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Job Description
Role Purpose
Conduct periodic market/economic updates as well as monitoring & reporting of portfolio’s holdings while assisting the Sr. Manager/ Head in handling investment due diligence activities and mentoring junior team members
Accountabilities
Market &Portfolio Research
- Keep track of portfolio holdings price movements
- Analyze & interpret key market/economic data and analyzes impact on portfolio holdings
- Lead ad-hoc analysis on portfolio holdings or market data
- Deliverables: Ensures timely preparing & communication of bi-weekly portfolio commentary; Ensures accurate calculations of analytics before submission; Ensures databases is documented and updated regularly
Investment Due Diligence
- Liaise with counterparties in gathering quantitative and qualitative data
- Conduct return & risk analysis on potential investments and ensure accuracy of calculations
- Conduct peer performance analysis as part of comprehensive research
- Ensure financial modelling & scenario stress testing calculations are accurate
- Conduct qualitative assessment when necessary
- Liaise on legal document reviews if necessary
- Deliverables: Ensures accurate and timely submission of investment recommendations; Ensures all diligence documents are gathered and stored
Portfolio Monitoring & Reporting
- Monitor assigned portfolio holdings valuations and key developments and ensure document updates
- Attend quarterly performance calls/webcast updates
- Ensure periodic communication with fund managers & brokers and keep track of updates on performance, organization & terms
- Prepare quarterly/ semi-annual performance updates on key portfolio holdings
- Prepare monthly investment report and Investment Committee materials
- Deliverable: Ensure all regulatory and internal reporting are maintained
Transaction Execution
- Communication with external/internal counterparties to execute trades
- Prepare necessary execution documents and ensure timely approvals
- Ensure transaction entries are accurate and timely in the system
- Deliverable: Maintenance of all necessary transactions and documentation
Strategic / Operating Planning
- Annual/ ad-hoc review of investment policy statement and liaise with advisor(s)
- Annual update of operating plan file and ensure accuracy of information
- Assist in annual/ad-hoc assessments of portfolio asset allocation
- Deliverable: Assists in preparing investment income annual operating plan
Skills
- Minimum 3 years of experience in Asset Management, Investment Banking, or Wealth Management, particularly in the area of Alternative Investments and Fixed Income
- Good knowledge in financial instruments and capital markets
- Good knowledge in financial statements analysis
- Strong understanding of Excel applications
- Strong communication skills
- Fluency in English (verbal and written)
- Bachelor’s Degree in Finance, Accounting, Economics or similar disciplines. Masters degree in Finance/Accounting is a plus
- A holder of, or working towards CFA designation is a plus
Job Details
Preferred Candidate
Bupa Arabia
Bupa Arabia is a healthcare insurance company based in the Kingdom of Saudi Arabia. We are an associate business of Bupa Group, which is a global healthcare company with an international reach that extends across multiple business operations, practices, and resources.
Founded in October 1997, Bupa Arabia was initially established through a partnership between Bupa Global International and Nazer Group, with the key focus to provide health insurance services with high quality and competitive prices, while ensuring a distinctive experience for customers. Bupa Arabia has since evolved into a fully Saudi-owned and operated company. Our transformation from a joint venture into a publicly traded company on the Saudi Stock Exchange occurred in 2008, as we made 40% of our shares available to the public during our Initial Public Offering (IPO).
As a subsidiary of the global Bupa Group, we draw upon international expertise while maintaining a profound understanding of local healthcare requirements and regulations. This allows us to offer comprehensive healthcare insurance solutions tailored to the unique needs of the Saudi Arabian market.
Bupa Arabia prides itself on its commitment to the wellbeing and development of its employees, providing them with the same standard of care, support, and professionalism that it expects to be delivered to its customers.
Our core values shape every aspect of our work and culture:
Commit – Own it with accountability and urgency.
Collaborate – Win together through cross-functional synergy.
Care – Put people first, both employees and customers.