HEAD OF DISCRETIONARY & PROPRIETARY TRADING

Job Description

Title: HEAD OF DISCRETIONARY & PROPRIETARY TRADING

Company Name: Southeast Bank Capital Services Limited

Vacancy: --

Age: 25 to 35 years

Job Location: Dhaka

Salary: Negotiable

Experience:

• 5 to 6 years

• 5 to 6 years

• Age 25 to 35 years

Educational Qualifications:

• Honors and master’s degree in finance, Economics, or a related discipline from a reputed university.

• Candidates with an Engineering background holding an MBA in Finance are also encouraged to apply.

• CFA Charterholders or candidates who have partially completed the CFA program will be given

Key Responsibilities

1. Investment Strategy & Proprietary Trading

• Develop and execute proprietary trading strategies across equities, fixed income securities, mutual funds, and other approved asset classes.

• Identify investment opportunities through fundamental, quantitative, technical, and macroeconomic analysis.

• Allocate SEBCSL's capital across trading and investment strategies to optimize risk-adjusted returns.

• Monitor market developments, economic trends, and sector performance to support investment decisions.

2. Discretionary Portfolio Management

• Lead the development of discretionary portfolio products for SEBCSL.

• Formulate investment strategies for discretionary portfolios managed on behalf of clients.

• Ensure portfolio construction aligns with approved investment mandates, risk profiles, and return objectives.

• Oversee asset allocation, rebalancing, and portfolio performance.

• Review and approve investment recommendations.

3. Risk Management

• Establish and monitor trading limits, stop-loss thresholds, concentration limits, and exposure guidelines.

• Ensure prudent management of market, liquidity, credit, and operational risks.

• Conduct stress testing and scenario analysis on portfolios and trading positions.

• Report risk exposures and mitigation measures to senior management and relevant committees.

4. Research & Market Intelligence

• Lead equity, sector, and macroeconomic research initiatives.

• Develop investment themes and trading ideas based on market intelligence and analysis.

• Maintain a strong understanding of Bangladesh capital market dynamics and emerging opportunities.

• Evaluate IPOs, private placements, rights issues, and other capital market transactions.

5. Performance Management

• Monitor and evaluate the performance of proprietary and discretionary portfolios against established benchmarks.

• Analyze attribution of returns and identify drivers of performance.

• Recommend corrective actions when portfolio performance deviates from targets.

6. Regulatory Compliance & Governance

• Ensure all trading and investment activities comply with regulations of:

  • Bangladesh Securities and Exchange Commission (BSEC)

  • Bangladesh Bank (in line with Southeast Bank PLC policy)

  • Dhaka Stock Exchange (DSE)

  • Chittagong Stock Exchange (CSE)

  • Internal investment and risk policies

• Prepare reports for investment committees, regulators, and senior management.

• Ensure adherence to AML, KYC, and fiduciary requirements.

7. Leadership & Team Management

• Lead and develop trading, portfolio management, and research teams.

• Foster a culture of disciplined investment decision-making and strong risk awareness.

8. Investment Committee Participation

• Serve as a member or secretary of the Investment Committee.

• Present investment recommendations, portfolio reviews, and market outlooks.

• Support the strategic investment decision-making process of SEBCSL.

9. Client & Stakeholder Management

• Engage with high-net-worth individuals (HNI), institutional investors, and strategic clients regarding discretionary portfolio services.

• Communicate investment strategies, portfolio performance, and market outlooks.

• Collaborate with relationship management and business development teams to grow assets under management.

10. Business Development & Product Innovation

• Develop new investment products and discretionary investment solutions such as SIP (Systematic Investment Plans).

• Identify opportunities to expand proprietary trading capabilities and alternative investment strategies.

• Support revenue growth and diversification initiatives of the merchant bank.

Core Competencies

• Strong analytical and quantitative skills with sound judgment in investment decision-making.

• In-depth knowledge of capital market instruments, trading strategies, and portfolio management principles.

• Sound understanding of risk management frameworks and regulatory requirements applicable to merchant banking operations in Bangladesh.

• High level of integrity, professionalism, and commitment to ethical investment practices.

• Strong proficiency in financial modeling, Technical & Analytical Tools, AI tools, and Office applications.