VP-Investment Job Description
Vp-investment
provides support for modelling in Capital IQ, Bloomberg, and Thomson Eikon.
VP-Investment Duties & Responsibilities
To write an effective vp-investment job description, begin by listing detailed duties, responsibilities and expectations. We have included vp-investment job description templates that you can modify and use.
Sample responsibilities for this position include:
To inspect and verify with the investment managers that the investment policies and strategies of each fund are being complied with
To review Risk and Quantitative Analysis (“RQA”) processes and performance reporting keeping a documented audit trail of review meetings with RQA personnel
To, on an on-going basis, but not less than monthly, examine each of the funds performance numbers against benchmark
Review attribution reports for the funds as presented by the investment managers and investigate any anomalies around tacking differences
Review RQA prepared fund reporting particularly focusing on leverage and stress testing for the funds to ensure that the performance of the fund is being achieved per the investment disclosures in the prospectus
Have monthly meetings with portfolio compliance to understand and gather any exceptions highlighted through their monitoring and reporting program
Provide monthly activity and exceptions reporting to the BAMIL board or its committees
Provide detailed semi-annual reports on each fund covering any abnormal levels of active risk or value at risk, any abnormal levels of under or over performance relative to peers or benchmark indices and to highlight any consistent poor performance relative to established metrics
Develop and enhance MSSB’s liquidity stress tests in conjunction with IT and Liquidity Risk teams
Manage the implementation of the final US LCR rules for MSSB and MSIM
VP-Investment Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for VP-Investment
List any licenses or certifications required by the position: CFA, CIMA, MBA, CFP, PMP, CAIA, AWS, B/D, RIA
Education for VP-Investment
Typically a job would require a certain level of education.
Employers hiring for the vp-investment job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in MBA, Finance, Business, Economics, Accounting, Business/Administration, Financial Services, Graduate, Engineering, Law
Skills for VP-Investment
Desired skills for vp-investment include:
Capital IQ
Microsoft Office Suite
Relevant information resources: Bloomberg
SNL
Thomson Financial
Local and national media landscape
Researches and reads various industry articles
Needs of the customer base and drives business results
CPF investment rules
Compliance aspects and internal controls
Desired experience for vp-investment includes:
Ability to work with and influence cross-functional teams and internal and external partners who do not have reporting lines into IAC
Excellent attention to detail, including the ability to track and reconcile financial data without errors
Excellent communication skills, including verbal and written presentation
Expertise in Microsoft Excel, Microsoft Powerpoint, and Adobe Acrobat
Excellent project management skills including project scope definition
Produce monthly Business Reviews
VP-Investment Examples
1
VP-Investment Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of vp-investment. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for vp-investment
- Provide performance and exposure analyses
- Monitoring existing investments and preparing summaries for the Non-Marketables PM and support other investment professionals on the nine member investment team in special projects
- Create requisite presentations for quarterly oversight committee meetings
- Responsible for the gathering, maintaining and monitoring required reporting materials
- Interface with CIB/ WSS Trust, Custody, Compliance, PERES to create reports and solve operational and reporting items as required
- Respond to ad hoc attribution requests on a monthly and quarterly basis
- Act as a liaison and interact with the External Private Equity Advisor
- Lead the channel team to achieve overall business objectives, sales targets and other KPIs
- Ensure risk ratings of products sold to clients are suited for their risk profiles
- Responsible for overseeing project
Qualifications for vp-investment
- Considerable post-qualification experience in the Investment Management industry, whether for an Investment Manager, a third party Administrator or with a public accounting company
- Exposure to credit and/ or alternative products is required with a preference for practical working experience in a CDO/ CLO support role
- Thorough understanding of international reporting and accounting standards (GAAPs)
- Experienced in applying industry regulation to operations and financial reporting
- Demonstrable knowledge of credit/fixed income and derivative financial instruments, preferably with experience dealing with securitised or structured products, such as CDOs/CLOs
- Good understanding of the valuation methodologies and security transaction lifecycles, together with the key control frameworks that support alternative investment structures
2
VP-Investment Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of vp-investment. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for vp-investment
- Supporting the integration of ESG considerations into the investment process, as applicable
- Engaging with members of the BIS advisory committee to contribute to their understanding of and support for the work of the BIS team
- Contributing to and/or leading engagement with policymakers on corporate governance policy and ESG matters, including through dialogue and/or public comment letters
- Engaging with research providers and other external contributors to the BIS team’s activities to ensure they meet our needs, particularly as our needs evolve
- Contributing to the continual review of the BIS team’s output and working practices to ensure risks are minimised and performance optimised
- Participating in the monitoring of proxy voting workflow, to ensure all accounts are voted as intended and in line with the appropriate guidelines
- As a team to achieve overall business objectives, sales targets and other KPI
- Analyzing companies outside peak voting periods for environmental, social and governance (ESG) risk, and determining appropriate course of action
