Chief Investment Office Resume Samples

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V Bednar

Violette

Bednar

9062 Lynch Station

Boston

+1 (555) 591 8015

9062 Lynch Station

Boston

Phone

p +1 (555) 591 8015

Experience Experience

New York, NY

Chief Investment Office

New York, NY

Trantow, Ziemann and Hagenes

New York, NY

Chief Investment Office

Reconcile and agree Portfolio Managers risk sensitivities and provide comments on moves
Work in close partnership with various stake holders i.e. markets risk, finance, BM, VCG, other LOB controllers, technology & PMO on BAU/adhoc management requests
Communication & Stakeholder Management – Ensure all stakeholders are aware and appraised of the operating model as it develops. This includes supporting the team to document and track progress against project plans and collate/update workstream scorecards
Analysis – Complete detailed analysis of key components of how the bank manages accounts, cash and liquidity across the organisation using large datasets/ tools
Perform selected month end P&L reconciliation and work closely with Finance Controllers team to ensure proper reconciliation of P&L & Balance Sheet
Providing regular UAT status updates to management and line of business users
Advances all functional aspects of interest rate hedge accounting processes (designations, assessments of hedge effectiveness, etc.); intermediates with front office, middle office and other finance personnel as necessary to ensure for the timely, accurate and well-controlled completion of such responsibilities

New York, NY

Corporate Treasury & Chief Investment Office

New York, NY

Schumm-Schaefer

New York, NY

Corporate Treasury & Chief Investment Office

Trade execution & booking
Daily funding and liquidity management for the branch
Liaise with internal Lines of Businesses and support teams regarding funding activities, cash management, trade settlement and risk management matters
Support regular tasks including position monitoring, TRR submission, blotter signoff, and periodic reporting
Assist in providing economic and market updates to TCIO colleagues globally
Assist in investment identification, analysis, preparation of proposal documents, and execution
Monitor and ensure compliance with regulatory and internal limits related to balance sheet, liquidity and interest risk management, including collateral and reserve management

present

Los Angeles, CA

Chief Investment Office Financial Control VP

Los Angeles, CA

Lehner, O'Reilly and Fritsch

present

Los Angeles, CA

Chief Investment Office Financial Control VP

present

Understand the monthly and quarterly processes and work with IT towards the automation to improve overall control and efficiency within EMEA finance group
Various work and analysis on a Quarterly basis to support the Regulatory Submissions
Daily and Monthly Control performance
Monthly/Quarterly analytical review to provide meaningful business-informed commentary on the financials
Co-ordination with various departments, including Valuation Control Group, Accounting Control and policies, Operations and Front office to ensure accuracy and completeness of balances passing to the general ledger
Assist and be part of the Major Automation project currently ongoing for EMEA Finance group
On-going review of existing and current processes

Education Education

Bachelor’s Degree in Accounting

University of California, Irvine

Bachelor’s Degree in Accounting

Skills Skills

Strong personality with good communication skills and the ability to argue a case effectively with the front office
Analysis – Complete detailed analysis of key components of how the bank manages accounts, cash and liquidity across the organisation using large datasets/ tools
Communication & Stakeholder Management – Ensure all stakeholders are aware and appraised of the operating model as it develops. This includes supporting the team to document and track progress against project plans and collate/update workstream scorecards
Strong personality with good communication skills and the ability to argue a case effectively with any audience
Implementation – Take ownership for discreet parts of the overall program. Support wider team deliverables with materials. Help prepare for bi-weekly team meetings and action follow- ups
Strong personality with good communication skills and the ability to argue a case effectively with senior business leaders
Strong interpersonal skills with the ability to confidently argue a case effectively with any audience
Strong industry and operational knowledge
Demonstrable knowledge of control environments and frameworks
Strong knowledge of accounting for derivatives and securities held as AFS

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Chief Investment Office Accounting & Control Associate Resume Examples & Samples

General management and investigation of breaks arising from daily reconciliations of Risk Management Systems and the General Ledger
Monthend Financial Close
Intercompany Breaks and Resolution
Substantiation and Certification of the balance sheet
Revenue and Balance Sheet Analytics – Weekly/Monthly
Transfer Pricing Analytics - Effectiveness of FTP (Funds Transfer Pricing) Process
Input into adhoc Financial Reporting
Involvement in Projects as required
Money Markets Taking and Placings
AFS Securities
FX Swaps
Repos and Reverse Repos
Interest Rate Derivatives
Loans
Excellent time management, organisation and multi-tasking skills
Ability to work independently using initiative and ability to manage your own work

