financial investment manager

Autonomous Investment In Commercial Enterprises and Management LLC

Role SummaryThe Finance &amp; Investment Manager will be responsible for leading the Group&rsquo;s financial strategy, taxation compliance, investment analysis, treasury management, and internal financial controls.This is a senior strategic role above the Assistant Manager &ndash; Accounts &amp; Finance position and will supervise and guide the finance department while maintaining oversight across subsidiaries and new ventures.KEY RESPONSIBILITIES1. Financial Strategy, Reporting &amp; Planning<ul><li>Oversee preparation of monthly, quarterly, and annual financial statements for the Group and subsidiaries under IFRS.</li></ul><ul><li>Develop short-term and long-term financial plans (6-month, 1-year, 3-year projections).</li></ul><ul><li>Conduct financial analysis, KPI tracking, and variance reporting.</li></ul><ul><li>Identify financial trends, risks, and opportunities.</li></ul><ul><li>Prepare financial reports for Board and Chairman-level review.</li></ul><ul><li>Lead annual budgeting process and rolling forecast monitoring.</li></ul><ul><li>Ensure proper consolidation across all Group entities.</li></ul>2. Cash Flow &amp; Treasury Management<ul><li>Prepare and monitor 12-month cash flow forecasts across subsidiaries.</li></ul><ul><li>Optimize working capital cycles.</li></ul><ul><li>Oversee receivables and payables discipline.</li></ul><ul><li>Manage banking relationships and negotiate credit facilities.</li></ul><ul><li>Structure funding strategies for expansion and operations.</li></ul><ul><li>Identify alternative financing solutions (bank loans, investors, partnerships).</li></ul>3. Investment &amp; Business Growth Strategy<ul><li>Conduct feasibility studies for acquisitions, joint ventures, and expansions.</li></ul><ul><li>Perform due diligence and financial risk assessments.</li></ul><ul><li>Develop detailed financial models (Buy vs Build, IRR, NPV, ROI analysis).</li></ul><ul><li>Conduct valuation analysis for mergers, acquisitions, and divestments.</li></ul><ul><li>Provide strategic recommendations on restructuring or liquidation of underperforming units.</li></ul><ul><li>Conduct industry and market financial research to identify new opportunities.</li></ul>4. Taxation &amp; Regulatory Compliance<ul><li>Ensure accurate and timely filing with UAE Federal Tax Authority (VAT, Corporate Tax, Excise where applicable).</li></ul><ul><li>Liaise with external tax advisors and auditors.</li></ul><ul><li>Maintain updated knowledge of UAE tax regulations and compliance requirements.</li></ul><ul><li>Develop tax-efficient structuring strategies.</li></ul><ul><li>Manage tax audits and documentation.</li></ul><ul><li>Monitor tax exposure across subsidiaries and related entities.</li></ul>5. Accounting Oversight &amp; Internal Controls<ul><li>Supervise the Assistant Manager &ndash; Accounts &amp; Finance and accounting team.</li></ul><ul><li>Oversee general ledger, AR, AP, payroll (WPS), and reconciliations.</li></ul><ul><li>Lead external audits and implement corrective actions.</li></ul><ul><li>Establish and enhance internal controls to prevent fraud and financial mismanagement.</li></ul><ul><li>Monitor fixed assets, inventory, and insurance coverage.</li></ul><ul><li>Ensure compliance with UAE corporate laws and accounting standards.</li></ul>6. Risk Management<ul><li>Identify and mitigate financial risks (liquidity, FX exposure, credit risk, operational risk).</li></ul><ul><li>Ensure proper insurance coverage (professional liability, staff, asset insurance).</li></ul><ul><li>Conduct periodic financial health reviews.</li></ul>7. Mergers, Acquisitions &amp; Divestments<ul><li>Lead financial evaluation for mergers and acquisitions.</li></ul><ul><li>Prepare structured due diligence reports.</li></ul><ul><li>Support transaction structuring and negotiation from financial perspective.</li></ul><ul><li>Recommend optimal timing and strategy for investments and exits.</li></ul>8. Financial Systems &amp; Automation<ul><li>Evaluate and implement ERP and MIS systems.</li></ul><ul><li>Improve financial reporting automation.</li></ul><ul><li>Ensure secure and efficient financial software management.</li></ul><ul><li>Coordinate with IT regarding financial system infrastructure.</li></ul>9. Stakeholder &amp; Banking Relations<ul><li>Maintain relationships with banks, investors, and financial institutions.</li></ul><ul><li>Negotiate credit lines and financial facilities.</li></ul><ul><li>Manage partner/shareholder reporting and capital contribution tracking.</li></ul>10. Leadership &amp; Department Development<ul><li>Mentor and supervise finance team.</li></ul><ul><li>Build financial discipline across the organization.</li></ul><ul><li>Establish financial governance standards.</li></ul><ul><li>Participate in hiring and structuring finance department growth.</li></ul>Skills &amp; Qualifications Required<ul><li>Master&rsquo;s Degree in Finance, Accounting, or Business Administration.</li></ul><ul><li>CPA / ACCA / CMA / CFA (preferred).</li></ul><ul><li>Minimum 7&ndash;10 years of experience in finance, accounting, and investment analysis.</li></ul><ul><li>Experience in M&amp;A, valuation, financial modeling, and strategic planning.</li></ul><ul><li>Strong knowledge of UAE financial regulations, IFRS, VAT, Corporate Tax.</li></ul><ul><li>Experience handling FTA audits and tax compliance.</li></ul><ul><li>Strong ERP and financial modeling proficiency.</li></ul><ul><li>Excellent analytical, negotiation, and leadership skills.</li></ul>Job Types: Full-time, PermanentPay: AED17,000.00 - AED22,000.00 per monthExperience:<ul><li>Finance &amp; Investment Managment: 8 years (Preferred)</li></ul>

