Finance and Investment Manager

Responsibilities:

Investment Strategy & Management:

• Develop and execute the bank’s investment strategy to achieve optimal returns while balancing risk.
• Conduct thorough market analysis to identify investment opportunities across various sectors.
• Manage the bank’s investment portfolio, ensuring it is well diversified and meets the bank's risk tolerance.

Financial Planning & Analysis:

• Assist in financial planning and analysis to support decision-making at the senior management level.
• Prepare reports on the financial performance of investments, highlighting key trends, returns, and risks.
• Provide financial models and forecasts to guide investment decisions.

Risk Management:

• Monitor and manage financial risks related to investments, including market risk, liquidity risk, and credit risk.
• Collaborate with the risk management team to develop strategies that mitigate exposure to investment risks.
• Regularly evaluate the performance of the investment portfolio and make adjustments to optimize returns.

Investment Reporting:

• Prepare and present regular investment reports to the CFO and senior management.
• Ensure accurate and timely reporting of investment performance, returns, and risks.
• Monitor the performance of external fund managers and financial products used by the bank.

Regulatory Compliance & Reporting:

• Ensure compliance with relevant regulations and standards related to financial investments.
• Maintain up-to-date knowledge of the regulatory landscape affecting investments and financial services.

Team Collaboration & Leadership:

• Work closely with other finance and investment professionals to ensure smooth operations and effective decision-making.
• Lead investment analysis meetings and collaborate with internal teams on key financial initiatives.

Requirements:

• Bachelor's degree in Finance, Economics, Accounting, or related field (Master’s degree or MBA preferred).
• Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), or other relevant certifications preferred
• Minimum of 5 years of experience in financial management, with at least 3 years in investment analysis, portfolio management, or a similar role in a financial institution or digital bank.
• Proven track record of successful investment management, financial forecasting, and risk assessment.
• Strong understanding of investment principles, financial markets, and portfolio management.
• Excellent analytical and financial modeling skills.
• Knowledge of regulatory frameworks governing financial investments.
• Proficiency in financial software, tools, and market research techniques.
• Strong communication and presentation 

Key Performance Indicators (KPIs):

• Investment Portfolio Performance: Achieve annual investment return targets (e.g., X% return on the investment portfolio). Maintain a diversified investment portfolio with a balanced risk profile.
• Risk Management: Reduction in investment-related risks, such as a measurable decrease in portfolio volatility. Successful mitigation of market and credit risks by implementing effective strategies.
• Financial Planning Accuracy: Achievement of financial forecasting goals with a variance of no more than 5% between projected and actual investment returns. Timely and accurate reporting of investment performance to senior management.
• Compliance & Regulatory Adherence: 100% compliance with all investment-related regulations and reporting standards. Zero instances of financial misreporting or regulatory violations.
• Investment Strategy Execution: Successful implementation of investment strategies with at least two new investments or financial products added to the portfolio each year. Identification and successful execution of key investment opportunities that align with the bank’s long-term financial goals.
• Team Collaboration & Leadership: Positive feedback from cross-functional teams regarding collaboration and communication. Achievement of team development objectives, such as certifications or training programs.