Mutual Fund Business Analyst

KB Valbury Sekuritas is an online brokerage that allows Indonesians to buy and sell stocks, ETFs and Mutual Funds. We are Indonesia's financial technology platform driven by a mission to educate the importance of investing for the future. 

KB Valbury Sekuritas is committed to opening the door to access safe, trusted, and affordable investment instruments. Today, KB Valbury Sekuritas as one of the largest brokerage by the number of transactions in Indonesia, with over 1 million investors based on our platform is currently need: Mutual Fund Business Analyst.
 

Responsibilities:

• Assist in marketing activities related to asset management and Mutual Fund sales.
• Provide administrative support to the investment management team.
• Ensure compliance with rules, regulations, and transaction processes in Mutual Funds.
• Utilize WAPERD/WPPE licenses to facilitate transactions and maintain regulatory compliance.
• Communicate effectively in English, both written and verbal, to interact with clients and team members.
• Demonstrate proficiency in Microsoft applications, including Word, Excel, and Outlook.

Requirements:

• Bachelor's degree in Financial Management, Management, or related field.
• Minimum 2 years of experience in an investment management company, preferably in marketing or administration roles.
• Understanding of rules, regulations, and transaction processes in Mutual Funds.
• Possession of WAPERD/WPPE license.
• Proficient in English communication.
• Competency in Microsoft applications, including Word, Excel, and Outlook.