وظيفة محلل استثمار أول لدى Pareto People في مكة وجدة

1. Primary Objectives

• To ensure company has a clear and documented investment strategy, and that the funds are operated and managed accordingly.
• To create value through leading clear recommendations to management on investment decisions via informed decision-making analysis.
• To maintain professional reporting standards to the fund director and top management.
• To regularly monitor the fund performance and ensure to identify opportunities for areas for improvement.
• To ensure full compliance with Family Office policies and full compliance with group regulatory requirements in Cyman Island through the third-party providers
• To identify, assess, and mitigate any financial risks that may impact group operations, reputation, or financial stability.

2. Accountabilities

• Target Delivery: Demonstrate strong results orientation and ensure delivery of Group objectives.
• Investment Analysis: Provide in-depth analysis of current and prospective investments to support decision-making.
• Monitoring & Reporting: Track quarterly performance and relevant market updates, delivering concise bilingual reports.
• Research: Conduct macroeconomic research and explore potential investment opportunities.
• Tracking Systems: Develop effective reporting and tracking tools for internal use and committee presentations.
• Regulatory Awareness: Stay up-to-date on regulatory changes and update internal policies accordingly.
• Collaboration: Work closely with internal stakeholders and cross-functional teams to strengthen Group's investment capabilities, ensure alignment with broader organizational goals, and provide necessary support for related initiatives across departments.
• Documentation: Maintain accurate records of performance, compliance, and investment rationale aligned with internal quality standards.
• Compliance Oversight: Ensure full adherence to Group legal and operational frameworks, proactively address policy and compliance gaps, and conduct regular risk assessments to identify, evaluate, and mitigate potential threats to fund performance and integrity.

3. Hiring Requirements

Qualification:

BSc Degree in Business or Law or relevant with a minimum 5 to 8 years' experience

Any professional qualification like CFA will be a plus.

Experience:

Minimum 5+ years of experience in international public market equities, preferably within financial institute, bank or family office.

Saudi national is a must