Nabil Investment Banking Limited Job Vacancy for Associates and Trainee Associate

Vacancy 25 Aug 2021 13700

NABIL INVESTMENT BANKING LTD. (A Subsidiary of Nabil Bank Ltd.) CAREER OPPORTUNITY: Nabil Investment Banking Ltd. (Nabil Invest), a subsidiary of Nabil Bank Ltd., has established itself as one of the leading Merchant & Investment Bankers in the country. The company currently renders various investment banking and merchant banking services including Mutual Fund management and Depository under Nabil Mutual Fund, Portfolio Management, Demat services as depository participant, Corporate Advisory, Merchant banking services such as Issuance of shares (IPO, FPO), Underwriting, RTA, etc. The company aims to further strengthen its highly skilled professional team by inviting applications from enthusiastic, dynamic, and competent Nepalese citizens in the following job positions:-

1. Portfolio Associate (1)

The primary function of the role is to manage the portfolio of clients and support senior PMS associates and relationship managers in managing the portfolio of the clients while building long-term relationships with clients to support their investment decision. The role shall closely work with the PMS business and operation unit to ensure timely and complete recording, reconciliation, and documentation in relation to the business.

Roles and Responsibilities

Manage the portfolio of the clients. Identify the client's need and propose the solution.
Build and improve strong relationship with prospective and existing clients.
Assist the supervisor in various administrative works related to the portfolio management service.
Report to designated supervisor on a day to day course of action regularly.
Liaison with the client to inform them about their portfolio and provide them with analysis date as per the client- company agreement.
Attend to client's grievances and resolve client complaints promptly.
Provide clients with comprehensive product/service consultation and guide them to take investment decision.
Market Portfolio Management Services (PMS) to potential clients to both individuals and institutions.
Ensure prudent care is taken while managing client's accounts.
Any other ad-hoc duties prescribed by unit head and management from time to time.

Minimum Qualification Requirement:

Bachelor’s Degree in Management or equivalent degree with at least first division marks or CGPA 3 out of 4.
Should have sound knowledge of Nepalese Capital Market
Customer oriented
Excellent verbal and written communication in both English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Good interpersonal, leadership and team management skill.
Age not exceeding 28 years.
Prior experience in the related industry will be an added advantage.

2. Associate Mutual Fund Operations (2)

The purpose of this role is to handle all the administrative task related to Mutual Fund Schemes of Nabil Invest and assist assigned schemes managers in order to smoothen the day to day operation of mutual fund schemes.

Roles and Responsibilities

Assist the supervisor/scheme manager in various administrative works related to the Mutual Fund.
Coordinate with brokers to receive trade bills or notes, get the purchased shares credited, and settle receivables and payables on timely basis.
Ensure timely execution of EDIS and related activities for the assigned schemes.
Timely preparation and submission of the proposals for investment in IPOs, Rights issues, auction bidding.
Execute all the financial entries of scheme/s in accounting system on time on daily basis
Frequent follow up with concerned stakeholders to ensure timely realization of accrued dividend and interests of the assigned scheme/s
Ensure compliance with Mutual Fund Regulations, 2067, Income Tax Act, 2058 and other governing laws
Regularly follow up the financial institutions to obtain best interest quote for the fund placement
Periodic stock and bank reconciliations
Preparation of periodic reports (weekly, monthly, quarterly, semi-annually and annually) and ensuring the timely reporting to the concerned stakeholders and coordination with media for publication, if needed
Liaison with auditors, regulator or any other governing authority and address their queries
Report to designated supervisor/scheme manager on a day to day course of action regularly.
Other roles as required by Scheme Manager or Head of the department.

Minimum Qualification

Bachelor’s Degree in Management or Economics from a recognized University with at least first division or CGPA 3 out of 4.
Candidates having experience in investment & merchant banking activities such as mutual fund scheme management, portfolio management, capital market research, advisory etc. shall be preferred.
Experienced in maintaining books of accounts and familiar with accounting principles will be preferred.
Proficiency in written and spoken English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Excellent interpersonal and communication skills.
Age not exceeding 28 years.

