portfolio analyst

Al Sulaiman Security Systems & Services

<p><b>Job Title: Accounts and Portfolio Analyst &ndash; CEO Office</b></p><p><b>Job Summary:</b></p><p>We are looking for a reliable and detail-oriented <b>Accounts and Portfolio Analyst</b> to support the CEO and family in managing their personal financial matters. This is a mid-level role ideal for candidates with a background in accounting or banking, who are comfortable handling personal portfolios, real estate income, and coordinating with banks and service providers.</p><p><b>Key Responsibilities:</b></p><ul><li>Prepare a weekly MIS report summarizing the CEO and family&rsquo;s personal portfolio, including:</li><li>Mutual Funds, Equities, Fixed Deposits</li><li>Cash and Bank Balances</li><li>Real Estate Investments and Rental Income</li><li>Track and record rental income and utility payments for properties.</li><li>Monitor bank accounts and assist with fund transfers upon approval.</li><li>Maintain organized records of all transactions (digital and physical).</li><li>Post credit card and online payment transactions into the accounting system.</li><li>Perform weekly and monthly bank reconciliations.</li><li>File and manage supporting documents for all payments.</li><li>Handle original property and investment documents with confidentiality.</li><li>Coordinate with bank relationship managers regarding investments.</li><li>Schedule and attend portfolio review meetings with banks and the CEO.</li><li>Liaise with the main accounts department for transaction updates.</li><li>Communicate with real estate agents for rent collection and property matters.</li><li>Assist with travel bookings (air tickets, hotels) as needed.</li><li>Ensure compliance with TDS and GST regulations related to rental income and personal financial transactions.</li></ul><p><b>Candidate Qualifications:</b></p><ul><li><b>Education:</b> Bachelor&rsquo;s degree in Commerce, Accounting, or a related field.</li><li><b>Experience: </b>3 to 5 years of experience in accounting, banking, or finance-related roles.</li><li><b>Skills Required:</b></li><li>Basic understanding of stock markets, mutual funds, and real estate.</li><li>Proficiency in MS Excel and basic accounting software.</li><li>Good organizational and communication skills.</li><li>Ability to maintain confidentiality and handle sensitive information.</li><li><b>Preferred Attributes:</b></li><li>Candidates from a Northern background (male or female) are preferred for cultural alignment.</li><li>Prior experience in handling personal or family accounts is an added advantage.</li><li>Should be trustworthy, discreet, and proactive in managing responsibilities.</li></ul><p>Job Types: Full-time, Permanent</p><p>Pay: QAR3,000.00 - QAR4,000.00 per month</p>

