Portfolio Manager
4 months ago
**Company Description**
Ghobash Trading & Investment (GTI) is actively engaged in multi-asset class investment activities across various geographies. These activities are carried out by a highly qualified and experienced in-house team of investment professionals. The team uses an ‘Asset Allocation Matrix’ to realize risk adjusted returns on invested capital over a long-term period.
The Company’s investment activities include direct investments in startups, taking stakes in established businesses, acquisitions of business enterprises and setting-up new businesses through collaborative joint venture route.
GTI is also active in private financial investments, including private equity and debt, venture capital, real estate, and publicly listed financial investments.
**Manager Due Diligence and Selection**
- Conduct thorough due diligence on external investment managers, evaluating their investment strategies, risk management processes, and performance history.
- Develop and maintain a robust manager selection process, incorporating quantitative and qualitative analysis to identify top-performing managers.
- Stay abreast of market trends, industry developments, and regulatory changes that may impact manager performance.
**Portfolio Construction**
- Collaborate with the Head of Listed Investments and other stakeholders to develop and implement portfolio construction strategies aligned with the portfolio investment goals and risk tolerance.
- Optimize portfolio allocation by selecting and blending various investment managers across asset classes to achieve diversification and enhance risk-adjusted returns.
**Monitoring and Performance Analysis**
- Implement a systematic process for ongoing monitoring of selected investment managers, including regular performance reviews and risk assessments.
- Analyze portfolio performance and attribution, identify opportunities for improvement and make adjustments as necessary.
- Produce detailed reports for Investment Committee, summarizing the performance and risk metrics of the overall portfolio and individual managers.
**Relationship Management**
- Build and maintain strong relationships with external investment managers, ensuring effective communication and collaboration.
- Conduct periodic meetings and reviews with investment managers to assess their ongoing suitability and performance.
**Qualifications**
- Bachelor’s degree in finance or similar relevant area of study
- MBA (Preferable)
- CFA or CAIA (preferable)
**Additional Information**
- Advance analytical & modelling skills with good sense of numbers and ability to solve problems.
- Ability to manage multiple tasks, prioritize and meet deadlines.
- Ability to develop strong working relationships across different cultures and geographies.
- Attention to the details.
- Demonstrable relevant work experience, in portfolio management, investment research, public fund selection, investment banking or similar at a private bank, asset management, family office or other buy-side platforms.
- Exposure across a range of public market asset classes such as public equity, fixed income, alternative investments and derivatives.
- Confident and articulate communicator both written and verbally.
- A team player, with a high level of initiative.
**Experience Requirements**:
- Minimum 12-15 years of investment/analytical experience, preferably in a buy-side investment firm, advisory or wealth management.
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