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SENIOR PORTFOLIO MANAGER
at SOS (SPECIALISED OVERSEAS SERVICES) in GCC
SENIOR PORTFOLIO MANAGER - Location: Kuwait.
• Manage a set of portfolios by periodic liaisons with clients; responsible for portfolio performance and the achievement of agreed targets.
• Ensure all portfolio trades are in line with the policies as approved and reviewed by the senior management.
• Recommend investment patterns to maximize returns and minimize risks in line with client objectives and funds diversification.
• Review and undertake all operational procedures related to “getting into the deal,” “managing the deal” and “getting out of the deal.”
• Ensure that the relevant investment records are updated.
• Generate periodic reports summarizing the performance of securities portfolios compared to the agreed-upon benchmark.
• Periodic verification to ensure that capital and revenue credits are received in client account.
• Bachelor’s / Master’s Degree in Finance / Business Administration. CFA charter holder preferred.
• More than 6 years experience in financial analysis and research experience in the stock / capital markets.
• Candidate MUST have direct exposure to the Stock Exchange as part of his experience.
• Should be bilingual (English and Arabic). Salary: Best as per the Industry Standards. | Ref. No. 2368.
• Manage a set of portfolios by periodic liaisons with clients; responsible for portfolio performance and the achievement of agreed targets.
• Ensure all portfolio trades are in line with the policies as approved and reviewed by the senior management.
• Recommend investment patterns to maximize returns and minimize risks in line with client objectives and funds diversification.
• Review and undertake all operational procedures related to “getting into the deal,” “managing the deal” and “getting out of the deal.”
• Ensure that the relevant investment records are updated.
• Generate periodic reports summarizing the performance of securities portfolios compared to the agreed-upon benchmark.
• Periodic verification to ensure that capital and revenue credits are received in client account.
• Bachelor’s / Master’s Degree in Finance / Business Administration. CFA charter holder preferred.
• More than 6 years experience in financial analysis and research experience in the stock / capital markets.
• Candidate MUST have direct exposure to the Stock Exchange as part of his experience.
• Should be bilingual (English and Arabic). Salary: Best as per the Industry Standards. | Ref. No. 2368.
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Published at 02-04-2009
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