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Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or prospective clients of the firm, evaluating risk in that context, and coordinating and executing the banking function, in a manner consistent with all applicable legal and regulatory requirements.
Job Responsibility:
Take responsibility for developing and delivering an important part of the organization's investment policy
Take responsibility for maximizing the value of investments by managing an investment department or unit
Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy
Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures
Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels
Coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues
Requirements:
Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
General Experience - More than 15 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Use understanding of the business environment and objectives in developing solutions
Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns
Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required
Interpret and apply knowledge of laws, regulations and policies in area of expertise