Theerachai Chavanisopa
Business Development Officer
Bangkok
Summary
Dynamic Property and Trust Business Development Officer at One Asset Management with a proven track record in client relationship management and investment product knowledge. Expert in generating innovative ETFs and delivering tailored performance reports, leveraging quantitative analysis and strong collaboration skills to drive revenue growth and enhance client satisfaction.
Overview
3
3
years of professional experience
2
2
Certifications
Work History
Property and Trust Business Development Officer
One Asset Management
07.2024 - Current
- Built and maintained relationships with clients and domestic/ international business partners.
- Prepare a pitch book according to client's Terms of Reference (TOR) for fund management bidding
- Produced daily, monthly, quarterly, and annual reports tailored to the specific requirements of diverse client portfolios.
- Prepared and delivered quarterly performance reviews and ad hoc client presentations.
- Managed relationships with institutional clients across investment products including ETFs, private funds, property funds, REITs,private equity, and mutual funds.
- Coordinated with internal and external stakeholders to facilitate smooth operations and support clients and business partners, including co-managers/advisers for private funds and Participant Dealers/Market Makers for ETFs.
- Generated new products(ETFs) aligned with organizational policies and client needs through targeted marketing initiatives and strategic planning, contributing to revenue growth.
Investment Analyst
THAIVIVAT INSURANCE PCL.
05.2023 - 07.2024
- Analyzed and evaluated investment opportunities across multiple asset classes, including fixed income, equities, mutual funds, and alternative investments, in alignment with the company's investment policy.
- Monitored portfolio performance, yield, duration, and key risk metrics to ensure alignment with liability profiles and solvency requirements.
- Prepared regular investment and performance reports for Management, the Investment Committee, and the Board of Directors.
- Supported Asset-Liability Management (ALM) analysis, including cash flow matching, duration gap analysis, and stress testing.
- Tracked market trends, interest rate movements, and macroeconomic developments, assessing their impact on portfolio strategy and risk exposure.
- Coordinated with internal stakeholders (Actuarial, Finance, Risk, Compliance) and external parties (fund managers, custodians, investment advisors) to ensure effective investment operations.
- Ensured compliance with regulatory requirements set by the Office of Insurance Commission (OIC).
- Conducted due diligence and ongoing monitoring of external fund managers and investment products.
Education
Master of Science - Financial Engineering
University of The Thai Chamber of Commerce
Bangkok, Thailand 04.2001 -
Bachelor of Science - Economics
Kasetsart University
Bangkok, Thailand 04.2001 -
Skills
Investment Product Knowledge
Customer Service & Client Relationship Management
Microsoft Office (Excel, PowerPoint, Word,Power Bi)
Coding in Python (Data Analysis & Financial Modeling)
Team collaboration
Quantitative Analysis
Time Series Modeling
Certification
CISA Foundation Knowledge (AISA)
Timeline
IC Plain
09-2024
Property and Trust Business Development Officer
One Asset Management
07.2024 - Current
CISA Foundation Knowledge (AISA)
05-2024
Investment Analyst
THAIVIVAT INSURANCE PCL.
05.2023 - 07.2024
Master of Science - Financial Engineering
University of The Thai Chamber of Commerce
04.2001 -
Bachelor of Science - Economics
Kasetsart University
04.2001 -