it investment/portfolio manager

Brindley Tech

Job OverviewWe are seeking a strategic and analytical Investment Manager to oversee investment activities, manage portfolios, and identify growth opportunities. This role is responsible for developing investment strategies, conducting financial analysis, and ensuring optimal returns while managing risk.Key Responsibilities<ul><li>Develop and implement investment strategies aligned with organizational goals</li><li>Manage and monitor investment portfolios (equities, fixed income, real estate, or alternative assets)</li><li>Conduct financial analysis, valuation, and due diligence on investment opportunities</li><li>Assess risk and ensure proper diversification of assets</li><li>Track market trends, economic developments, and financial performance</li><li>Prepare investment reports and present recommendations to senior management or clients</li><li>Build and maintain relationships with investors, financial institutions, and partners</li><li>Ensure compliance with regulatory requirements and internal policies</li><li>Collaborate with finance and executive teams on capital allocation decisions</li><li>Review and optimize portfolio performance regularly</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in Finance, Economics, Business, or a related field</li><li>5&ndash;10+ years of experience in investment management, asset management, or finance</li><li>Strong knowledge of financial markets, instruments, and portfolio management</li><li>Experience with financial modeling and valuation techniques</li><li>Excellent analytical and decision-making skills</li><li>Strong communication and presentation abilities</li><li>High level of integrity and attention to detail</li></ul>Pay: QAR35,000.00 per monthWork Location: In person

Investment Manager

Alomar Holding Company

<div>Alomar Holding Company is a diversified Saudi holding and investment group renowned for its commitment to governance and long-term value creation. With a strong focus on real estate development, property and asset management, and strategic investments, the company operates at the forefront of the Saudi investment landscape. 
 
As an Investment Manager, you will play a pivotal role in leading the full investment cycle, primarily within the real estate sector. Operating at the holding company level, you will be responsible for sourcing and securing investment opportunities, structuring deals, and presenting cases for executive and board approval. Your expertise will drive the development and execution of investment strategies, ensuring alignment with the company's strategic objectives and delivering sustainable value. 
 
Key responsibilities include:<ul><li>
Lead the end-to-end investment process for real estate opportunities, from sourcing to execution and post-acquisition monitoring</li><li>
Source and secure real estate investment opportunities in the Saudi market</li><li>
Conduct feasibility studies, financial modeling, and comprehensive risk assessments</li><li>
Structure and evaluate investment deals, including partnerships and joint ventures</li><li>
Develop and execute overall investment strategy in alignment with company objectives</li><li>
Manage and monitor investment performance and portfolio-level capital allocation</li><li>
Present investment cases and recommendations to executive leadership and board for approval</li><li>
Collaborate with internal stakeholders and cross-functional teams to ensure strategic alignment</li><li>
Coordinate due diligence processes and negotiate commercial terms with external partners</li></ul> 

Requirements 
 
Required Qualifications:<ul><li>
Bachelor&rsquo;s degree in Finance, Investment, Real Estate, Economics, or a related field</li><li>
7&ndash;10+ years of relevant experience in real estate investment, including executing investments via real estate funds and leading development/value-add projects</li><li>
Experience at a leading financial institution or investment firm (investment bank, PE/REPE, asset manager, sovereign/holding investment arm)</li><li>
Advanced proficiency in Microsoft Excel for real estate financial modeling, feasibility, and sensitivity analysis; ability to build models from scratch</li><li>
Proficiency with PowerPoint for investment memos and board-level presentations</li><li>
Strong understanding of the Saudi real estate market, regulatory environment, and real estate fund structures</li><li>
Proven ability to source investment opportunities, structure and negotiate deals (including joint ventures and partnerships), and coordinate due diligence processes</li><li>
Experience presenting investment cases to executive leadership and boards, with strong communication, negotiation, and storytelling skills</li><li>
Fluent in Arabic and English</li><li>
Saudi national (eligible to work in Saudi Arabia without visa sponsorship)</li></ul>
Preferred Qualifications:<ul><li>
Master&rsquo;s degree (MBA or MSc Finance/Real Estate)</li><li>
Experience executing transactions with deal sizes in the range of SAR 50M&ndash;300M+</li><li>
Proficiency with Power BI or similar tools for investment performance tracking and reporting</li><li>
Portfolio-level thinking and experience managing post-investment monitoring across multiple assets</li><li>
Direct participation in investment committee forums, defending assumptions and recommendations</li><li>
Experience working with external partners (developers, fund managers, co-investors) and internal cross-functional teams (finance, development, legal)</li><li>
Relevant real estate or investment certifications (e.g., CFA or progress toward CFA)</li><li>
Ability to join within 30&ndash;60 days</li></ul> 

