Company Name: Community Bank Investment Limited
Roles & Responsibilities:
- To manage the companys proprietary portfolio to generate sustainable return on a risk adjusted manner
- To oversee the research team to identify the prospective securities and cater the clients investment needs
- To supervise, lead and evaluate the performance of Sales/ Relationship managers to meet the business goal
- To prepare a list of approved marginable securities to disburse margin loan to the clients
- Manage discretionary portfolios and any other retail and institutional fund as and when required
- To implement a strong monitoring and controlling system to ensure compliance of daily trading activities and margin loan ratio of the clients as per the BSECs guideline and the companys policy
- To oversee and monitor excess buy, negative and positive equity, purchase power limit, broker wise netting etc.
- To maintain liaison with enlisted brokerage houses regarding the services rendered by them and monitor traders of the panel brokers
- Develop business of the merchant bank by bringing new clients and other prospects in the field of primary market
Educational Qualification:
- Minimum Masters in any discipline with no third division in academic records.
- Candidates pursuing investment professional degree like Chartered Financial Analyst (CFA) will be given preference.
Work Experience:
- At least 7 year(s)
Others Requirements:
- Minimum 7 (Seven) Years experience in the relevant area
- In-Depth Knowledge in all business functions of a Merchant Bank
- Good at numbers and financial planning
- Smart, Team player, paired with agile mindset and can-do attitude
- Good communication skill in Bangla and English
- Very good skills in MS Office
Others Benefit:
As per company rules.