Accounts and Portfolio Analyst - CEO OFFICE

Franklin Templeton

<div><div>At Franklin Templeton, we&rsquo;re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that&rsquo;s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients&rsquo; achievements.</div><div></div><div>
Come join us in delivering better outcomes for our clients around the world!</div><div></div><div>
We are looking for a Senior Portfolio Compliance Analyst to join the Investment Compliance (IC) team based in Mumbai.</div><div></div><div>
The candidate will play a key role on the Investment Compliance (IC) team in Mumbai. This person will be responsible for monitoring Franklin Templeton&rsquo;s mutual funds and separate client accounts to ensure that all investment restrictions are always followed. These restrictions may come from regulatory requirements, fund documents, client guidelines, company policies, or prudent risk management practices. To ensure compliance, the analyst will review portfolio data daily and screen trades before they are executed, using specialized compliance tools and Franklin Templeton&rsquo;s internal systems.</div><div></div><div>
The Investment Compliance (IC) team offers comprehensive support to the Portfolio Management Groups, Trading Desks, and the Investment Risk team. This includes ensuring trade and compliance data is both accessible and accurate, as well as assisting with data resolution and system functionality. This role will serve as a key liaison between Investment Operations, Fund Accounting, Technology, and other support teams to ensure all transactions are completed accurately and on time. The candidate will also be the main point of contact for trading and portfolio management groups based in India.</div><div></div><div>
The Senior Analyst will be responsible for maintaining and enhancing monitoring systems and processes to help prevent the business from violating investment restrictions.</div><div></div><div><i>
What are the ongoing responsibilities of a Senior Portfolio Compliance Analyst?</i></div><div></div><div><i>
Duties / Responsibilities:</i></div><div></div><ul><li><div>
Pre-Trade Compliance - Collaborate with Traders and Portfolio Management teams to ensure prompt resolution of compliance alerts related to investment restrictions. Utilize automated compliance platforms, such as Quantis and Charles River, to proactively identify and address potential issues prior to trade execution.</div></li></ul><ul><li><div>
Post-Trade Compliance &ndash; Conduct timely review, analysis, and research of post-trade exceptions generated by the compliance system. Identifying and assessing potential compliance issues, facilitating effective resolution in accordance with regulatory standards.</div></li></ul><ul><li><div>
Account Compliance Monitoring - Oversee ongoing account compliance by tracking outstanding violations and ensuring the timely implementation of SEBI circulars. Escalate any potential non-compliance matters through established notification protocols to IC management and Investment Management groups, as appropriate.</div></li></ul><ul><li><div>
Information Request Management - Respond efficiently and accurately to information requests and inquiries from internal stakeholders and external parties, including regulators and auditors.</div></li></ul><ul><li><div>
Regulatory Reporting - Prepare certifications and reports for regulatory bodies, including SEBI, RBI, and the AMC Trustee Board, ensuring all documentation is accurate and compliant with relevant guidelines.</div></li></ul><ul><li><div>
Process and Control Evaluation - Evaluate existing controls and processes to optimize efficiency and minimize the risk of errors, supporting continuous improvement initiatives.</div></li></ul><ul><li><div>
Account Onboarding Implementation - Lead the implementation of new account onboarding processes, including the interpretation of investment guidelines, and the coding and testing of compliance rules within the compliance systems.</div></li></ul><ul><li><div>
Project and Ad-Hoc Initiative Participation - Participate in project-based initiatives and undertake additional ad-hoc requests as required by the team, contributing to organizational objectives and strategic goals.</div></li></ul><div></div><div><i>
What </i><i>ideal qualifications, skills &amp; experience would help someone to be successful?</i></div><div></div><div><i>
Education and Experience:</i></div><div></div><ul><li><div>
Minimum 3-5 years of Investment Management experience, with a focus on investment compliance or restriction monitoring.</div></li><li><div>
Bachelor&rsquo;s degree in Accounting, Finance, or Business Administration (MBA is a plus).</div></li><li><div>
Professional certifications such as CFA or FRM are highly desirable.</div></li><li><div>
Thorough knowledge of SEBI and AMFI regulations for Indian mutual funds, including fixed income, equities, and derivatives (options, futures, commodity, interest rate swaps, etc.).</div></li></ul><div></div><div><i>
Knowledge, Skills, and Abilities:</i></div><div></div><ul><li><div>
Experience with compliance systems such as Quantis, Charles River or Aladdin is a plus.</div></li><li><div>
Proficiency in MS Office and MS Project.</div></li><li><div>
Demonstrates strong written and verbal communication, and able to collaborate effectively across teams.</div></li><li><div>
Possesses strong analytical abilities and can resolve problems efficiently and accurately.</div></li><li><div>
Excellent time management, capable of handling multiple tasks under tight deadlines.</div></li><li><div>
Strong attention to detail and accuracy.</div></li><li><div>
Able to work independently with minimal supervision.</div></li></ul><div></div><div>
Work Shift Timings - 9:00 AM - 6:00 PM IST</div><div></div><div><div><div>
Experience our welcoming culture and reach your professional and personal potential!</div><div></div><div>
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there&rsquo;s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.</div><div></div><div><div>
Hear more from our employees</div></div></div><div><div><div><br>
<br>
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life&rsquo;s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.</div><div></div><div><i>
Highlights of our benefits include:</i></div><ul><li><div>
Professional development growth opportunities through in-house classes and over 150 Web-based training courses</div></li><li><div>
An educational assistance program to financially help employees seeking continuing education</div></li><li><div>
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee&rsquo;s dependents (spouses, children and dependent parents)</div></li><li><div>
Life insurance for protection of employees&rsquo; families</div></li><li><div>
Personal accident insurance for protection of employees and their families</div></li><li><div>
Personal loan assistance</div></li><li><div>
Employee Stock Investment Plan (ESIP)</div></li><li><div>
Annual recognition programme</div></li><li><div>
Volunteer services and paid time off for volunteering</div></li><li><div>
12 weeks Paternity leave</div></li><li><div>
Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city</div></li><li><div>
Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city</div></li></ul><div></div><div><div>
Learn more about the wide range of benefits we offer at Franklin Templeton</div></div><div></div><div>
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.<br>
<br>
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to <div>accommodations@franklintempleton.com</div>. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.</div></div></div></div></div><div></div>