Cio-chief Investment Office & Corporate Treasury Resume Examples & Samples

Develop, implement and maintain policies and procedures as necessary which are designed to address relevant banking and securities regulations, corporate policies and market practices related to the Firm's capital raising, funding, liquidity, and asset-liability management activities
Provide real-time guidance on applicability of regulatory or corporate policies to each group arising from current and prospective transactions
Conduct regular training on the Firm's policies and procedures
Assist in preparation, maintenance and periodic review of assessments of significant compliance risks presented by the groups' business activities
Coordinate with colleagues in Legal & Compliance on issues impacting Treasury and CIO in relation to relevant regulatory developments
Advise on new products/new business initiatives
Assist in regulatory reviews, exams and inquiries related to each group's activities
Provide compliance coverage when I am out of the office on vacation
Assist in preparation of compliance reporting relating to reporting on flash items, BCCs, compliance scorecards and periodic reporting on benchmark activity
Liaise with compliance colleagues in other areas e.g. surveillance, registration, personal account dealing, training, and compliance testing on issues impacting CIO and Treasury activity

Chief Investment Office Resume Examples & Samples

Ownership of P&L front-to-back; from trader estimate through to month end reconciliation
Weekly collation of operations KPI's for submission to senior management
Responding to various ad-hoc information requests by other functions, such as Market Risk, Valuation Control Group, CFO / Business Managers
Performing business analysis - being a catalyst for change and owning delivery of all project's success criteria
Driving synchronisation of P&L & technology engagement in the delivery of change
Skill-set requirements
Strong knowledge of accounting for derivatives and securities held as AFS
Strong personality with good communication skills and the ability to argue a case effectively with any audience
Recognition of the business' and team's requirements and the willingness to step outside of a strict job description
Proficiency in MS Excel/Access, preferably with some macro knowledge
Experience / Education Required
A recognised accountancy qualification (i.e. ACA, CIMA, ACCA)
Relevant product knowledge in at least 1 of CTC's asset classes
Demonstrable knowledge of control environments and frameworks

Chief Investment Office Financial Control Associate Resume Examples & Samples

Daily and Monthly Control performance
Co-ordination with various departments, including Valuation Control Group, Accounting Control and policies, Operations and Front office to ensure accuracy and completeness of balances passing to the general ledger
Monthly/Quarterly analytical review to provide meaningful business-informed commentary on the financials
On-going review of existing and current processes
Effective communication with different stakeholders and other support teams
Assist and be part of the Major Automation project currently ongoing for EMEA Finance group
Understand the monthly and quarterly processes and work with IT towards the automation to improve overall control and efficiency within EMEA finance group
SAP Migration – Assist in any required analysis and testing for major ongoing SAP migration project
Team focused, with good interpersonal skills and a desire to understand the bank’s systems and products
Qualified Accountant (CIMA, ACCA, ACA)
SAP system knowledge preferable

Chief Investment Office Resume Examples & Samples

Advances all functional aspects of interest rate hedge accounting processes (designations, assessments of hedge effectiveness, etc.); intermediates with front office, middle office and other finance personnel as necessary to ensure for the timely, accurate and well-controlled completion of such responsibilities
Prepares relevant disclosures assemblies in support of CIO-EMEA interest rate hedge accounting activities
Works with technology resources of the CIO to advance efforts to automate hedge accounting processes
Further the implementation of new strategies and work towards implementing a consistent methodology globally
Liaise with Model Governance Group on all model development/enhancements and work closely with the quantitative research team in EMEA and NA
Build strong working relationships with the PMs and work effectively in cross functional groups in CTC
Assist in key projects within EMEA finance, and build effective controls and processes
Fosters a collaborative working relationship with finance resources of the CIO in North America and Asia
Build value added analytics and provide p+l explains and analysis for senior management consumption
Qualified Accountant (CIMA, ACCA, ACA). Preferred but not required
A working knowledge of derivative instruments and other fixed income financial instruments and related concepts
A self-starter and consummate team player who thrives in a dynamic working environment
Strong time management and multi-tasking skills
Good excel and database skills

