التقديم مغلق
Manager- Asset Management & Treasury bupa #Jeddah
تاريخ الاعلان: 9 سنة مضت | تاريخ الانتهاء: 7 سنة
الوصف الوظيفي
[LEFT]Role Purpose
To support the Corporate Finance Director and the Senior Manager(s) in managing Bupa Arabia’s investment portfolio by conducting the necessary research and analysis that will assist in asset allocation and risk management decision making, and in efficient management of the company’s liquid assets.
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Key Accountabilities
Key Activities / Decision Areas
1
Investment Management
· Conduct macroeconomic research and assess new investment opportunities by analyzing their risk-retu
profile, costs and zakat/tax exposure to ensure that they meet the company’s requirements and are in line with the Investment Policy Statement
· Liase with Operations Finance and update them with transactions data to assist in the preparation of the investment report
· Support the Sr. Manager in managing the company’s investment portfolio and and moniroting its performance across all asset classes
· Assit in performing portfolio analytics that includes:
o Measuring the performance of each portfolio holding, and the performance of the overall portfolio by calculating its retu
s and by conducting retu
attribution analysis;
o Periodically assessing the abidance of the asset allocation to the regulatory guidelines and the Investment Policy Statement; and
o Measuring the portfolio’s risk exposure and provide risk management/mitigation solutions
2
Cash Management & Treasury
· Review cash flow forecasts and determine timing and magnitude of cash deficits and surpluses
· Assist in ensuring that all the company’s bank accounts are well funded at all times to meet obligations
3
Exte
al Financing
· Assist in managing the debt and equity issues of the company when they arise
Person Specification
Education
· BS degree in Accounting, Finance, Economics, or any other business discipline
· A holder of, or working towards a, CMA or CFA designation is a plus
· Fluent in English written and spoken. Arabic fluency is a plus
Experience Fields
· Knolwdge and experience in investment management in Saudi Arabi and the wider Middle East, research and analysis, and financil modeling
· Knowledge in corporate treasury is a plus
Years of Experience
· 3-5 years in investment management, wealth management, treasury, research, or in an investment advisory role
Required Skills
Corporate Finance, CA, Treasury, CMA, CFA, Wealth Management,
[URL="http://careers.bupa.com.sa/EN/job-detail.php?jid=481856"]apply now[/URL][/LEFT]