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ReferenceRubricsFinance Fo.Institutional Sales.Candidate

Finance Fo.Institutional Sales.Candidate

Source: reference/rubric-configs/finance-fo.institutional-sales.candidate.json

{ "sub_function": "finance-fo", "sub_vertical": "institutional-sales", "display_name": "Finance Front Office — Institutional Sales", "version": "bootstrap-2026-06-11", "generated_from": { "run_id": "bf808d4e-b3f9-425c-9721-3af4216d056f", "cv_count_in_cell": 0, "jd_count_in_cell": 1 }, "must_have_signals": [ { "type": "tag", "values": [ "institutional sales", "asset management", "financial services" ], "weight": 5, "source_docs": [ "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Institutional Sales Manager.pdf" ], "observed_in_pct": 1 }, { "type": "tag", "values": [ "public markets", "private markets", "alternative investments", "financial instruments" ], "weight": 5, "source_docs": [ "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Institutional Sales Manager.pdf" ], "observed_in_pct": 1 }, { "type": "keyword", "values": [ "presentation skills", "communication skills", "negotiation skills" ], "weight": 5, "source_docs": [ "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Institutional Sales Manager.pdf" ], "observed_in_pct": 1 }, { "type": "keyword", "values": [ "professional network", "business development", "client acquisition", "securing meetings" ], "weight": 5, "source_docs": [ "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Institutional Sales Manager.pdf" ], "observed_in_pct": 1 }, { "type": "tag", "values": [ "Bachelor's degree in Finance", "degree in relevant field" ], "weight": 5, "source_docs": [ "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Institutional Sales Manager.pdf" ], "observed_in_pct": 1 }, { "type": "certification", "values": [ "CFA", "Chartered Financial Analyst" ], "weight": 5, "source_docs": [ "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Institutional Sales Manager.pdf" ], "observed_in_pct": 1 } ], "nice_to_have_signals": [], "disqualifying_signals": [ { "type": "tag", "values": [ "no institutional or financial services experience" ], "weight": 5, "source_docs": [ "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Institutional Sales Manager.pdf" ], "observed_in_pct": 1 } ], "title_normalisations": [], "scoring_weights": { "sub_function_match": 0.2, "tag_overlap": 0.3, "seniority_delta": 0.2, "years_experience": 0.15, "red_flag_penalty": 0.15 }, "minimum_pass_score": 4, "status": "bootstrap-draft" }
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