Hello! Can anyone please check and give feedback on my job reference letter for NOC:1112 (Financial and Investment Analyst)?
Responsibilities and duties from December 2015 to till date
From January 2018
To Till Date
Designation Senior Assistant Vice President & Head of Research
Duties and Responsibilities
§ Developed investment policies and strategies for funds under management by analyzing capital market trend and risk-return objective,
§ Provided investment updates including company valuation model, market trend analysis, and risk factor sensitivity analysis to both present and prospective investors and fund manager,
§ Led and managed the investment research team to prepare and publish equity research and macro-economic reports,
§ Assessed and supervised fund investments to ensure compliance with regulatory requirements, company investment policies, and investment strategies,
§ Reviewed and analyzed financial statements of publicly listed companies and prepared reports on financial forecasts, prospects, and recommendations,
§ Maintained liaison with sponsors of mutual fund, internal stakeholders, and capital market regulators
From August 2017
To December 2017
Designation Assistant Vice President & Head of Research
Duties and responsibilities
§ Conducted equity research and valuation of publicly listed securities of Dhaka Stock Exchange Limited and Chittagong Stock Exchange Limited by using different financial models and spreadsheets,
§ Performed Industry and Macro-economic analysis and prepared management reports based on findings,
§ Prepared investment plans and recommendations for investment management committee,
§ Provided regular support to investment management team including research reports, IPO notes, and ad-hoc analysis
From January 2017
To July 2017
Designation Senior Investment Analyst
Duties and responsibilities
§ Oversee the accurate and timely execution of any changes to asset under management,
§ Keep correspondence and provide management reports to Trustee, Custodian, and Regulators regarding investment and compliance related issues,
§ Act as the first point of contact for any fund related queries and proposals for fund modifications,
§ Meet with both existing and potential clients to discuss about their risk preference and expectation from their investments and tailor our product offering to meet and beat those anticipations,
§ Participate in industry-related conferences and events,
§ Develop and maintain research relationships with investment managers, industry contacts, and research vendors
From April 2016
To December 2016
Designation Investment Analyst
Duties and Responsibilities
§ Worked closely with the investment and product teams in fixed d income, equities and alternatives, in order to aid the sales and d marketing effort,
§ Analyzed competitor trends and market themes when developing product messaging and product-specific content for the business,
§ Met clients to articulate the investment process and value proposition and facilitate discussions on investment consulting.
From December 2015
To March 2016
Designation Research Associate
Duties and Responsibilities
§ Prepared Daily News Flash and Daily Market Review,
§ Developed and updated market information database of all publicly listed companies from daily capital market publications, company financial statements, and research journals,
§ Prepared Microsoft excel template for equity research,
§ Followed-up with Dhaka Stock Exchange (DSE) to inquire regarding company information and news.
