وظيفة مدير محفظة أول شاغرة في الرياض لدى جهة غير معلنة

About the Company

Our client is a growing investment advisory and asset management firm transitioning into an AI-enabled, model-driven investment platform.

About the Role

This role is a hands-on leadership position focused on portfolio construction, execution oversight, and disciplined investment management. It is not a sales or asset-raising role.

Portfolio & Investment Management

• Lead portfolio construction and ongoing portfolio maintenance across client mandates.
• Implement the company's investment frameworks and model portfolios with discipline and consistency.
• Monitor portfolio performance, risk metrics, and deviations from strategy.
• Execute rebalancing decisions and oversee trade implementation in coordination with operations.
• Identify portfolio risks, concentration issues, and execution inefficiencies.

Investment Oversight & Governance

• Prepare periodic portfolio performance and risk reports for management and clients.
• Ensure investment activities comply with CMA regulations and internal investment policies.
• Support the Investment Committee with analysis, data, and execution feedback.
• Maintain clear documentation of investment decisions and rationale.

Team & Platform Development

• Act as the day-to-day investment lead as the asset management function scales.
• Contribute to improving investment processes, tools, and reporting workflows.
• Work closely with advisory and technology teams to support the company's AI-enabled investment model.
• Support training and development of junior investment or portfolio support staff as the team grows.

Required Experience & Skills

• 6-10 years of experience in portfolio management or asset management.
• Strong understanding of multi-asset portfolios (equities, fixed income, funds).
• Solid grasp of portfolio risk management and analytics.
• Hands-on, execution-oriented mindset.
• Comfortable operating in a growing, evolving firm.
• Strong Excel and portfolio analysis skills.

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• CFA (or progress toward CFA) preferred.
• Knowledge of CMA regulations required.