senior investment manager

Mashreq Corporate & Investment Banking Group

Manage and keep oversight of the substantial Investment book in Emirati Segment of Certificate of Deposits, Fixed Income, Mutual Funds, Equities, and Structured Products. Engage with both prospective and existing clients on the investment offering of the bank.Conduct investment account reviews for clients, to ensure that the investment holdings are consistent with their investment objectives. Conduct daily/weekly investment discussions with several bank units to ensure that they are well-informed on markets, the investment strategy, and investment solutions. Actively cooperate to create the area s view in all matters related to investments and on how to turn them into marketable ideas for our clients.Provide feedback based on customer interactions to further improve the Investment Offering to our clients.Collaborate with internal stakeholders for views, ideas, and projects.Be a role model for Relationship Managers and other stakeholders on investment governance and client centricity.Support Emirati Segment Investment business and proactively look to enhance our offering to the frontline and clients.Have an impact due to his/her contribution to the business and the bankThe candidate must deliver customized solutions to Relationship Managers and/ or directly to the clients as requested based on the client risk profile and requirements.The candidate should look to come up with strategies to enhance the coverage of adding new to investment clients to the investment base.Provide support in the unit to achieve the prescribed objectives for Revenue, AUMs and New to Investment Targets.Monitor, rebalance and restructure portfolios to generate higher levels of satisfaction from the clients.Ensure that clients  requests and requirements are addressed with the utmost transparency, and handle clients  objections with the utmost care. Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments.Knowledge of financial markets, products, financial instruments, correlations, portfolio management theory.Experience in investment advisory, financial markets, and economic analysis.Thorough understanding of products and investment instruments.Thorough knowledge of strategic and tactical asset allocation fundamentals.Knowledge on risk profiling of clients with reference to choosing the right product for the right investor.Preferred to have CFA / FRM/ CAIA Charter or pursuing the CFA/FRM/CAIA Program.Minimum Bachelor s Degree from a reputed institution.Arabic speaker is a must.

Senior Investment Manager

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

Parity Consulting

The Company <p>Our client is a well-established Australian investment manager offering a diverse range of products across equities, agriculture, real estate and currency strategies. Renowned for their collaborative culture and commitment to excellence, they combine strong governance with a genuine focus on delivering sustainable growth for their investors.</p> The Opportunity <p>An exciting opportunity has arisen for a highly motivated Senior Product Manager to shape and drive the product strategy across retail, wholesale, and institutional channels. Leading a couple of direct reports, this role will oversee the full product lifecycle, managing enhancements, ensuring operational excellence, and driving product innovation initiatives that support the business's strategic objectives.</p> Key Accountabilities <ul><li>Manage the end-to-end lifecycle of a diverse product suite, ensuring competitiveness and alignment with business goals.</li><li>Drive new product development and enhancements across investment platforms, from concept through to implementation.</li><li>Leverage insights from market trends, competitor analysis, and client feedback to inform product strategy and design.</li><li>Partner with Operations, Distribution, and Marketing to deliver seamless product launches and updates.</li><li>Oversee the Operations function, streamlining processes and driving automation to improve efficiency and scalability.</li><li>Maintain a strong focus on regulatory compliance and documentation, ensuring all products adhere to industry standards.</li><li>Act as a key point of contact for internal stakeholders on all product-related matters, fostering collaboration and clarity across teams.</li></ul> Ideal Experience <ul><li>Strong background in product management within the financial services or investment management sector.</li><li>Demonstrated ability to develop and deliver strategic product initiatives from concept to completion.</li><li>Deep understanding of managed funds, institutional and retail investment markets.</li><li>Proven stakeholder engagement skills with the ability to influence and collaborate effectively.</li><li>Exceptional communication skills, analytical mindset, and a proactive approach to problem-solving.</li></ul> Why Apply <ul><li>Play a pivotal role in shaping an established investment manager's product strategy.</li><li>Join a collaborative, values-driven environment where innovation and excellence are celebrated.</li><li>Lead and develop a couple of direct reports within a supportive and forward-thinking culture.</li><li>Enjoy the flexibility of working from Sydney or Melbourne.</li></ul><p>Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.</p><p>Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.</p>

