Establishing and managing multi-asset portfolios for the company as well as clients
Ensure that the portfolio activities contribute to the organizational strategies and are within the risk parameters approved by management.
Investing in equities as well as fixed income markets while inputting trades of all investment transactions
Constructing, implementing and managing derivative overlays.
Preparing daily, monthly, quarterly valuation reports.
Preparing regulatory, audit, and internal reports to management.
Reviewing and managing existing accounts as well as building relationship with prospective clients.
Setting priorities within a portfolio to ensure resources are targeted and effective.
Escalating investment risks to management
Manage and supervise financial analyst
Represent the company in all investment management meetings
Prepare and amend investment policies after taking ABC investment committee and management’s approval
Managing customers’ account details, holdings and statements having an investment contract and having access to Operations Department’s systems related to investment portfolio and producing investment analyst reports
Desired Skills & Competencies:
Strong analytical skills
Strong customer service ethics
Analyzing problems and solving it.
Organization Awareness & Concern for Impact.
Teamwork & cooperation.
Ability to co-operate with diverse culture
Managing Own Learning
Getting the Job done
Log and report writing
Dealing with crisis
Committed to quality
Good communication skills
Qualification & Experience:
3-5 years of experience
B.S degree Finance, Economics, Business Administration, Accounting
Good Finance and Banking Regulations Experience
Good PC Knowledge
Excellent knowledge of MS Applications