3. Digital Content Creator (1)

The purpose of this job is to use digital channels to reach customers, build brand awareness, and promote products and services and broaden the social media presence of Nabil Invest. This includes reviewing, updating, and maintaining the company’s visual representation in all aspects of design including typography, composition, and color. Prospect candidate needs to have creative approach for digital advertisements, marketing materials, sales documents and web graphics

Roles and Responsibilities

Plans and executes all web, database marketing, email, social media, and display advertising campaigns
Managing the social media marketing strategy, focusing on LinkedIn, Twitter, Facebook, Google+, YouTube
Creating social media campaigns and calls-to-action that drive targets to generate leads.
Implementing Social Media SEO tactics aligned keyword and SEO strategies.
Write Editorial content and manage a blogger outreach program. Post and comment on relevant blogs
Create and maintain a social media editorial calendar and posting schedules
Conduct competitive analysis studies on competitors, including digital footprint analysis.
Analyze and evaluate social media campaigns and strategies. Report on effectiveness.
Researching and organizing facts and sources. Monitor trends in social media
Measures and reports performance of all digital marketing campaigns and assesses against goals (ROI and KPIs)
Brainstorms new and creative growth strategies through digital marketing
Plans, executes, and measures experiments and conversion tests
Collaborates with internal teams to create landing pages and optimize user experience
Utilizes strong analytical ability to evaluate end-to-end customer experience across multiple channels and customer touch points
Provides thought leadership and perspective for adoption where appropriate

Minimum Qualification Requirements:

Bachelor's degree specialized in marketing or a related field
Proven minimum 2 years working experience in digital marketing and graphic designing, particularly within the industry
Age not exceeding 35 years.
Strong, well-rounded portfolio that showcases your individual design
Proficient Computer Skills, Familiarity with keyword placement and SEO
Excellent IT skills, especially with design and photo-editing software
Candidates with a proven record of planning and initiating digital and launch campaign for marketing is preferred
Experience in optimizing landing pages and user funnels
Solid knowledge of website and marketing analytics tools (e.g., Google Analytics)
Experience in setting up and optimizing PPC campaigns on all major search engines
Professional approach to time, costs, and deadlines
Excellent time management and organizational skills

4. Associate PE-VC Accounts Officer

The PE-VC Associate will be primarily responsible to source, screen and manage the portfolio of early growth companies of the. The PE-VC Associate is expected to achieve this via good communication skills, forward-looking relationship development/management with the investee companies, operationalize management information systems to document the fund’s overall status and analyze multi-faceted financial risks and opportunities leading to an overall sound performance of the Fund.

Roles and Responsibilities

Work closely with the Corporate Advisory team to source and screen potential companies that meet the Fund’s criteria for investment
Undertake due diligence coupled with extensive research on the selected companies to verify the company’s overall legal and financial status
Develop financial models of the selected companies to arrive at valuations
Support the Investment Manager in each and every investment cycle, deal structuring and negotiations, fund operations via accurate documentation and timely communication
Formulation of micro and macro-level business strategies for the overall Fund and the investee companies through up-to-date and thorough industry and regulation analyses
Conduct periodic reviews of the portfolio companies and report any anomalies that can lead to short-term and long term risks
Derive and track the Key Performance Indicators of the investee companies which encompasses financial and non-financial components
Accompany the Investment Manager during periodic visits to the investee companies for meetings or discussions on companies’ strategies
Manage the MIS of the Fund and the investee companies
Develop periodic reports on the Fund’s performance to be shared to the senior management

Minimum Qualification

Bachelor Degree in Management or Economics or Commerce or Statistics or Finance or Business with at least first division marks or CGPA 3 out of 4 or professional qualification as CA/ACCA/ CFA
At least 2 years work experience in a relevant field. Candidates having experience in investment banking activities such as private equity and fund management shall be preferred.
Proficiency in written and spoken English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Age not exceeding 35 years.