Senior Product Manager, Investments

Meer Group of Investments

<p>Job description:</p><p>We are seeking a dynamic and results-driven Investments Manager/Consultant to spearhead our efforts in identifying, engaging, and closing investment opportunities with Private Investors, High-Net-Worth Individuals (HNI), Institutional Investors, and other stakeholders. The ideal candidate will combine strong sales and marketing acumen with a proven ability to cultivate investor relationships, close high-value deals, and contribute directly to the company&rsquo;s growth strategy.</p><p><b>Key Responsibilities</b></p><ul><li>Develop and execute strategies to drive business growth across targeted investor markets.</li><li>Identify, approach, and convert new investment opportunities including HNIs, private investors, and institutional partners.</li><li>Build and maintain long-term relationships with prospective and existing investors.</li><li>Collaborate with marketing, finance, and product teams to align investment and business development strategies.</li><li>Lead negotiations and successfully close investment deals.</li><li>Prepare and deliver compelling investor pitches, proposals, and presentations.</li><li>Maintain and actively manage a strong investor pipeline using CRM tools.</li><li>Represent the company at industry events, conferences, and investor networking platforms.</li><li>Monitor competitor activity, market shifts, and emerging trends to identify potential threats and opportunities.</li><li>Provide regular performance reports, deal updates, and strategic insights to senior management.</li></ul><p><b>Qualifications &amp; Requirements</b></p><ul><li>Bachelor&rsquo;s degree in Business Administration, Finance, Marketing, or related field.</li><li>Minimum of 1-2years of proven experience in investments, fundraising, business development, or sales roles.</li><li>Strong understanding of market dynamics, investor behavior, and deal structuring.</li><li>Excellent communication, negotiation, and presentation skills.</li><li>Demonstrated track record of building investor networks and achieving deal closures.</li><li>Proficiency in CRM systems (e.g., Salesforce, HubSpot) and MS Office Suite.</li><li>Ability to work independently while thriving in a fast-paced, collaborative environment.</li><li>Fluency in Urdu and English is Must</li></ul><p>Job Type: Full-time</p><p>Pay: AED10,000.00 - AED15,000.00 per month</p><p>Application Question(s):</p><ul><li>Do you have experience in Investment Sales?</li></ul><p>Language:</p><ul><li>Urdu (Preferred)</li></ul>

Senior Portfolio Manager

Senior Investment Associate

Branford Capital Limited

<p><b>Location</b>: Dubai International Financial Centre (DIFC), UAE<br/><b>Department</b>: Investment Research &amp; Advisory Desk<br/><b>Designation</b>: Product Analyst / Senior Product Analyst</p><p><b>Summary</b></p><p>We are seeking a seasoned and strategic-minded Senior Product Analyst / Investment Analyst to join our Investment Research &amp; Advisory team. This role is central to driving bespoke investment solutions, financial planning expertise, and market intelligence for ultra-high-net-worth clients in partnership with Relationship Managers and the CEO.</p><p>As a key member of the Wealth Product team, the analyst will be instrumental in developing tailored investment products, conducting in-depth portfolio analyses, and delivering high-impact advisory aligned with client objectives and market trends.</p><p><b>Key Responsibilities: </b></p><ul><li>Develop and maintain relationships with high-net-worth managing RM&rsquo;s, understanding their clients&rsquo; financial goals, risk tolerance, and investment objectives and designing the products accordingly.</li></ul><ul><li>Provide personalized financial planning and wealth management advice tailored to each RM&rsquo;s client's individual needs and circumstances.</li></ul><ul><li>Conduct comprehensive financial analyses, including portfolio reviews, asset allocation strategies, and retirement planning.</li></ul><ul><li>Recommend appropriate investment solutions, including equities, fixed income, Structured Notes, alternative investments, and private wealth opportunities.</li></ul><ul><li>Collaborate with internal teams and external partners to deliver integrated wealth management solutions, estate planning.</li></ul><ul><li>Stay current on market trends, economic indicators, and DFSA regulatory changes to provide informed investment advice and guidance.</li></ul><ul><li>Serve as a trusted advisor to company clients, offering strategic insights and proactive recommendations to help them achieve their financial goals.</li></ul><p><b>Qualifications: </b></p><ul><li>CFA (Charter holder) certifications is mandatory.</li></ul><ul><li>Master&rsquo;s degree in finance, economics, business administration, or related field.</li></ul><ul><li>Minimum 5 years of experience in wealth management, investment advisory, or financial planning.</li></ul><ul><li>Proven track record of success in building and managing Company client relationships, with a focus on high-net-worth individuals and families.</li></ul><ul><li>Strong knowledge of financial markets, investment products, and wealth management strategies.</li></ul><ul><li>Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and concise manner.</li></ul><ul><li>Ability to work independently and collaboratively in a fast-paced, dynamic environment.</li></ul><ul><li>Commitment to delivering exceptional product advisory to the relationship Management team and maintaining the highest standards of professionalism and integrity.</li></ul><p>Job Type: Full-time</p><p>Pay: AED10,000.00 - AED13,000.00 per month</p><p>Application Question(s):</p><ul><li>Have you completed CFA Level 2 or CFA Level 3?</li><li>Do you have at least 4-8 years of experience as an Investment Analyst / Equity Research Analyst?</li></ul>

