Senior Investment Job Description

Senior Investment Job Description

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Senior investment provides basic accounting information on fixed income and derivative investments for existing & developing investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders & investment accounting team members.

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:

Assist in the development, implementation and periodic review of accounting policies and procedures, including vendor management, fund accounting, general ledger close
Oversight of the monthly process for adding new assets into the database and sourcing reference data from external suppliers, including Bloomberg
In this role you will be quite hands on in the post-acquisition business management function which currently pertains to financial institutions acquired or invested by the Group in Asia and overseas
You will also be expected to establish base lining of the Portfolio Companies
Support the development of or assess the business strategies, action plans and financial projections prepared by the Portfolio Companies
Develop value creation or enhancement blueprint or solutions
Support the implementation of strategies and ensure they are executed effectively with projected results achievable within the prescribed timeline
End-to-end investment portfolio management and optimization of potential synergies within the portfolio
Create and maintain strawman portfolios for each Covariance client
Perform special projects such as review of public information available on competitor portfolios available NACUBO data

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:

Fund accounting and general ledger accounting
Excel
Investment products
Microsoft Office
Derivatives
Fixed income products
Bloomberg
Finance
Accounting
Microsoft Office applications

Desired experience for senior investment includes:

7 years investment experience, which should include experience as an investment advisor or portfolio manager working with wealthy & high net worth clients
MBA/CFA and/or equavilent professional designation
Combination of buy and sell-side experience
Honours degree and an appropriate professional qualification (CFA preferred)
Graduate (advanced) degree
Experience in analysis of assigned sectors

Senior Investment Examples

1

Senior Investment Job Description

Job Description Example
Our company is looking to fill the role of senior investment. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior investment
  • 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
Qualifications for senior investment
  • 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
2

Senior Investment Job Description

Job Description Example
Our company is hiring for a senior investment. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior investment
  • 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
Qualifications for senior investment
  • 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
3

Senior Investment Job Description

Job Description Example
Our company is looking to fill the role of senior investment. 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 senior investment
  • 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
Qualifications for senior investment
  • 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
4

Senior Investment Job Description

Job Description Example
Our growing company is looking to fill the role of senior investment. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior investment
  • 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
Qualifications for senior investment
  • 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
5

Senior Investment Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of senior investment. 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 senior investment
  • 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
Qualifications for senior investment
  • 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

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