Global Investment Management Job Description
Global investment management
provides investment risk coverage for core solutions utilizing third party equity, fixed income, currency, commodity, and alternative asset managers.
Global Investment Management Duties & Responsibilities
To write an effective global investment management job description, begin by listing detailed duties, responsibilities and expectations. We have included global investment management job description templates that you can modify and use.
Sample responsibilities for this position include:
Identify new opportunities and develop new print, digital and video-based content based on strategic priorities, usage analysis, market conditions input from sales, product strategy and other stakeholders
To provide administrative support to the PH&N Institutional Portfolio Manager(s)
To manage the administrative functions for PH&N Institutional
To provide required client reporting, strictly following department set standards and guidelines
Backup - when client portfolio managers are not in the office, backup is required to ensure full coverage at all times
Presentation materials - you will be the point person for maintenance and development of marketing materials
Request for Proposals (RFPs) and questionnaires - Responsible for drafting initial responses to client deliverables including RFPs and monthly/quarterly/ad-hoc questionnaires
Work closely with Research & Strategy business heads, IP&S, Product Marketing and Financial Advisors to develop topics and ideas for white papers, letters, presentations, website content, social media and other marketing collateral materials
Promote greater awareness and use of Research & Strategy materials by Financial Advisors and clients
Oversee annual update of marketing materials and related collateral
Global Investment Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Global Investment Management
List any licenses or certifications required by the position: CFA, PMP, CISA, CISM, CISSP, MBA, KNF, SCWCD, SCJP
Education for Global Investment Management
Typically a job would require a certain level of education.
Employers hiring for the global investment management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, MBA, Graduate, Computer Science, Management, Marketing, Engineering
Skills for Global Investment Management
Desired skills for global investment management include:
Equity
Currency markets gained from experience in investment management
Custody businesses
Fixed income and derivatives products and
Excel
Investment Company Act
Accounting and financial reporting perspective
Operational
Regulatory
Various Fund structures and activities from an investment
Desired experience for global investment management includes:
Extensive experience in a compliance role either within Legal or Compliance Department or within a regulator in relation to asset management products and services
Candidates should have good market, technical, organisational skills and proven experience of managing or contributing to projects
Strong written and oral communication at all levels within the business
Exceptional communication, conflict management and negotiation skills
University graduate with minimum 8 years of financial product sales-related experience
PC Skills - MS Office and Bloomberg
Global Investment Management Examples
1
Global Investment Management Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of global investment management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for global investment management
- Track and identify trends for review with operational groups to identify root cause, provide recommendations, and conduct system tests to validate the fixes prior to implementing changes
- Provide a broad, metric and data-driven monitoring of key risk drivers, exposures, controls or potential risk events across processes
- Perform general office duties, such as ordering supplies and maintaining records management systems
- Prepare agendas and arrangements for committee, board members
- Conduct research, compile data and preparation of presentations
- Compile, transcribe and distribute meeting minutes
- Presentation materials - you will be instrumental in the maintenance and development of marketing materials
- Conducting ongoing portfolio validation tests
- Own and drive process improvements for the Solutions business
- Working closely with portfolio managers in evaluating asset/liability management decisions
Qualifications for global investment management
- Ability to work well under pressure and multi-task the ability to work flexible hours to complete deliverables
- Qualified Chartered Accountant with a minimum of 2 - 4 years of audit or related business/risk management experience
- Prepare and update internal valuation models and memos
- Finance course work (undergraduate level)
- Passion and desire to develop market knowledge and technical skills
- Acute attention to detail and strong organizational skills
2
Global Investment Management Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of global investment management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for global investment management
- Development and monitoring of derivative strategies
- Evaluating alternative investments and highly structured transactions
- Investigating trends or developments in various industries and sectors of the U.S. economy
- Managing a team of 5 investment analysts supporting the domestic institutional businesses
- Prepare Operations Budgets and Forecasts for the Global Investment Management
- Forecast, Analysis and Reporting of ongoing monthly results including Headcount, Direct & Indirect Expenses and allocations to our partners
- Drive and Report on efficiency and technology initiatives
- Drive global profitability reporting, allocations, and Total Cost of Ownership (TCO)