Senior Portfolio Compliance Analyst

Tallgrass Energy

<div><p><b>PRIMARY PURPOSE OF PROJECT PORTFOLIO COST ANALYST, SR.
</b></p><p>Responsible to control and monitor project total expenditure including verifying and checking of invoices and claims from suppliers, vendors, and subcontractors to ensure that all project expenditures are captured and properly recorded. Provide planning and cost-controlling support for all projects which includes variation reporting, monitoring of milestone progress to the preparation of customer billing processes, etc.</p></div>
<br><div><p><b>Essential duties and responsibilities:
</b></p><ul><li>Provide project control support to the Project Management (PM) team which may include cost control and reporting, invoice tracking, account reconciliation, purchase order/work directive analysis, and project status reports as needed.
</li><li>Conduct budget status reviews, committed cost analysis, PO status, change order status, and act as an auditing function to ensure all budget variances are reviewed in a timely manner to avoid project cost overruns.
</li><li>Support development and implementation of robust change control processes directly tied to delegation of authority to ensure compliance with all company and industry standards.
</li><li>Provide detailed and management level cost reports for assigned area to include open commitments, forecasts, contingencies, and line-item variance analysis to the project budget and prior forecast versions.
</li><li>Develop and maintain overall project plan for assigned work areas and back up support as needed.
</li><li>Develop communications and reporting networks for data gathering, review, analysis and presentation of recommendations to ensure project remains on schedule and within budget.
</li><li>Develop, implement, and maintain cost control measures, reports, cash flows and forecasts on specific Projects and Programs.
</li><li>Basic understating of risk management tools R, Y,G, chart, etc.
</li><li>Facilitate forecasting/planning meetings.
</li><li>Generate reports in order to update the PM team concerning progress curves and updated monthly spend forecasts.
</li><li>Prepare, submit, and track bills for payment.
</li><li>Research unexpected items and resolve inaccuracies.
</li><li>Manage all competing priorities as part of the assigned project.
</li><li>Gather, retain, and properly store of supporting documentation regarding the receipt of materials on projects.
</li><li>Deal with a wide variety of people with tact, courtesy, and professionalism.
</li><li>Speak clearly, both in person and by telephone, using a high level of verbal skills and listen carefully.
</li><li>Maintain regular, dependable attendance and a consistently high level of performance.
</li><li>Will work non-traditional hours as needed.
</li><li>Maintain a high regard for personal safety, for the safety of company assets and employees, and the general public.
</li><li>Other daily, weekly, monthly, or special project duties as identified and defined.
</li><li>Review invoicing for accuracy based on contractual constraints on a project-by-project basis.
</li><li>Ensure budget tracking against purchase orders or subcontracts.
</li><li>Generate purchase order information for processing and tracking.
</li><li>Serve as point of contact for project control related inquires.
</li><li>Managing integrated data on multiple platforms.
</li><li>Facilitate Administrative Closeout procedure to formally closeout projects
</li><li>Other duties as assigned.</li></ul></div>
<br><div><p>Minimum requirements:
</p><p>Education:
</p><ul><li>Bachelor&rsquo;s degree from an accredited institution in Accounting, Business Administration, Finance or a related discipline.
</li><li>A minimum of three (3) to five (5) years of direct work experience in project control or financial analysis may be considered as a substitute for a degree.
</li></ul><p>Experience/Specific Knowledge:
</p><ul><li>Understand the overall basic terminology of a project&rsquo;s principle practices and concepts, project cost forecasting and budgets.
</li><li>Must be able to understand the needs of the Project Manager and business unit(s) for which development work is being performed.
</li><li>Good basic math skills (addition, subtraction, multiplication, division, decimals, fractions, etc.).
</li><li>Advanced office equipment skills (phone, fax, printer/copier, files and organizational skills, etc.).
</li><li>Knowledge of natural gas and crude oil terminology.
</li><li>Knowledge of FERC Standards of Conduct (Order 497).
</li><li>Intermediate proficiency level in MS Office applications that may include but are not limited to Excel, Word, Access, PowerPoint and Outlook. Sharepoint, Microsoft Teams, Oracle.
</li></ul><p>Certifications, Licenses &amp; Registrations:
</p><ul><li>Must possess and maintain a valid driver&rsquo;s license and a driving record satisfactory to the company and its insurers (for travel).
</li></ul><p>Competencies, Skills &amp; Abilities:
</p><ul><li>Must be process oriented and able to maintain multiple tasks.
</li><li>Must possess general understanding of how corporate policies, procedures, practices and processes relate to the Gas/Oil Pipeline business segment, associated business units, and internal and external customers.
</li><li>Intermediate to advanced MS Excel skills including formatting, formulas, ad hoc reporting including pivot tables, etc.
</li><li>Must be able to perform all essential and marginal functions of the job.
</li><li>Must be able to work with a team, take direction from management, adhere to required work schedules, focus attention on details, and follow work rules.
</li><li>Ability to successfully perform multiple tasks with strict deadlines.
</li><li>Ability to organize and prioritize daily work.
</li><li>Job level commensurate with experience and skill sets; position will be filled depending on qualifications, experience and skill sets of the successful candidate.
</li></ul><p>Physical Demands:
</p><p>All of the physical requirements listed below are those that may be necessary for an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
</p><ul><li>Sitting; standing; walking or moving throughout facility; driving; talking; seeing (specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus); hearing; feeling; bending or stooping; squatting or crouching; reaching; kneeling; pushing; pulling; lifting up to 25 lbs.
</li><li>Minimal safety hazards; general office working conditions.
</li><li>Must be able to sit for prolonged periods of time.
</li><li>The employee is regularly required to use hands to type, touch, handle, or feel. The employee is required to talk and hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk and climb or balance. The employee must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
</li></ul><p>Working Conditions:
</p><ul><li>May be required to carry a cell phone and be available to respond during working and non-working hours.
</li><li>The successful candidate will be required to clear a drug screen and a complete background check, including credit report for certain positions, after an offer has been extended and prior to being employed.
</li><li>Occasional overnight travel may be required
</li></ul><p>Supervisory Responsibility:
</p><ul><li>None
</li></ul><p><b>PREFERRED EDUCATION, EXPERIENCE, CERTIFICATIONS, COMPETENCIES, SKILLS, &amp; ABILITIES:
</b></p><p>Above the minimum requirements; not required but advantageous in this position:
</p><ul><li>Advanced degree from an accredited institution in Accounting, Business Administration, Finance or a related discipline.
</li><li>Advanced Microsoft Excel skills
</li><li>Familiarity of the Oracle ERP system, and specifically the Projects module
</li><li>Proficiency in Primavera, Microsoft project, or similar scheduling software.
</li></ul><p>Other responsibilities:
</p><p>The above statements describe the general nature and level of work being performed. This position may perform other duties as assigned.</p></div>

