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Analyst - Portfolio Management (Bank|Up to $3.5k)

Salary undisclosed

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The Job
  • Deal monitoring / management - assist onshore team to monitor and follow up on transactions to ensure completion by offshore processing centre.
  • Liaise with Group offices and investors on transaction related matters such as rate fixing and repayment. Offer preparation - assist onshore team to prepare offers to investors and interbranch agreements to other group offices.
  • Process automation/ streamlining - assist in designing templates (word/ Excel/ Access) to streamline and automate processes. Review and recommend areas to improve operational efficiency and reduce risk.
  • Documentation - assist onshore team in updating department instruction manuals and workflow processes.
The Talent
  • Experience in monitoring trade transactions to ensure completeness
  • Good knowledge in MS Excel VBA preferred
  • Experience in creating automation tools or databases to assist business operations
  • Experience in developing/ maintaining in department operational manuals
Next Steps
  • Drop your resume and contact us to follow-up, or send your resume to [email protected]
  • Email Topic: Apply Portfolio Management and Distribution Analyst
  • Only shortlisted candidates will be contacted
Cecilia Sim Xin YangEA License No: 91C2918
Personnel Registration Number: R22105099
The Job
  • Deal monitoring / management - assist onshore team to monitor and follow up on transactions to ensure completion by offshore processing centre.
  • Liaise with Group offices and investors on transaction related matters such as rate fixing and repayment. Offer preparation - assist onshore team to prepare offers to investors and interbranch agreements to other group offices.
  • Process automation/ streamlining - assist in designing templates (word/ Excel/ Access) to streamline and automate processes. Review and recommend areas to improve operational efficiency and reduce risk.
  • Documentation - assist onshore team in updating department instruction manuals and workflow processes.
The Talent
  • Experience in monitoring trade transactions to ensure completeness
  • Good knowledge in MS Excel VBA preferred
  • Experience in creating automation tools or databases to assist business operations
  • Experience in developing/ maintaining in department operational manuals
Next Steps
  • Drop your resume and contact us to follow-up, or send your resume to [email protected]
  • Email Topic: Apply Portfolio Management and Distribution Analyst
  • Only shortlisted candidates will be contacted
Cecilia Sim Xin YangEA License No: 91C2918
Personnel Registration Number: R22105099