![Islamic Development Bank](https://media.trabajo.org/img/noimg.jpg)
Lead Investment Portfolio Specialist
1 week ago
Role Purpose
The Lead Investment Portfolio Specialist is responsible for managing long-term direct equity investment portfolios with the goal of generating higher returns and increasing the bank's income. They play a key role in enhancing the return and income of the existing portfolio by rebalancing it according to investment policies. The Lead also participates in sourcing, originating, and implementing equity investments while adhering to policies and mandates. They oversee the evaluation and processing of investment proposals and monitor portfolio performance, exiting investments when necessary. Overall, the Lead Investment Portfolio Specialist optimizes equity portfolios, contributing to the organization's growth and profitability through effective investment strategies. Key Accountabilities
**Investment Portfolio Management**:
- Assess existing direct equity portfolio and oversee the preparation of a detailed divestment plan to liquidate few of the legacy direct equity investments in private companies and seek approval of the plan from IsDB management.
- Monitor and exit, wherever required and possible, the legacy investment portfolio of real estate funds, among others, to maximize the recovery of the invested amounts and to help re-deploy the funds in more attractive, mandate compliant investment opportunities.
- Participate in the management of IFI and/or non-IFI portfolio of the bank and develop an overall portfolio approach to manage the portfolio.
- Conduct performance evaluations of equity investments and carry out due diligence for potential equity investments, liaising with internal and external stakeholders, for further analysis / clarifications needed for the proposed investments.
- Monitor the performance and progress of the equity investments and portfolios from different sources (OCR and non-OCR) managed by IsDB.
- Source, originate and execute investments, as per prevailing guidelines and policiesPrepare a shortlist of potential investments for further discussions with the management and seeks and follows up on approvals for investments proposals.
- Monitor the life cycle of investments and recommend exit strategies where appropriate.
- Conduct quarterly reviews on investee companies and contribute to the regular reports prepared by the division.
- Follow up on dividend income generated.
- Contribute to the rebalancing of the portfolio in line with the approved Investment Policies.
- Participate in monitoring the legacy investment portfolio with the objective to exit if possible and maximize the recovery of the invested amounts to redeploy the funds in more attractive, mandate-compliant investment opportunities.
- Serve as a focal point for all matters related to investments in IFIs and/or non-IFIs assigned to him/her, as well as to the portfolios per source of fund.
- Assist the Division manager in presenting division’s key priorities and action plans and in regularly reporting to various internal stakeholders.
- Contribute to the development of policies and guidelines governing investments in IFIs and non-IFIs including guidelines on Board representation.
- Create, review and submit customized reports to the IsDB management on the performance of the invested companies and of the portfolio on a regular basis.
- Overview and Implement ESG framework across new investments.
- Contribute to the development and implementation of overall strategy and work plans for the Division.
**Operational Excellence Support**:
- Provide technical guidance and review the work delivered by lesser experienced team members.
- Ensure effective implementation and adherence to the respective policies, procedures, and controls so that all relevant procedural / legislative requirements are fulfilled.
- Keep abreast with the latest developments, regulations and best practices in the field and propose improvements in IsDB.
- Provide necessary inputs in the preparation of the Department Budget and in monitoring the actual expenditure against the approved budget.
Education, Certification and Experience
**Academic and Professional Qualifications**:
- Bachelor’s degree in Economics/Business Administration/Finance/ Investments or related discipline.
- Minimum 10 years of experience in Asset Management/ Investment Banking, of which 5 years in Investment/Asset Management & 3 years in a managerial / supervisory role.
- Holding CFA certification is preferred.
Skills & Necessary Knowledge
- Advanced knowledge of Investment Markets in the relevant Asset Classes.
- Advanced knowledge of investment risk-return assessment.
- Advanced knowledge of Financial Analysis.
- Advanced knowledge of Optimal Portfolio Theory.
- Knowledge of Macroeconomics.
- High degree of confidentiality and protection of sensitive information.
- Ability to maintain a rational and objective demeanor when faced with stressful or emotional situations.
- Ability to plan and prioritize tasks effectively.
- Ability to influence others using rational
-
Lead Investment Portfolio Specialist
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeRole PurposeThe Lead Investment Portfolio Specialist is responsible for managing long-term direct equity investment portfolios with the goal of generating higher returns and increasing the bank's income. They play a key role in enhancing the return and income of the existing portfolio by rebalancing it according to investment policies. The Lead also...
-
Lead Investment Portfolio Specialist
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeRole PurposeThe role will be responsible for overseeing investments across asset classes, including public and private markets, through External Fund Managers. The Lead will monitor and conduct due diligence on the investments and will be part of a team responsible for constructing portfolios and selecting External Fund Managers. The Lead will advise on...
-
Senior Investment Portfolio Specialist
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeBusiness Unit: Finance & CFO Division: Equity Investments Department: Investments Management Job Purpose: The Senior Investment Portfolio Specialist, in coordination with the Lead and the Director, manages and monitors the performance of direct equity investments, both public and private, to ensure higher returns generation within a defined risk profile....
