Investment Management

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    Relationship Manager, HNW & Investment (Arabic Speaker) | Commercial Bank of Dubai (CBD)

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    Employment:

    Full Time

    Job PurposeAttract, retain and grow a new-to-bank client base for investment products and act as their trusted advisor to provide solutions and product across asset classes in order to achieve the defined fee income, NTB, Liabilities Growth and FX target.Principal Accountabilities• Acquire new-to-bank clients and fresh money for investment products• Achieve fee income target from sales of investment products• Increase the CASA / Liabilities growth • Conduct detailed risk-assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.• Take responsibility of error-free execution of investment transactions and for resolving client service requests in coordination with Investment Operations, on an ongoing basis.• Manage relationship with investment clients on an ongoing basis and provide regular market and portfolio updates in order to increase engagement with clients and increase investments business• Have a clear understanding of investments business, global capital markets and latest macro-economic trends and developments in the financial markets in order to provide high quality of advice to clients and act as their trusted advisor• Manage the inherent conflict in the job requirement – client needs and risk appetite versus achieving revenue targets• Explore cross-sell opportunities within the investments client base for different products and services of the bank.• Stay updated about Investment Products and Solutions being offered by the bank. Where required, create bespoke solutions in coordination with the Investment Team in Treasury.• Ensure compliance to internal and external regulatory requirements

    RequirementsEducation and Experience • Bachelor degree in Economics, Finance, Business Management or Science with CISI qualification or equivalent• 5 to 8 years’ experience in the investments sales / relationship management• Should have existing UAEN / Arab Expats HNWI portfolio • Good verbal and written command of English and Arabic

    In 1969, when we at Commercial Bank of Dubai started out little did we know that sheer grit and determination would get us where we are today. An Emiri Decree issued by His Highness the Late Sheikh Rashid Bin Saeed Al Maktoum, the founder of modern Dubai, laid the cornerstone of Commercial Bank of Dubai. We started out as a joint venture of Commerzbank, Chase Manhattan Bank and Commercial Bank of Kuwait. A minority stake was held by a few UAE businessmen.

    By 1982, little more than a decade later, we evolved into a National Public Shareholding company. A feat complimented by an exponential increase in the capital base and mammoth restructuring of our operations. The feather in the cap came when the Government of Dubai became a key shareholder.

    Over the decades, we have transformed ourselves into a progressive and modern banking institution. We are supported by a sturdy financial base and reigned by a strong and stable management. The proof of which lies with our customers who have stood by us over the years. More

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      Analyst – Transactions | Al Khor Holding

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      Employment:

      Full Time

      • Assist in identifying actionable Transactions that fit the business strategy of the Group.• Assist the team in Transaction execution across the entire deal life cycle.• Quantitative and qualitative analytical support for senior team members in investment related decisions, such as historical data analysis, forecasting, interpretation of output• Assist in conducting portfolio management and post investment tracking• Coordinate with third party advisors on M&A transactions including management of information flow, data rooms, Q&A etc.• Assist in the due diligence process with cross-functional teams (including Finance, commercial, operations, human resources, legal, to complete efficient and effective due diligence of targets.• Develop excellent knowledge of Al Khor Holding business units, operating environment, market and industry trends and challenges. • Contribute to budget preparation and help set the targets and KPIs for Al Khor Holding Business Units, in light of existing market conditions and board-approved strategy and business plan.• Develop financial models to analyze sales, cash flow projection and business cycles. • Prepare and monitor performance models and reports on a monthly basis. • Develop financial strategic planning, periodic reports, budget, forecast plans recommendation.• Cost analysis, procedure and trend analysis and recommend actions to the management. • Support the business development team in delivering timely and accurate market research. • Comply with internal rules, regulations and procedures.

      Skillset• Strong written and analytical skills for deal analysis and internal reporting• Ability to operate independently and self-motivated• Highly numeric with strong research and analysis skills• Good understanding of valuation techniques• Familiar with M&A execution and Due Diligence process• Strong financial and modelling skills• Proficiency with Excel & PowerPoint• Excellent interpersonal and communication skills (written and verbal) in both English and Arabic.• Always maintain the highest level of professionalism Minimum experience• 5+ years of relevant experience in Investment banking, M&A, Private equity funds or Investment related fields. Real Estate and Hospitality experience is a plus. Minimum Qualifications/education• BSc/BA in Business, Finance, Economics, Mathematics, Statistics, Accounting. MSc/MBA is a plus.

