Competency Details ( Fund Management )

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Competencies

Jadarat Dictionary

Fund Management

Efficiency Technical Competency

Utilizes the knowledge and understanding of cash flows' handling to determine the amount and timing of the organization's funding needs. Recommends the appropriate approaches to the funding and management of securities, to effectively execute the current investment plans and achieve the set objectives.

Jadarat Code: T32

Level 1

Demonstrates a basic understanding of own organization's processes of cash flows' handling and securities' management. Has basic knowledge of the identification of relevant market data to be leveraged in the management of funds, and is able to prepare the initial steps for the development of investment plans.

Level 2

Builds specialised understanding of the appropriate tools and techniques relevant to cash flows' handling and securities' management. Utilizes own knowledge of the market trends, practices and approaches that may impact the development and execution of the current investment plans as per the set objectives.

Level 3

Understands deeply the context and all aspects of Fund Management, and through the use of the available tools and techniques, is able to analyse and assess the currently-used approaches of fund management and securities' management to recommend the appropriate approaches and required amount and timing of the organization's funding needs.

Level 4

Uses own experience and full knowledge in the field to recommend and implement suitable guidelines for adhering to the practices of cash flows' handling and securities' management, to effectively execute current investment plans and achieve the set objectives. Serves as an expert in reviewing and assuring the required amount and timing of the funding needs.

Level 5

Applies subject matter expertise of cash flows' handling and securities' management to formulate the relevant investment strategy and drive the execution of plans. Draws from personal experience to evaluate the proposed amount and timing of the organization's funding needs and recommend any amendments to achieve the set organizational objectives.