Senior Investment Trading Officer

Key Responsibilities & Accountabilities

• Provide investment advice and recommendations by conducting technical analysis and assessing market dynamics to support informed decision-making.
• Monitor local and global market news, announcements, and economic developments daily to identify potential investment opportunities and risks.
• Prepare the best execution policy by ensuring trades are executed at optimal prices and in compliance with regulatory and internal guidelines.
• Handle transactions with third parties, including banks and brokers, to facilitate efficient trade execution and maintain strong business relationships.
• Organize the ticketing process by verifying trade entries and ensuring compliance with AXA policies to maintain accurate records and regulatory adherence.
• Conduct in-depth research on the market to identify investment opportunities.
• Track cash positions and the settlement process for all portfolios to ensure timely and accurate fund allocations.
• Train junior team members by providing guidance and technical expertise to enhance their skills and performance.
• Balance risk and return, ensure compliance and accuracy, respond to market uncertainty, and coordinate across stakeholders (investment team, risk management, finance and treasury, compliance and legal, senior management, banks and brokers, clients, regulators, vendors).
• Follow all relevant department policies, processes, and standard operating procedures so that work is carried out in a controlled and consistent manner.
• Follow and implement the day-to-day operations related to the job to ensure continuity of work within the required SLA.
• Support the formulation of the function/department strategy and drive processes to ensure alignment with the overall company strategy.

KPIs

• Accuracy of investment recommendations
• Trade execution efficiency
• Compliance and policy adherence
• Settlement timeliness
• Training effectiveness

Job Specifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Professional certifications such as CFA, FRM, or equivalent are preferred.
• High level of English required, both verbal and written.
• Ability to create and distinguish different kinds of reports.
• Excellent oral and written presentation skills.
• Proficiency in Bloomberg and Refinitiv applications.
• Technical analysis of market trends, securities, and opportunities; knowledge of global and local economic factors influencing investments.
• Knowledge of trade execution policies, best practices, and regulations; financial instruments including equities, bonds, and derivatives.
• Skilled in execution policies and trade ticketing processes; expertise in portfolio cash tracking, settlements, and allocations.
• Advanced Excel and financial modeling for analysis and reporting.
• Soft skills: relationship management with banks, brokers, and third parties; mentoring junior team members; clear communication of investment insights; critical thinking and problem-solving; strong attention to detail.