in client’s pitching along with the marketing team in order to raise new investment mandates for the company.

Attend regular client portfolio reviews in order to keep client up-to-date with the activities of portfolio, market condition, and outlook.

Master’s Degree in Economics, Finance or related fields

Experience at least 1-3 years in investment management or related fields

Strong analytical skills in both qualitative and quantitative methods

High computer proficiency in Microsoft Office, especially in Excel

Proficiency to code in VBA and Python will be considered more favorably

Good command of written and spoken in English

Strong presentation and negotiation skills

Passing CFA or CISA or possessing Fund Manager license will be an advantage

Prepare and deliver appropriate presentations on products/services

Gather and analyze product with mutual fund industry to improve services for Investment planner and Selling agents

Review and analyze clients’ risk profile and assist on client asset allocation portfolio

Implement marketing/sales campaigns to boost SCBAM’s AUM and revenues

Regularly visit the Investment planner, Selling agents and clients for tightening relationship

Update economic, fund insights and market trends to Agents, Investment planners and clients on a daily, weekly and monthly basis

Bachelor’s degree or higher in finance/marketing

Experienced in mutual fund business or related field over 3-5 years

IC/IP licenses

Excellent in communication skill

Perform periodic and ad-hoc tasks for fund performance and risk reporting using pre-specified performance attribution and risk models.

Quantify and analyses performance and risk measures including Value-at-Risk (VaR), Tracking Error, Risk-Adjusted Return, etc.

Cooperate in developing and maintaining risk indicators for effective risk monitoring.

Conduct and analyze Stress Testing scenarios useful for investment management process.

Research analyze and review investment strategies and its implications to performance and risk exposures.

Continuously improve workflow processes for data extraction, validation, quantification, and data analysis.

Research, implement or develop quantitative tools and maintain required numerical data as being assigned.

Ensure compliance with rules and regulations established by SCB, SEC, BOT as well as internal rules and external regulations related to Asset Management business.

Master's Degree in Finance, Economics, Financial Mathematics, Financial Engineering, Computer Science, Risk Management, or related fields.

Experiences in Investment Management, Risk Management, or related field. Possess knowledge in fixed-income and equity derivatives would be an advantage.

Strong analytical skills and quantitative skills with ability to handle intensive numerical data.

Advanced skills in computer programming i.e. VBA, PowerBI, Python, SQL, R would be a plus.

Self-Motivated, Proactive, Well Organized and Ability to work under pressure.

Ability to handle multiple assigned tasks at a time while still paying attention to details.

Good communication, presentation and writing skills.

Good command in both spoken and written in English.