Jobs at CLG Securities Limited

Responsibilities and Duties

• Administer financial products and services such as foreign exchange and its various derivatives, customized investment and financial products as recommended by portfolio managers and analysts.
• Monitor financial markets and provide update on market scenario and prepare reports to be submitted to portfolio analyst.
• Provide adequate feedback to portfolio managers and analysts and develop market insights for fixed income clients.
• Evaluate all existing investments and recommend new strategies to support operations staff.
• Design all implementation strategies and recommend appropriate trade levels to customers.
• Develop and maintain effective relationships with clients through regular visits.
• Design and offer customized fixed-income products to clients as per financial abilities and interests.
• Monitor and handle all trade breaks, cancels, corrections and resolve all issues for clients and organization.
• Coordinate with senior managers to ensure compliance to all company procedure and policies.
• Perform research on fixed income markets in various countries and analyze markets, tax implications, accounting procedures and local regulations.
• Monitor entry into new markets by appointing custodians and sub-custodians to initiate business.
• Perform all middle and back office operations as required.
• Implement all trades activities and ensure strict compliance with company’s policies and procedures.
• Monitor and implement all trades in fair and reasonable manner according to existing market conditions and company policies.
• Collaborate with Operations, Sales and Systems personnel to ensure smooth processing and implementation of system changes.

Essential Skills

• A fixed income trader should be able to demonstrate strong analytical, quantitative, and technological skills.
• He should have a deep interest in the financial markets and should be extremely well organized.
• He should be able to work in high pressure work environment and within the given time constraints.
• He should possess a high analytical aptitude, good judgmental and decision making skills.
• He should have multitasking ability, should be able to manage his work according to priority, and should be comfortable to work independently as well as in a team environment.

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Job Description

• Promote and sell financial products to meet given or negotiated sales targets.
• Contact clients with news of new financial products or changing to legislation that may affect their savings and investments.
• Conduct in-depth reviews of clients’ financial circumstances, current provision and future aims.
• Analyse information and preparing plans best suited to individual clients’ requirement.
• Research the market place and provide clients with information on new and existing products and services.
• Produce financial reports.
• Assist clients to make informed decisions.
• Review and respond to clients changing needs and financial circumstances.
• Contact clients and set up meetings, either within an office environment or in clients’ homes or business premises.
• Design financial strategies.
• Negotiate with product suppliers for the best possible rates.
• Keep up to date with financial products and legislation.
• Responsible for financial modelling and analysis.
• Responsible for integrating market and financial data in deliverable.
• Preparation of external presentation/pitch books.
• Tracking developments in the capital markets and analysis their impacts on client situation.
• Make presentations to contemporaries in the market at valuation meetings.
• Contribute to all phases of client development, due diligence, deal execution as directed.
• Accountable for proper filling of documents and correspondence with clients.
• Responsible for developing and detailed work plan for each deal and following up with external parties on milestones where applicable.

Essential Skills

• A Financial Market Business Executives should be able to demonstrate strong analytical, quantitative, and technological skills.
• S/He should have a deep interest in the financial markets, should be extremely well organized and business driven.
• He should be able to work in high pressure work environment and within the given time constraints. He should possess a high analytical aptitude, good judgmental and decision making skills.
• He should have multitasking ability, should be able to manage his work according to priority, and should be comfortable to work independently as well as in a team environment.