Investment Portfolio Specialist
7 months ago
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 data-driven 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.
-
Lead Investment Portfolio Specialist
7 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeRole 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...
-
Senior Investment Portfolio Specialist
7 months 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...
-
Lead Investment Portfolio Specialist
7 months 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...
-
Investment Reporting
7 months 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...
-
Senior Investment Policy Specialist
7 months 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...
-
Lead Investments Specialist
2 days ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeRole Purpose The role is responsible to lead the identification, evaluation, and execution of the investment opportunities related to the liquidity Investments Division under the direction and supervision of the Division Manager. Moreover, the role oversees the liquidity portfolios of the Bank, monitoring their size and maturity ensuring adherence to the...
-
Investment Manager
5 days ago
Jeddah, Saudi Arabia Al-Ghazzawi Group of Companies Full timeHe 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 defined by the...
-
Senior Investment Reporting
7 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose - Handling operational matters related to Investments Department. - Assisting on matters of operational due diligence and ODD evaluations of new managers and new and current Global Custodians. - Executing the Capital Calls, recording dividing information, closing the position in Misys and payment of various fund management/custodian fees. -...
-
Senior Investment Reporting
7 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose - Handling operational matters related to Investments Department. - Assisting on matters of operational due diligence and ODD evaluations of new managers and new and current Global Custodians. - Executing the Capital Calls, recording dividing information, closing the position in Misys and payment of various fund management/custodian fees. -...
-
Investment Associate
2 days ago
Jeddah, Saudi Arabia AIMS Holding Full timeWe are looking for an experienced Investment Analyst to undertake financial research and analyze investment opportunities in capital markets **Responsibilities**: - Help manage the overall performance of capital market portfolio - Analyse and evaluate investment opportunities - Manage the preparation of timely and accurate reports to meet company and...
-
Investment Services
8 months ago
Jeddah, Saudi Arabia Bupa Arabia Full timeTo Assist in managing Back Office Activities including Settlement Operations, system update and Banks Broker and custodian Accounts. Settlement Operation, coordination with banks and custodian: - Confirm and cross check trade details. - Communicate settlement and transaction details and ensure matching (subscription form and confirmation sheet) - Liaise...
-
Portfolio Analyst
7 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob 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 execution. Key Accountabilities - ** Operational and Implementation support**: - Support the implementation...
-
Risk Management Specialist
7 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose The role contributes to the quantitative portfolio risk assessment function for the Risk Management Department by quantifying the Bank risk appetite metrics, measuring and monitoring the Bank risk profile in order to safeguard IsDB interests. The role also entails providing the required analytical support in the development of enterprise-wide...
-
Senior Principal, Equity
6 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeRole Purpose The role is responsible for due diligence, deal selection & structuring the FIs equity investment deals in accordance with the overall investment and risk guidelines. Responsible for developing in-house methodology and expertise in nurturing FIs constituting the investment portfolio and to monitor portfolio performance backed by effective...
-
Investment Analyst
13 hours ago
Jeddah, Saudi Arabia Associated Talent Consultants Full time**Location**: Jeddah, Saudi Arabia **Experience**: 5 years of experience with Financial Institution, Investment firm or Real Estate **Education**: BBA/ MBA in Finance and CFA (preferred) **Languages**: English and Arabic Job Responsibilities & Accountabilities Build financial models / analyses used to support business decisions by Senior Management,...
-
Senior Risk Management Specialist-portfolio Risk
6 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJOB PURPOSE: In collaboration with the Manager and Lead, the role is responsible for formulating and quantifying the Bank risk appetite metrics, measuring the Bank risk profile, and recommending any necessary corrective actions. The role contributes to the development of enterprise-wide quantitative risk measurement models, methodologies, and techniques such...
-
Senior Waqf Funds Financial Specialist
7 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose The Senior Waqf Funds Financial Specialist will contribute to monitoring and managing the Fund's financial affairs and performance. The Senior Waqf Funds Financial Specialist will assist in executing the strategic objectives set by the Waqf Fund Board of Trustees, assist in the preparation of the Annual budgets based on the Annual Spending...
-
Senior Awqaf Investment Specialist
7 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeRole Purpose To provide advanced level professional and technical inputs in the field of Islamic Finance, contribute to the of development of strategies, policies and guidelines governing the operations of financing for Awqaf projects in IsDB, in general, and to contribute in the development of new means and tools for financing Awqaf projects in Saudi...
-
Senior Waqf Funds Specialist
6 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose The Senior Waqf Fund Specialist will contribute to monitoring and managing the Fund’s operational and financial affairs, and its performance. Will assist in executing the strategic objectives set by the Waqf Fund Board of Trustees, assist in the preparation of the Annual budgets based on the Annual Spending Policy, and study the allocation of...
-
Lead Risk Analytics Specialist
6 months ago
Jeddah, Saudi Arabia Islamic Development Bank Full timeJob Purpose Lead the quantitative analytical functions for the Finance Complex on financial sustainability and projections analyses, credit rating analyses, Sovereign pricing, performance measurements, benchmarking and for the management of balance sheet and asset-liability management. This entails being the focal point for the development of quantitative...