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Mutual Fund Officer- ANSA Merchant Bank

Job Scope:

This position forms part of the Bank’s Investment Services team, which is to be the front-line for growing the Bank’s Mutual Fund business.  The incumbent plays a role in the development of new business and strategies.  He/she is directly responsible for the Bank’s profit contribution from its Mutual Fund business, including:

  • All Mutual Fund operations and activities
  • Portfolio performance – as a back-up to the Mutual Fund portfolio Manager
  • Effective and efficient operations
  • Risk management and compliance
  • Performance and development of subordinates
  • Development and implementation of corporate plans in respect of Mutual Funds.

Summary of Duties and Responsibilities:

  • Plan, market and develop Mutual Fund business
  • Devise and implement policies and procedures to ensure efficient, accurate and timely delivery of information
  • Assist with the evaluation of Investment opportunities
  • Researches Mutual Fund industry competitors and industry environment including the development of legislation and its impact
  • Active monitoring of Mutual Fund performance and liquidity requirements
  • Assist with the production of investment and performance reports
  • Provide to the Board a monthly management report on areas of responsibility
  • Manage the completion of the annual and semi-annual financial statements
  • Manage the work-flow of direct reports
  • Train direct reports as required
  • Other duties assigned from time to time.

Education and Experience

  • University Degree in Business or Finance, or relevant professional experience.  Minimum of five (5) years’ experience, MBA preferred.

Business and Computer Skills

  • Computer literate.  Highly proficient with Microsoft Office applications
  • Well read and up-to-date on Investment Management.

Personal Characteristics

  • Excellent written and verbal communication skills
  • Superior analytical skills
  • Effective interpersonal skills
  • Professional demeanour and conduct
  • Initiative and drive
  • Hands-on approach with a practice of accuracy.


Interested individuals should submit their resumes by July 12th 2007 to:
Vacancy- Mutual Fund Officer
Executive Director HR/IT
 P.O. Box 600, PORT OF SPAIN
 Fax: 624-8753
 Email: [email protected]

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