Finance & Investment Manager

Laksh Consultants

Overall Experience - 4 to 7 years onlyNotice Period Requirement: 30 Days (Maximum)Working Days: 6 Days from officeAbout the Role:We are seeking a highly driven and strategic Manager - Investment (Startup Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.Key Responsibilities:Fundraising &amp; AUM Growth-<ul><li>Drive growth in Assets Under Management (AUM) by meeting set targets.</li><li>Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.</li></ul>Investor Relationship Management-<ul><li>Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).</li><li>Nurture relationships with inactive investors and convert them into active contributors.</li><li>Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.</li><li>Proactively outreach and pitch value proposition and curated startup campaigns.</li><li>Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.</li></ul>Business Development &amp; Conversion-<ul><li>Source, qualify, and onboard new investors through referrals, networking, and events.</li><li>Leverage existing investor networks for introductions and referrals.</li><li>Manage pipeline of new investor conversions and ensure smooth onboarding process.</li></ul>Networking &amp; Outreach-<ul><li>Represent the firm in industry events, conferences, and investor summits to expand reach.</li><li>Stay updated on funding trends, investor behavior, and competitive landscape.</li><li>Conduct one-on-one investor meetings to present opportunities and investment strategies.</li><li>Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.</li></ul>Strategic Input &amp; Reporting-<ul><li>Prepare and present investment proposals and performance reports.</li><li>Work closely with the investment team to align fundraising strategy with portfolio needs.</li><li>Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).</li></ul>Ideal Candidate<ul><li>Strong investor management profile</li><li>Mandatory (Experience): 4+ years of fundraising experience, with at least 1 year in Category II AIFs (PE / VC / Credit / Special Situations) selling to HNIs, Family Offices, or Wealth Managers.</li><li>Mandatory (Tech Skills 1): Must be proficient in pitching investment opportunities and onboarding investors</li><li>Mandatory (Tech Skills 2 ): Must have experience conducting investor meetings &amp; presentations</li><li>Mandatory (Tech Skills 3): Must have experience achieving revenue targets</li><li>Mandatory (Tech Skills 4): Must have experience representing the company at networking events</li><li>Mandatory (Tech Skills 5): Must understand startup valuation basics, portfolio reporting, investment products.</li><li>Mandatory (Tech Skills 6): Must prepare investment proposals, performance reports, and KPIs.</li><li>Mandatory (Education): No strict requirement, but finance background preferred.</li><li>Mandatory (Note): Must have high ownership and target-driven mindset.</li><li>Preferred (Company): Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.</li><li>Preferred (Industry): Events industry</li><li>Preferred (Work background): Experience in startup funding events &amp; roadshows</li></ul>Job Type: Full-timePay: ₹1,100,000.00 - ₹1,500,000.00 per yearWork Location: In person

