The Investment Fund Manager will research investment ideas / markets, and perform investment / financial planning, asset allocation for the clients, as applicable.
The incumbent will perform financial, commercial, risk, tax and legal due diligence, in close coordination with the internal / external stakeholders, and manage and monitor the client portfolio, as per financial objectives and investment strategies.
Detailed Roles and Responsibilities
Assist in the design, development and implementation of investment fund strategies based on market and portfolio analysis.
Update self on the regulatory requirements / changes set by QCB and other relevant government bodies, and, recommend adequate changes in the section, including but not limited to staffing of employees, deliverables etc.
Develop and maintain robust working relationships with internal / external stakeholders (including banks and financial institutions) to facilitate functional / operational / strategic needs.
Assist in the formulation of, and ensure that the deliverables are within agreed SLAs and that timely, accurate and complete analysis / reports are provided in a timely manner to the respective internal stakeholders.
Maintain highest standards of confidentiality, professional conduct, ethics and integrity in the provision of services in the section.
Procure, and manage and rearrange the investment portfolios of HNI or UHNWI and Private Banking Individuals for their region / industry / asset class centric investments.
Stay abreast of current economic and investment events, identify possible implications, and make appropriate investment recommendations, in close coordination with the internal teams.
Contribute towards commercial and financial due diligence, recommending on the credentials of new investment prospects in existing and targeted markets and provide investment proposals for the Investment Committee.
Administer and monitor for evaluation purpose on existing investments and finalize on appropriate course of action, in close coordination with the Department Head Investments
Review the industry and market research reports to analyze and decide upon potential fund investment opportunities, in line with Doha Bank’s investment strategy.
Develop and drive investment & asset allocation strategy for the clients, based on extensive research and insightful economic & financial analysis.
Establish and administer collaborative partnerships with market research agencies, and, supervise the research process and follow up on results, if needed.
Partner with the respective internal departments and compliance teams in delivering the final investment product proposals to the clients.
Monitor and provide prompt support to the clients in providing investment analysis across all asset classes, including equity, fixed income, commodities and foreign exchange.
Assess client investment requirements to determine whether market / economic changes, or performance of the portfolio requires a reassessment.
Recommend changes needed to client portfolios in line with their financial objectives, including but not limited to cash management, interest rates etc.
in close coordination with the T & I team.
Ensure that necessary accounting / administration information is provided to the internal teams in the light of preparation of the accounts, in a timely manner.
Develop, evaluate and review deal-flow and project pipeline against investment strategy, risk budget and other investment criteria on an ongoing basis to ensure optimal and timely investment and performance.
Prospect, obtain and maintain assigned targets in terms of volume of clients, and market / industry or asset class.
Contribute towards, the development and delivery of product documentation, and related reference / marketing materials for internal and external stakeholders.
Ensure that timely, accurate and complete investment performance reports / summaries / analysis are provided in a timely manner to the respective external / internal stakeholders.
Gather and share knowledge to the team, and / or department on worldwide best market practices and, global / local trends in the targeted sectors.
Promptly respond to the escalated queries raised by the respective stakeholders.
Adhere to / follow audit, compliance and procedural control measures set by the management.
University graduate with a degree in Accounting or Business or Banking or Finance or Economics or any other related discipline.
Master’s degree in Management any other related discipline will be an added advantage.
13 - 15 years of experience in a similar position.
Portfolio management experience with High Net worth, Ultra High Net worth, Private Banking clients.
Considerable experience in handling an investment advisory role