Research Analyst and Fund Management Assistant

• Conducting detailed credit evaluations/reviews and producing credit papers for new credits and/or current holdings as investment recommendations to fund managers.
• Conduct Bank Analysis (CAMEL) and prepare memos for approval by the Investment Committee regarding adding banks to the investable universe.
• Ensure close monitoring of the bond universe, rating updates, brief reviews and formal annual credit reviews.
• Conduct primary or secondary stock research for analyst stock scope or investment meetings based on internal processes and procedures.
• Conduct writing related to ad-hoc activities such as meetings with government, industry experts, and other sources.
• Maintain relationships with companies or publishers for stock coverage.
• Monitor stock databases based on internal procedures.
• Conduct investment processes and report production.
• Provide investment managers with stock projections and ideas.
• Participate and contribute to the updating of monthly Fixed Income discussion materials with Regional CIOs.
• Regional: Fulfill work related to regional activities such as weekly investment meetings, bi-weekly investment meetings, monthly investment meetings, and quarterly investment committee meetings.
• Local: Fulfill work related to local activities such as investment team meetings - marketing, and ad-hoc meetings with other divisions.
• Contribute to internal teams across departments.
• Provide data analysis for existing and new product development from an investment perspective.
• Marketing:

• Conducting stock market projection presentations for sales agents, marketing staff, and investors.
• Executing marketing materials in accordance with the investment team's perspective.
• Monitoring or analysing all equity portfolios in accordance with internal and external regulations, client-specific objectives, and existing restrictions if needed.
• Trading:

• Analysing data on all stock trading transactions in accordance with portfolio objectives, regulations, and internal procedures if needed.
• Conducting stockbroker evaluation reports.
• Analysing data related to stock portfolio transactions.

• Minimum bachelor’s degree majoring in Economics / Accounting
• Mandatory holding WMI (Wakil Manager Investasi) Certification that has been approved by SK (Decree) from OJK.
• Optional holding CFA (Chartered Financial Analyst) certificatio
• Minimum 3 years of experience working in the financial industry such as capital markets, insurance or banking, especially in the investment area.
• Deep understanding of capital markets, including but not limited to the spectrum of equity management, bond and fixed income management, portfolio management, macroeconomics, qualitative analysis and valuation.
• Have up-to-date knowledge of applicable regulations, especially in the capital market industry and not limited to POJK, SEOJK and other capital market regulations.
• Excellent communication and presentation skills, with the ability to convey complex risk concepts to non-technical stakeholders
• Able to communicate well in English (oral and written).

Principal Financial Group