Investment Manager

Turkish Donor

We are looking for Investment Specialist / Financial Development Expert for our clientResponsible: The Investment Specialist will be responsible for overseeing the development, management, and optimization of portfolios of investments and projects, ensuring alignment with the Organization strategic plan. This role will focus on critical areas such as investment analysis and management, project financing, and management, along with monitoring, evaluation, and reporting of project outcomes. The specialist will conduct thorough analyses to identify viable investment opportunities and assess their potential returns and risks, while also structuring and financing projects for effective lifecycle management.Implementing robust monitoring and evaluation frameworks will be essential to track performance and provide regular updates to stakeholders. The ideal candidate will have extensive experience in investments, project finance, and banking , with a deep understanding of local market dynamics and challenges. Strong analytical skills, strategic thinking, and the ability to collaborate with diverse stakeholders are crucial for success. Additionally, the Investment Specialist will play a vital role in building relationships with local businesses and international partners.Background Experience: 6+ years of Economic / Oil &amp; Gas /Banking or Investment Sectors.QUALIFICATIONS AND SKILLS REQUIRED: Master&rsquo;s degree from a reputable University is required in one of the following areas: Banking, Finance, Economics or similar. In addition to a master&rsquo;s degree, relevant professional certifications are highly advantageous, e.g., Banking and finance, project management, or investment management.Job Type: Full-timeApplication Question(s):<ul><li>Current Location?</li><li>Notice Period to Join?</li><li>Expected salary include All?</li></ul>

Investment Specialist

Sunlight Federal Credit Union

Position OverviewWe are seeking a seasoned, results-driven Fractional Chief Investment Officer (fCIO) to lead and oversee our investment and participation loan portfolio strategy. This executive-level role requires an experienced investment professional who brings deep expertise in credit union operations, investments, loan portfolio management, and regulatory compliance under NCUA guidelines. The fCIO will serve as a trusted strategic partner to the senior leadership a nondisclosure agreement is required for this role. fCIO in collaboration with CEO, COO, CFO, CCO will be providing expert oversight of participation loan acquisitions, risk assessment, credit risks, and portfolio performance &mdash; with a demonstrated track record of protecting the financial soundness of our membership.Key Responsibilities<ul><li>Evaluate, underwrite, and manage participation loan portfolio acquisition, by monthly tracking in assessing changes to NEV, PAR and M2M on a loan-by-loan basis, in alignment with the credit union's strategic objectives and risk appetite.</li></ul><ul><li>Assess and monitor interest rate risk, credit risk, liquidity risk, and concentration risk across the participation loan portfolio to assess effects across the complete loan and investment portfolio.</li></ul><ul><li>Ensure full compliance with NCUA regulations, guidelines, and examination standards, including those pertaining to Part 741 and participation lending rules. Preparing reports and assessments as requested by credit union Supervisory Committee.</li></ul><ul><li>Develop and present investment strategies, portfolio performance reports, and risk assessments to the Board of Directors and executive leadership.</li></ul><ul><li>Review quarterly and revise as necessary credit union policies and procedures as it pertains to all investments and loan products with CCO and Senior Lender.</li></ul><ul><li>Establish and maintain due diligence processes for evaluating originating lenders and participation loan opportunities. Stay in regular contact with participation bundlers and lenders approved by CEO.</li></ul><ul><li>Monitor portfolio credit quality, delinquency trends, and loss metrics; identify and after approval implement recommended corrective strategies to minimize investment and loan losses and charge-offs.</li></ul><ul><li>Collaborate with internal teams on asset/liability management (ALM) to optimize the balance sheet and net interest margin.</li></ul><ul><li>Stay current on regulatory changes, market conditions, and industry best practices affecting participation lending and credit union investment strategy.</li></ul><ul><li>Support examination preparation and interface with NCUA examiners and Supervisory Committee members on matters related to credit union investment and loan portfolio.</li></ul>Required Qualifications<ul><li>Minimum of 5 years of executive or senior-level experience in investment management, loan portfolio management, or a related financial services role within a credit union or major nationwide bank.</li></ul><ul><li>Demonstrated history of acquiring and managing a minimum of $200 million in loan portfolios, including investments and participation loan programs.</li></ul><ul><li>Proven history of low loan loss ratios and minimal charge-off rates, with documented portfolio performance results.</li></ul><ul><li>In-depth knowledge of NCUA regulations, examination procedures, and credit union-specific compliance requirements.</li></ul><ul><li>Strong expertise in interest rate risk analysis, credit risk evaluation, and asset/liability management principles.</li></ul><ul><li>Must be bondable under a financial institution fidelity bond; clean background and financial history required.</li></ul><ul><li>Exceptional analytical, communication, and presentation skills; ability to clearly convey complex financial data to board members and non-financial stakeholders.</li></ul><ul><li>High degree of professional integrity and fiduciary responsibility.</li></ul><ul><li>Must pass a background check.</li></ul>Preferred Qualifications<ul><li>Chartered Financial Analyst (CFA), Certified Credit Union Executive (CCUE), or equivalent professional designation or experience.</li></ul><ul><li>Experience serving multiple credit unions or financial institutions in a fractional or consulting or executive capacity.</li></ul><ul><li>Familiarity with loan participation platforms and third-party originator networks.</li></ul><ul><li>Prior experience presenting to and advising a credit union Board of Directors.</li></ul>Work ArrangementThis is a part-time fractional executive role. The selected candidate required to be physically present at our office location for a minimum of two (2) weeks per calendar month. Remaining time remotely, specific terms to be decided during contractnegotiations. Scheduling is flexible within these parameters and coordinated with executive leadership.Fidelity Bond RequirementAll candidates must qualify for coverage under the credit union's fidelity bond as required by NCUA regulations. Employment is contingent upon successful background screening and fidelity bond eligibility verification.We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.Job Type: Part-timePay: Up to $150,000.00 per yearWork Location: In person

