Investment Management Division Job Description

Investment Management Division Job Description

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Investment management division provides support to users on all applications, including: Microsoft Windows, Web / Internet based applications and tools, AS/400, Microsoft Office, and any other software used throughout the division.

Investment Management Division Duties & Responsibilities

To write an effective investment management division job description, begin by listing detailed duties, responsibilities and expectations. We have included investment management division job description templates that you can modify and use.

Sample responsibilities for this position include:

Prepare Quarterly and Annual Financial Statements as per USGAAP and IFRS
Plan and drive HCM initiatives for the Investment Management Division People Survey, Manager Effectiveness, Diversity initiatives
Plan and drive global HCM Investment Management Division work streams and projects, including talent management, People Survey, year-end Compensation
Cover orders across Asia markets including Hong Kong, Singapore, China, Taiwan, Australia, London and US
Client Reporting - Take responsibility for the quality and timely delivery of client portfolio reviews and reports
Marketing - Assist in the writing of market reviews, performance commentary and market outlook for all fixed income and currency products, updating of all marketing materials including bluebooks and strategy profiles
Sales Support - Act as liaison between distribution channels and portfolio managers
Business Development - Participate in the construction of marketing materials, new business pitches, and bespoke client studies
Build strong relationships and interact with various GSAM teams, including Fixed Income & Currency, Equity, Quantitative Strategies, Alternative Investments, Global Portfolio Solutions, other functions such as risk & performance, legal, compliance and operations, to provide solutions to client and prospect requests
Review investment and trade data received for input from multiple sources

Investment Management Division Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Investment Management Division

Typically a job would require a certain level of education.

Employers hiring for the investment management division job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Economics, Business, Education, MBA, Management, Engineering, Business/Administration, Accounting, International Development

Skills for Investment Management Division

Desired skills for investment management division include:

Microsoft Office software
Economics and global capital markets
Finance
Financial
Financial statements preparation & review
USGAAP
Financial Services industry would be an advantage
Industry trends
Legal documentation
MS Office proficiency with web-based applications

Desired experience for investment management division includes:

Experience in the use of the main Microsoft Office products (Outlook, Excel, Work, PowerPoint)
Fluency in Mandarin will be essential
Experience of investment management business
Enthusiasm for fixed income
Technical skills – must be proficient in Microsoft office products
Ability to understand, document and improve processes, , have a good understanding of how technology can be leveraged to automate processes

Investment Management Division Examples

1

Investment Management Division Job Description

Job Description Example
Our growing company is looking to fill the role of investment management division. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment management division
  • Conduct due diligence and evaluate secondary private equity transactions, with a specific focus on asset-level valuation within portfolios
  • Assist the portfolio managers in the management of the separately managed option overlay accounts
  • Work on special projects to improve infrastructure, including improvements to trading tools and systems
  • Handle regulatory reporting requirements to SEC, Federal Reserve, CFTC, UK FCA (AIFMD)
  • Daily interaction and troubleshooting with extremely high profile Private Clients in addition to acting as a primary liaison for clients, custodians and advisors
  • Build on your knowledge as a derivatives expert across FICC products, with a focus on foreign exchange and interest rate derivatives
  • Advise and execute across all FICC cash products and cash equities
  • Identify market opportunities for PWM clients
  • Educate internal stakeholders on FICC products
  • Develop and recommend investment ideas based upon client?s investment objectives, overall portfolios, relevant market exposures and relative value considerations
Qualifications for investment management division
  • Entrepreneurial spirit and drive to be part of building a new product platform
  • Commercial attitude and experience in dealing with a demanding sales force and client base
  • Our clients
  • Continue to develop and improve the process and practice of knowledge and content management within APEJ
  • Functional Expertise - Keep up-to-date with emerging business, economic, and market trends (a history of industry or sector expertise a plus)
  • Judgment and Problem Solving - Think ahead, anticipate questions, plan for contingencies, find alternative solutions, identify clear objectives and make defensible judgments regarding workflow
2

Investment Management Division Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment management division. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment management division
  • Ability to negotiate and execute a LP /shareholder agreement
  • Review transactions flowing from external sources such as CapIQ, SDC, Dealogic
  • Investigate, validate and update ownership structure per market updates from vendor sources (Reuters, CapIQ, Dealogic, Factiva)
  • Work with team to develop, coordinate and execute recruiting strategy for both summer and full-time hires, including a focus on diversity, marketing, and the competitive landscape for the division
  • Manage the summer program from planning to executing, including overseeing events, planning the training curriculum, and managing feedback processes
  • Work closely with school teams, University Relations and Diversity Recruiting to ensure divisional participation in campus activities
  • Oversee and assist with divisional recruiting logistics, such as systems updates, securing interviewers, scheduling candidates, offer management and onboarding
  • Assist with managing relevant metrics, such as forecasting, budgets, global headcount, off cycle hiring, recruiting successes, diversity initiatives, and ad hoc projects
  • Sector experience in Realestate, Property, Construction, J-REITpreferred
  • Research coverage of the Japanese listed companies, mainly large cap
Qualifications for investment management division
  • Strong credit underwriting experience required
  • Influencing Outcomes - Present sound, persuasive rationale for ideas or opinions
  • Due diligence on potential investment opportunities
  • Client coverage (marketing of new products)
  • Primary portfolio manager for investment vehicles
  • Active liaison role between underlying fund manager and investors in case of fund of fund structure
3

