Associate - Asset Management (Business Development Team)

Purpose .

Responsible for investment product development, client relationship management, business plans and presentations for identified strategic initiatives and growth initiatives that align with EFG Hermes’ business objectives and priorities.

Responsibilities

1. Provide support to the Business Development team, including new product platforms and business initiatives.
2. Assist in the implementation of the department’s digital transformation plan.
3. Create a profile list of prospective targets and prepare proposal files for potential clients.
4. Work on request for proposals (RFPs) and due diligence requirements for prospects.
5. Assist with preliminary market research and analysis for developing the business, including cost-benefit analysis.
6. Responsible for designing and launching new investment products, aligning with client needs and market demand.
7. Maintain existing relationships with Asset Management clients including attending client meetings and responding to any ad hoc requests
8. Maintain and update client contacts on the CRM and share them with senior members of the team.
9. Undertake projects for senior management including preparing business and performance presentations
10. Execute new product launches, including:

• Finalizing term sheets/determining key product parameters and legal structure (including reviewing and finalizing legal documentation related to the incorporation of new entities and appointing board of directors).
• Selecting and appointing service providers.
• Facilitating internal sign off and setup with different stakeholders (including the investment team, operations, compliance, legal, risk, and IT).
• Facilitating the legal and operational setup with external service providers (including administrators, custodians, brokers, auditors, tax accountants, lawyers and index providers).

11.Review existing products on an ongoing basis: update product details as required (including key terms, changes to service providers/changes relating to existing service providers, structure, and offering documents, etc.).

12.Perform benchmark analysis for client portfolios and update financial ratios to be used in proposals and other marketing material.

13.Other ad hoc duties ex: prepare historical performance analysis.

14.Ensure compliance with all applicable AML/CTF rules and regulations as required in the conduct of your role.

15.Ensure timely completion of all relevant AML/CTF training provided by the Group.

16.Ensure response to AML, CTF & sanctions inquiries in a timely manner.

Job Requirements

1. Bachelor’s degree in Accounting, Finance or Economics.
2. 2 - 3 years’ experience in business development, asset management, investment banking, financial services or similar field.
3. Knowledge of investment products, portfolio management, and financial markets.
4. Strong presentation and analytical skills.
5. Excellent command of Arabic and English.
6. Excellent communication skills (written, verbal and listening).
7. Able to build partnerships and work well in teams.
8. Can identify, recommend and implement solutions for problems. Capable of making timely decisions and anticipating consequences.
9. Ensure deliverables are always of a high quality.
10. Able to work under pressure, with attention to detail.
11. Self-motivated and maintains a positive attitude.

“Thank you for your interest in applying to EFG Holding. Due to the high volume of applications/interest, please note that we are only able to respond directly to applicants that are shortlisted for interviews.”