Fractional Chief Investment Officer

Islamic Development Bank (IsDB)

<div>
 Title: Director, Investments Department
 
 
 Requisition ID: 5360
 
 
 
 Overview
 
 
 
 
 Complex:
 
 Finance &amp; CFO
 
 Department:
 
 Investments
 
 Country:
 
 Saudi Arabia
 
 Location:
 
 Jeddah, HQ
 
 Job Grade:
 
 M3
 
 Contract Type:
 
 Fixed Term
 
 Closing Date:
 
 14-Mar-2026
 
 
 
 Job Purpose
 
 
 
 The Director of the Investments Department is responsible for overseeing the Bank&rsquo;s investment portfolios, including OCR and Non-OCR Funds, Direct Equity, Investment Funds, and Awqaf Funds.The role involves hands-on portfolio management in active and passive asset management in multiple asset classes, managing and overseeing External Fund Managers (EFMs) and Awqaf sector initiatives. It requires strategically optimizing risk-adjusted returns, ensuring compliance with regulatory standards, and leading tactical asset allocation to enhance investment performance.Additionally, the Director drives macroeconomic analysis impacting investments, transaction compliance, valuation analytics, investment operations, and legal structuring, while overseeing relationships with Global Custodians, ensuring IT integration between EFMs and internal systems, and facilitating policy improvements.
 
 
 
 Key Accountabilities
 
 
 
 
 Strategic Responsibilities (Long-term planning, governance, policy alignment):
 
 
 
 <ul>
 <li>
 Define and lead investment strategies, ensuring optimal risk-adjusted returns across OCR, Non-OCR portfolios, and Awqaf investments.
 </li>
 <li>
 Collaborate with internal units and departments to refine and enhance the Bank&rsquo;s investment policies and processes, including Awqaf Fund strategies.
 </li>
 <li>
 Review Strategic Asset Allocation (SAA) and submit mid-term policy updates and risk budget recommendations.
 </li>
 <li>
 Oversee ESG framework implementation across investments, enhancing responsible and sustainable investing.
 </li>
 <li>
 Manage relationships with Global Custodians, ensuring portfolio guidelines, compliance, risk, and performance parameters are correctly configured.
 </li>
 <li>
 Ensure proper sourcing and validation of benchmarks data, maintaining portfolio alignment with investment objectives.
 </li>
 <li>
 Lead the development and approval of the Annual Work Plan and Budget, ensuring strategic alignment and optimal resource allocation.
 </li>
 <li>
 Oversee the Awqaf Fund Portfolio, following up with stakeholders on required actions.
 </li>
 <li>
 Formulate sector strategies for Awqaf Funds, contribute to establishing International Awqaf Development Institutions, and facilitate new dedicated Awqaf Funds under the Bank&rsquo;s oversight.
 