- Evaluate financial results and ensure they are communicated and understood (through business reviews) and that the appropriate actions are identified and prioritized
- Partner with the Operations management team to identify, propose and achieve funding for initiatives
Qualifications for global investment management
- Some experience with Morningstar Direct and Bloomberg would be an asset
- The environment is fast-paced and demanding
- Progress towards CFA designation is desirable
- Ability to own manage concurrent assignments effectively and efficiently
- Team spirited attitude - our internal & external clients view us as a cohesive group
- In conjunction with the legal entity controllers ensure that accounting entries are accurate, timely, appropriately reconciled and substantiated
3
Global Investment Management Job Description
Job Description Example
Our growing company is hiring for a global investment management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for global investment management
- Track and analyze external vendor spend (contractor, software etc) and partner with sourcing & management on strategy to reduce spend
- Additionally the individual will be involved in corporate finance initiatives
- The individual will develop and execute investment strategies that will meet targeted risk adjusted returns while meeting the portfolio’s liquidity objectives
- Analyze and quantify risk/return profiles of asset classes, monitor financial markets, and have a regular dialogue with brokers, assets managers, and other investment professionals
- Execute fixed income transactions entering into Repo and CP transactions for liquidity needs
- The individual will be directly involved with daily cash management
- Analyzing and producing financial data
- Compiling and preparing pitches, attending meetings and managing follow-up
- Generating investment ideas and organizing marketing drives for particular offerings
- Supporting the team trading activity
Qualifications for global investment management
- Experience in people management a must
- Proven leadership abilities with impact and influence beyond their direct team's footprint
- Ability to partner effectively with all levels of a complex & diverse global organization
- Self motivated and able to juggle multiple high priority deliverables in a high pressure environment
- CIMA, ACMA, ACA, or CPA would be preferred
- 2-3 years of work experience within the investment management/ financial service/ auditing/compliance/ consulting industry
4
Global Investment Management Job Description
Job Description Example
Our growing company is looking to fill the role of global investment management. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for global investment management
- Estimation – giving effort estimates when planning a project so that project schedules and costs are fairly accurate and as expected
- Execute the investor tax reporting oversight (G/A/U/S/B/PFIC)
- Oversight of UK tax reporting (eg ISA reporting, Type 18)
- Execute and coordinate dividend distributions
- Execute Fund portfolio tax oversight including potential for reclaims outside normal custodian service
- Execute the FATCA / CRS reporting (including UK)
- Execution and oversight of other US tax reporting requirements (eg 1099 reporting)
- Reporting to ManCo CPs and wider Corporate Tax organisation
- Perform tax related administration work (custody documentation, 302 mergers, 1120-F, W-8BEN, GIIN and others)
- Reporting to ManCo Conducting Persons and wider Corporate Tax organisation
Qualifications for global investment management
- SQL, VBA preferred (not required)
- SAS ABM experience a plus
- Ability to work under rigid deadlines and manage multiple tasks
- Degree in Management Information Systems preferred
- Sound knowledge of tax regulations and practices, industry-specific practices, relevant laws, regulations and standards
- Strong understanding of the relevant concepts, applications and implications associated with tax regulations
5
Global Investment Management Job Description
Job Description Example
Our growing company is looking to fill the role of global investment management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for global investment management
- Relationship with service providers (incl
- Execute the FATCA / CRS reporting (including UK funds)
- Oversee FATCA / CRS related processes within the Client Onboarding team in Luxembourg and the United Kingdom
- Execute, as a backup to the team, the investor tax reporting oversight (G/A/U/S/B/PFIC) or dividend distribution process
- You will be responsible for preparing, sending and tracking investment policy statements
- You will also be involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
- Your presence will also be required at meetings where you will be compiling notes, and following up on outstanding issues with the Investment Advisors
- Your organizational skills will come into play as you assist the Investment Advisors in preparation for Client Meetings
- You will be running reports and assisting to decipher any discrepancies that appear on Investor Statements
- In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required
Qualifications for global investment management
- Ability to advise others regarding tax practices and procedures in a clear manner
- 2+ years work experience in financial services industry with Private Wealth Management experience a plus
- Specific investments knowledge with an understanding of single stock and single bond sensitivity to market changes
- Have held the series 7 & 63 licenses (this is not a licensed role but the knowledge is comparable)
- 1-3 years of experience in Investment Management and Operations
- Familiarity with relational databases and administration of systems