This role is
responsible for reviews of the existing and new equity investment transactions
of ICD, including investments in various Funds. It entails analysis of key
risks, returns and performance of ICD's equity portfolio by providing technical
insight into the risks, mitigating factors, returns and valuation. The
individual is expected to provide analytical views and recommendations on ICD’s
Equity and Funds portfolio performance, and exit strategies/valuation to
minimize the risks and maximize the returns of ICD’s portfolio.
Prepare detailed credit report on all new
Equity transactions of ICD, including investments in Funds. Also, work
closely with the business departments to ensure timely submission of Equity
related proposals and valuation reports. Assess new Equity proposals in line
with established credit approval process, including policy and limit
compliance, and recommendations on structuring, return, and terms and
To review & validate annual/quarterly
ICD’s Equity portfolio review, including their risk rating and individual
Review and analyze company
financials/historical performance and determine reasonableness of valuation
assumptions and the proposed Equity valuation methodology. To comment on the
feasibility of the proposed hold and/or exit recommendation.
For investments in Funds, identify key
risk issues and mitigating factors in the proposed fund, and make
recommendations accordingly. To endorse the fund’s risk categorization as the
result of the assessment process.
Assist in the risk reporting,
particularly in respect of Equity investments.
Participate in development of new internal
rating criteria and methodology to rate Equity transactions.
Based on increased risks
or adverse trends, and after consultation with Business Department, assist in
advising to place Direct Equity transactions, which are perceived as
potentially impaired, on a watch list.
Reviewing the investment performance-
tracking valuation and company performance and follow up on distressed
Keep abreast of the market and trends
and to consistently seek opportunities to improve processes, controls and
Feedback score from internal users on credit
assessment and credit reports on Equity portfolio
Adherence to timelines in critically
reviewing Equity portfolio and preparing credit reports
Adherence to timelines in preparing
special update quality reports
Adherence to timelines in concluding
quality due diligence activities
Master Degree in Economics or Finance or Business from a reputable and
internationally recognized institute
Strong verbal and written communication skills -
English is a must