Project Portfolio-Cost Analyst

Bank of Hawaii

Under the direction of the Team Leader or Manager, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets.
<br>Bachelorâ€™s degree from an accredited institution with a major in business, finance, mathematics, or economics or equivalent work experience. Advanced degree (MBA) or professional certification (CFA, CFP, etc.) preferred.
<br><br>
Minimum 4 to 6 years prior experience in portfolio analysis, related position in the financial industry or equivalent work experience. Demonstrated proficiency in the financial services/securities industry as a portfolio analyst or securities analyst. Possesses a competitive performance track record. Requires knowledge of complex analytic systems.
<br><br>
Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems, including portfolio management and securities trading and analysis software.
<br><br>
Demonstrated verbal and writing communication skills. Strong inter-personal and presentation skills. Ability to work independently and under pressure of multiple changing priorities and deadlines. Must be a critical thinker with the ability to explain complex ideas clearly and succinctly. Must be able to provide own transportation or to operate a vehicle with a valid driverâ€™s license, and able to commute and arrive at intended destination in a timely manner and/or as required. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Air-travel may be required.
<br><br>
As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
<br><br>
Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.
<br><br>
We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.
<br>Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters.
<br><br>
Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firmâ€™s investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clientsâ€™ specific investment situations.
<br><br>
Interfaces with system vendors, portfolio managers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bankâ€™s standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements.
<br><br>
Maintains some relationships with institutional and Trust clients. Assists business development officers and trust officers with client retention and asset growth. As part of the Portfolio Management Team, assists in Bank of Hawaiiâ€™s marketing, sales and service efforts to include but not limited to: creating and maintaining market materials related to Bank of Hawaiiâ€™s investment services, assisting portfolio managers with new sales, and service existing clients. This includes but is not limited to managing vendors to ensure optimal utilization of available technology and to address any system related issues. Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives.
<br><br>
Maintains fluency in all applicable laws, standards and regulations. Ensures that all assigned portfolios are in policy and regulatory compliance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum.
<br><br>
Supports CSIOâ€™s (Client Service Investment Officers) for their client presentations preparations, including but not limited to, Morningstar data downloads, analytical work and presentation editing.
<br><br>
Develops interpersonal skills to better serve our clients and actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations.
<br><br>
Performs all other miscellaneous responsibilities and duties as assigned.