Benefits 
<ul><li>
Health insurance coverage (medical, dental, vision)</li><li>
Paid annual leave and public holidays</li><li>
On-site support and resources for project management</li><li>
Opportunities for advancement within a leading Saudi investment group</li></ul></div>

True North Advisors

<div>True North Advisors is seeking an entry-level Investment Performance Analyst to join our portfolio analytics team. The ideal candidate will be a recent graduate who combines strong technology aptitude with a foundational interest in investing. This role supports the production of client and internal performance reporting across public and private markets, provides hands-on exposure to the firm&rsquo;s core analytical platforms (Addepar, Morningstar, FactSet), and contributes to recurring deliverables and ad-hoc analyses for the investment team. This is a hands-on growth opportunity for someone interested in building a career in investment analytics, performance measurement, or portfolio management.
This is a full-time position based in our Dallas office with telecommuting opportunities.
Responsibilities:
 Client Performance Reporting<ul><li>
Assist in producing client performance reports in Addepar, including return, benchmark, and exposure data.</li><li>
Help reconcile performance and holdings data across custodians, fund administrators, and internal systems; flag discrepancies for review</li><li>
Support advisors with performance-related questions and report customizations.</li></ul>
Internal Portfolio Reporting<ul><li>
Build and maintain recurring internal reports on firm-wide positioning and performance using Addepar, Morningstar, and FactSet.</li><li>
Execute ad-hoc data pulls and analytical requests for the investment team, including manager comparisons, exposure summaries, and simple attribution work.</li><li>
Maintain and update performance templates used in alternative investment decks and internal presentations.</li><li>
Build comparison exhibits showing platform funds versus relevant benchmarks and peer groups</li><li>
Produce quarterly and annual performance tear sheets for platform funds</li><li>
Apply the firm's quality control and version-control standards to ensure consistent, accurate outputs.</li></ul>
 Analytical &amp; Presentation Support<ul><li>
Build and maintain Excel models tracking fund-level performance metrics (IRR, TVPI, DPI, RVPI, MOIC, PME)</li><li>
Create charts, graphs, and dashboards visualizing investment exposures, asset allocations, and performance (MTD, YTD, 3‑Year, and Inception‑to‑Date)</li><li>
Update fund pitch decks, fact sheets, and performance reports with refreshed performance data, fund profiles, platform AUM figures</li><li>
Update relevant Due Diligence Questionnaire (DDQ) responses as needed</li><li>
Assist with preparation of materials for investment committee meetings, model portfolio reviews, and team check-ins.</li><li>
Proactively learn the firm's tools, processes, and investment philosophy.</li></ul>
Required Education, Skills, &amp; Experience:<ul><li>
Bachelor's degree (recently completed or in final year) in finance, economics, accounting, mathematics, statistics, computer science, data analytics, or a related field. Preference for coursework or projects in performance measurement, portfolio theory, or alternative investments.</li><li>
Internship experience at an RIA or other financial services firm preferred</li><li>
Experience with or interest in financial data platforms (Addepar, Morningstar, FactSet, Bloomberg) or analytics tools (Tableau, Power BI, SQL, Python)</li><li>
Advanced Excel skills (lookups, pivot tables, data cleaning) and strong PowerPoint skills for clear, professional visuals.</li><li>
Foundational investment knowledge including familiarity with asset classes, basic return concepts, and portfolio construction</li><li>
Strong attention to detail and a high standard for accuracy.</li><li>
Clear written and verbal communication; willingness to ask questions and incorporate feedback</li></ul><ul><li>
Strong analytical and research skills with the ability to manage multiple projects and priorities</li><li>
Must consent to and have favorable credit report and background check</li><li>
Ability to consistently demonstrate True North&rsquo;s Core Values</li></ul>
Benefits &amp; Perks:<ul><li>
Competitive base salary</li><li>
Competitive bonus potential based on successful execution of firm goals and individual performance metrics</li><li>
15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule</li><li>
Volunteer Time Off (VTO)</li><li>
401(k) with employer contribution</li><li>
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution</li><li>
Employer reimbursement for professional designations and continuing education</li><li>
Free Financial Planning services for employees</li><li>
Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!</li></ul> 
Background:
True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.
We seek to provide peace of mind to our clients and their families. Managing an individual&rsquo;s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients&rsquo; long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy.
Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.</div>