Competencies

Should have the ability to work well with teams from different departments
Should be pro-active in undertaking various operational activities that add value to the overall functioning of the Fund
Should have the ability to work with minimum supervision

5. Account Officer – 1 (One)

The purpose of the job is to assist and support Accounts, Operations and Administration Unit of Nabil Invest to fulfill its duties and responsibilities effectively and efficiently. The employee being an integral part of the team maintaining efficient and accurate accounting and finance function within Nabil Invest. This job requires an employee to process and reconcile a wide variety of accounting documents such as invoices, departmental billings, employee reimbursements, cash receipts, vendor statements, bank statements and journal vouchers; review and code financial information; prepare and process documents to disburse funds, make deposits and prepare reports; compile and review information for accuracy; and maintain records. Work is performed by applying knowledge of accounting terminology and using spreadsheets and/or automated accounting systems

Roles and Responsibilities

Maintain spreadsheets, manage daily post in and out, and process all invoices, expenses forms, verifying calculations performed.
Process payments and documents such as invoice, journal vouchers, employee reimbursements and statements.
Working capital management and furnish information relevant to the management for investment decisions in timely basis
Enter, Update and/or retrieve accounting data from automated system.
Post financial data to appropriate accounts in an automated accounting system according to transactions.
Reconcile transactions, financial data and other information including that of other units/department if needed.
Preparation of MIS reports and periodic financial reports
Prepare and issue TDS certificates with the prescribed time period.
Strictly comply with all relevant laws, rules and regulations (internal and external) governing Nabil Invest.
File and/or remove records and reports.
Operate standard office equipment.
Co-ordinate with internal, external and other audits and furnish required information and documents along with explanations on a need basis.
Ensure work environment is conducive to high productivity.
Performs related work as assigned by immediate supervisors.
Interpret and apply instructions and guidelines to resolve work problems.
Study and review new methods, procedures, manuals and system enhancements and suggest revisions.
Continually develop in the scope of the work performed and continually focus in succession planning.
Fulfill and meet referral sales target assigned by the management.
Any other ad-hoc duties prescribed by unit head and management.

Minimum Qualification

Bachelor’s Degree in Management or Economics from a recognized University with at least first division or CGPA 3 out of 4.or candidates pursuing for a professional accounting qualification in addition shall be given preference.
At least 3 years work experience in relevant field.
Knowledge of accounting and bookkeeping terminology and practices, automated accounting system and basic mathematics.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Excellent interpersonal and communication skills.
Age not exceeding 40 years.

6. Trainee Associate

6.1 Trainee Associate (Depository Participant Unit) – 1 (One)

The purpose of the job is to provide support to concern unit head in order to smoothen the DP related functionalities. The employee shall ensure effective functioning of the unit activities, measured by timely and precise delivery of services thereby maximizing customer satisfaction.

Roles and Responsibilities

To facilitate in terms of handling core DP related task such as DIS, EDIS, Pledge/ Unpledge / DRN, BO-to-BO transfer, family transfer and death transfer.
To handle DP related issues and communicate with brokers, CDSC, Nabil Bank branches and/or SEBON as per need.
To operate all the designated software related to DP.
To facilitate all the tasks related to Mero share.
To assist staffs to solve issues during account opening, online account openings and renewals.
Reconcile or ensure reconciliation is done on regular basis.
Co-ordinate with internal and external audit and provide necessary information and documents with explanations on a need basis.
Perform all operational duties and responsibilities assigned in Standard Instruction Manual (SIM) of Nabil Invest.
Any other ad-hoc duties prescribed by Supervisor, Unit Head and the management of the Company.

Minimum Qualification

Bachelor’s Degree in Management or Economics from a recognized University with at least first division or CGPA 3 out of 4.
Proficiency in written and spoken English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Excellent interpersonal and communication skills.
Age not exceeding 25 years.
Prior experience in the related industry will be an added advantage.

Candidates should have:

Sound knowledge of Nepalese Capital Market.
Excellent verbal and written communication in both English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Good interpersonal, leadership and team management skill.

6.2 Trainee Associate (PMS Operations Unit) - 1 (One)

The purpose of the job is to assist Central Operation Associates and the Unit Head in the smooth functioning of centralized operational activities. The role shall be accountable to Unit supervisor and Unit Head for assigned roles.