      Al Khor Holding is a Qatari-based company, which is set up to be the active vehicle for direct investment and asset management for Al Misnad Group. Al Misnad Group was founded in 1962, by the Late Nasser Abdulla Al Misnad. Over the 57 years, the portfolio of assets grew from initial investment in Qatar’s Real Estate market to numerous sectors within Qatar which has given a strong foundation and understanding to approach Global Markets. Now, Al Khor Holding has taken on the task of managing this growing investment portfolio, which consists of assets extending globally across private and public equity in multiple sectors and industries such as Real Estate, Power Generation, Industrial & Manufacturing, Hospitality, Trading & Contracting, Oil & Gas, and Financial Services. Through this growing portfolio, Al Khor Holding has developed an extensive network of subsidiaries and associated businesses both in Qatar and Globally.

      Al Khor Holding’s mission is to add value with active portfolio management, to assist its stakeholders to reach their long-term financial goals. We strive to achieve this through our investment strategies, adhering to our values and investment principles.

      Al Khor Holding’s Vision is to be a trusted partner and a respected leader in global investment and asset management. More

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      Analyst – Capital Markets | Al Khor Holding

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      Employment:

      Full Time

      • Conduct extensive research across all asset classes (Equities, Fixed Income, Structure Products, etc.). • Conduct extensive fundamental and technical analysis on major currencies. • Follow all news, earnings, corporate developments of the existing portfolio and watch list. • Create and present Investment Proposals in line the management guidelines. • Continuous monitoring of the existing asset allocation and suggest rebalancing strategies. • Keep the management updated with the Event Calendar and Economic Calendar and suggest actions to benefit from market trends. • Prepare the Daily Market Update Report and submit periodic reports to keep the management updated with market developments. • Execute trades in a precise, professional and timely manner. • Follow up on trades statuses and update the portfolio accordingly. • Develop excellent knowledge of Al Khor Holding business units, operating environment, market and industry trends and challenges. • Maintains database by entering, verifying, and backing up data.• Support the Investment Manager in delivering timely and accurate market research. • Participate in the business development activity and other projects when needed. • Comply with internal rules, regulations and procedures.

      • BSc/BA in Business, Finance, Economics, Mathematics, Statistics, Accounting. MSc/MBA is a plus.• 5+ years of relevant experience in Portfolio Management, Trading, Banking, Investment funds. • Experience in fundamental and technical analysis. • Excellent interpersonal and communication skills (written and verbal) in both English and Arabic. • Proficiency in Bloomberg, Excel, Visio and Power Point. • Excellent organizational skills, cooperative, detail oriented, curious and proactive. • Maintain the highest level of professionalism at all times

      Al Khor Holding is a Qatari-based company, which is set up to be the active vehicle for direct investment and asset management for Al Misnad Group. Al Misnad Group was founded in 1962, by the Late Nasser Abdulla Al Misnad. Over the 57 years, the portfolio of assets grew from initial investment in Qatar’s Real Estate market to numerous sectors within Qatar which has given a strong foundation and understanding to approach Global Markets. Now, Al Khor Holding has taken on the task of managing this growing investment portfolio, which consists of assets extending globally across private and public equity in multiple sectors and industries such as Real Estate, Power Generation, Industrial & Manufacturing, Hospitality, Trading & Contracting, Oil & Gas, and Financial Services. Through this growing portfolio, Al Khor Holding has developed an extensive network of subsidiaries and associated businesses both in Qatar and Globally.

      Al Khor Holding’s mission is to add value with active portfolio management, to assist its stakeholders to reach their long-term financial goals. We strive to achieve this through our investment strategies, adhering to our values and investment principles.