- Contributing to the continual review of the BIS team’s output and working practices to ensure risks are minimized and performance optimized
- Provision of accurate revenue forecasts, including the analysis of the impact of any change in policy or asset allocation by the investment trust
Qualifications for vp-investment
- Minimum of five years investment banking experience, of which at least three years, must be in the Communications Media & Entertainment space
- Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, ) or Liberal Arts
- Minimum of five years investment banking experience, of which at least three years, must be in the Financial Services space, preferably Specialty Finance experience
- Minimum of four years investment banking experience, of which at least two years, must be in the Energy (E&P) space
- Qualified Accountant, (ideally CPA with big 4 background) with 5 years post qualification experience
- Bachelor or Master Degree in a relevant discipline
3
VP-Investment Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of vp-investment. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for vp-investment
- Interaction with various service providers including fund administrators, custodians, prime brokers, valuation consultants, and auditors
- Takes ownership of complex, non-standard transactions independently, including those escalated by other team members
- Conducting complete diagnosis of most business problems, factoring in a seasoned understanding of the processes and systems in the department
- Anticipating future needs of the systems with which he/she interfaces and makes recommendations to management regarding anticipated resource requirements
- Escalating personnel issues as appropriate to management
- Takes responsibility for developing and implementing training plans for new joiners
- Attend management and leadership training
- Contributing to and supporting the implementation of organization-wide initiatives
- Reviewing and enhancing processes, procedures, checklists and reports to ensure they are current and accurate
- Contribute to the further design and implementation of governance structures to effectively oversee portfolio management activities, including those portfolio management activities that are delegated to non-UK group entities and other third-party entities
Qualifications for vp-investment
- Sales of Non Yen Rate Flow Products ( Euro Bonds focus )
- Non Yen Bond Sales experience at Global Investment Bank based in Japan
- 10 or more years of work experience in financial markets,which will include experience monitoring investment trends in various secotrs such as Equities, FX, Fixed Income and Mutual Funds
- Knowledge of broad range of CIB products (derivatives, structure products, rates, FX, commodities, trading, ) strongly desired
- University degree holder in Actuarial Science, Business, Economics, Finance or any relevant discipline
- Result-oriented attitude, highly flexible and high mobility
4
VP-Investment Job Description
Job Description Example
Our growing company is hiring for a vp-investment. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for vp-investment
- Providing oversight and direction for the strategy, structure, policy and implementation for all Finance practices within the Division
- Leading financial analysis supporting client proposals
- Appraising operating results in terms of the cost structure and the impact on pricing models and profitability
- Recruiting, developing, and retaining a highly capable finance team
- Deliver and enhance analytical reporting
- Cover Business Continuity Plan as a Business Unit representative
- Consult with internal groups such as Compliance, Legal, and Operations on matters related to risk controls, self-assessments, incidents and infrastructure projects
- Oversee a consultant
Qualifications for vp-investment
- CFA designee or candidate is a plus
- Minimum of four years investment banking experience, of which at least two years, must be in the Healthcare space
- Working with Analysts and Associates in development of pitch books and related client materials
- Strong Bloomberg and Excel
- A university graduate with major in Computer Science or equivalent
- Experience in using FactSet and Bloomberg
5
VP-Investment Job Description
Job Description Example
Our company is growing rapidly and is hiring for a vp-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 vp-investment
- Analyze regulated fund structures and assist in implementing applicable procedures
- Manage the client relationship and commercial aspects in coordination with the Relationship and Client Service managers
- Interact with appointed service providers (Auditor, Lawyers, Administrator, Brokers )
- Assist and participate in due diligence site visits on Fund delegates and internal partners
- Review Fund documentation and opine on change impacting the Fund operations pertinent to the Depositary duties
- Prepare and attend Board meetings, prepare reports and assist in service reviews
- Source, conduct due diligence and evaluate real estate strategies and managers for consideration as part of discretionary investment vehicles and/or separate account mandates
- Conduct qualitative and quantitative research around real estate strategy areas that would inform portfolio construction perspectives and asset allocation recommendations
- Lead teams in coordinating the execution of commitments / investments across all deal types, including working closely with internal (e.g., internal counsel, compliance, cash management) and external parties (e.g., real estate managers, external counsel)
- Quantitative modeling of global asset allocation strategies, including bonds, equities, currencies and commodities
Qualifications for vp-investment
- Ownership of expense management and forecasting, understanding key expense drivers, and assisting with enforcement of AM expense policy, approve new headcount requests
- Work with CPM teams on pricing of new mandates
- Member of MAS NY Management Team and deputizing for GIM Solutions CFO at global management meetings
- Positive career path will be available for the right candidate
- Minimum of 6 years professional experience, accounting or industry qualification (eg CFA) an advantage
- Experience with implementation of any investment compliance systems, Sentinel, Bloomberg AIM, Charles River