Senior Investment Portfolio Manager

Course; Abu Dhabi; On-site; AED 300,000 - 600,000; Full time

Job summary

Course is seeking an experienced Investment Manager to oversee the company’s investment portfolio, execute strategy, and identify opportunities to optimise returns. The role requires 8–10 years in investments with at least 4 years in analytics for equities and fixed income, and CFA/ACCA/FRM or equivalent certification plus fluency in English.

The responsibilities include coordinating with banks, preparing detailed investment reports, performing due diligence using DCF and other methods, and

Qualifications

• Certified Financial Analyst (CFA) or ACCA or FRM or similar certification
• 8 to 10 years relevant experience, with at least 4 years in an analytical role in equities and fixed income.
• Full professional proficiency in English.

Responsibilities

• Prepares investment plans/strategies and monitors performance against targets.
• Liaises with banks and financial institutions to optimize returns.
• Conduct due diligence on investment opportunities using DCF, Relative Valuations, EVA, NAV and IRR.
• Prepare monthly investment reports for senior management.
• Review data in IMSPlus and reconcile with fund administrator reports.
• Engage with asset managers, custodians, and auditors to ensure smooth operation.

Skills

Portfolio management

Investment analysis

Financial modeling

Due diligence

Regulatory compliance

Education

CFA/ACCA/FRM or similar certification

Bachelor's in Finance/Accounting

Tools

Bloomberg

IMSPlus

Excel

HSBC Portals

Job description

Course is seeking an experienced Investment Manager to oversee the company’s investment portfolio, execute strategy, and identify opportunities to optimise returns. The role requires 8–10 years in investments with at least 4 years in analytics for equities and fixed income, and CFA/ACCA/FRM or equivalent certification plus fluency in English.

The responsibilities include coordinating with banks, preparing detailed investment reports, performing due diligence using DCF and other methods, and