Senior Investment Job Description
Senior Investment Duties & Responsibilities
To write an effective senior investment job description, begin by listing detailed duties, responsibilities and expectations. We have included senior investment job description templates that you can modify and use.
Sample responsibilities for this position include:
Senior Investment Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Investment
List any licenses or certifications required by the position: CPA, PMP, CFA, TOGAF, VM, CISA, ITAM, CSAM, ITIL, CAIA
Education for Senior Investment
Typically a job would require a certain level of education.
Employers hiring for the senior investment job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, MBA, Mathematics, Education, Business/Administration, Real Estate, Marketing
Skills for Senior Investment
Desired skills for senior investment include:
Desired experience for senior investment includes:
Senior Investment Examples
Senior Investment Job Description
- Responsible for the implementation of FIS Investment Accounting solution components with new and existing clients
- Establishes and maintains effective working relationships with internal clients, global counterparts, business partners, and data providers including those in Equity Investment Group, Risk Management Group, and Fund Accounting
- Prepare supporting schedules for regulatory reports, including tax reporting, ADV, Form PF, PQR
- OPerform data integrity and oversight for all products maintained on reporting platform
- OCompletion of various industry financial surveys and questionnaires
- OPrepares, reviews, and/or ensures distribution of various non-regulatory reporting packages and reporting schedules to internal and external clients according to defined schedules
- OAssumes a leadership role in special projects such as system and process improvements that have a low to moderate impact to the organization
- OEnsure appropriate policy and procedure documentation is produced and maintained
- OOversees the work performed by our offshore resources around data preparation and data review
- Overnight and international travel to attend manager meetings and interviews is required
- Analyze reporting tools for gaps and improvement opportunities
- Analyze investments, reporting on activity and major drivers of results as
- Initiative and motivation to deliver business improvement
- Sourcing and Execution of mainly Corporate Credit & Non performing loan for Proprietary Investment of Global Investment Bank
- Minimum 5 year experience of Special Situation Investment in Investment bank based in Japan
- Track record of Corporate Credit & Non performing loan investment in Japan is must
Senior Investment Job Description
- Oversee specialized projects that impact multiple internal departments
- Manage escalated issues from internal and external stakeholders
- Evaluate trade exceptions and complex shareholder issues
- Manage the development process for mapping, defining and documenting process flows
- May serve as lead in supervisor’s absence
- Developing the Target Operating Model (TOM)
- Identifies, implements and maintains controls to mitigate financial and operational risks
- Lead the investor onboarding process for new client accounts
- Support multi-service lines of business projects that streamline processes and procedures for internal / external back or middle office work flow
- Ability to work collaborate within a small local team
- Special Situation Investment experience at Global Investment Bank in Japan
- Minimum 8-10 relevant working experience in leading banks, insurers or consultancy firms
- Sound knowledge in Solvency II, Basel III, Asset Liability Matching, Strategic & Tactical Asset Allocation and Capital Management will be preferred
- Experience in business strategies, financial modeling, reporting and valuation for financial institutions
- Experience in leading strategic projects with proven impact on the business
- Continuous improvement mind-set with passion and high motivation to drive change and create impact on organization
Senior Investment Job Description
- Assist with accounting research and compliance issues, including interpretation and application
- Co-ordinate newly formed New/Change Rules Committee for regulatory rules across teams (Compliance, Legal, Trade Support and Investment Policy) to make sure financial regulations across different regions (Canada, U.S. , UCITS) are covered and properly interpreted
- Work as project lead on internal initiatives including data integrity (data warehouse project), investment mandate monitoring automation, vendor on-boarding (e.g., for venue analysis application) and reporting improvement
- Audit CRD mandate rules on CRD to ensure coverage and accuracy
- Generate and maintain documentation related to procedures/responsibilities
- New plan setups and existing plan changes in Commission or Billing systems
- Communicates/conducts interviews with management regarding the risks being managed by business unit
- Assists in preparing audit reports, including executive summary and rating of adequacy of control environments, making practical and value-added recommendations to improve controls and the efficiency & effectiveness of operations
- Travel requirements range from 0 to 5%
- Perform business, systems and data analysis, process design, and acceptance testing across projects that require new research content and investment analytics
- This new role must be credible in the eyes of AMG management locally in North America and internationally as one of a few technical roles in Client Propositions providing dedicated support to one of the key capabilities of the firm
- Working understanding of AMG and products/capabilities and credibility with investments/products and a clear and consistent communication of AMG's strategy and positioning across client types
- Five or more years of experience relevant to portfolio construction of alternative investment portfolios
- Ensure highest Group standard is applied in the development and dissemination of investment insights
- The job holder will work collectively with colleagues and key stakeholders within Group and Regional business to ensure the Region tracks towards the central Group goals
- Mimimum of a Bachelor's degree in marketing, business, related field or equivalent expereince
Senior Investment Job Description
- Develop market/vehicle analysis and trending utilizing Infosys and other propriety tools
- Develop a media schedule that meets the brand objectives
- Seek out/investigate promotional/value-added opportunities
- Negotiate the package with the sales representative
- Brand schedule the client’s inventory according to planned objectives
- Estimate any/all spill deliveries if applicable
- Advise Media Supervisor/Manager of any/all variations to execution of media plan (over/under achievements, over/under expenditures )
- Manage all shifts/revisions/cancellations to the media execution
- Be the lead in solving/clearing billing discrepancies/queries in a timely manner
- Prepare and present pre-buy/post-buy reports, including third party audits if required
- Five+ years of investment performance and/or investment accounting experience preferred
- The role requires Financial Services experience and extensive knowledge in the wealth management space
- 3-10 year experience in an actuarial, economics or capital market role, that require a balance of quantitative capability and qualitative judgment
- Stress testing experience at an insurance company or a bank would be beneficial
- Masters or PhDs degree from top school in a quantitative discipline
- Computer programming ability in VBA/C++ would be a benefit
Senior Investment Job Description
- Have solid knowledge of computer systems and programs
- Assist the Supervisor/Manager in preparation of planning guides/ AOR process
- Training of Buyers and Media Assistants
- Maintain stewardship of the execution (makegoods, credits, opportunistic purchases )
- The Senior Buyer is responsible for approving all makegoods & credits, monthly client billings and budget control reports
- Pursue value-added enhancements/opportunities with media suppliers and present evaluations/recommendations to Planner and/or Client
- Be a mentor to the Buyers and Media Assistants
- Maintain professional and equitable relationship with Media suppliers
- Provide front line contact for on-demand client calls and inquiries
- Manage and coordinate quarterly investment reviews, presentations and client communication materials with Global Shared Services
- OMutual fund accounting, mutual fund financial reporting or fund administration experience
- OExperience in Identifying creative ways to complete assignments, drive change and process improvements
- OKnowledge of the Confluence reporting platform and report writing (Financial Maps, Publications and ad-hoc reporting)
- OProficient in MS Excel, Visio and Access
- OKnowledge of PL/SQL and VBA
- Minimum 10 years in digital media