ร่วมงานกับเรา บลจ.ไทยพาณิชย์

จัดทำรายงานมูลค่าทรัพย์สินสุทธิประจำวัน (NAV) และส่งไปยังผู้รับฝากทรัพย์สิน

จัดทำบัญชีเงินสดของกองทุนกระทบยอดกับผู้ดูแลผลประโยชน์ของกองทุน

จัดทำข้อมูลกองทุน ข้อมูลที่เกี่ยวข้องในระบบงาน Back Office

จัดทำงบการเงินรายเดือน บันทึกรายการรายได้ ค่าใช้จ่ายของกองทุน

จัดทำและยื่นแบบภาษีต่อกรมสรรพากรเกี่ยวกับกองทุนรวมเป็นรายเดือน

จัดเก็บเอกสารเกี่ยวกับคำสั่งซื้อขายหลักทรัพย์ เอกสารภาษี ฯลฯ และจัดเก็บเอกสารเป็นรายสัปดาห์

จบการศึกษาด้านบัญชี

มีประสบการณ์ 0-2 ปี ด้านบัญชี, บัญชีภาษีอากร ในธุรกิจการเงิน

สามารถใช้โปรแกรม Microsoft Office: Word  Excel และ Power Point ได้ดี

มีทักษะด้านการสื่อสาร,  และทำงานภายใต้ความกดดันได้ดี

มีความละเอียดรอบคอบ ความแม่นยำ การแก้ปัญหา การจัดการงานได้ดี และสามารถจัดลำดับความสำคัญของงานได้

สามารถเขียนและพูดภาษาอังกฤษได้ดี

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

Develop and Propose Equity investment selection based on summarized and analyzed information, recommendation, and relevant risks assessment to Equity Investment Managers for making important investment decisions and implementations to achieve targeted and/or competitive performance of portfolios.

Develop and enforce equity analysts to consistently provide sufficient and precise equity investment information and recommendation as well as review and risks assessment of securities under coverage in timely manner thru research reports and/or presentations to support important investment decisions and implementations.

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

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

Delegate jobs and provide supervision to equity analysts in relevant areas to increase analysts’ capabilities and promote more efficient and effective team functioning.

Provide in-house on-the-job training relevant to equity investment research and investment management know-how and capabilities to promote further succession line within the analyst team and potential fund management personnel.

Promote, enhance, and enforce ESG factor investing as a part of equity investment selection by integrating various external and internal ESG related data and/or information into quantitative fundamental securities database and translate into quantitative scoring as a part of model portfolio construction.

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

At least 5 years relevant work experience in investment and economics

Knowledgeable in investment principles and regulations

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)

Holder of CFA/CISA possession is preferable

Establish service and marketing platform for selling agents.

Implement marketing and service strategies to increase AUM and revenues targets

Expansion of selling agents to broaden client base

Communicate continuously up-to-date investment insights and top performance funds to help clients for asset allocation portfolio

Create marketing campaigns to boost sales volume and strengthen relationship with selling agents

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

Master’s Degree or higher in Finance and Banking or related fields

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

Excellent strategic thinking ability, consultative skills, and problem-solving skills

Strong Sales skills & Service-minded

Strong presentation and negotiation skills

Can work independently

At least hold IC license, but IP license is preferable.

Establish and enhance Operational Risk Management (ORM) framework i.e. ORM policies and guidelines, monitoring metrics, communication tools, etc. in alignment with company strategy

Communicate and facilitate enterprise-wide risk assessment and ensure the continuity of risk identification and motoring processes across organization.

Perform in Operations and Governance analysis of the Data Office regarding the compliance with the Personal Data Protection Act (PDPA) and other data regulations as required

Operate Data Governance according to defined framework, policy, and standards for Firm-wide including data privacy control, data access, data usage, data classification, data lifecycle management, cross-border transfer, data exchange with third-party partners

Act as one of DPO office team and perform PDPA-related tasks assigned i.e. personal data flow assessment, data subject rights processing, data protection impact assessment, system implementation etc.

Proactively engage with Privacy Champions to monitor and report the data privacy issues, develop relevant tools/processes, and provide guidance to champions when necessary.

Review and highlight relevant risks or data privacy issues when engaging into new product / new process activities.

Create, maintain, and update related indicators. Review CRAF assessment and Organize internal cyber exercise. Report technology risk status and escalate risk issues to related committees

Review and maintain Technology Risk Management policy, Information Security policy, and IT 3rd Party Risk Management policy. Review related standards, guidelines, and operating procedures

Enhance operational risk monitoring processes including, but not limited to Risk Self-Assessment (RSA), Business Impact Analysis (BIA), Business Continuity Plan (BCP) and Key Risk Indicators (KRIs).

