Investment Portfolio Specialist

2 weeks ago


Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full time
Job Purpose


Responsible for providing technical and professional support, through market research, advanced data analysis and customized report writing, regarding the identification, screening, and development of new fund investments opportunities, striving for maximum returns at the minimum risk level for the Bank.

The role provides first level support for any relevant inquiries of various stakeholders and ensures that all related activities performed are in line with the regulatory and risk control framework.

Key Accountabilities

Fund Management Operations:

  • Conduct advanced analyses and prepare reports regarding the performance, attractiveness, and acceptance of various IsDB funds and portfolio of funds, using standard KPIs and metrics (e.g., average return over the period, volatility observed during the period, etc.) to ensure they are performing in line with their investment objectives.
  • Prepare briefs, memos, and customized financial reports on relevant financial matters under the guidance of more senior team members, to assist the management in datadriven decision making.
  • Conduct market research and analyze information from multiple sources to drive the identification, screening, and development of new Investment opportunities for the Bank.
  • Support the Due Diligence processes for investments in new funds (Listed, Private Equity, Real Estate, and Infrastructure Funds etc.).
  • Liaise with Fund Managers responsible for different funds / portfolio of funds and recommend changes in the asset allocation depending on the current market scenario and market outlook.
  • Help implement risk mitigation measures under the supervision of more senior staff.

Operational Excellence Support:

  • Ensure effective implementation and adherence to respective policies, procedures, and controls so that all relevant procedural / legislative requirements are fulfilled.
  • Propose and implement process improvements to increase efficiency, effectiveness, and compliance of the related operations.
  • Provides necessary input for the preparation of the function's budget.
Education, Experience & Certification

Academic and Professional Qualifications:

  • Bachelor's degree in Economics / Finance / Investments or related quantitative discipline.
  • Minimum 5 years of experience in Asset Management / Investment Banking.
Skills & Necessary Knowledge

  • Financial Reporting.
  • Investment Analysis.
  • Investment Product Knowledge.
  • Financial Management.
  • Economic Analysis and Assessment.
  • Portfolio Management and/or Reporting.
  • Problem solving.
  • Analytical thinking.
  • Advanced report writing skills.
  • Advanced Ms Office Pack (Excel, Power Point) skills.
  • Power BI, SAP-FM, and JIRA knowledge.


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