 
 </li>
 </ul>
 
 Tactical Responsibilities (Portfolio Positioning, Rebalancing, Macroeconomic Assessments)
 
 
 
 <ul>
 <li>
 Prepare and deliver regular reports that integrate portfolio analytics, market outlooks, and strategic assessments. Evaluate macroeconomic trends, geopolitical risks, and investment implications on a quarterly and ad-hoc basis. Ensure reporting captures tactical portfolio adjustments, risk exposures, and performance outcomes, supporting strategic decision-making in alignment with investment mandates and governance expectations. (i.e., analytical and forward-looking, connecting portfolio performance with broader investment strategy and market dynamics).
 </li>
 <li>
 Implement tactical asset allocation strategies, portfolio rebalancing, and liquidity optimization.
 </li>
 <li>
 Monitor and report on EFMs, ensuring their adherence to investment mandates, risk budgets, and performance expectations.
 </li>
 <li>
 Validate Net Asset Values (NAV) and reconcile valuations between Global Custodians and EFMs, ensuring accuracy in private funds and direct equity holdings.
 </li>
 <li>
 Oversee sourcing of benchmarks data and communicate portfolio guideline changes at the IPS level and EFM level.
 </li>
 <li>
 Manage direct equity exits, redeploy proceeds with EFMs, and optimize portfolio liquidity.
 </li>
 <li>
 Conduct Awqaf-related investments and marketing activities, supporting outreach and investment mobilization efforts.
 
 
 </li>
 </ul>
 
 Operational Responsibilities (Transaction Processing, Compliance, Legal Structuring, System Optimization)
 
 
 
 <ul>
 <li>
 Portfolio Operations: Plan and process cash transfers, drawdowns, corporate actions, and tactical cash allocations via internal systems (Mysis) and Global Custodian systems.
 </li>
 <li>
 Lead KYC, KYT, and AML compliance for new and existing investments, ensuring risk adherence across EFMs, Global Custodians, and transfer agents.
 </li>
 <li>
 Manage onboarding of EFMs with Global Custodian, assisting managers with operational issues related to custodial services and compliance.
 </li>
 <li>
 Ensure risk, compliance, and performance reports are properly configured, periodically verified, and aligned with portfolio parameters.
 </li>
 <li>
 Execute investment transactions, coordinating legal documentation (LPA, Subscription Agreement, IMA).
 </li>
 <li>
 Facilitate Global Custodian, EFM, and benchmark provider fee validations and payments, including review of transfers.
 </li>
 <li>
 Lead operational due diligence, preparing risk notes for prospective EFMs as part of the approval process.
 </li>
 <li>
 Ensure all investment data and systems are properly managed and configured, maintaining integrity, efficiency, and adaptability.
 </li>
 <li>
 Performance Reporting: Oversee preparation and delivery of portfolio performance reports, ensuring accuracy, consistency, and relevance to investment objectives. (i.e., operational and metrics-driven)
 
 
 </li>
 </ul>
 
 Leadership Responsibilities
 
 
 
 <ul>
 <li>
 Provide inspirational and motivational leadership, setting a clear vision for the Department while ensuring direct reports understand performance expectations.
 </li>
 <li>
 Oversee departmental performance and resource management by delegating responsibilities effectively, establishing ambitious objectives, and providing regular, constructive feedback. Promptly address areas requiring improvement to ensure sustained excellence.
 </li>
 <li>
 Continuously assess and enhance departmental capabilities, identifying opportunities for skill development and strategic actions to maximize performance and impact.
 </li>
 <li>
 Strengthen team capabilities by addressing skill gaps through targeted capacity-building initiatives and strategic recruitment efforts.
 </li>
 <li>
 Coach, mentor, and develop direct reports and high-potential talent, fostering professional growth and leadership within the Department.
 </li>
 <li>
 Serve as a role model, exemplifying the Bank&rsquo;s values and leadership competencies while providing guidance and support, particularly during periods of change.
 