-
Lead Investment Portfolio Specialist
1 week ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeRole Purpose The role will be responsible for overseeing investments across asset classes, including public and private markets, through External Fund Managers. The Lead will monitor and conduct due diligence on the investments and will be part of a team responsible for constructing portfolios and selecting External Fund Managers. The Lead will advise on...
-
Senior Investment Portfolio Specialist
1 week ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose The Senior Investment Portfolio Manager, in coordination with the Lead and the Director, manages and monitors the performance of a complex investments portfolios for the existing funds (non-OCR) to ensure higher returns generation within a defined risk profile in order to enhance the Bank’s income generating capacity. The role conducts...
-
Senior Investment Portfolio Specialist
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeJob PurposeThe Senior Investment Portfolio Manager, in coordination with the Lead and the Director, manages and monitors the performance of a complex investments portfolios for the existing funds (non-OCR) to ensure higher returns generation within a defined risk profile in order to enhance the Bank's income generating capacity. The role conducts advanced...
-
Investment Portfolio Specialist
2 weeks ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob 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...
-
Investment Portfolio Specialist
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeJob PurposeResponsible 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...
-
Investment Portfolio Specialist
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeBusiness Unit: Finance & CFO Division: External Funds Management Department: Investments Management Contract type: Regular Staff Job Purpose: 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...
-
Investment Reporting
1 week ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeRole Purpose Responsible for providing technical and professional support to the various Units within the Investments Dept. in processing investments transactions, onboarding External Fund Managements, compiling, and submitting investment reports and performing portfolio analytics work. The role will also involve advanced data analysis and customized report...
-
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeIDB3336 - Senior Investment Promotion and Regional Cooperation Specialist Business Unit: Operations- Global Practice & Partnership Division: Not Applicable Department: Cooperation & Capacity Development Job Purpose: Contribute to the development and implementation of IsDB's programs on improving investment promotion and economic cooperation among member...
-
Senior Investment Promotion and Regional
2 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose Contribute to the development and implementation of IsDB’s programs on improving investment promotion and economic cooperation among member countries. Develop and implement the work program and activities in this field by examining the issues, identifying/assessing the needs, identifying required priority interventions and planning dynamic...
-
Investment Reporting
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeRole PurposeResponsible for providing technical and professional support to the various Units within the Investments Dept. in processinginvestments transactions, onboarding External Fund Managements, compiling, and submitting investment reports and performing portfolio analytics work. The role will also involve advanced data analysis and customized report...
-
Portfolio Director
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Dallah Albaraka Holding Co Full time8-10 years of related experience, 4 years of which in managerial position. ResponsibilitiesOversee the development of an investment strategy and portfolio strategy for the company.Conduct routine assessments for the real estate portfolio of the company.Determine and direct the development of portfolio real estate assets to maximize returns.Assess all...
-
Jeddah, Makkah Province, Saudi Arabia Asterix Communications Full timeJob Purpose Contribute to the development and implementation of IsDB's programs on improving investment promotion and economic cooperation among member countries. Develop and implement the work program and activities in this field by examining the issues, identifying/assessing the needs, identifying required priority interventions and planning dynamic...
-
Senior Investment Policy Specialist
2 weeks ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose The role of Senior Investment Policy Specialist is responsible, in collaboration with the Director and other concerned units, for the development, improvement and compliance monitoring of the bank’s policies and processes related to the activities of the Investments function, as well as for the development of key results targets and...
-
Senior Investment Promotion and Regional
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeJob PurposeContribute to the development and implementation of IsDB's programs on improving investment promotion and economic cooperation among member countries. Develop and implement the work program and activities in this field by examining the issues, identifying/assessing the needs, identifying required priority interventions and planning dynamic...
-
Senior Investment Policy Specialist
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeJob PurposeThe role of Senior Investment Policy Specialist is responsible, in collaboration with the Director and other concerned units, for the development, improvement and compliance monitoring of the bank's policies and processes related to the activities of the Investments function, as well as for the development of key results targets and performance...
-
Investment Manager
4 days ago
Jeddah, Saudi Arabia Al-Ghazzawi Group of Companies Full timeJob Summary He is responsible for helping the CIO manage the investment portfolio specially the Private Equity and Real Estate part Major **Responsibilities**: A. Private Equity: 1. Conduct all such financial analysis and financial modelling on Private Equity opportunities as needed; 2. Conduct equity research along the investable themes and guidelines...
-
Portfolio Analyst
2 weeks ago
Jeddah, Makkah Province, Saudi Arabia Islamic Development Bank Full timeBusiness Unit: Operations Complex Division: Lives and Livelihood Fund Department: Special & Trust Funds Job Purpose: Support capacity development and streamlining of communications and visibility interventions and planning among projects in the existing LLF portfolio. Support the integration of this high-priority area in future project design and...