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relative experience for CFA?

Hi all,

I am currenly working as a Credit Analyst in Deutsche Bank. Just want to know whether it counts as relative experience for CFA?

for your reference, I attached my major routine tasks as following,

Main Responsibilities:

The DTCC Analyst will be responsible for the matching, exception and risk management of all DTCC eligible trades under the allocated   counterparts within their remit. The following are key responsibilities:

 

  • Manage   client portfolios against targets both team and global.
  • Manage portfolio age profiles in a downward direction.
  • Build and maintain relationships with sensitive   clients.
  • Manage   client expectations as necessary to maintain excellent client rapport.
  • Ensure   client issues are escalated to the appropriate individuals on a timely basis as per the procedures set out. Ensure these issues are recorded appropriately to track history.
  • Ensure all high risk, alleged, and unrecognized trades are prioritized daily and escalated according to risk profile /   counterparty priorities.
  • Agree targets for exception clearance with   counterparties. Ensure these are proactively followed up and escalated as necessary.
  • Have regular meetings with your   counterparts and ensure action points are taken down, followed up and escalated as appropriate. Clear minutes for these meetings should be produced & followed up.
  • Ensure regular communication is maintained up and down the global DTCC team hierarchy outside of designated meeting times.
  • Ensure all reports are actioned and the reports controls sheet is updated & completion confirmed.
  • Follow up & escalate any feed issues and ensure these are closed out as quickly as possible.
  • Proactively communicate with regional and global management, stakeholders, global DTCC team

please provide advices for me ! and how can i confirm this as a relative experience? should i contact CFA institute directly?

 

thanks all !

 

cheers

yes,it is the relative experience for CFA.

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算的,我的一个同学就是Deutsche Bank的credit analyst,他问过cfa institute的,得到肯定答复。

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