Assistant Relationship Manager

Tasks

• Supporting local customers with all administrative and operational processes, files, customers, and sales
• Management of PRG (NRI), corporate, and private mandates. Comprehensive management and execution of your mandates as needed
• Performing administrative tasks such as preparing customer reports, processing orders, handling customer shipments, and managing sales and marketing
• Reporting to and providing guidance to other departments and teams; assisting with the execution of all client desk responsibilities, including trading, sales, and execution
• Helping customers review important account information and key insights from the day
• Conducting reviews, sales meetings, and consulting sessions with the sales team
• Implementation of processes and management of incoming payments in connection with the customer portfolio strategy
• Providing professional expert services for engagements based on experience, technical knowledge, or data analysis
• Management of Internal Team Members
• Reporting to the CEO and reviewing each company’s implementation processes, regulatory compliance, and adherence to applicable laws
• Ensuring compliance with local regulations governing securities transactions and with applicable laws and regulations
• Advising bank management on the strategic analysis of the investment portfolio
• Conducting financial analyses by reviewing income statements, cash flow statements, and other relevant data
• Supporting management by compiling and presenting financial data
• Ensuring accurate reporting and data management for the company
• Active participation in the strategic development of the company's investment strategy
• Research and analysis of investment opportunities, trends, and sectors to support the investment team in making informed decisions
• Development and testing of quantitative models for evaluating investment opportunities and managing portfolio risk
• Collaborate with the risk management team to implement risk mitigation strategies
• Managing and monitoring portfolio risk while ensuring compliance with risk limits
• Development and implementation of a risk management framework for identifying, assessing, and managing market, credit, and operational risk
• Conducting stress tests and scenario analyses to assess the impact of various market conditions on the portfolio
• Collaborate with the Legal Department to ensure compliance with regulatory requirements
• Development and implementation of a compliance program to ensure that the company's investment activities comply with all applicable laws and regulations
• Collaborate with auditors and external consultants to ensure that the company's financial reports are accurate and comply with applicable accounting standards
• Development and implementation of a strategy for the company's investment portfolio, taking into account the company's investment objectives, risk tolerance, and time horizon
• Collaborate with the sales and marketing team to develop and implement marketing campaigns to promote the company's investment services
• Establishing and maintaining relationships with customers, investors, and other stakeholders, while presenting the company in a professional and positive light
• Participating in conferences, seminars, and industry events to stay up to date on the latest trends and developments in the investment industry
• Contribute to the development of new products and services by leveraging the company's expertise in its investment portfolio
• Collaboration with the research team to develop and maintain a robust investment research process
• Overseeing the due diligence process for potential investments under evaluation