Chief Investment Office Resume Examples & Samples

Minimum of a Bachelor’s degree
5+ years of project management and test management experience on a large complex projects
Financial industry experience
Strong analytical, data management and problem solving skills
Established track record of delivery in a high stress, complex environment against aggressive timelines
Extreme attention to detail and ability to work independently
Strong interpersonal, influencing and facilitation skills
Ability to engage with partners across diverse functions, levels locations and businesses
Must be a team player who is open to feedback, works well with others and can bring teams to consensus
Excellent working knowledge of MS Excel (Pivot tables, v-lookups) and MS PowerPoint, MS Access and MS Project
PMP certification preferred

Chief Investment Office Resume Examples & Samples

Perform selected month end P&L reconciliation and work closely with Finance Controllers team to ensure proper reconciliation of P&L & Balance Sheet
Contribute to business NBIAs and define/implement the operating model
Actively participate in Strategic Re-engineering and global projects involving front/back end systems and closely partner across 3 regions
Coordinate front-to-back system process setup
3-5 years or above working experience in Middle Office, Market Risk, Finance or Product Control
A good team player with professional attitude

Chief Investment Office Resume Examples & Samples

A recognised accountancy qualification (i.e. ACA, CIMA, ACCA) or equivalent knowledge
Relevant product knowledge in at least 1 of CIO/Treasury's asset classes
Project skills/experience

Chief Investment Office Financial Control VP Resume Examples & Samples

P&L and Balance sheet reconciliation and Substantiation of the General ledger
Cause analysis and timely clearance of any breaks identified
Resolution of intercompany breaks generated by the business
Liaising with Auditors (Internal and external)
Quarterly submission of various Regulatory returns in tight deadlines
Various work and analysis on a Quarterly basis to support the Regulatory Submissions
Excellent analytical skills and high attention to detail
Highly numerate with a methodical approach to problem solving
Knowledge of FAS 115, FAS 157 & FAS 161 preferable
Knowledge of different Financial products preferable
Good technical skills in software such as MS Excel and Access

Chief Investment Office Resume Examples & Samples

Part of a team supporting multi-asset class operational processes and controls through the transaction life cycle
Preparing and analysing both weekly and ad hoc metrics for presentation to CIO management
Support tech/business enhancements and being an agent of change
Coordinating technology related developments, ensuring appropriate prioritisation and end user testing
Strong personality with good communication skills and the ability to argue a case effectively with the front office
Understanding of the nature and importance of Regulatory Reporting
Central electronic clearing/execution platforms (LCH, Morcom, Trade Web, Markit etc.)

Chief Investment Office P&l & Risk VP Resume Examples & Samples

Oversight daily P&L/Risk process and Regional/Global management reporting
Oversight daily system to system reconciliation
Oversight/Monitor various corporate feeds relating to CIO & Treasury
Market Risk related monitoring & controls- includes updation/monitor of risk limits, report clean P&L for VaR back testing, various risk reporting
Credit risk related monitoring & controls include working in close partnership with Credit Risk & reporting teams, produce country risk reporting, monitoring and escalation of collateral valuation differences
Provide support for any ad hoc requests and queries from various stakeholders
Review current processes, identify opportunities for improving efficiency & controls and delivering tactical/strategic solutions
Work in close partnership with Market Risk, Credit Risk, Business Management, Trade support, Financial controllers, VCG, Technology, PMO & other regional MO to ensure adequate controls on overall P&L & Risk numbers
Understand & contribute to various control frameworks, i.e. Control Self Assessment (CSA), Sarbanes Oxley (SOX) & Business Control Committees (BCCâ€™s)

Chief Investment Office Cio Treasury Middle Office Trade Support Associate Resume Examples & Samples

Partnering with teams from Tertiary location resources
Running regular “missed opportunities” gap analysis for utilisation of STP and centralised clearers
Work closely with both Front and Back Office, engaging the back office partners in regular root cause exception analysis
Partner with CIO and firm wide stakeholders such as Market Risk, Finance and Technology
Product knowledge preferred covering Money Market trades, Securities and FX / Interest Rate Products
Recognition of the business’ and team’s requirements and the willingness to step outside of a strict job description
Proficiency in MS Excel / Access, preferably with some macro knowledge, an advantage
Educated to degree level or equivalent relevant experience
Relevant product knowledge, Derivative knowledge essential
Previous Trade Support experience
Identifying and implementing process improvements
Strong controls mindset with the curiosity to learn and challenge status quo