Manage all operational risk incidents including proposing preventive measures, follow-up the progress of preventive/mitigation plans and be able to share best-practices to prevent similar mistakes within organization.

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, Risk Management, or related fields.

Experiences in PDPA-related tasks and IT security risk assessment would be an advantage.

Strong interpersonal skills with ability to influence, negotiate and motivate others.

Strong analytical skills and problem-solving skills

Ability to quickly interpret and summary key risk issues from various functional business units’ requirements or concerns.

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

Refined communication, presentation and writing capabilities

Good command in both spoken and written in English.

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

ยื่นขออนุมัติจัดตั้งกองทุน จดทะเบียนกองทุน แก้ไขเพิ่มเติมโครงการ กับ กลต.

จัดทำเอกสารประกอบการขาย เช่น หนังสือชี้ชวนส่วนข้อมูลกองทุนรวม หนังสือชี้ชวนส่วนสรุปข้อมูลสำคัญ รวมถึงเอกสารอื่นๆที่เกี่ยวข้องกับกองทุน

ติดต่อประสานงานกับหน่วยงานที่เกี่ยวข้อง เพื่อให้การดำเนินการจัดตั้งและการปฏิบัติงานต่างๆที่เกี่ยวกับกองทุนสำเร็จลุล่วงตามกำหนดเวลา

สำเร็จการศึกษา ด้านการเงิน เศรษฐศาสตร์ การตลาด หรือสาขาที่เกี่ยวข้อง

มีประสบการณ์ในการจัดตั้งและจดทะเบียนกองทุน ในธุรกิจจัดการกองทุน อย่างน้อย 2 ปี

สามารถใช้โปรแกรม Microsoft Office: Word  Excel และ Power Point ได้ดี

มีทักษะด้านการสื่อสาร,  และทำงานภายใต้ความกดดันได้ดี

มีความละเอียดรอบคอบ ความแม่นยำ การแก้ปัญหา การจัดการงานได้ดี และสามารถจัดลำดับความสำคัญของงานได้

มีความรู้/ทักษะทางภาษาอังกฤษดี

Lead cross-functional projects using data modeling and analysis techniques to discover insights that will guide strategic decisions and uncover optimization opportunities

Build, develop and maintain data models, reporting systems, data automation systems, dashboards and performance metrics to support key business decisions

Examine, interpret and report results of analytical initiatives to management, product, marketing and sales team

Working knowledge of data mining principles: predictive analytics, mapping, collecting data from multiple data systems

Understanding of and experience using analytical concepts and statistical techniques: analyzing data, drawing conclusions, and developing actionable recommendations for business units

Strong decision-making skills, problem solving, quantitative and analytical abilities

Strong ability to plan and manage numerous processes, people, and projects simultaneously

Experience in financial & asset management industry would be an advantage

Excellent communication and teamwork skills

Provide daily/ weekly/ monthly sale volume report

Analyze and keep track sales volume, market opportunities and trends in the Industry

Identify business opportunities, formulate strategies and business plan

Bachelor’s or master’s degree in economics, marketing, finance, or related field

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

Excellent in analytical skill, ability to work effectively, independently and in a team environment and ability to work in cross-functional teams

Proficient in Microsoft Office: Excel and Power Point

Self-developed, enthusiastic, performing well under stress

English communication will be an advantage

At least hold IC license, but IP license is preferable.

Gather, analyst, design and encode business requirements by converting workflow information in functional specifications into computer language to ensure that the desired results are produced.

Unit test code throughout development life cycle to ensure that logic and syntax are correct, and that program results are accurate. This also include system integration test (SIT) to verify the proper interfacing between other components/system.

Train and prepare instructional material for end users to ensure that they can operate new or modified programs follow the designed system flows.

Diagnosis and troubleshooting of problem programs including guidance user and provide preventive solution to ensure that all systems operate smoothly.

Manage, provide guidance and review activities to junior team members to ensure that the desired results are produced.

Participate in the evolution of company level best practices, standards, and policies as it related to software development.

Comprehensive knowledge of information systems technology as well as understanding of developing strategic information requirements of Asset Management business.

3-5 years in Asset Management or Securities Brokerage preferred.

Financial production knowledge including Equity, Fixed Income, Derivative, Mutual Fund etc.

At least 5 years working experience in information technology area; 3+ years of experience in Windows and Web Based programming (C#.NET, WCF, REST API)

Excellent knowledge in relational databases especially SQL Server.

Good understanding of IT architecture and development best practices.

Effective inter-personal and communication skills and the ability to interact professionally with a diverse group of users.

English communication will be an advantage