Portfolio Analyst

The World Bank; Dubai; On-site; AED 80,000 - 120,000; Full time

Job summary

A leading company is seeking a portfolio management analyst to contribute to evaluating risks and performance metrics. The candidate will provide analytical support, ensure compliance, and prepare insightful reports for stakeholders. This role requires strong analytical, organizational, and communication skills, and comes with the potential to work in a dynamic environment focused on financial management.

Qualifications

• 2-4 years relevant work experience in finance or accounting.
• Excellent written and verbal communication skills in English.
• Ability to analyze problems and identify solutions.

Responsibilities

• Provide analytical support and evaluate risk for portfolio management.
• Prepare quarterly portfolio reports and analyze performance metrics.
• Lead compliance activities and monitor income collection from clients.

Skills

Analytical skills

Communication skills

Organizational skills

Numerical skills

Interpersonal skills

Education

Bachelor's degree in business, finance, accounting

Tools

Word

Excel

PowerPoint

Job description

Role and Responsibilities:
- Provide analytical support to RIMs in evaluating risk and recommending active portfolio management actions. Analyze trends and discuss quarterly changes in portfolio profitability metrics and returns (Cash Income, Controllable Cash Income, RAROC, IRR, Dividend Yields etc.), risk ratings and portfolio quality;
- Lead all aspects of portfolio compliance activities including timely completion of risk ratings, quarterly monitoring and other supervision reports, loss reserves and valuation exercises, and ensure consistently high level of performance in portfolio compliance scorecard;
- Track progress with equity sales plan, dividends received, capital gains and portfolio returns. Review and comprehend stock analyst reports, and track analysts stock recommendations. Alert relevant RIM and IO to company updates and changes in stock recommendations;
- Use Bloomberg to prepare regular reports on share price performance, trading volumes, market performance etc. and track performance of MAS listed equity portfolio vs. the market;
- For the critical portfolio exposures, support relevant RIM in monitoring and analyzing industry trends, company updates and reporting back to the relevant RIM and IO;
- Monitor the collection of income and fees from loan portfolio clients. Inform relevant RIM and IOs of arrears. Follow up with IOs on outstanding payments and analyze impact to NPLs and profitability;
- Prepare quarterly portfolio reports, review such reports for accuracy and consistency in reporting. Analyze and interpret portfolio reports to prepare summary of portfolio performance for discussion at quarterly portfolio meetings;
- Support quarterly portfolio meetings by scheduling meetings, compiling materials, identifying areas of risk and concern, and benchmarking performance for the division.
- Address ad-hoc information requests from regional and senior management teams, and coordinate portfolio evaluation and impact exercises like stress tests related to external shocks and developments.
- Assist in the preparation of internal supervision documents (waivers, amendments, Disbursements, Spreading of financials for IRP) and IFC development outcome measurement indicators and insurance with input/guidance from the relevant IO
- Rigorously monitor reporting timing compliance by IOs with persistent follow up on non-compliance
- Maintain the MAS MCT pipelines for internal division and corporate level reporting purposes.
- Other tasks and activities related to portfolio management and coordination that may be assigned from time to time.
Selection Criteria
- Bachelors degree in business, finance, accounting or equivalent field
- Preference for 2-4 years relevant work experience (finance, accounting etc)
- Without exception, excellent knowledge of Word, Excel, PowerPoint and aptitude to learn new systems and databases
- Strong report building skills with the ability to convert raw data into business insights
- Strong numerical, analytical and conceptual skills encompassing finance and the associated areas of investment and portfolio management.
- Excellent written, verbal communication and presentation skills in English is a must. Ability to speak Arabic, Turkish or Russian is a plus.
- Ability to think independently, analyze problems and identify appropriate solutions is a must.
- Excellent organizational, administrative and time management skills with proven ability to work efficiently in parallel on multiple fronts under time constraints.
- Strong interpersonal skills and the ability to work with stakeholders at all levels (inside and outside IFC) with demonstrated teamwork and client service orientation is a must.
- Knowledge of the MCT region and regional business practices is a plus.
- Knowledge of IFC's portfolio procedures and processes, or strong previous relevant experience is a plus.
WBG Culture Attributes:
1. Sense
of Urgency Anticipating and quickly reacting to the needs of internal
and external stakeholders.
2. Thoughtful
Risk Taking Taking informed and thoughtful risks and making courageous
decisions to push boundaries for greater impact.
3. Empowerment
and Accountability Engaging with others in an empowered and accountable
manner for impactful results.

Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at [e-mail]