Our client, A leading investment firm with a strong regional presence, recognized for excellence in portfolio management and wealth creation, is seeking a highly skilled and experienced portfolio manager. The organization combines a disciplined, long-term investment vision with a commitment to sustainable growth across diversified asset classes, underpinned by robust risk management practices
The Portfolio Manager will oversee and optimize diversified investment portfolios, contributing to strategic investment decisions while ensuring alignment with regulatory frameworks, risk guidelines, and performance objectives in a professional and challenging environment.
Key Responsibilities
- Develop, implement, and periodically review comprehensive portfolio strategies aligned with the firm’s investment objectives.
- Construct, manage, and rebalance multi-asset portfolios to optimize returns while adhering to risk, liquidity, and compliance guidelines.
- Conduct in-depth fundamental, technical, macroeconomic, and sector analysis to identify attractive investment opportunities.
- Evaluate both listed and private investment opportunities using financial statement analysis, valuation techniques, and industry benchmarks.
- Prepare investment recommendations with clear rationale, including buy, hold, sell, or exit strategies.
- Monitor portfolio performance, volatility, concentration, and market exposures on a daily and weekly basis.
- Conduct scenario analysis, stress testing, and sensitivity assessments to assess portfolio resilience.
- Execute trades efficiently through approved brokers and trading platforms, ensuring compliance with market standards.
- Ensure all investment activities comply with local regulations, internal policies, risk limits, and Sharia guidelines (if applicable).
- Maintain accurate documentation for investment decisions, compliance monitoring, and reporting purposes.
- Present portfolio performance, market updates, and strategic recommendations to senior management and investment committees.
- Coordinate with external stakeholders, including fund managers, custodians, brokers, banks, and research providers.
- Support investor relations by providing portfolio insights for reporting to clients or shareholders.
Qualifications & Experience
- Bachelor’s or Master’s degree in Finance, Economics, Accounting, or related field. CFA/CAIA or equivalent professional certification preferred.
- Minimum of 5–8 years of portfolio management or investment analysis experience, preferably within multi-asset or institutional investment environments.
- Strong analytical skills, including financial modeling, valuation, and quantitative analysis.
- Deep understanding of global and regional markets, economic trends, and investment risk management.
- Proficiency in portfolio management tools, trading platforms, and investment analytics software.
- Excellent communication and presentation skills, with the ability to convey complex investment insights clearly to stakeholders.
- Proven ability to make informed, strategic decisions in dynamic market conditions.
- High ethical standards and integrity, with a strong commitment to compliance and governance.