      Al Khor Holding’s Vision is to be a trusted partner and a respected leader in global investment and asset management. More

    • 100 Shares129 Views

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      UAE National – Investment Associate | Michael Page

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      Employment:

      Full Time

      As an investment associate you would be responsible for management reporting (budgeting, forecasting, valuation), statutory reporting and would work alongside the treasury back-office.Client DetailsThe client is a top tier local government entity with a fast – paced and visionary culture.DescriptionAs an investment associate, you would be responsibilities would include, but not be limited to:* Adhering to Corporate reporting calendar and deliver Monthly management and statutory reporting requirements* Co-ordinating monthly Hyperion reporting of investees, review of financial information, mapping, actual vs. budget forecast and variance analysis* Critically reviewing and analysing financial submission* Monitoring the OPEX spending on monthly basis obtaining a deep understanding on variances.* Maintaining and documenting accounting position papers, policies, and procedures for individual investment.* Supervising the financial year-end audits.* Maintaining close working relationship with deal and asset management team internally and external service providers such as accountants, auditors, tax and legal professionals for any finance related process and matters* Engaging in ongoing OPEX reduction analyses in all areas of the Company* Responding to various central reporting requirements: OECD reporting, DOF reporting, VAT reporting etc.* Reviewing financial models prepared by asset management teams.Job OfferThe entity offers a fast paced environment with a clear progression for UAE Nationals as well as a competitive compensation package.

      The successful candidate must meet the following requirements:* UAE National with Family Book* Bachelor’s degree or higher, in the field of business administration, economics, or its equivalent in a similar speciality* Minimum 3 years of experience within investments.* Extensive experience within Management Reporting (budgeting, forecast, valuation), Statutory reporting and Evaluation* Fluency in Arabic and English

      Michael Page is one of the world’s leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.

      The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of:

      Finance & Accounting
      Banking & Financial Services
      Procurement
      Property & Construction
      Engineering & Supply Chain
      Oil & Gas Technical and Engineering
      Human Resources
      Sales
      Marketing
      Technology
      Secretarial
      Executive Search
      Legal

      The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide. More

    • 163 Shares169 Views

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      Chief Financial Analyst for Abu Dhabi government entity | ADIV Human Resources Consultancy

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      Employment:

      Full Time

      Our clientOur client is a government entity in Abu Dhabi and one of the oldest financial institutions in the UAE. Job PurposeThe role holder is responsible for deal origination, sourcing, and performing due diligence, coordinating with various consultants, structuring, and contract negotiation. Monitoring of portfolio companies and overlooking the value creation plans.Key Responsibilities- Work on deal origination and initial screening and appraisal of new investment opportunities- Participate in commercial negotiations relating to the structure and terms of any potential investment;- Carry out due diligence of investment opportunities, as well as liaising with third-party service providers as required;– Prepare and write internal investment approval papers, as well as present these to Investment Committee- Oversee the legal execution of any approved transaction, working closely with internal and/or external legal counsel.- Monitor and evaluate investment performance against key targets, including the management and reporting of potential business/investment risks as they arise;- Provide (externally) management support to help investees as required;- Develop and maintain an active pipeline of investment opportunities- Participate in budget and investment target setting;- Contribute to internal and external reporting- Support implementation of section’s strategy in line with dept. vision and business (1-3 year) plans.- Monitor and guide junior team members on aligning their activities with sectional strategy and objectives.- Provide insights and practical inputs for development of sectional budgets- Adhere to section budgets and ensure optimal utilization of all available resources.

      – Bachelor’s degree in Finance or Economics. Master’s degree with relevant specialization preferred.- Certifications such as CFA- Fluent written and spoken English- 6-9 years of relevant experience in Private Equity, Financial Analysis or Asset Management preferred- 1-2 years in a team-lead or similar position of seniority

      ADIV Human Resources Consultancy L.L.C.” is an Abu Dhabi based on-shore company and we operate with high standards and provide value-added services. We understand the volatility of the market and the change in the needs of its clients. Keeping this in mind, we hire only the best of Consultants whose exposure to the market and the region is of the highest standards. “ADIV Human Resources Consultancy L.L.C.” will make the talented people fit into the right place so that they can enhance their skills. We uphold this responsibility to fulfill our commitment as ‘Let’s make the solutions possible for all diversity of people’ More

