Contributes to the business development planning process in connection with the Equities fund management function.
Ensures the application of best market practice across all aspects of his/her portfolio management activities.
Recommends appropriate pricing structures/ policies re: Equities fund management.
Identifies new business opportunities in conjunction with the respective unit heads and thereby contributes to business growth.
Operates within the targeted departmental budget and in accordance with individually-assigned investment activity parameters.
Contributes to the timely and accurate supply of information to external and internal auditors, Group Compliance, and Group Risk - as and when required.
Co-ordinates with the Operations Division re: the timely and accurate processing of all funds/portfolio-related documentation (e.g. Articles of Association, Information Memoranda, Investment Management Agreement, Investment Policy Statement, Risk Profile, Term Sheet etc.).
Processes orders, forms and applications re: the purchase and sale of securities in accordance with the investment guidelines stipulated in respect of each individual fund/portfolio.
Prepares and verifies internal reporting as and when required.
Identifies and successfully capitalizes on cross-sell opportunities, and makes referrals accordingly.
Resolves queries and/or addresses complaints.
Provides timely and accurate information to the external and internal auditors, the Compliance function and Group Risk, as and when required.
Contributes to the preparation of Investment Management Agreements, Investment Policy Statements, Term Sheets etc. in accordance with the directions of the AGM Asset Management.
Actively contributes to the launch of new equity-based funds and portfolios.
Ensures on-going compliance with the articles of association of each of the funds/portfolios under management.
Contributes to the development of the policies and procedures governing Fund/Portfolio Management activity.
Is responsible for implementing any action plan which may be required by Group Internal Audit, external auditors, regulators, or Group Compliance, in order to address any potential control weakness or compliance irregularity.
Contributes to the on-going application of internal AWM Policies and Procedures.
Contributes to the maintenance and collation of fund/portfolio-related data for inclusion in MIS reports.
Bachelor’s degree in Business, Commerce, Finance, Mathematics or Economics.
CFA or equivalent professional certification is a requirement.
6 years Fund/Portfolio Management experience, of which 3 years should have been in a similar role, preferably in the Arabian Gulf.