Chief Investment Office Resume Examples & Samples

Responsible for the daily run of VaR & Stress reconciliations
Compiling and submitting the daily Utilization and limit reports as well as analyzing and escalating any breaches
Identify any gaps in risk reporting and ensure completeness of VaR & Stress reconciliations
Reviewing, understanding, explaining and reporting the day over day move in risk
Working with Technology to build daily reconciliation on bank standard platform and migrate & enhance existing ones
Understand market risk sensitivity calculations and drivers of risk
Ownership of front-to-back operational support for reporting market risk sensitivities and other key parameters
Knowledge of Securitized Products and Treasury products is preferred
Proficiency in MS Excel, preferably with some macro or Visual Basic knowledge, and experience with MS Access/PowerPoint
5+ years of work experience in the finance and/or accounting industry

Chief Investment Office Business Uat Test Lead Corporate Treasury VP Ny Resume Examples & Samples

5+ years of project management and test management experience on a large complex projects
Strong written and verbal communication skills with ability to prepare executive level presentations
Strong interpersonal, influencing and facilitation skills
Excellent working knowledge of MS Excel (Pivot tables, v-lookups) and MS PowerPoint, MS Access and MS Project
PMP certification preferred

Chief Investment Office Resume Examples & Samples

Identify and understand any significant variances from budget/forecast and provide general financial update to Corporate Planning & Analysis and Treasury/CIO senior management
Weekly, monthly, quarterly actuals/forecast reporting
Support the Private Investments group with Planning and Analysis
Generate various performance reports that outline and provide insight into the CTC Profit & Loss (P&L)
Provide necessary schedules/presentations for executive management for both external and internal requirements
Press Release and Quarter end reporting support and analysis
Consolidation of financial results: walkforwards, drivers, and P&L
Work to identify areas to create more efficient processes within the group
3-5 years experience
Ability to synthesize and analyze large amounts of data to ascertain key facts and trends
Ability to work in pressure oriented environment and able to handle multiple tasks
Microsoft Office (Word, Excel, PowerPoint)

Chief Investment Office Resume Examples & Samples

Reconcile and agree Portfolio Managers risk sensitivities and provide comments on moves
Ownership of risk feeds front-to-back, ensuring completeness and accuracy through the reporting infrastructure
Monitoring and assuring quality of daily deliveries from Tertiary location resources
Weekly collation of operational KPI's for submission to senior management
Responding to various ad-hoc information requests from both within CIO (MRM, Finance, FO) and from firm wide stakeholders
Performing business analysis - being a catalyst for change and owning delivery of project success criteria
Driving synchronisation of Risk & Technology engagement in the delivery of change
Represent the Risk Team on firm wide and CIO based projects
Ability to quickly understand technical risk concepts as well as a complex matrix of operating systems and their interrelationships and dependencies
Sound understanding of the meaning and calculation of fixed income and derivative risk sensitivities
Strong personality with good communication skills and the ability to argue a case effectively with senior business leaders
Proficiency in MS Excel
Previous experience in a control focused role (Product Control, Market Risk, MO or Finance)
Understanding of VaR and how they are impacted with risk changes
Relevant product knowledge in at least 1 of CIO's asset classes
Proficient in the analysis of financial products