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      Chief Financial Analyst for Government Entity | ADIV Human Resources Consultancy

      by

      Employment:

      Full Time

      Chief Financial Analyst for Abu Dhabi Government EntityOur client is a government entity in Abu Dhabi and one of the oldest financial institutions in the UAE. Job PurposeThe role holder is responsible for deal origination, sourcing, and performing due diligence, coordinating with various consultants, structuring, and contract negotiation. Monitoring of portfolio companies and overlooking the value creation plans.Key Responsibilities- Work on deal origination and initial screening and appraisal of new investment opportunities- Participate in commercial negotiations relating to the structure and terms of any potential investment;- Carry out due diligence of investment opportunities, as well as liaising with third-party service providers as required;– Prepare and write internal investment approval papers, as well as present these to Investment Committee- Oversee the legal execution of any approved transaction, working closely with internal and/or external legal counsel.- Monitor and evaluate investment performance against key targets, including the management and reporting of potential business/investment risks as they arise;- Provide (externally) management support to help investees as required;- Develop and maintain an active pipeline of investment opportunities- Participate in budget and investment target setting;- Contribute to internal and external reporting- Support implementation of section’s strategy in line with dept. vision and business (1-3 year) plans.- Monitor and guide junior team members on aligning their activities with sectional strategy and objectives.- Provide insights and practical inputs for development of sectional budgets- Adhere to section budgets and ensure optimal utilization of all available resources.

      – Bachelor’s degree in Finance or Economics. Master’s degree with relevant specialization preferred.- Certifications such as CFA- Fluent written and spoken English- 6-9 years of relevant experience in Private Equity, Financial Analysis or Asset Management preferred- 1-2 years in a team-lead or similar position of seniority

      ADIV Human Resources Consultancy L.L.C.” is an Abu Dhabi based on-shore company and we operate with high standards and provide value-added services. We understand the volatility of the market and the change in the needs of its clients. Keeping this in mind, we hire only the best of Consultants whose exposure to the market and the region is of the highest standards. “ADIV Human Resources Consultancy L.L.C.” will make the talented people fit into the right place so that they can enhance their skills. We uphold this responsibility to fulfill our commitment as ‘Let’s make the solutions possible for all diversity of people’ More

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      Associate – Private Credit Investments | Michael Page

      by

      Employment:

      Full Time

      The role will focus on private credit investments within MENAClient DetailsThe client is a multi-billion dollar alternative investments management, investing across private equity, private credit and real estate in the MENA region.DescriptionReporting to the Executive Director, the responsibilities would be:* Conducting research on market trends, pricing and competition including recent acquisitions and dispositions, etc and assisting in sourcing for opportunities* Conducting due diligence on potential investments including building financial models and providing analysis on the same* Building complex financial models including building assumptions and translating data on the same* Preparing high-quality investment committee presentation materials and other supporting documents in a clear concise manner* Executing acquisitions and dispositions including preparation of aspects of draft term sheets, letters of intent or offer letters* Managing information into data room for buyer due diligence and assistance with submitting the same* Being involved in other ad-hoc projects for the teamJob OfferExcellent exposure and great benefits

      The ideal candidate should have the following:* Have a minimum of a Bachelor’s degree in Business/ Finance / Economics from a top tier university; with a preference for a Masters Degree/ MBA* Have 3-5 years’ experience within a bulge-bracket investment banking firm/Big Four/similar organisation* Have excellent quantitative skills and financial modelling skills such as valuation, merger models, portfolio metrics, DCF models etc.* Have excellent communication, presentation and negotiation skills* Arabic speaker – preferred* Be passionate about having a career in Private Credit

      Michael Page is one of the world’s leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.

