Senior Associate Manager – Investments

About the Role / Job Purpose
To support the effective management, monitoring and optimization of an investment portfolio through comprehensive investment analysis, portfolio management, due diligence, investment execution, and market research. The role is responsible for managing fixed-income investments, bank deposits, and external investment mandates; evaluating investment opportunities; monitoring portfolio performance and risk; and providing well-founded investment recommendations to senior management. Additionally, the role manages key relationships with local and international banks, investment managers, consultants, and other financial institutions to identify suitable investment opportunities and ensure alignment with approved investment policies, risk parameters, and organizational objectives.

Key Accountabilities
Investment Analysis & Evaluation

• Conduct comprehensive financial and investment analysis of existing and potential investment opportunities.
• Evaluate fixed-income instruments, bank deposits, investment funds, equities, and other approved asset classes.
• Perform financial modelling, valuation, scenario, and sensitivity analysis to support investment decisions.
• Review financial statements, investment proposals, offering memoranda, fund reports, and other relevant financial information.
• Conduct company, industry, market, and economic research to identify investment opportunities and associated risks.
• Prepare high-quality investment papers, recommendations, and presentations for senior management and/or relevant committees.
• Provide independent, evidence-based recommendations regarding investment opportunities and portfolio decisions.

Portfolio Management & Monitoring

• Manage and monitor assigned components of the investment portfolio in accordance with approved investment policies and objectives.
• Monitor portfolio performance, investment returns, asset allocation, risk exposure, and performance against approved benchmarks.
• Identify underperforming investments, emerging risks, and portfolio opportunities, and recommend appropriate actions.
• Support portfolio rebalancing, asset allocation, and investment strategy decisions.
• Monitor external investment mandates to ensure alignment with approved strategies, guidelines, and risk parameters.
• Provide regular portfolio insights and recommendations to management.

Banking & Investment Manager Relationships

• Manage relationships with local and international banks, investment managers, fund managers, investment consultants, and other financial institutions.
• Engage and negotiate with banks to obtain competitive deposit rates, investment terms, and suitable investment opportunities.
• Coordinate with external investment managers and consultants regarding portfolio performance, investment strategy, and market developments.
• Participate in meetings with banks, fund managers, investment partners, and advisors.
• Evaluate information and recommendations received from external investment managers and advisors, providing an independent internal assessment.
• Maintain effective professional relationships with relevant financial counterparties while protecting financial and investment interests.

Investment Due Diligence

• Lead and/or support financial, commercial, and investment due diligence on prospective investments.
• Review investment proposals, financial models, fund documentation, investment-manager reports, and relevant supporting documentation.
• Assess the financial strength, performance, and risk profile of potential investments and counterparties.
• Coordinate with banks, investment managers, advisors, and other relevant parties during due-diligence exercises.
• Identify material investment, financial, liquidity, credit, market, and concentration risks, and recommend appropriate mitigation measures.

Investment Execution & Operations

• Support and coordinate the execution and settlement of approved investment transactions.
• Ensure investment transactions are executed accurately, efficiently, and in accordance with approved authorities, policies, and procedures.
• Review investment-manager, bank, and custodian reports for accuracy and completeness.
• Maintain complete and accurate investment records, supporting documentation, and transaction records.
• Coordinate internally and externally to ensure timely completion of investment-related transactions.
• Support investment-related budgeting, forecasting, and financial analysis.

Market & Economic Research

• Monitor regional and global financial markets and relevant macroeconomic developments.
• Track interest rates, inflation, foreign exchange movements, fixed-income markets, equity markets, and other relevant indicators.
• Assess the potential impact of economic and market developments on the investment portfolio.
• Identify emerging market opportunities and risks, and communicate relevant insights to management.
• Prepare regular and ad-hoc market updates and investment insights for management.

Investment Strategy, Policies & Governance

• Support the development, review, and implementation of investment policies, guidelines, and strategies.
• Ensure investment activities and recommendations are aligned with approved investment objectives, policies, limits, and risk parameters.
• Provide input into portfolio strategy, asset allocation, and investment guidelines based on portfolio performance and market conditions.
• Identify opportunities to strengthen investment processes, controls, reporting, and governance.
• Support the implementation of approved changes to investment strategies and guidelines.

Investment Risk & Compliance

• Monitor investment activities against approved policies, limits, guidelines, and delegated authorities.
• Identify and report investment, market, liquidity, credit, and concentration risks.
• Escalate material investment risks, deviations, or issues to management in a timely manner.
• Ensure investment activities comply with applicable internal policies, procedures, and regulatory requirements.
• Support internal and external audits relating to investment activities and provide required documentation and analysis.

Qualifications & Experience
Minimum Qualification

• Bachelor’s degree in Finance, Investment Management, Economics, Accounting, Business Administration, or a related discipline.

Preferred Qualifications

• CFA qualification or active progress toward CFA certification is highly desirable.
• Master’s degree in Finance, Investment Management, Economics, or an MBA is an advantage.
• Other relevant professional investment or financial qualifications would be advantageous.

Minimum Experience

• 5–8 years of relevant professional experience in investment management, asset management, portfolio management, treasury/investments, investment banking, financial analysis, corporate finance, or a closely related field.
• Hands-on experience in investment analysis, portfolio monitoring, financial modelling, valuation, and due diligence.
• Practical exposure to fixed-income investments, deposits, and/or externally managed investment portfolios.
• Experience dealing with banks, investment managers, fund managers, financial institutions, or investment consultants.
• Experience in institutional investments, sovereign wealth funds, asset management firms, family offices, or comparable investment environments would be advantageous.
• Experience preparing and presenting investment recommendations to senior management or investment committees would be an advantage.

Competencies
Technical Knowledge & Skills

• Investment portfolio management
• Fixed-income investments and deposits
• Investment analysis and evaluation
• Financial modelling and valuation
• Asset allocation and portfolio monitoring
• Investment due diligence
• Investment risk assessment
• Financial and economic analysis
• Financial markets and investment products
• Banking and investment-manager relationship management
• Investment performance measurement and benchmarking
• Investment policies and governance
• Advanced Microsoft Excel and PowerPoint
• Knowledge of Bloomberg, Refinitiv, FactSet, or similar financial platforms is preferred.

Behavioral Skills

• Strategic and analytical thinking
• Strong numerical and financial acumen
• Commercial judgment and decision-making
• Critical thinking and problem-solving
• Results orientation
• Stakeholder management
• Negotiation and influencing
• Effective communication and presentation
• Attention to detail and accuracy
• Planning and prioritization
• Accountability and ownership
• Collaboration and teamwork
• Integrity and professional judgment