Job Description
Job Summary:
The primary function of the role is to manage the portfolio of the sensitive clients independently by conducting necessary analysis, recommend investment/divestment decision on assigned client’s portfolio as per the product Paper and SIM and supervise staff reporting under. The work is performed under the general direction of the Head Investment Banking and expected to be stand-in lead of the PMS Unit. However, considerable latitude is granted for the exercise of independent judgment and initiative by staying within the company policy and product SIM.
Roles and Responsibilities
- Market and sell PMS to individuals and institution.
- Liaison with the client to inform them about their portfolio and provide them with analysis data as per the client-company agreement.
- Resolve client grievances.
- Communication with BFIs for the interest rates.
- Analyze companies’ fundamental data to make prudent decision.
- Conduct technical analysis of the market to make prudent decision.
- Mange client’s portfolio in a prudent manner by making timely investment/divestment decision following the process stated in the Product SIM.
- Communicate with the brokers for buy/sell order and account transaction as per the Product SIM.
- Communicate with RTA and BFIs for any investment related activities of the client.
- Ensure timely collection of the bonus/cash dividend and interest rate dues to keep client’s portfolio updated.
- Attending AGMs of the company’s as specified by the Reporting Officer.
- Attending relevant group meetings and sharing investment ideas.
- Communicating ideas and knowledge to Portfolio Managers.
- Assist Research Unit for the collection of company’s qualitative and quantitative data.
- Prepare yearly budget for the Unit under the guidance of reporting officer.
- Responsible for managing all investment vendor relationships, attending AGMs of the company, and visiting brokerage firms.
- Communicate / Liaise with the Operation, Accounts, Custodian and Compliance Department regarding various investment policies, procedures and compliance issues.
- Maintain and enhance investment knowledge through continuing education and development.
- Research and recommend enhancing the work culture, technical and fundamental analysis.
- Any other ad-hoc duties prescribed by unit head and management from time to time.
SOFTWARE
- Ensure company announcements and daily price are uploaded in the PMS software by the Research Unit
- Ensure all the buy/sell/dividend/interest entries on client’s portfolio is completed by the respective units as per the product SIM
- Ensure day end in the software is completed in a timely manner as per the product SIM
- Ensure that the client log in module in the software is correct and updated at all times
REGULATORY
- Responsible to keep abreast of the changes in policy, rules, regulation and acts related to financial market, capital market and company act.
- Prepare quarterly reports of the client’s portfolio
- Prepare PMS half yearly regulatory report within 30 days from the date of Poush end and Ashad end
Others
- Demonstrate leadership skills
- Demonstrate good communication skills
- Demonstrate team work and problem solving ability
- Ensure confidentiality on client and company information is maintained at all time
- Ensure professional demeanor is maintained at all times
- Ensure professional treatment to colleagues and staff at all time
- Other duties assigned by the Reporting Officer
Job Specification
Minimum Qualification Requirement
- Bachelor Degree in Management or Economics or Commerce or Statistics or Finance or Business with at least first division marks or CGPA 3 out of 4 or a professional qualification as CA / ACCA / CFA.
- At least 3 years work experience in relevant field. Candidates having experience in investment banking activities such as private equity and fund management shall be preferred.
- Age not exceeding 40 years.
Candidates should have:
- Proficiency in written and spoken English and Nepali.
- Sound skills in MS applications such as Word, Excel and PowerPoint.
- Good interpersonal, communication and analytical skills.
- Good negotiation skills.
No. of Vacancy: 1
Apply Instructions
To apply: Click here and for further details, please visit https://www.nabilinvest.com.np/career/
The deadline to apply is 22nd December, 2020, Tuesday.
NABIL INVESTMENT BANKING LTD.
Ph:.4411604/4411733 l Fax:.4410554
URL: www.nabilinvest.com.np
This Job is expired. The Company is no longer accepting applications for this position.
