Senior Investment Manager

9 أكتوبر، 2022

0 4 2 دقائق

الوصف الوظيفي

Investment Planning and Analysis Manager (Saudi Only)

We are looking for an experienced and responsible Investment Planning and Analysis Manager who will evaluate and research trends and opportunities for our clients. In this role, you will perform research, investment planning, 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.

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.

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.

المهارات

Skills and Qualifications

Bachelors and Masters from Abroad from Abroad Countries

professional certification in investment.

Experience in Big4 firms and investment companies /banks

Candidate minimum stability 2 years in a company

Strong English and 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.

Objectives of this Role

To ensure success as an investment planning and analysis Director 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.

professional certification in Investment Management

Experience in Big4 firms or investment companies /banks

Candidate minimum stability 2 years in a company

Strong English and mathematical and numerical skills.

Thorough understanding of financial analysis and investment strategy.