JOB CONTENT

Role Description and Purpose

  • Continuing the acceleration program in implementing programs related to digital transformation, including system upgrade programs and the efficiency of the Company’s operational processes;
  • Supervising the Company’s operational activities, especially in the areas of Operations, Information Technology, Facilities (GA) as well as Corporate Finance and Accounting.

Key Responsibilities                     

  • Operations & IT:

    • Drive the activities of the Operations and IT Departments, perform process & organizational management to support business strategy and to sustain future developments to meet rapidly changing client and market needs;

    • Monitor the progress of strategic projects & business regulations under various stages of implementation;

    • Facilitate the work of the department by reviewing processes to identify points of risk and improve efficiency;

    • Control team work for Client reporting, Regulator reporting, etc;

    • Perform review or control documentation with Ops team for new clients, new broker, custodian, new products;

    • Perform regular service review (Custodian), update Incidents database, work with auditors for Tax or Mutual Fund audit;

    • Ensure regulatory and Company’s compliant cybersecurity and IT Risk Management setup, implementation, and control;

    • Develop and control all operational / IT budget costs to ensure the company meets its goals within agreed financial parameters.
  • Finance & Accounting:

    • Lead budget formulation and performance monitoring;

    • Ensuring the quality of annual forecasts and budget formulation through effective encouragement and supervision;

    • Monitor budget execution and provide explanations/remedial plans to management in the event of deviations;
    • Propose cost reduction possibilities to management and maintain support function costs at a level commensurate with revenues;

    • Provide management with regular projections to assist in monitoring the prospective business;

    • Provide profitability analysis based on needs;

    • Providing partnerships with businesses;

    • Making finance an integral part of the decision-making process to achieve strategic goals (communication, insights, challenges);

    • Provide financial and commercial inputs based on needs for the elaboration of strategic business plans;

    • Provide options and quantify the financial implications of business / organizational decisions prior to their implementation.

  • Facilities (GA):

    • Ensure that the Facilities (GA) team manages facility and infrastructure assets efficiently and office supplies and services. Ensure that procurement policies are implemented;

    • Implement appropriate due diligence & risk management framework defined by the Company/local regulatory when procuring, outsourcing, or engaging with third party service providers.

  • People Management:
    • Employee Management: Manage, train, and motivate staff to achieve teamwork, healthy work environment and good coordination.

ROLE REQUIREMENTS

Essential Qualification & Experience

  • High level of education, such as MBA or equivalent Masters (S2) and relevant investment licenses (CFA, ChFC);
  • Having a membership in a professional association is an advantage;
  • Have an excellent understanding of Company Operations and Investment management industry Regulations & Compliance;
  • Have strong commercial skills (budgeting, budget management and finance), business understanding and strong appreciation of the industry;
  • At least 15 years of working experience in a significant proportion of the Investment Manager sector;
  • At least 5 years of working experience at the Senior Management level in the Investment Manager sector, including operational generalist and technical specialist with a good track record.

Essential Skills / Competencies

  • Action oriented, business thinking;
  • Strong communication and organizational skills;
  • Good analytical and problem solving skills and good ability to understand strategic issues;
  • Excellent interpersonal skills;
  • Excellent presentation skills;
  • Focus on continuous improvement;
  • Have a high spirit and like a challenge;
  • Good team leader and coach, who can generate motivation in his team;
  • Strong communicator;
  • Creative, but pragmatic;
  • Conceptual, but backed by strong capabilities to deliver speed;
  • Good relationship builder, commercial minded, inspires trust and openness in others;
  • Discreet, with a reputation for integrity.

JOB CONTENT

Role Description and Purpose

  • To act as a coordinator of settlement function in PT BNPP AM;
  • To support PT BNPP AM’s strategy and facilitate other division’s business by developing tools to meet current and future requirements to run the investment process, to deliver high quality, managing the operational units to reach the highest efficiency, meaning quality of transaction handling and minimum direct cost and indirect cost (errors), setting up an infrastructure to sustain and secure BNPP AM business, and delivering management information (performance etc.);
  • To closely monitor all Operations transactions, Data, and operation of all Standard Operation Procedures.

