ร่วมงานกับเรา บลจ.ไทยพาณิชย์

Prepare daily Net Asset Value Report, daily instruction and send to custodian.

Reconciliation fund cash accounts against custodians on daily basis.

Create fund data maintenance, relevant data in to back office system.

Prepare monthly financial statement.

Preparation and filing tax forms to Revenue Department related to fund activities on monthly basis.

Filing document for orders trade confirmation, tax document, etc. and keep into storage on weekly basis.

Bachelor degree in accounting, finance etc.

1-4 years’ work experience in financial industry, auditing or accounting fields.

Good attitude for continuous improvement/growth

Good communication skill

Ability to work under tight deadlines

Actively monitor performance and risk measures including, but not limited to, Value-at-Risk (VaR), Tracking Error, Risk-Adjusted Return and ensure all risk exposures are within limits

Lead team to develop, validate and optimize risk models for an extensive measurement of market risk, liquidity risk and credit risk exposures

Develop and formulate Stress Testing scenarios and able to express its implications to investment management process

Analyses overall risk exposures on both firm-wide perspective and fund level perspective and recommend necessary actions required to senior management

Review Risk Management Framework on regular basis and able to recommend appropriate level of risk limits with strong rationales.

Enhance workflow automation for data extraction, validation, and transformation to improve risk control and monitoring processes

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 of 5-7 years in Investment Management, Risk Management or related field.

Strong leadership and coaching skills, ability to foster teamwork and motivate colleagues.

Advanced skills in computer programming i.e. VBA, Python, SQL, R would be an advantage.

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

Strong presentation skills. Able to communicate technical information to senior management level

Good command in both spoken and written in English.

Approach prospect corporate clients to win their PVD mandates and maintain relationship with existing clients to achieve target AUM and fee income. 

Assist clients in PVD setup / changes in Fund Committee, rules, investment policies, investment plans, agreement amendment etc. and ensure SEC compliant

Assist clients to promote the PVD services and use of online platform

Arrange the fund performance updates or reports (as needed)

Coordinate with internal stakeholders (fund manager, compliance, risk, legal, operation, PVD services dept. etc.) to provide related services 

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

Minimum 2 years experiences in Provident Fund Marketing or Private fund Marketing

Excellent in presentation and negotiation skills

Good in personality, communication and interpersonal skills

Ability to work efficiently and independently

Ability to multitask and prioritize daily workload

Requirement of IC License, CFP is a plus

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

Analyze industry trends and environments of asset management business, such as competitive landscape and related regulations, in order to develop implications for the organization’s business strategies.

Execute strategies by leading projects and coordinating with related parties to ensure that the projects are delivered on time and the targets are achieved.

Adjust strategies and business plans to accommodate changing business situations, provide KPI and monitor progress of the business plans to achieve organization goal.

To keep tracking on business performance, analysis and provide recommendation to business, analyzing full financial performance (including Risks & Opportunity highlighted) identifying gap & assisting with solutions

To conduct budget and current estimate preparation to ensure the soundness of financial forecast plan & assumptions

Aligning focus between segment and product partner to ensure the same direction

Providing transparent analytical information to support business partner in reaching value-maximizing decision

Male/Female not over 35 years old

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

Fluent in spoken and written English

At least 3 year of experience in related field, especially in corporate strategy / strategic planning / marketing strategy in asset management companies or financial institutions.

Proficiency in MS-Office.

License CPA / CFA preferred

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

Excellent communication and teamwork skills

Manage mutual funds, private funds and provident funds, targeting to achieve superior return over the peers or fund’s benchmarks

Manage the day-to-day liquidity of the funds ensuring sufficient workable cash to meet clients’ redemption demand

Ensure all of the portfolios under coverage comply with the investment policies, restriction and regulatory requirements e.g. SEC, BOT, AIMC; and resolve any issue that may arise in regard to regulatory concerns

Participate in new client’s pitching along with the marketing team

Attend regular client’s portfolio reviews to keep client well-informed on the activities of the portfolio, fund’s performance, and future market outlook

Analyze and review foreign funds and investment opportunities

Conduct research analysis on global and local macroeconomics and markets outlook, as well as other investment related analysis as requested by Group Head and Head of Department

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

Being CFA, FRM, CAIA Charter holder is preferable

Strong presentation skills

Able to communicate technical information to senior management level

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

Test code throughout development life cycle to ensure that logic and syntax are correct, and that program results are accurate

Train and prepares 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

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

Bachelor’s degree in information technology, computer science, management information systems or related fields

At least 5 years working experience in information technology area; 3+ years of experience in Windows and Web Based programming (VB, C#, JAVA etc.)

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

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.

ให้บริการเป็นที่ปรึกษาการลงทุนทางโทรศัพท์แก่ลูกค้าโดยแนะนำการจัดพอร์ตการลงทุนแบบ Asset Allocation

ตอบข้อซักถามและแก้ไขปัญหาให้ลูกค้าผ่าน 2 ช่องทางหลัก ได้แก่ ทางโทรศัพท์และอีเมล์

ตรวจสอบการให้ข้อมูลเกี่ยวกับกองทุนของตัวแทนขาย ผ่านกระบวนการ Call Back และสรุปผลการติดต่อเป็นรายวัน

ทำรายการเปลี่ยนแปลงข้อมูล รวมทั้งทำรายการซื้อขายหรือสับเปลี่ยนหน่วยลงทุนตามความประสงค์ของลูกค้า

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

ปริญญาตรีขึ้นไป สาขาบริหารธุรกิจ,การเงิน,เศรษฐศาสตร์,หรือสาขาอื่น ๆ ที่เกี่ยวข้อง

มี Single License หรือมี IP License

มีประสบการณ์ทำงานด้านกองทุนรวมหรืองานด้านบริการลูกค้า อย่างน้อย 0-2 ปี

มีทักษะการใช้โปรแกรม MS Office ได้ดี

มีทักษะการใช้ภาษาอังกฤษอยู่ในเกณฑ์ดีมีทักษะการแก้ปัญหาและการวางแผนที่ดี