Investment Specialist- MG Investment Advisor
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Key skills for this role
About the Role
Mashreq Corporate & Investment Banking Group seeks a Senior Investment Specialist to perform investment advisory, manage fixed income portfolios, and support private banking. The role requires expertise in macroeconomic research, financial markets, and asset allocation.
Key Skills for This Role
Responsibilities
- Perform Investment Advisory (IA) for clients across commercial segments
- Manage and keep oversight of the substantial book of Fixed Income on clients portfolios
- Support Private Banking activity and retain clients in case of departure of a Relationship Manager
- Cooperate to create the area’s view on investments and how to turn them into marketable products
- Supervise and manage junior staff, acting as a mentor on IA subjects
- Produce sound research inputs to analyze, propose, and implement investment solutions
- Monitor, rebalance, and restructure portfolios to generate higher client satisfaction
- Deliver customized solutions to Relationship Managers and/or directly to clients
Requirements
- Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments
- Experience in investment advisory, financial markets and economic analysis
- Skilled and knowledgeable on developments in the banking and asset management industries
- Thorough understanding of products and investment instruments
- Thorough knowledge of strategic and tactical asset allocation fundamentals
- Knowledge on risk profiling of clients with reference to choosing the right product for the right investor
- Knowledge of financial markets, products, financial instruments, correlations, portfolio management theory
Full Job Posting
Primary Mandate
- Perform Investment Advisory (IA)
- Manage and keep oversight of the substantial book of Fixed Income on clients portfolios across the various commercial segments of the bank
- Support the Private Banking activity and act effectively to retain clients in case of departure of a RM
- Actively cooperate to create the area’s view in all matters related to investments and on how to turn them into marketable products
- Supervise and manage junior staff acting as a mentor for them on subjects related to the IA area
Key Result Areas
- Produce sound research inputs to efficiently analyze, propose and implement investment solutions for clients across all commercial segments
- Monitor, rebalance and restructure portfolios in order to generate higher levels of satisfaction from the clients
- Deliver customized solutions to Relationship Managers and/ or directly to the clients as requested
- Work closely with the existing base of clients; performance measured by portfolio performance and revenue generated (ROA)
Knowledge, Skills And Experience
- Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments
- Experience in investment advisory, financial markets and economic analysis
- Skilled and knowledgeable on developments in the banking and asset management industries
- Thorough understanding of products and investment instruments
- Thorough knowledge of strategic and tactical asset allocation fundamentals
- Knowledge on risk profiling of clients with reference to choosing the right product for the right investor
- Knowledge of financial markets, products, financial instruments, correlations, portfolio management theory
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