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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Wealth Management, Risk Manager/Analyst
Job Description & How to Apply Below
To support the effective management, monitoring and optimization of Dubai Chambers investment portfolio through comprehensive investment analysis, portfolio management, due diligence, investment execution and market research. The role is responsible for managing fixed‑income investments, bank deposits and external investment mandates, evaluating investment opportunities, monitoring portfolio performance and risk and providing well‑found investment recommendations to the Director Finance and relevant management committees.
The role also manages key relationships with local and international banks, investment managers, consultants and other financial institutions to identify suitable investment opportunities and ensure that investment activities remain aligned with approved investment policies, risk parameters and organisational objectives.
Key AccountabilitiesInvestment Analysis & Evaluation
- Conduct comprehensive financial and investment analysis of existing and potential investment opportunities.
- Evaluate fixed‑income instruments, bank deposits, investment funds, equities and other approved asset classes.
- Perform financial modelling, valuation, scenario analysis and sensitivity analysis to support investment decisions.
- Review financial statements, investment proposals, offering memoranda, fund reports and other relevant financial information.
- Conduct company, industry, market and economic research to identify investment opportunities and associated risks.
- Prepare high‑quality investment papers, recommendations and presentations for the Director Finance, senior management and/or relevant committees.
- Provide independent evidence‑based recommendations regarding investment opportunities and portfolio decisions.
Portfolio Management & Monitoring
- Manage and monitor assigned components of Dubai Chambers investment portfolio in accordance with approved investment policies and objectives.
- Monitor portfolio performance, investment returns, asset allocation, risk exposure and performance against approved benchmarks.
- Manage and monitor fixed‑income investments, bank deposits and external investment mandates.
- Identify underperforming investments, emerging risks and portfolio opportunities and recommend appropriate actions.
- Support portfolio rebalancing, asset allocation and investment strategy decisions.
- Monitor external investment mandates to ensure continued alignment with approved strategies, guidelines and risk parameters.
- Provide regular portfolio insights and recommendations to the Director Finance.
Banking & Investment Manager Relationships
- Manage relationships with local and international banks, investment managers, fund managers, investment consultants and other financial institutions.
- Engage and negotiate with banks to obtain competitive deposit rates, investment terms and suitable investment opportunities.
- Coordinate with external investment managers and consultants regarding portfolio performance, investment strategy and market developments.
- Participate in meetings with banks, fund managers, investment partners and advisors.
- Evaluate information and recommendations received from external investment managers and advisors and provide an independent internal assessment.
- Maintain effective professional relationships with relevant financial counter parties while protecting Dubai Chambers financial and investment interests.
Investment Due Diligence
- Lead and/or support financial, commercial and investment due diligence on prospective investments.
- Review investment proposals, financial models, fund documentation, investment-manager reports and relevant supporting documentation.
- Assess the financial strength, performance and risk profile of potential investments and counter parties.
- Coordinate with banks,…
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).