Investment Performance Analyst

HR POD

Requirements:<ul><li>Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.</li><li>CFA (completed or in progress) will be an advantage.</li><li>3+ years of relevant experience in investment analysis, preferably within mutual funds, asset management companies, brokerage houses, or investment firms.</li><li>Exposure to large equity or multi-asset portfolios in an institutional or professional setting.</li><li>Strong understanding of financial markets and equity investment strategies.</li><li>Proficiency in financial modeling and valuation techniques (DCF, comparable company analysis, etc.).</li><li>Strong analytical, research, and quantitative skills.</li><li>Working knowledge of portfolio construction concepts, including position sizing and risk-return trade-offs.</li><li>Familiarity with risk monitoring practices such as drawdown tracking and exposure analysis.</li><li>Good communication skills with the ability to clearly present investment insights and recommendations.</li><li>Comfortable working in a fast-paced, performance-driven environment.</li></ul>Responsibilities:<ul><li>Support the management and analysis of equity or multi-asset portfolios.</li><li>Conduct detailed financial analysis, including company fundamentals, industry trends, and market positioning.</li><li>Build and maintain financial models and perform valuations using standard methodologies (DCF, comps, etc.).</li><li>Develop investment recommendations (buy/hold/sell) based on thorough research and analysis.</li><li>Assist in identifying and evaluating investment opportunities across listed equities and other instruments.</li><li>Contribute to portfolio construction, including position sizing and diversification considerations.</li><li>Monitor portfolio risk by tracking drawdowns, exposures, and key risk indicators.</li><li>Track portfolio performance and highlight insights or areas for improvement.</li><li>Stay updated on macroeconomic trends, sector developments, and market movements.</li><li>Support portfolio rebalancing activities based on changing market conditions.</li><li>Prepare clear and concise investment reports, dashboards, and presentations for internal stakeholders.</li><li>Ensure adherence to internal investment guidelines and risk frameworks.</li></ul>Job Type: Full-timePay: Rs110,000.00 - Rs120,000.00 per monthWork Location: In person

Investment Specialist (Onsite)

