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"
}Last updated on