Confidential Companyدبي - الامارات العربية المتحدةتاريخ النشر:2024/11/20 سجلي الدخول للتقدم
Responsibilities
Manage discretionary portfolio management (DPM) and investment funds.
Make strategic investment decisions based on market research, analysis, and client objectives.
Monitor and analyze portfolio performance, making adjustments as needed to optimize returns and manage risk.
Ensure that investment strategies and portfolio allocations align with clients’ investment objectives, risk tolerance, and preferences.
Regularly communicate with clients to update them on portfolio performance and investment strategies, provide insights, and manage expectations.
Prepare and submit regulatory reports and ensure compliance with relevant financial regulations and standards.
Work with regulatory bodies and legal advisors to obtain necessary approvals.
Prepare detailed memorandums and other investment offering documents for new investment funds ensuring that all information is accurate, comprehensive, and in compliance with regulatory standards.
Stay updated on market trends, economic indicators, and financial news that may impact investment performance.
Prepare detailed performance reports for clients and senior management.
Qualifications
Proven track record in managing investment funds and portfolio, with experience in handling regulatory and compliance aspects.
Ability to work independently with minimal supervision while delivering high-quality results.
Ability to work effectively under high work pressure while handling multiple priorities.
Strong analytical, decision-making, and communication skills; adept at managing client relationships and regulatory compliance.
Relevant professional qualifications, such as CFA, or a strong background in finance or investment management are preferred.
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