 
 </li>
 </ul>
 
 Academic And Professional Qualifications
 
 
 
 <ul>
 <li>
 Master&rsquo;s degree in Economics or Business Administration or Finance or Investments or related discipline.
 </li>
 <li>
 A Chartered Financial Analyst (CFA) qualification is preferred and considered as an advantage.
 </li>
 <li>
 CFA/FRM/PRM Charter holder can be considered as an equivalent to master&rsquo;s degree.
 </li>
 <li>
 Experience in the public sector, particularly with Multilateral Development Banks (MDBs) or Reserves Management, is essential.
 </li>
 <li>
 Proven expertise in overseeing and managing External Fund Managers to optimize investment performance and strategic alignment.
 </li>
 <li>
 Extensive hands-on experience in managing both active and passive portfolio management is an essential requirement.
 </li>
 <li>
 Minimum 15 years of experience in Asset Management (active and passive) / Investment Banking.
 </li>
 <li>
 7+ years of managerial/ supervisory experience.
 </li>
 <li>
 Languages: English: Mandatory | Arabic: Preferred | French: Preferred
 
 
 </li>
 </ul>
 
 Skills &amp; Necessary Knowledge
 
 
 
 <ul>
 <li>
 Expertise in investment markets across various asset classes, with an advanced understanding of their dynamics.
 </li>
 <li>
 Advanced knowledge in investment risk-return assessment, ensuring strategic decision-making based on sound financial principles
 </li>
 <li>
 Advanced knowledge in Islamic Finance including principles, instruments, and regulatory considerations.
 </li>
 <li>
 Strong grasp of macroeconomic trends and their impact on investment strategies.
 </li>
 <li>
 Ability in responding to evolving business conditions, ensuring continued effectiveness and high performance within the Department.
 </li>
 <li>
 Ability to translate IsDB&rsquo;s overall strategy into actionable steps that drive investment objectives.
 </li>
 <li>
 Commitment to confidentiality, ensuring the protection of sensitive financial and operational information.
 </li>
 <li>
 Composure and objectivity in high-pressure situations, maintaining professionalism and effective decision-making.
 </li>
 <li>
 Capability to conduct performance evaluations, assessing department-wide effectiveness and individual contributions.
 </li>
 <li>
 Strong planning and prioritization skills, enabling efficient management of tasks and resources.
 </li>
 <li>
 Proven experience in delivering presentations to the Board with clarity, strategic insight, and impactful communication.
 </li>
 <li>
 Ability to influence stakeholders through logical reasoning, fostering constructive dialogue and identifying pathways for agreement.
 </li>
 <li>
 Expertise in risk identification and mitigation, ensuring proactive management of investment uncertainties.
 </li>
 <li>
 Dedication to maintaining high standards, continually seeking improvements in processes and operational efficiency.
 </li>
 <li>
 Advanced report writing skills, delivering clear, well-structured, and impactful analyses.
 </li>
 <li>
 Proficiency in MS Office, SAP-FM, and JIRA, leveraging digital tools for financial management and operational efficiency.
 
 
 </li>
 </ul>
 
 About Application Process
 
 
 
 If you meet the criteria and you are enthusiastic about the role, we would welcome your application. To complete the application you would need the following document(s):
 
 
 <ul>
 <li>
 Resume/CV
 </li>
 <li>
 Copy of passport
 </li>
 <li>
 Academic certificate
 
 
 </li>
 </ul>
 If you are currently an IsDB Regular staff applying for this role and get selected through the competitive selection process; your current contract type and other terms and conditions will remain unchanged.
 
 
 The Islamic Development Bank (IsDB) does not ask for payments of any kind from applicants throughout the recruitment process (job application, CV review, interview meeting, and final processing of applications). In addition, the IsDB does not request information on applicants&rsquo; bank accounts. The IsDB declines all responsibility for the fraudulent publications of job posts or job offers in its name or, in general, for the fraudulent use of its name in any way whatsoever.
</div>

Director, Investments Department

Morgan Stanley

<div>
 
 POSITION SUMMARY
 
 
 
 
 
 The Director of Investments provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. This industry professional leads the oversight of the team&rsquo;s reporting, and performance metrics while reviewing asset allocation models with the FA/PWA/team. This professional must have strong organizational, analytical and communication skills to effectively discuss investment strategies with the FA/PWA/team.
 
