Function-Role Relationship Matrix

Generic Job Role Cluster
Management Professional Support
Function Cluster Front-office Investment Management Chief Investment Officer
Senior Fund/Portfolio Manager
Fund/Portfolio Manager
Investment Executive (Research)
Sales/Distribution Head of Sales & Marketing
Agency Manager
Sales & Marketing Executive
Consultant/Agent
Marketing Representative
Middle-office Product Management Product Manager
Product Developer
Compliance Head of Compliance
Compliance Officer
Risk Management Risk Manager
Internal Auditor
Back-office Operations Head of Operations
Operations Manager
Operations Executive/Clerk
Sales Support