Senior Product Analyst / Senior Investment Analyst

State Street

<div><div>Job Title &ndash; Investment Compliance Senior Manager</div><div>
Job Description</div><div>
The focus of this role is primarily to support the conversion of investment compliance rules from legacy compliance system (MIG) to Charles River Investment Management (CRIMS), by performing user acceptance testing of the rules, identifying the issues in rule coding and getting those addressed to ensure the client migration from MIG to CRD is seamless.</div><div></div><div>
Key Responsibilities &amp; Experience</div><ul><li><div>
In depth knowledge of regulatory requirements including Investment Company Act of 1940, Internal Revenue Code, UCITS, 2a-7, etc.</div></li><li><div>
Preferred experience with and understanding of one or many regulatory body requirements not limited to SEC, IRS, Commodity Futures Trading Commission (CFTC), Undertakings for Collective Investment in Transferable Securities (UCITS), Committee of European Securities Regulators (CESR)</div></li><li><div>
Ability to understand and decipher Prospectus, Statement of Additional Information (SAI), Investment Policies, Practices and Procedures, and other client restrictions and translate all requirements</div></li><li><div>
Experience required with Rule Coding into post trade investment compliance systems defining logic-based rules and workflow processes</div></li><li><div>
Knowledge of all type of investments, including domestic and international securities, equities, fixed income, derivatives, securities holding other constituents or others such as mutual funds, index securities, and other complex securities</div></li><li><div>
Advanced Excel skills is a plus (formulas, pivot tables)</div></li><li><div>
A background in compliance / regulatory monitoring or financial technology preferred</div></li><li><div>
Project management skills (organized, self-motivated and deadline oriented)</div></li><li><div>
Ability to build and maintain positive relationships with all levels of management internally within the organization</div></li></ul><div>
Primary Skills (Must Have)</div><ul><li><div>
Good knowledge of U.S. Investment Companies Act of 1940 or UCITS</div></li><li><div>
Experience required with Rule Coding into post trade investment compliance systems</div></li><li><div>
Ability to understand and decipher Prospectus, Statement of Additional Information (SAI), Investment Policies, Practices and Procedures</div></li><li><div>
Excellent communication, organization, interpersonal planning, and analytical skills</div></li><li><div>
Deadline and detail oriented</div></li><li><div>
Demonstrated computer proficiency, including advanced knowledge of MS Excel, as well as problem solving and analytical skills</div></li><li><div>
Exposure to Charles River Development (CRD)</div></li></ul><div>
About State Street</div><div>
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we&rsquo;re making our mark on the financial services industry. For more than two centuries, we&rsquo;ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &amp; analytics, investment research &amp; trading and investment management to institutional clients.</div><div>
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You&rsquo;ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.</div><div>
Inclusion, Diversity and Social Responsibility. We truly believe our employees&rsquo; diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.</div><div>
State Street is an equal opportunity and affirmative action employer.</div><div>
Discover more at StateStreet.com/careers</div><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div></div>

Investment Compliance - Senior Manager

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