      The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of:

      Finance & Accounting
      Banking & Financial Services
      Procurement
      Property & Construction
      Engineering & Supply Chain
      Oil & Gas Technical and Engineering
      Human Resources
      Sales
      Marketing
      Technology
      Secretarial
      Executive Search
      Legal

      The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide. More

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      Private Banking – Operations Manager | Michael Page

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      Employment:

      Full Time

      A rare opportunity to join a bulge bracket institution where you will be leading and strategising much of their private banking/wealth management function.Client DetailsA leading European bulge bracket bank with a strong footprint across the Middle East.Description* Liaising with senior stakeholders regarding strategy implementation* Coordination & implementation of local business development initiatives, Market Area Initiatives Market Management / Sales Process / Client Segmentation, etc.* Coordination & local implementation of Private Banking initiatives* IT-Business Partner and BPM for Private Banking application roll-outs in Middle East onshore locations.* Business Controlling: Reporting, analysis and planning of key result drivers / RM Targets and Reviews / Budgeting process / Referral Cases / Special projects (e.g. Analysis of performance relevant issues) / initiating and monitoring of cost initiatives* Support RMs for completion of enhanced due diligence requirements, PEP assessment, RRRP assessments* Line Manager for ARM Team in Qatar* Resource allocation across the RMs in collaboration with the Team Leader* Support Business Risk Management with operational risk control in line with industry best practice and standardsJob OfferA rare opportunity to join a leading European bulge bracket institution where you will be offered strong progression and development opportunities, as well as a market leading salary and benefits package.

      The successful candidate will have an established background within Private Banking (6+ years), and will be keen to move into a more operationally and strategically focused role.

      Michael Page is one of the world’s leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.

      The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of:

      Finance & Accounting
      Banking & Financial Services
      Procurement
      Property & Construction
      Engineering & Supply Chain
      Oil & Gas Technical and Engineering
      Human Resources
      Sales
      Marketing
      Technology
      Secretarial
      Executive Search
      Legal

      The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide. More

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      Group Head of Planning & Analysis | Robert Half

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      Employment:

      Full Time

      The CompanyRobert Half are exclusively working with a buyside investment company searching for a Senior member to join their Finance Team in Abu Dhabi. Reporting directly to the Group CFO, the candidate will be interacting with management at all levels within the organization to prepare comprehensive financial analyses, reports, and budgets at the corporate group level. The role will also be driving a routine calendar of events including consolidation of results, budgets, 5-year business plans and the analysis and reporting of financial data.The Role* Lead an ongoing group-wide effort to develop and implement an executive dashboard at the Holding and business unit levels.* Develop reports for top management summarizing the business financial positions, returns, yields, capital usage, and cash flows and coordinate the preparation of strategic business plans, budgets, and financial forecast.* Perform analytics to support corporate strategic planning and business development decision-making, including long term forecasting and valuation models.* Perform analysis and create models to support executive management in making operational and/or financial decisions.* Prepare Group’s annual budget including review and Business Units’ budgets. * Ensuring budget process is informative and on time.* Enhance the process and timeline management of coordinating and collating budget related information from departments, businesses unit/group companies.* Monitor performance to business KPIs by departments, business unit/group companies across the group highlighting and reporting variances and corrective actions.* Prepare presentation of BOD/Committees and senior management.* Preparing reports and analysis for management review and conduct specific tasks as required by management from time to time.* Prepare modelling, planning and execution of ad hoc financial analysis as required by senior management.

      The CandidateMinimum Qualifications* A CFA Charter holder or Chartered Accountant.* Bachelor’s degree in finance, business, or related field – Master’s degree preferred.* 10-15 years of progressively responsible FP&A leadership experience.* Prior work experience in a corporate family group entity in the GCC is a must.* Excellent interpersonal, leadership, communication, problem-solving skills, and a remarkable attention to details.* Prior experience in a Big Four firm is desirable.* Exceptional / advanced skills in the use of Microsoft Dynamics or similar dashboard systems, Excel and PowerPoint.* Strong analytical, consolidation and financial modelling skills.* Experienced in producing financial reports and presentations to Board standard.* Knowledge of ERP systems and related technologies.Salary* 45,000 AED a monthRobert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Pay and salary ranges are dependent upon experience, qualifications and training.

      Founded in 1948, Robert Half International Inc. (NYSE symbol: RHI) is the world’s first and largest specialized staffing firm and a member of the S&P 500 index. We are a global leader in professional staffing and consulting services and the parent company of Protiviti, a leading independent internal audit and business and technology risk consulting firm. For 2006, Robert Half International reported revenues of $4 billion and now has staffing and consulting operations in more than 400 locations worldwide. More