Senior Analyst Investment Asset Allocation

Absolute Resource Management Pvt Ltd.

<p>Position: Senior Investment Analyst &ndash; Family Office</p><p>Location: Karachi &ndash; Head Office</p><p>Employment Type: Full-Time</p><p>Reports To: CIO / CEO</p><p>About the Client</p><p>Our client is a private family office managing a diversified investment portfolio across multiple asset classes. Their investment philosophy emphasizes capital preservation, long-term value creation, and disciplined risk management.</p><p>They are seeking a Senior Investment Analyst with proven experience in fixed income, commodities, and equity markets to join their investment team and support the strategic management of the family&rsquo;s global portfolio.</p><p>Key Responsibilities</p><p>- Conduct detailed research and analysis across fixed income, commodities, and equity markets to identify trends, risks, and opportunities.</p><p>- Evaluate investment opportunities, preparing investment memos, financial models, and performance reports.</p><p>- Monitor and analyze the existing portfolio, providing ongoing performance and risk assessments.</p><p>- Support asset allocation and tactical investment decisions using both quantitative and qualitative analysis.</p><p>- Liaise with external fund managers, brokers, and research providers to source and evaluate investment strategies.</p><p>- Contribute to the development and implementation of the client&rsquo;s investment strategies.</p><p>- Prepare presentations and reports for investment committees and senior management.</p><p>Qualifications &amp; Experience</p><p>- Bachelor&rsquo;s degree in Finance, Economics, Accounting, or a related discipline (Master&rsquo;s or CFA qualification preferred).</p><p>- 4&ndash;8 years of relevant experience in investment analysis, ideally within a family office, asset management firm, private bank, or institutional investment environment.</p><p>- Strong understanding of fixed income instruments, commodities markets, and global equity investing.</p><p>- Proficient in financial modeling, valuation, and portfolio analysis.</p><p>- High proficiency in Excel, Bloomberg, and other financial data tools.</p><p>- Excellent communication and presentation skills, with the ability to translate complex data into actionable insights.</p><p>- Strong analytical mindset, integrity, and a collaborative approach.</p><p>What the Client Offers</p><p>- Opportunity to work closely with senior decision-makers in a dynamic investment environment.</p><p>- Exposure to a diversified global portfolio across multiple asset classes.</p><p>- Competitive compensation with performance-based incentives.</p><p>- A collaborative, professional, and intellectually stimulating culture.</p><p>To Apply:</p><p>Qualified candidates are invited to share their CV and cover letter at mentioning &ldquo;Senior Investment Analyst &ndash; Family Office&rdquo; in the subject line.</p><p>Job Type: Full-time</p><p>Work Location: In person</p>

Senior Investment Analyst - Family Office

Lesha Bank

<div>
 <p>
  Lesha Bank is searching for the greatest talent and brightest minds to contribute to the current growth phase at our bank. We are looking for top-tier individuals who are passionate and hungry to add value from day one. Every day at Lesha is different, presenting a new challenge with the opportunity to contribute and grow. We are looking for an Research Analyst - Public Equities and Fixed Income.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Purpose:
  </strong>
 </p>
 <p>
  We are currently seeking to recruit an experienced equity analyst to join our Doha based Investments Team. The new team member will report to the Portfolio Manager and will assist in the day to day management of the equity investments by conducting research, generating investment ideas and monitoring positions.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Specific Accountability:
  </strong>
 </p>
 <ul>
  <li>
   Assist the portfolio manager by providing industry insight, bottom-up fundamental research and actionable stock recommendations using expertise to positively impact performance of the equity investments.
  </li>
  <li>
   Conduct primary and secondary research.
  </li>
  <li>
   Perform complex financial modelling and valuation.
  </li>
  <li>
   Assist in developing investment strategies and build asset-allocation models to maximize performance and manage risk.
  </li>
  <li>
   Generate periodic reports on portfolio performance/ return attribution analysis/ benchmarking.
  </li>
  <li>
   Daily monitoring of portfolio holdings for corporate actions and relevant events; liaise with back office and risk management teams.
  </li>
  <li>
   Preparing material for presentation of investment opportunities and regular updates to management.
  </li>
  <li>
   Develop and sustain frequent contacts with management teams and industry sources utilizing company/industry publications, sell-side analysts, etc to drive insights.
  </li>
  <li>
   Assist with daily trading execution and documentation.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications &amp; Experience:
  </strong>
 </p>
 <ul>
  <li>
   A generalist with experience in Equity Research MENA exposure is a plus but not mandatory.
  </li>
  <li>
   Solid quantitative and qualitative analytical skills and strong excel modelling skills.
  </li>
  <li>
   Proven interpersonal skills with ability to work as part of a team and enjoy contributing in a cooperative and entrepreneurial environment.
  </li>
  <li>
   Strong communication skills - able to communicate clearly and succinctly, both verbally and in writing.
  </li>
  <li>
   Capable of developing independent opinion and defending own views.
  </li>
  <li>
   Experience using Bloomberg.
  </li>
  <li>
   Advanced Excel skills.
  </li>
  <li>
   Post Graduate Degree in a relevant discipline. A CA/CFA is highly desirable.
  </li>
  <li>
   Arabic speaking is a plus, but not necessary.
  </li>
 </ul>
 <p>
 </p>
</div>