Key Responsibilities                     

  • Investment Transaction: Responsible for the reconciliation of transaction data to related parties such as brokerage house and custodian bank, crosscheck of the data in securities administration for mutual fund portfolio or other products manage by the portfolio manager;
  • SOP & Risk Mitigation: Monitor and supervise implementation of SOP; Ensure that all process within Operation department is in complied with the SOP; Minimize incompliance activity and propose SOP improvement when necessary to minimize risk exposure;
  • Financial Planning and budget control: Defines budgets through a bottom-up approach and, once approved, control that expenses stay within budget;
  • People Management: Organizes, defines and manages on a day-to-day basis the performance units; Promote BNPP AM Business Principle to the staff within own department; Manage staff members within own department’ Provide coaching and required training for the staff within own department; Maintain teamwork and healthy working environment within own department and other departments;
  • Management & Client reporting: Continues feedback to management in the form of periodical (monthly) reporting and written occasional feedback; Monitor and supervise client reporting process; Ensure that all client reports are accurate, timely delivered and meet client’s requirements;
  • Regulator Reporting: Monitor and oversee the reporting process (within the operations department) to Regulators and ensure that all reports are accurate, submitted on time and in accordance with applicable regulations;       
  • Project Management: Identifies users’ long term potential requirements, runs projects following best practices and deliver what has been promised; Take an active role as leader or member of assigned projects and/or tasks in to produce on time and quality deliverables;
  • Operations Strategy and Organization: Defines Indonesia Operations strategy and organization in order to support current PT BNPP AM Operations and to sustain future growth such as defined by the BNPP AM strategy;
  • Management of Operational Units: Day-to-day responsibility concerning the administrative process and the cross border function of Operational Units;
  • Cross-border process: Sets up cross border operational process in order to administrate transactions according to best industry practices minimizing cost and errors.

ROLE REQUIREMENTS

Essential Qualification & Experience

  • Minimum 10 years working experience in the field of finance / accounting / Internal Auditor / External Auditor in a company / Public Accounting Firm / investment management / bank / securities or other related financial institutions;
  • Bachelor’s degree in finance/accounting is preferable;
  • Knowledge of taxation and capital markets;
  • Fluent in English;
  • Having WPPE license from OJK is preferable.

Essential Skills / Competencies

  • Strong managerial ability and organizational skills;
  • Strong analytical and problem solving skills and good ability to understand strategic business issues and appreciate compliance, risk and legal implications;
  • Proficient in processing and analyzing numbers using Ms. Excel or other programming languages;
  • High integrity, honest and reliable;
  • Proactive and responsive;
  • Diligent and helpful;
  • Able to work in a team.

The team’s objective is to be the sole interface for new and existing clients for the purpose of KYC due diligence. The goal, for this team, is to ensure a global and consistent service while maintaining proper risk management in the area of KYC due diligence.

This team will be working around 3 main themes:

  • New Client On-boarding
  • Recertification, periodic review,
  • Targeted Update, Remediation; regulatory and process changes

Overall, the team is responsible for a qualitative and compliant KYC process for new and existing clients.

Direct Responsibilities

  • Ability to work independent on KYC due diligence end-to-end and provide advice to relevant businesses in light of information surrounding any particular customer for both on boarding or recertification
  • Serve as ‘Primary Point of Contact’ to communicate and resolve any recertification process issues with offshore/investigator/compliance teams
  • Being aware and demonstrate the knowledge of regulation surrounding KYC/Due Diligence for Indonesia
  • Ability to interpret and articulate the guidelines provided by the Group Policies and Procedures to govern the KYC/AML onboarding/recertification process
  • Mitigate integrity risks for the bank by contributing to the risk assessment of (potential) business relationships based on (international) regulations against money laundering and terrorist financing, financial sanctions, and embargoes
  • Possessing knowledge in various types of trading entities – limited, private and public companies, holding companies, hedge funds, asset managers, special purpose vehicle’s, trust’s and specialised sectors such as MNC, Shipping, Gaming etc.
  • Ensure files(onboarding/recertification) are reviewed with high quality standards
  • Ensure periodic reviews are completed in timely manner in line with policies and procedures
  • Responsible for conducting Client Acceptance Committees when required
  • Working within a team – with an adaptable flexible approach, coordinate with onshore/offshore team members and with the different Client Onboarding teams globally
  • Be open to change and support the vision of working in a fully transversal operational team

Contributing Responsibilities

  • Contribute to BNPP compliance and operational permanent control framework
  • Contribute to the reporting of all incidents according to the Incident Management Systems
  • Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regard to the KYC/AML/FS responsibilities and duties, as per relevant policies and procedures.
  • Compliant with the Bank’s code of conduct and compliance guidelines

  • Possesses strong analytical skills with an eye for accuracy and details
  • Good communicator with proficient writing and presentation skills
  • At least 2 years of banking experience and relevant due diligence experience
  • Strong understanding of due diligence and local Anti-Money Laundering requirements are desirable
  • Fluent in English (spoken and written)
  • Team Player with a high willingness to achieve Team Target
  • Ability to work independently, eager to learn and open to changes
  • Ability to work to tight deadlines
  • Strong sense of risk

JOB CONTENT

Role Description and Purpose

  • Act as member of Investment and Research Functions;
  • To provide fundamental research information on the Equity Sector and other relevant developments to the Portfolio Manager;
  • To develop and manage stock portfolio models that integrate research and analysis results and match BNPP AM Investment strategies and policies and legal and other requirements from Customers to maximize performance compared to benchmarks;
  • To make regular reports to Customers and support the Marketing Department.

Key Responsibilities                     

  • Market & Company Analysis: Responsible for carrying out research functions and analyzing macroeconomic conditions and industrial sectors; conduct research and analysis on securities in investment portfolios that are and/or will be used as investment portfolios; and create and document notes and reports on research results;
  • Decision Making Process: To contribute to the decision-making process of the equity model portfolio;
  • Stock recommendation & Model Portfolio: To provide stock recommendations, create company reports related to stock recommendations, and generate new stocks recommendation ideas;
  • Market updates: To provide macro / economic related market updates;
  • Company Knowledge: Continuously update techniques and methods that add value to the research model;
  • Compliance: To ensure that portfolio management and implementation of tasks complies with legal, regulatory, client and internal guidelines. Ensure that all procedures are followed; ensure all processes and activities are fulfilled in accordance with SOP; continually review and revise them as necessary to mitigate business risks and mitigation processes within the investment department;        
  • Client Management & Reporting: Provide ongoing feedback to Management in the form of regular (monthly) reports and written suggestions and corrective actions; Prepare timely delivery of accurate and good quality reports consisting of market overview: macro, Equity and Outlook; Performance of each portfolio and benchmark;
  • Commercial Support: To support the commercial efforts of BNPP AM (sales team) when requested, to make presentations, collaborate to increase the credibility of BNPP AM and to promote BNPP AM; Support Sales & Marketing Department with regular investment updates, specific market conditions, product development, training for market education;
  • Project & Task Management: Take an active role as a leader or member of projects and/or assigned tasks in Indonesia and to produce timely and quality deliveries.

ROLE REQUIREMENTS

Essential Qualification & Experience

  • Having minimum 3 years experience with the same role;
  • Proficiency knowledge in the Asset Management business;
  • Proficiency in written and spoken Indonesian (Bahasa Indonesia) and English is a must;
  • Able to work in a team;
  • Have a WMI license; FRM or CFA charter holders will be preferred.

Essential Skills / Competencies

  • Strong managerial ability and organizational skills;
  • Strong analytical and problem solving skills and good ability to understand strategic business issues and appreciate compliance, risk and legal implications;
  • Strong interpersonal skills, maintaining good partnerships with other departments;
  • Strong communication skills, understanding the intended audience, and providing effective communications.