Portfolio Manager | FH Capital

A well-known and well-reputed Company based in Dubai, United Arab Emirates is looking for an experienced, skilled, competent, mature, qualified, creative, and intelligent candidate with significant knowledge and relevant working experience for the position of “Portfolio Manager”.

Company Name FH Capital
Qualification Bachelors | Masters | CA
Experience 5 – 7 years of Relevant Experience Required
Monthly Salary 18,000 AED ā€“ 20,000 AEDĀ 
Employment Type Full Time | Permanent
Company Size 50-100 Employees
Benefits Medical InsuranceĀ 
Location Dubai

Summary

FH Capital is seeking motivated Portfolio Manager that will champion client investment portfolio proposals, construction, monitoring, and rebalancing. This role offers the opportunity to grow in a managerial capacity and in the investment management field by leading two direct reports, and providing first hand portfolio management experience across asset classes and markets, a supportive team, executive coaching, visibility within the organization and beyond.

To be selected for this role, you will need to have strong academic achievements (i.e. MBA + relevant industry certifications), a strong understanding about regional markets, investment management strategies, portfolio construction, monitoring and rebalancing techniques.

Major Responsibilities

  • Responsible for ensuring that portfolio performance is within top quartile returns (absolute returns).
  • Pitch portfolio management services to identified corporate and institutional investors.
  • Lead the drafting of investment statements, and coordinate investor onboarding.
  • Propose investment advisory and ideas to segregated account investors, manage investment requests, and investment order placement.
  • Coordinate money market and debt securities bid requests with sellers and identified stakeholders.
  • Lead investment analysts in preparing investment recommendations by performing (Fundamental and Technical Analysis) on a wide range of potential and current investments such as listed equities, bonds, sukuks, IPOs, and money market instruments.
  • Lead private equity and real estate valuations (new and current), identify secondary opportunities, negotiate terms, and coordinate with investment committee for approvals.
  • Perform portfolio health checks and propose back testing for clients using Bloomberg port and portfolio management system.
  • Monitor portfolio performance and limit breaches, initiate rebalancing calls, and propose buy/sell recommendations.
  • Champion the repricing of debt instruments, the update of money market presentations with prevailing rates for circulation, and input rates on Bloomberg.
  • Prepare and deliver portfolio performance presentations on quarterly basis to internal and external committees.
  • Overall responsibility of direct reports and their adherence to FH Capital and the gorupā€™s policies.
  • Ensure investment analysts deliver high quality research, reports, and presentations on a timely manner.
  • Contribute to the drafting of policies, process flows, and standard operating procedures.

Experience

  • Minimum of 5 years of professional work experience in a similar role with a leading investment management firm or 6 years of experience as an investment analyst.
  • Experience in UAE and regional equities is a must.
  • Trading experience is a plus (Fixed Income & Equity)

Qualifications

  • MBA or Masterā€™s Degree in Finance is preferred.
  • Chartered Financial Analyst Charter holder or similar designations (CIMA, CAIA, CFP, FRA, etc.). SCA mandated CISI certifications is a plus
  • Familiar with various valuation and investment analysis techniques.
  • Strong knowledge of portfolio construction and allocation strategies, use of portfolio management platforms, and valuations is a must.
  • Significant experience and capabilities in the use of investment analytical tools such as attribution and risk modelling software, wealth management and trading platforms, and client reporting packages. Use of Bloomberg terminal or similar platforms for analysis, research, and portfolio construction.
  • Ability to work independently, deliver high quality work, handle multiple projects at the same time, and meet required deadlines
  • Ability to develop custom presentations and analytical reports, showing initiative and creativity, to support research and recommendations
  • Knowledge of various investment asset classes and instruments is highly desirable (i.e private equity, private debt, fixed income, money markets, commodities, and real estate) is highly desirable.
  • Strong written and verbal communication skills
  • Strong proficiency in Microsoft Excel
  • Strong attention to detail

Accounting & Finance