Research Analyst - Public Equities & Fixed Income

Balyasny Asset Management L.P.

<div>
 <p>
  <strong>
   <u>
    OVERVIEW
   </u>
  </strong>
 </p>
 <p>
  A Metals Commodities Investment Team in Dubai is looking for Quantitative Analyst Graduate to work on all facets of portfolio management directly with senior investors. The ideal candidate will have a quantitative background, experience coding in python, and familiarity with Excel. A plus for candidates with experience commodities products.
  <strong>
   Strong interest commodities is a must.
  </strong>
  This is a unique opportunity to work and learn in a dynamic team setting and get exposure to the various asset classes and products of Commodities.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    RESPONSIBILITIES
   </u>
  </strong>
 </p>
 <p>
  The Quantitative Analyst is expected to contribute meaningfully to portfolio management teams over the summer and learn quickly in a fast-paced environment. Example project work includes:
 </p>
 <ul>
  <li>
   Work on data analysis projects, prototyping and back-testing that have direct influence on trade idea generation
  </li>
  <li>
   Generate and implement ideas for improvement of existing strategies and optimize current portfolio
  </li>
  <li>
   Help build market monitors and relative value reports to identify and track new trades
  </li>
  <li>
   Develop models on market-relevant topics, e.g. economic data, forecast prices, market products, supply / demand models
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    QUALIFICATIONS &amp; REQUIREMENTS
   </u>
  </strong>
 </p>
 <ul>
  <li>
   Bachelors or Master&rsquo;s Student in quantitative field with a December 2025 or Spring 2026 graduation date. Bachelor&rsquo;s in computer science, finance, mathematics, or other STEM related fields.
  </li>
  <li>
   <strong>
    This opportunity is fulltime in Dubai, candidate must be comfortable with the Dubai location
   </strong>
  </li>
  <li>
   Programming experience in Python in the context of data analysis, with the ability to test ideas and develop infrastructure for further research
  </li>
  <li>
   Understanding and exposure to options, derivatives, equity index futures, commodity futures, fixed income futures, interest rates swaps, supply and demand and foreign currencies
  </li>
  <li>
   Knowledge of statistics, including time series analysis and regressions
  </li>
  <li>
   Strong organization skills with the ability to present results clearly and iterate with PMs accordingly
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  The ideal candidate for an intern position will be someone who has or is interested in:
 </p>
 <ul>
  <li>
   Strong desire to work collaboratively with the team
  </li>
  <li>
   High standard of professionalism in all dealings with internal staff and any external partners, clients and regulatory agencies
  </li>
  <li>
   Problem solving skills and ability to identify and implement appropriate solutions
  </li>
  <li>
   Demonstrated entrepreneurialism
  </li>
  <li>
   Ability to prioritize and manage multiple tasks and projects concurrently to meet/exceed deadline
  </li>
  <li>
   Strong passion and interest in careers in investment management
  </li>
  <li>
   Strong written and verbal communication skills
  </li>
  <li>
   Outstanding attention to detail and strong organization skills
  </li>
 </ul>
 <p>
  <br/>
 </p>
</div>


Quantitative Analyst – Commodities (Dubai Graduate Opportunity)

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