Portfolio Manager – Family Office Investments

  • Opportunity to build & develop the Family Office for a leading UAE-based family
  • Direct experience investing globally across all asset classes required

About Our Client

Our client is a large family group based out of the UAE. The group has a strong, diversified portfolio of companies that span across automotive, services, technology, real estate, and logistics.

Job Description

  • Develop investment strategy for the office and manage the execution process
  • Originate, advice and recommend CFO and Investment Committee on investment opportunities
  • Evaluate the potential risks and develop the action plan
  • Manage partnerships with other investment companies
  • Create, implement and coordinate a comprehensive family financial strategy, including an accompanying Investment Policy (IP)
  • Organise and implement an asset allocation strategy built around the principles and benchmarks as indicated in IP and agreed by Investment Committee
  • Maintain and monitor multiple and segregated family financial strategies, IP and asset allocation strategies
  • Develop and maintain and account aggregation platform. Enables FO with reporting and risk metrics/analytics capabilities
  • Research and identify the best money managers around the world to implement the applicable allocations towards each specific asset class
  • Source, select, diversify, and monitor the money managers who carry out the actual investing of various aspects of the portfolio, including cash management, bonds, equities, alternatives, and derivatives

The Successful Applicant

  • 8+ years of portfolio management experience within an asset/wealth management firm or family office
  • Experience in investments across asset classes and geographies required
  • Experience in managing portfolios required, candidates with solely research or advisory experience will not be considered
  • Excellent knowledge of the financial markets and financial tools
  • Deep understanding of the global economy and capital markets, equity and fixed income analysis, asset allocation, portfolio construction and risk management of portfolios, and strong analytic and communication skills
  • Experience of financial writing
  • Experience of organising and editing large documents
  • Able to write clearly on technical details of financial markets
  • Team player with a positive disposition who works extremely well with subordinates, engagement of peers and superiors as well as clients as appropriate
  • Ability to operate independently
  • Possess excellent communication skills (verbal and written)
  • Excellent command of MS Excel, MS Word and MS Power Point

What’s on Offer

  • Excellent opportunity to build investments portfolio from the ground-up and actively participate in decision making
  • Competitive salaries and strong bonus and benefits package
  • Position based in Dubai

Allison Nakano
+971 4709 0367

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