Investment Management Division Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of investment management division. 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 investment management division
  • Sector experience in Financials (Banks and Non-Banks) preferred
  • Partner with senior divisional management, business unit leaders, business unit managers and COOs on key priorities, initiatives and day to day topics for the division
  • Facilitate, drive and execute a wide variety of key people processes for the division including offer management, promotions, mobility programmes, talent management and compensation
  • Act as an advisor to clients and provide guidance on a wide range of people related topics
  • Analyse data to enhance and deliver commercial, effective HCM solutions
  • Drive strategic initiatives forward, Junior Banker Initiatives, People Survey, Diversity
  • Partner closely with global IBD Business Parter team and central HCM colleagues to ensure effective delivery of recruiting, training, mobility and talent processes to the division
  • Point of contact for Investment Management EMEA
  • Partner with senior divisional management, business unit leaders, business unit managers and COOs on key people priorities, initiatives and day to day topics for the division
  • Drive strategic initiatives forward, People Survey, Diversity
Qualifications for investment management division
  • CPA, CFA, CMA qualifications not required but are plus
  • Certified Investment Manager (KOFIA)
  • Broad experience in alternative investments (knowledge across different sub-asset classes) including infrastructure and real estate
  • Deep understanding of tax & regulatory issues across different jurisdictions
  • Strong client relationships with mid-to-large institutions
  • Experience in fund management (Alternative Investments) including administrative works
4

Investment Management Division Job Description

Job Description Example
Our innovative and growing company is looking for an investment management division. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment management division
  • Partner closely with global IMD Business Partner team and central HCM colleagues to ensure effective delivery of recruiting, training, mobility and talent processes to the division
  • Working closely with senior leaders and other key stakeholders to ensure that reporting and analysis drive the necessary insights needed to effectively manage our expenses
  • Lead or participate in expense initiatives, including allocations, Better Expense Management, such as developing standard processes, tools and policies
  • Support various initiatives and ad hoc requests while approaching new work with curiosity and creativity
  • Receive receipts from Portfolio Managers/ Traders/ Sales professionals or their assistants
  • Create and complete Travel and Entertainment Expense Management System (TEEMS) report
  • Monitor TEEMs for assigned Portfolio Managers/ Traders/ Sales professionals to avoid aged expenses
  • Track submitted TEEMs report for payment/ settlement
  • Keep up to date on IMD Expense Policy & Guidelines
  • Input client information in REPs
Qualifications for investment management division
  • Multilingual with strong preference for fluency in Dutch
  • Ability to speak Chinese (Mandarin) is preferred
  • Professional accounting designation (CPA/CA/CMA/CGA) with Big 4 experience preferred
  • Focus on creating an exceptional stakeholder experience and have strong desire for continuous improvement
  • Proven ability to excel in a fast pace environment while managing multiple, frequently changing priorities and ad-hoc requests
  • Advanced communication and executive writing skills
5

Investment Management Division Job Description

Job Description Example
Our company is looking to fill the role of investment management division. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment management division
  • Ensure to take information about project name from Portfolio Managers/ Traders/ Sales professionals or their Assistants
  • Ensure to take information about attendee for events
  • Create Master Accounts for divisions vendor payments
  • Manage Analysts Reviews for master account invoices
  • Create macro-economic scenarios for stress testing of investment portfolio
  • Identify and recommend improvements to existing infrastructure and processes assist in optimization of existing operational processes to increase efficiency and effectiveness
  • Use advanced data management and technical skills to provide extensive analysis on Fixed Income, Equity and other asset types
  • Develop an in-depth understanding of the investment product platforms and portfolio management teams that we support
  • Collaborate with all functional areas of the firm, including investment management, distribution, operations, legal, compliance, marketing, and other key stakeholders to ensure a robust and competitive offering of investment products
  • Research and analyze competitive and market information to support new product launches management of the existing product shelf
Qualifications for investment management division
  • Proactive approach to collaboration and a positive, pleasant, “will-do” and “will-help” attitude
  • 5-7 years of previous management experience required in business process architecture and continuous improvement techniques like lean process improvement or Six Sigma
  • CA(SA) and/ or Master’s Degree in Business Taxation
  • Swedish language preferred (but not required)
  • Minimum 2-4 years of relevant industry experience, preferably in a sales or trading role
  • Preferably have at least 8 year experience, some or all of which in Korea, in investment banking or infrastructure/real estate sector with hands on experience in M&A activities

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