Investment Planning and Analysis Manager
5 days ago
We are looking for an experienced and responsible Investment Planning and Analysis who will evaluate and research trends and opportunities for our clients. In this role, you will perform research, valuations, and appraisals of financial instruments, markets, and businesses and interact with other team members to deliver quality investment directives to our clients and business.
**Objectives of this Role**
To ensure success as an investment planning and analysis manager you should be well-versed in portfolio management, have a keen eye for detail, and be proactive in finding investment opportunities. A top-notch investment analyst performs well under pressure, possesses creative and analytical abilities, and can adapt their thinking to quickly evolving scenarios.
Daily and Monthly Responsibilities
Provides investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares.
Investment Manager Job Duties:
Engages in regular research global financial markets, and general current events
Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts
Works closely with investment analysts to assess financial information and investment opportunities
Presents investment opportunities and related analysis while pitching proposed course of action in meetings with clients
Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals
Makes decisions about financial and investment opportunities on behalf of clients
Meets with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another
Takes on high levels of responsibility on behalf of financial institutions, corporate clients, investment organisations, and insurance companies
Develops relationships with clients and expands client network in professional and social settings
Specialises in a particular field or industry to aspire to achieve expert level knowledge
Assessing business and asset valuations.
Calculating risks and opportunities for potential and current clients.
Monitoring market trends and investment portfolios.
Analysing previous investment decisions and generating key takeaways.
Conducting meetings with clients and management throughout the year.
Producing complex financial models for integration into decision-making processes.
Compiling financial data into reports for other team members and stakeholders.
Identifying critical areas of business performance for other stakeholders.
Reporting discrepancies and issues to senior team leaders when they arise.
Working within a dynamic team environment.
**Skills and Qualifications**
Bachelor’s degree in finance, investment banking, or accounting.
MBA is preferred.
Strong mathematical and numerical skills.
Proficiency in data collection and analysis.
Excellent research and writing abilities.
A flair for statistics and data manipulation.
Confident presentation abilities.
Thorough understanding of financial analysis and investment strategy.
**Salary**: From ﷼20,000.00 per month
Ability to commute/relocate:
- Riyadh: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Master's (required)
**Experience**:
- Investment: 6 years (required)
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