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 |