Chief Investment Office Resume Examples & Samples

Strong ability to manage and handle hectic calendars, often organizing meetings across product groups, regions and with internal and external clients
Ability to work in a fast paced, ever changing environment and to effectively handle multiple priorities with a calm, professional and willing attitude
Strong inter-personal and partnership skills, i.e. develop relationships with clients, Operations & product partners
Strong organization and time management skills, i.e. to manage schedules and workload
Telephone Coverage and excellent telephone etiquette
Proven tact and good judgment in confidential situations
Ability to work independently as well as part of a team to ensure that the needs of the business are always met and adequate assistant coverage is provided to the group
Preparation of client meeting follow-up documents such as letter writing, call reports, etc
Tasks, whether routine or urgent, are completed successfully and in a timely manner
Open to taking on increased and/or new responsibilities at any time
Travel Arrangements
Collate information for monthly newsletters and other general office communications
Space requirements - to respond to fluctuating business needs
Stationery
Binding / photocopying
Sound experience in a similar role
Outlook, Word, Excel and Powerpoint
Excellent interpersonal and organisational skills
Relevant business administration experience
Experience of Microsoft Outlook
Personal Profile
Ability to be diplomatic and use initiative
Decisive and confident with a flexible attitude to work
Experienced in working in a fast paced demanding and constantly evolving environment
Data manipulation skills within Excel

CIB Chief Investment Office Resume Examples & Samples

Minimum bachelors degree in Accounting or Finance, or related discipline
CPA and/or Advanced Degree in Finance or Accounting is preferred
Minimum 6 – 8 years experience in public accounting or financial services firm, preferably strong knowledge of securities and derivatives related trading businesses and products
Proven ability to build strong partnerships with key stakeholders, desire to learn quickly, be flexible and think strategically
Proven ability to be able to multi task as well as assess and change priorities
Works well individually, and in teams, shares information, supports colleagues and encourages participation
Strong skills in time management, problem solving, written and oral communication
Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
Excellent verbal and written communication skills with the ability to present complex and sensitive issues to senior management in a persuasive manner
Flexibility to travel as required

Corporate Sector Chief Investment Office Resume Examples & Samples

Advanced diary management – strong ability to handle hectic calendars, often organizing meetings across various time zones/regions and product groups
Experience of effectively producing accurate itineraries, ability to navigate JPMorgan internal travel systems and apply good judgment on how to optimise traveller’s time whilst adhering to the corporate travel policy
Processing of expenses, reimbursement and and related record-keeping
Maintaining group leave records and update information on internal systems, e.g. department holidays, maintaining personal employee information and any ad-hoc requests
Providing general support including photocopying, booking meeting rooms, stationery re-ordering, typing, filing, mail, etc
Assisting and/or leading the organisation of events
General day-to-day office functions
You will be expected to work as part of a larger administrative group, from time to time, cover for other assistants on the platform will be required
Previous experience in secretarial field, preferably working experience in the banking / financial industry essential
Full competency in diary management, who can apply good judgment and has an understanding of competing priorities
Good telephone manner and comfortable dealing with employees at all levels
‘Can-do’ attitude with a flexible approach
Ability to ‘think on your feet&#8217
Effective interpersonal skills - ability to work in a busy and high pressure environment
Proactive, displays good use of initiative and follow through to completion
Team player, but ability to work on own initiative
Ability to prioritize and multi- task
Personable and flexible approach when working under pressure; efficient and accurate
Tact, good judgement and the ability to interact with senior management

VP-credit Risk-chief Investment Office & Corporate Treasury Resume Examples & Samples

Understanding and monitoring the risk profile of transactions and strategies undertaken by the CTC businesses
Deep dive analysis on specific products and risk issues
Understanding various risks measures used to determine the credit risk aspects of transactions or managed books including exposure metrics, pre-trade modeling and default parameters
Working alongside portfolio managers and traders to complete risk analysis of investment opportunities in credit assets and monitor existing portfolio of credit assets
Experience in credit or market risk management, preferably with a wide range of experience with quantitative, financial and risk management techniques and systems preferred
Experience with instruments at various levels in the capital structure

Corporate Finance Treasury & Chief Investment Office Unsecured Credit VP Resume Examples & Samples

Conducting corporate financial statement review and analysis
Analysing corporate credit and credit markets
Monitoring company and country news flow, analysing the day to day impact of this on existing investments
Monitoring company and country news flow to identify new investments that fit the portfolio mandate
Contributing actively to broad portfolio management decisions
Collaborating with other parts of the global CIO team across other credit products
Daily maintenance of financial models on a wide range of different companies
Developing and mentoring junior team members
Ensuring compliance with the firm’s code of conduct and adherence to proper controls policies and procedures which are applicable
Credit analysis of global corporates including Emerging Markets with significant prior experience preferably in a buy side role
The ideal candidate should have demonstrable experience in, or strong influence upon, portfolio management decisions
The ability to communicate ideas and concepts with clarity to senior management
The ability to be able to work independently to tight deadlines while displaying the strong communication skills and sound judgment expected at this level of seniority
Display the key attributes of leadership and the ability to coach and develop the broader team
Outstanding presentation skills
Strong team ethic
Ability to contribute to a strong control and risk culture
Master’s degree or equivalent

Corporate Controllers Asia Chief Investment Office Resume Examples & Samples

Perform price verification and valuation benchmarking analysis of Asia CIO Securities and Interest Rate Derivative portfolios including the calculation of fair value adjustments in line with global valuation policy
Participate and lead quarterly review, analysis, and valuation governance of Asia Strategic Investment Portfolio
Manage the relationship between the trading desk and VCG, provide advice on valuation issues related to new investments, large concentrations, complex transactions, including the review of non-standard transactions
Perform analysis of Markets, P&L, and Risk with the aim to develop better understanding of the factors that drive valuation and risk
Lead value-added projects and deep dives for Front Office, Global CIO and PE VCG team, and Finance & Business Management. Collaborate with stakeholders (Trading, Middle Office, Finance, Risk) and to continually monitor business and process updates
Act as lead coordinator for roll out of enhanced systems and reporting tools. Get involved in process re-engineering and automation. Provide oversight and training to production support team in Bengaluru (for CIO)
Enhance existing control framework including reviewing independent pricing processes, policies and procedures, and other developments in the coverage area
5 to 8 years experience with Fixed Income Trading businesses gained in Valuation Control or related Risk or Product Control function. Knowledge of Private Equity investments will be an added advantage
Strong verbal and written communications skills. Must have the ability to lead discussions with all levels of management and comfortable discussing valuation issues with Trading / Senior Management
Ability to understand complex products, analyze transactions, and process flows
Understanding of valuation concepts and accounting rules as they pertain to financial products
Good spreadsheet and presentation skills. Experience with Spreadsheet automation, and other database skills as well experience in handling systems upgrade and functionality rollouts
Experience with project management with propensity to handle multiple tasks simultaneously and efficiently

Analyst Credit Risk-chief Investment Office & Corporate Treasury Resume Examples & Samples

Reviewing counterparties for Treasury’s deployment and hedging activities
Participating in the estimation of OTTI for the Firm’s CCAR, ICAAP and Risk Appetite exercises
Participate with risk coverage colleagues globally in establishing guidelines, standards and best practices for CIO risk management including the technology agenda
Experience in credit or market risk management preferred
Strong quantitative and analytical background
Demonstrated ability to partner

Treasury & Chief Investment Office Strategy Resume Examples & Samples

Quantitatively-focused undergraduate major or Master’s degree – science, engineering or mathematics preferred
Preference for demonstrated experience using scripting / programming tools (e.g. MATLAB, Python, R, C++, C#) or statistical packages (e.g. SAS, STATA), in addition to proficiency in using Excel to solve business problems and develop models
4 – 7 years experience in management consulting, finance, banking, capital markets, asset management, risk management, mathematical, and/or statistical methods and theories
Keen interest in banking, corporate finance, financial services strategy, and asset-liability management
Experience in structuring and managing end-to-end projects, engaging with senior-level stakeholders and driving results across multiple organizational stakeholders
Demonstrated experience in managing, coaching and developing junior team members across projects
Excellent communication skills, including PowerPoint presentation development, to explain complex concepts to senior stakeholders
Qualified candidates will be highly intelligent, analytical, resourceful, self-motivated individuals with a hunger to learn CSSPI

Chief Investment Office Media Manager Resume Examples & Samples

Develop our relationships with international media, specifically around financial topics
Write high-quality media messages, briefings, and articles
Manage media projects, events, and interviews, often on tight daily deadlines
Collaborate with colleagues around the world on related communications initiatives

Corporate Treasury & Chief Investment Office Resume Examples & Samples

Aggregating and managing the firm’s liquidity risk, including deploying the firm's excess liquidity. Also responsible for compliance with both internal and regulatory liquidity requirements; and
Aggregating and managing the firm’s structural foreign exchange risk
Trade execution & booking
Daily funding and liquidity management for the branch
Liaise with internal Lines of Businesses and support teams regarding funding activities, cash management, trade settlement and risk management matters
Support regular tasks including position monitoring, TRR submission, blotter signoff, and periodic reporting
Assist in the analysis of JPM’s structural interest rate & foreign exchange risks to determine appropriate hedging and investment strategies
Assist in providing economic and market updates to TCIO colleagues globally
Assist in investment identification, analysis, preparation of proposal documents, and execution
Assist with ad-hoc front-office projects as required, including cashflow and balance sheet analysis, systems implementation and regulatory projects; and
Monitor and ensure compliance with regulatory and internal limits related to balance sheet, liquidity and interest risk management, including collateral and reserve management

Corporate Treasury & Chief Investment Office Resume Examples & Samples

Trade booking
Support regular BAU tasks including daily TRR calculation, daily position and blotter signoffs, weekly balance sheet dashboard reporting, and collateral reporting etc
Liaise with internal Lines of Businesses and Middle / Back office teams regarding funding activities and cash management matters
Assist with ad-hoc front-office projects as required, such as cashflow / balance sheet analysis, systems implementation and regulatory projects etc
Monitor and ensure compliance with regulatory and internal limits related to balance sheet, liquidity and interest risk management, including collateral and reserve management; and
Liaise with Risk Management to ensure that risks are appropriately captured, reported and monitored
1 – 2 years experience in Treasury or Corporate Finance role, or Treasury/Investment Bank middle/ back office experience
Knowledge of financial money markets with Finance / Economics background preferred
Good knowledge of Excel is required
A high level of attention to detail, excellent organisational and time management skills and strong communication skills are required; and
Ability to speak fluent Thai

Corporate Treasury & Chief Investment Office Resume Examples & Samples

Daily funding and liquidity risk management for the branch, including local currency, USD and other active currency nostros
Collateral and reserve management for settlement and regulatory compliance
Manage positions (including BPV and cashflow gaps) within assigned limits
Daily pricing and submission of rates for Loans and Deposits, Transfer pricing and Market benchmark rates
Liaison with internal lines or businesses, external clients and interbank counterparties
Execution and data entry of all Treasury daily deals
Daily P&L calculation and reporting
Other liquidity related reporting, including collateral report, stress test, daily market commentary, etc
Assist the Treasury manager / APAC region on front-office projects such as cashflow/balance sheet analysis, system implementation, regulatory projects, etc
Assist Operations in ensuring timely resolution of any disputed trades
University degree holder with minimum 5 years working experience in financial industry
Must have a solid understanding of product liability structures and asset / liability management
Experience and prior exposure to trading business environment and capital markets are an advantage
Strong control mindset and analytical skills
Highly motivated and responsible
A good team player with the characteristics of patience and carefulness

Chief Investment Office Resume Examples & Samples

Analysis – Complete detailed analysis of key components of how the bank manages accounts, cash and liquidity across the organisation using large datasets/ tools
Communication & Stakeholder Management – Ensure all stakeholders are aware and appraised of the operating model as it develops. This includes supporting the team to document and track progress against project plans and collate/update workstream scorecards
Implementation – Take ownership for discreet parts of the overall program. Support wider team deliverables with materials. Help prepare for bi-weekly team meetings and action follow- ups
Governance – Support the governance structure of the program through ensuring strong stakeholder engagement throughout the operating model development
Enthusiastic, self-motivated individual with a willingness to learn and effective under pressure
Strong analytical and numeric skills, excellent attention to detail
Strong communication, influencing and relationship building skills – ability to work with a global team
Ability to work well independently and partner effectively
Pro-active and problem solving mindset with ability to identify, clearly present and implement solutions
Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task
Disciplined approach to managing processes and controls
Understanding of Banking products & Technology a plus
Strong MS Office skills – Powerpoint, Word and Excel

Municipal Credit Strategist Chief Investment Office Resume Examples & Samples

A minimum of two years of municipal credit analysis experience
The ability to interact with senior credit team members in support of developing credit analysis skills in new municipal credit sectors
A working knowledge of municipal investments
Strong analytical and quantitative skills
Excellent organizational skills and the ability to multi-task; and
The ability and willingness to work both independently and in a team environment, and positively contribute toward a culture of collaboration
Prior exposure to financial advisors and high net worth clients in a brokerage environment

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