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.

Perform periodic and ad-hoc tasks for 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.

Develop and maintain risk indicators from both internal and external factors for effective risk monitoring

Develop and formulate Stress Testing scenarios useful for investment management process

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

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 knowledges 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, Python, SQL, R would be a plus.

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

Good communication, presentation and writing skills.

Good command in both spoken and written in English. 

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

Bring new and innovative products to the market

Plan and make sure to launch product in a timely manner

Study and analyze the competitive landscape

Monitor current product quality and recommend substitution if necessary

Distribute product information to sales and distributions

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

Understanding of various financial instruments and investment strategies

Experiences in mutual fund business or related field over 5 years

Knowledge of SEC regulation is a plus

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

Extensive leadership and ability to foster teamwork and motivate colleagues with coaching skills.

Excellent communication and teamwork skills

Assist a team of licensed fund managers in managing foreign investment mutual funds and private funds in pursuit of outperformance over the assigned benchmarks

Assist the team with the trading of FX spot and forward contracts in accordance with the team’s strategy

Conduct research on a variety of global assets and markets, and be able to form recommendation for senior team members

Keep up-to-date with foreign master fund performance, portfolio strategy and exposure

Prepare due diligence documents requested by trading counterparties

Conduct trade modeling, investment analysis, performance attribution, or any other tasks that might be required

Bachelor’s Degree in Economics, Finance and Banking, Business or related fields

Minimum experience of one year with asset management firms

Fresh graduates with previous internship at asset management firms will be considered

Strong analytical skills in both qualitative and quantitative methods

High computer proficiency in Microsoft Office, especially in Excel Functions

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

Good command of written and spoken in English

Passing at least one level of CFA or CISA will be an advantage

Thai nationals only

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