Portfolio Manager

The Portfolio Manager oversees institutional clients' investments to meet return objectives. This job is responsible for analyzing, selecting, trading, and monitoring fixed income securities. Additionally, the role contributes to the investment committee, defining strategic directions for fixed income portfolios. Collaborating with business development managers, they align portfolios with each client's unique goals, tax considerations, and restrictions to achieve portfolio objectives.

Key Duties and Responsibilities

1. Develop and execute fixed income investment strategies aligned with client objectives and risk tolerance.
2. Construct investment portfolios informed by market conditions and economic trends.
3. Buy and sell securities in client accounts to maintain specific investment strategies or objectives.
4. Determine acceptable risk levels for clients based on various factors.
5. Monitor and analyze market trends, economic indicators, and interest rate movements for informed investment decisions.
6. Conduct in-depth research on fixed income securities, credit markets, and economic factors influencing investment decisions.
7. Collaborate with financial analysts teams to identify investment opportunities and optimize portfolio positioning.
8. Stay abreast of market developments and assess their impact on portfolio performance.
9. Monitor, review, and analyze market rate structures.
10. Actively manage portfolio risk and ensure compliance with regulatory requirements.
11. Implement risk management processes to identify, assess, and mitigate potential risks associated with fixed income portfolios.
12. Evaluate the performance of investment portfolios and ensure compliance with regulatory standards.
13. Work closely with wealth managers, financial analysts teams, and investment advisors to optimize portfolio positioning and propose tailored solutions for clients.
14. Provide expert advice and insights to clients on fixed income markets and investment strategies.
15. Communicate investment strategies, portfolio performance, and market conditions to clients effectively.
16. Maintain new and existing client relationships, including informing them of market conditions and discussing portfolio performance and objectives.
17. Prepare comprehensive performance reports, including investment commentary, for clients and internal stakeholders.
18. Review and adjust portfolio allocations based on risk assessments and market conditions.
19. Generate an investment policy statement outlining clients' investment objectives.
20. Review and prepare written analysis, spreadsheets, summaries, and opinions for loan requests or reviews.
21. Prospect for new clients and stay updated with relevant investment news and trends.
22. Uphold company values throughout business practices and utilize sound judgment in decision-making.
23. Any other additional duties as may be required by management based on needs of the business.

Work Experience

Minimum 5 to 7 years relevant experience in a similar role.

Educational Qualification

Relevant Bachelor's degree in related field. Master's degree preferable. Additional certification such as CPA, CFA, CRM, is preferred.

This job falls under the regulatory oversight of the United Arab Emirates (UAE) Securities & Commodities Authority (SCA) and the attainment of the requisite accreditation is required.