Portfolio Monitoring Specialist, Factor & Index Equities, Sovereign Wealth Fund - Role based in GCC

Delta Executive Search; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player seeks a Portfolio Monitoring Specialist to enhance their investment team. This role focuses on monitoring and analyzing portfolio performance in factor-based and indexed equity strategies. The successful candidate will be responsible for developing dashboards, conducting in-depth performance analysis, and identifying opportunities for process improvements. With a global presence and a commitment to excellence, this opportunity offers a dynamic environment where your expertise in finance and investment management will be highly valued. If you have a passion for portfolio monitoring and a desire to drive impactful results, this position is perfect for you.

Qualifications

• 10+ years experience in portfolio monitoring and risk management.
• Strong focus on factor investing and index strategies.

Responsibilities

• Monitor daily portfolio performance and risk metrics.
• Develop and maintain portfolio monitoring dashboards.

Skills

Portfolio Monitoring

Risk Management

Performance Analysis

Factor Investing

Index Strategies

Tools

Portfolio Monitoring Dashboards

Job description

Portfolio Monitoring Specialist, Factor & Index Equities, Sovereign Wealth Fund - Role based in GCC

Background:

Our client, a global top-10 Sovereign Wealth Fund based in the Middle East, is looking to hire a Portfolio Monitoring Specialist into their investment team, to focus on factor-based and indexed equity strategies.

Role & Requirements:

• Monitor daily portfolio performance, exposures, and risk metrics across factor and indexed equity strategies.
• Conduct in-depth analysis of portfolio performance relative to benchmarks, identifying drivers of returns and risk.
• Develop and maintain portfolio monitoring dashboards, providing accurate and timely reports to portfolio managers and clients.
• Stay informed on developments in factor investing, index methodologies, and equity market trends.
• Identify opportunities to improve portfolio monitoring processes, streamline workflows, and implement automation where possible.

Requirements:

• 10+ years' of experience, a good portion in portfolio monitoring, risk management or performance analysis, with a focus on factor investing and index strategies.
• Candidates with experience working for a Global Asset Manager or Institutional Investors such as Pension Funds, SWFs or Endowments are highly desirable.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Financial Services and Investment Management