Investment Operation Executive
5 months ago
_**Requirements**_
- At least Degree in Financing Accounting/Management Accounting/Reporting Analysis or equivalent
- Knowledge in Finance is a must
- Can work with outsider banker
- Fresh graduates are encouraged to apply
- **Responsibility**_
- Update and Monitor existing investment portfolio which consist of local and foreign investments in different asset classes such as equity, bond, fund, private equity and etc.
- Preparation of Fortnightly investment meeting report/presentation.
- Liaise with Bankers for Quarterly Portfolio Review meetings with Management.
- Liaise with Bankers and Lawyers for account related matters such as Account Opening, Loan Financing documents, as well as Preparation of Payment to Lawyers for Loan Financing.
- Analyze Stocks, Summarize and present to Management as necessary.
- Cash Management, prepare daily fund transfer documents and Cash Flow Forecasting according to Right Operating Procedure.
- Preparation of Invoice Financing documents such as Banker Acceptance and Bank Guarantee
- Interest Rate Comparison, liaise with multiple Banks to keep abreast of the latest developments in Fixed Deposit, Money Markets, and Current Accounts.
- Monitoring of Investment Portfolio Gearing.
- Monitor and Update Management of Investment Portfolio Risk Concentration.
- Sort and Store Investment Trade Details properly such as Dividend Slip, Equity Trade Details, etc..
**Perks & Benefits**:
- Staff Voucher
- Nearby public transport (10mins walk from Pandan Jaya LRT Station)
- Flexible working hours
- Regular team activities
- Medical insurance
- 12 days Annual leave
- Two (2) hours lunch on every Friday
- EPF, SOCSO
**Job Types**: Full-time, Permanent, Fresh graduate
Pay: RM2,500.00 - RM3,500.00 per month
Schedule:
- Monday to Friday
Application Question(s):
- Please state your earliest date join
- Please state your current salary
- Please state your expected salary
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