Roles and Responsibilities

Assist in portfolio reconciliation provided by PMS unit
Liaise with the RMs of PMS Unit to complete pending reconciliations
Coordinate with NI Analyst Team to complete requested adjustments
Ensure timely realization of Dividends, Right shares, IPOs etc. in clients respective portfolios
Assist the supervisor in various administrative works related to the portfolio management service
Carefully perform payments and receives made by/to brokers in system on regular basis
Ensure prudent care is taken while reconciling client's accounts in system
Assist in calculation and verification of returns payables to Fixed Return PMS clients and commission payable to referrer, if any, at periodic intervals, i.e. monthly or quarterly
Coordinate and assist RMs for FR PMS admin and logistics
Report to designated supervisor on a day to day course of action regularly
Any other ad-hoc duties prescribed by unit head and management from time to time.

Minimum Qualification Requirement:

Bachelor’s Degree in Management or equivalent degree with at least first division marks or CGPA 3 out of 4.
Should have in-depth knowledge of Nepalese Capital Market
Excellent verbal and written communication in both English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Good interpersonal, leadership and team management skill.
Age not exceeding 25 years.
Prior experience in the related industry will be an added advantage.

Candidates should have:

Sound knowledge of Nepalese Capital Market.
Excellent verbal and written communication in both English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Good interpersonal, leadership and team management skill.

6.3 Trainee Associate (RTA/RTS Unit) - 2 (Two)

The primary function of the role is to assist the RTA/RTS clients and support senior associates for the smooth operation of the department. The role shall closely work with the operation unit to ensure timely and complete recording, reconciliation and documentation relation to the RTA/RTS clients.

Roles and Responsibilities

To facilitate during AGM/SGM.
To pledge/Un pledge of securities, Signature verification, securities split, Transfer of securities, Distribution of Bonus shares, certification, corporate actions, Re-materialization/Dematerialization of securities etc.
Assist the supervisor in various administrative works related to the RTA/RTS services.
Attend to client's grievances and resolve client complaints promptly.
Report to designated supervisor on a day-to-day course of action regularly.
To compile all record & monthly reconciliation of Shareholder's data with listed shares in PCS & CDSC software as well as reconciliation of cash dividends.
Report to designated supervisor on a day-to-day course of action regularly.
Build and improve strong relationship with prospective and existing clients.
Any other ad-hoc duties prescribed by unit head and management from time to time.

Minimum Qualification Requirement:

Bachelor’s Degree in Management or equivalent degree with at least first division marks or CGPA 3 out of 4.
Should have in-depth knowledge of Nepalese Capital Market
Excellent verbal and written communication in both English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Good interpersonal, leadership and team management skill.
Age not exceeding 25 years.
Prior experience in the related industry will be an added advantage.

Candidates should have:

Sound knowledge of Nepalese Capital Market.
Excellent verbal and written communication in both English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Good interpersonal, leadership and team management skill.

6.4 Trainee Associate (Marketing Unit) - 1 (One)

The primary function of this role is to contribute in growing new client base by promoting Nabil Invest products and also provide client with the appropriate products, services and solutions from the whole range of products offer by Nabil Invest. Prospect candidate should focus on driving profitable revenue and volume growth for the organization.

Roles and Responsibilities:

Business Development

Increase PPC (product per client) by growing portfolio.
Increase the market reach.
Keep updated MIS of sales numbers.
To provide creative marketing ideas and strategies.
Good understandings of competitor’s products, pricing in order to ensure our sales strategies are optimal.

Relationship Management

Assist client queries such as DEMAT related queries while onboarding them.
Be the first point of contact representing Nabil Invest in case of out of valley branches of Nabil Bank.
Build and maintain healthy relationship with clients and take necessary steps for strategic alliance.

Good Governance and Risk Management

Sound knowledge of relevant aspects of Investment banking like DEMAT, PMS, Mutual Fund and corporate Advisory as applicable.
Ensure compliance with SEBON guidelines and ensure minimal comments in audits and other inspections.

Minimum Qualification Requirement:

Bachelor’s Degree in Management or equivalent degree with at least first division marks or CGPA 3 out of 4.
Should have in-depth knowledge of Nepalese Capital Market
Excellent verbal and written communication in both English and Nepali.
Sound skills in MS applications such as Word, Excel and PowerPoint.
Good interpersonal, leadership and team management skill.
Age not exceeding 25 years.
Prior experience in the related industry will be an added advantage.

Candidates should have: