About This Role
This Investment Analyst role is crucial for supporting the investment function and liquidity monitoring activities within CIMD. The position involves in-depth research, analysis, and assessment to inform strategic financial decisions.
Responsibilities
- Evaluate applications for accreditation of banks or other financial institutions as potential investment partners or depository/servicing banks
- Analyze actual earnings from investments on prevailing market rates and compute opportunity loss/gains, assessing against financial statements
- Generate daily market rates (BVAL Rates), stock market performance, and other macro-economic indicators by conducting sound evaluation for possible impact on investment programs
- Facilitate bank loans, as authorized, to form part of the contingency funding plan
- Prepare reports relative to Investment Report and Other Liquidity Report
- Recommend moderation for liquidity risks by establishing emergency funding sources
- Review financial information of accredited banks to help set placement limits, particularly in situations of the Association’s exposure to credit, investment, or liquidity risks
- Recommend credit rating of banks where potential cash operational funds would be placed for short-term time deposits
- Evaluate corporate and government bonds as potential investments for a certain period and ensure compliance with investment restrictions stated in the Investment Manual
- Oversee potential bond issuances as an investment strategy when surplus operational funds are available
Requirements
- Bachelor’s Degree, preferably in Accounting, Economics, Banking & Finance or Business Management
- At least four years of work-related experience in a related field