U.K. INVESTMENT CORP

Job Overview We are seeking a dynamic and detail-oriented Part-Time Female Investment Analyst to join our growing financial services team. This role offers an exciting opportunity for motivated individuals passionate about investment management, financial analysis, and portfolio management. As an Investment Analyst, you will play a vital role in researching market trends, analyzing financial data, and supporting investment decisions that align with our clients' goals. This position is ideal for someone eager to develop their expertise in financial concepts, risk analysis, and asset management while working in a flexible, part-time capacity. Your proactive approach and analytical mindset will contribute significantly to our mission of delivering exceptional financial solutions.Duties<ul><li>Conduct comprehensive research on market trends, economic indicators, and investment opportunities to inform strategic decisions</li><li>Analyze financial statements, reports, and data using advanced financial software tools to evaluate asset performance</li><li>Assist in developing and managing investment portfolios by monitoring asset allocations and risk factors</li><li>Support the preparation of detailed financial analysis reports and presentations for clients and senior management</li><li>Collaborate with team members to assess risk levels and ensure compliance with regulatory standards in all investment activities</li><li>Stay updated on industry developments, new financial products, and regulatory changes affecting the investment landscape</li><li>Contribute to ongoing financial planning efforts by providing insights on asset management strategies and investment opportunities</li></ul>Experience<ul><li>Proven interest or experience in investment management, financial analysis, or related fields is preferred</li><li>Strong understanding of financial concepts including portfolio management, risk analysis, and asset allocation</li><li>Familiarity with financial software platforms such as Bloomberg Terminal, Excel (advanced), or other analytical tools</li><li>Basic knowledge of investment banking practices and financial services industry standards</li><li>Excellent math skills with the ability to interpret complex data sets accurately</li><li>Prior experience in research or financial analysis roles is advantageous but not mandatory for motivated learners</li><li>Demonstrated financial acumen with a keen eye for detail and analytical thinking skills</li></ul>Join us to be part of a vibrant team where your insights help shape impactful investment strategies! We value diversity and are committed to fostering an inclusive environment that empowers women in finance. This part-time role offers flexible hours designed to fit your schedule while providing meaningful professional growth opportunities.Pay: $55,361.27 - $66,671.64 per yearWork Location: In person

PART TIME FEMALE INVESTMENT ANALYST

Textile Mills Office

&middot; EDUCATION:&middot; Chartered Accountant/ Chartered Financial Analyst/ MBA Finance from LUM&rsquo;s or International UniversityRequirements:&middot; Strong knowledge of capital markets, equity research, and portfolio management&middot; Proven experience in investment analysis, risk assessment, and financial modeling&middot; Expert in due diligence of projects.&middot; Strong analytical skills.&middot; Knowledge of currently available / viable projects for sale.&middot; Proficiency in financial reporting, compliance, and regulatory frameworks● EXPERIENCE:&middot; Minimum 15 - 20 Years of Industry or Investment Banking Experience.Pay: Rs300,000.00 - Rs500,000.00 per monthWork Location: In person

MANAGER INVESTMENT

Santander Private Banking International

<div>
 Country: United States of America
 
 
 
 It Starts Here:
 
 
 
 Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what&rsquo;s possible. This is more than a strategic shift. It&rsquo;s a chance for driven professionals to grow, learn, and make a real difference.
 
 
 If you are interested in exploring the possibilities
 
 We Want to Talk to You!
 
 
 
 
 Position Summary:
 
 
 
 The Alternative Investment Operations Manager is responsible for reviewing and ensuring the proper settlement of executions across various financial instruments, including FX, MM, NDFs, interest rate swaps, options, repos, and other products traded by the treasury desk. Additionally, oversees daily account reconciliations and esnure timely processing of securities and cash movements to meet collateral requirements. Collaborates with Finance team to ensure accurate accounting and regulatory reporting, including the handling of documentation (agreements, confirmations, etc).
 
 
 Coordinates with custodians and various fund families, overseeing the review and processing of subscription documents and capital activity related to private equity and hedge funds. Works closely with internal departments to ensure proper approvals are obtained for establishing new relationships with administrators and fund families, including the preparation of required documentation. Additionally, manages corporate actions such as distributions, redemptions, roll-ups, drawdowns, and other related events. Works closely with internal departments to assist with client contact changes, transfers, documentation, and other adhoc requests.
 
 
 Provides training to team members and oversees their work to ensure accuracy and efficiency in daily operations. Must have experience with all aspects of securities settlement (Fixed Income &amp; Equities), as well as knowledge of cash and securities reconciliation processes. Must be detail-oriented and be able to work independently and in a team environment.
 
 
 The Alternative Investment Operations Manager reports to Investment Operations Director.
 