 
 
 
 
 DUTIES and RESPONSIBILITIES:
 
 
 &bull; Reviews and oversees investment functions including the oversight of policies, procedures, reporting and performance metrics via firm approved resources and systems
 
 
 &bull; Partners with FA/PWA/team on the selection and oversight of investment managers, the development of asset allocation models and executes the implementation of the investment strategy
 
 
 &bull; Establishes relationships within the investment community to ensure access to best-in-class research and managers
 
 
 &bull; Evaluates investment managers on behalf of FA/PWA/team, if necessary, to re-balance assets and terminate and hire managers to ensure managers and investment mandates align with the investment policy
 
 
 &bull; Reviews and sharing insights regarding the appropriate benchmarks for the current asset allocation
 
 
 to the FA/PWA/team
 
 
 &bull; At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
 
 
 &bull; Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved
 
 
 &bull; At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
 
 
 
 
 
 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
 
 
 
 
 
 Education and/or Experience
 
 
 &bull; 10+ years of work experience in a field relevant to the position required
 
 
 &bull; Advanced degree or professional certification or prior industry experience required
 
 
 &bull; Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
 
 
 &bull; Additional product licenses may be required
 
 
 Morgan Stanley
 
 
 EOE committed to diversifying its workforce.
 
 
 M/F/D/V
 
 
 Version: 7/10/2024
 
 
 
 
 
 Morgan Stanley
 
 
 Director of Investments
 
 
 
 
 
 Job Description
 
 
 Knowledge/Skills
 
 
 
 
 
 &bull; Strong leadership skills
 
 
 &bull; Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
 
 
 &bull; Technically proficient and quick learner of new and updated platforms
 
 
 &bull; Detail oriented with superior organizational skills and ability to prioritize
 
 
 &bull; Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
 
 
 &bull; Exceptional writing, interpersonal and client service skills
 
 
 &bull; Strong time management skills
 
 
 &bull; Team player with the ability to collaborate with others
 
 
 &bull; Ability to work in a fast-paced, evolving environment
 
 
 &bull; Adaptable and ability to multi-task
 
 
 &bull; Goal oriented, self-motivated and results driven
 
 
 
 
 
 Reports to:
 
 
 &bull; Market Business Service Officer and/or Business Service Officer
 
 
 Morgan Stanley
 
 
 EOE committed to diversifying its workforce.
 
 
 M/F/D/V
 
 
 Version: 7/10/2024
 
 
 
 
 
 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
 
 
 
 
 
 It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
 
 
 
 
 
 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
 
 
 
 
 
 
 
 
 
 WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
 
 
 
 
 
 
 At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 
 
 
 Expected base pay rates for the role will be between $90,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 
 
 
 
 
 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
 
 
 
 
 
 It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
 
 
 
 
 
 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
 
</div>

Director of Investments

Oaktree Capital Management

<div><div>Role Description:</div><div>
Manager will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong understanding of the processes, documentation, data management, and counterparty communication required to execute transactions and administer assets post-close. The candidate will work closely with investment professionals, legal and compliance, accounting and tax, technology, and reporting teams.</div><div>
Key responsibilities include: 
<ul><li>Act as a key member of a dedicated middle office team that serves as a hub for private deals and facilitates private deal closing activities</li><li>Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy</li><li>Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner</li><li>Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal</li><li>Assist in managing all banking, custodian and facility relationships across the credit platform</li><li>Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties</li><li>Develop a complete understanding of the roles and responsibilities, systems and processes across each internal functional group, and serve as a central point of contact between the Investment Team and the back office.</li><li>Partner with investment professionals, outside and internal counsel, tax, accounting and compliance professionals to ensure good cross-functional communication and coordination throughout the investment process.</li><li>Participate in developing and documenting operational policies, procedures and controls</li><li>Ensure proper operational procedures and controls are followed and maintained, with appropriate escalation to stakeholders</li><li>Support document management for private credit deals</li><li>Analyze process issues and bottlenecks to make improvements</li><li>Assist in process improvements and automation as well as the development of longer-term systemic solutions</li></ul></div><div></div><div>
Required Experience:</div><ul><li>8+ years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company</li><li>2+ years of experience in private credit investment operations and middle-office support, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances</li><li>Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending. Extensive knowledge of BSL market is a plus.</li><li>Strong knowledge of general finance, process documentation and cross functional operations</li><li>Solid analytical skills and ability to understand and resolve complex problems</li><li>Proficient in Microsoft Office with strong working knowledge of Microsoft Excel</li><li>Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion</li></ul><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div></div>

Manager, Investment Ops Private

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