 
 
 Position Duties / Responsibilities
 
 
 
 <ul>
 <li>
 Responsible for daily monitoring of options, FXs, repos, money market instruments, and NDF transactions, including margin control and related notifications. Initiate same-currency transfers between accounts to facilitate securities settlement, collateral management, and liquidity metric reporting for repos. Manage all settlement payments for these products and notify the trading desk of any last-minute payments or projected overdrafts.
 </li>
 <li>
 Supervise and coordinate with custodians and various fund families. Manages the review and processing of hedge fund and private equity documentation prior to submission to the administrator. Collaborate with CSA team on matters related to private equity documentation.
 </li>
 <li>
 Oversee capital calls and distributions, working closely with administrators to ensure timely and accurate processing of transactions within the core platform.
 </li>
 <li>
 Review securities and cash positions between the bank and custodians to ensure accuracy. Manage trade confirmations and promptly notify the trading desk of any discrepancies.
 </li>
 <li>
 Work closely with internal departments to ensure proper approvals are obtained for establishing new relationships with administrators and fund families, including the preparation of required documentation.
 </li>
 <li>
 Supervise team members and support bankers in onboarding new clients for private equity programs, ensuring all investors meet AML compliance requirements.
 </li>
 <li>
 Coordinate with Finance team to investigate unreconciled securities and cash items, and support accurate regulatory reporting.
 </li>
 <li>
 Identify and drive opportunities to enhance operational efficiency and streamline processes.
 </li>
 <li>
 Other duties as assigned or requested by immediate supervisor.
 
 
 </li>
 </ul>
 Education:
 
 
 
 Bachelor&rsquo;s Degree Required Or Equivalent Experience
 
 
 
 Business Experience:
 
 
 6 - 8 years of relevant experience or demonstrated required level of proficiency
 
 
 Specialized and/or Technical Knowledge:
 
 
 <ul>
 <li>
 Ability to supervise and train team members.
 </li>
 <li>
 Delegation and workload prioritization.
 </li>
 <li>
 Conflict resolutions and team motivation.
 </li>
 <li>
 Strong knowledge of financial products: options, FX, repos, NDFs, and money market instruments.
 </li>
 <li>
 Knowledgeable of cash and securities reconciliations.
 </li>
 <li>
 Understanding of collateral management and margin control.
 </li>
 <li>
 Securities settlement expertise, including trade life cycle and settlement mechanics.
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 <li>
 Strong attention to detail and problem-solving skills.
 </li>
 <li>
 Organizational skills and time-management skills.
 </li>
 <li>
 Proactive, with an ability to suggest improvements.
 </li>
 <li>
 Strong knowledge of Microsoft Office, emphasis in Excel.
 </li>
 <li>
 Excellent customer service skills.
 </li>
 <li>
 Multitask &amp; flexible.
 </li>
 <li>
 Strong judgment and ability to use discretion and make decision within guidelines.
 
 
 </li>
 </ul>
 Languages:
 
 
 English, required. Spanish, is a plus.
 
 
 
 What Else You Need To Know:
 
 
 
 The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
 
 
 
 Base Pay Range:
 
 
 
 Minimum:
 
 
 $82,500.00 USD
 
 
 Maximum:
 
 
 $150,000.00 USD
 
 
 
 We Value Your Impact:
 
 
 
 Your contribution matters and it&rsquo;s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
 
 
 
 Risk Culture:
 
 
 
 We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
 
 
 
 EEO Statement:
 
 
 
 At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
 
 
 
 Working Conditions:
 
 
 
 Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
 
 
 
 Employer Rights:
 
 
 
 This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
 
 
 
 What
 
 
 To Do Next
 
 
 :
 
 
 
 If this sounds like a role you are interested in, then please apply.
 
 
 We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.
</div>

Alternative Investment Operations Manager

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10000 it investment/portfolio manager jobs Near Me

Investment Manager

Investment Manager

Investment Performance Analyst

Investment Specialist (Onsite)

PART TIME FEMALE INVESTMENT ANALYST

MANAGER INVESTMENT

Alternative Investment Operations Manager