Transguard Workforce Solutions is the UAE’s leading provider of unique and innovative HR solutions. With a decade of experience in the region and a team that possesses extensive knowledge of the market, we provide a fully integrated HR solution.
We are currently recruiting a Manager - Investment for our Insurance client based in Abu-Dhabi, UAE.
Job Purpose:
The job holder is responsible to manage Client's overall investment portfolio, execute investment strategy, seek out new opportunities, and recommend changes in investments to manage risk and generate targeted rate of return.
Job Responsibilities:
Investment Management & Portfolio Strategy-
- Develop and execute investment strategies aligned with the organization's financial objectives and market outlook.
- Research, evaluate, and recommend investment opportunities across equities, fixed income, mutual funds, ETFs, private equity, and real estate investments.
- Conduct detailed financial analysis, valuations, and investment due diligence using methodologies such as DCF, Relative Valuation, NAV, EVA, and IRR.
- Provide recommendations on investment entry, exit, and portfolio rebalancing decisions.
- Monitor investment performance, market trends, economic developments, and industry outlooks to identify opportunities and risks.
- Liaise with banks, asset managers, fund managers, and financial institutions to secure optimal investment solutions and returns.
- Develop and maintain benchmark indices to measure portfolio performance and support strategic asset allocation decisions.
- Monitor external asset managers and fund managers, review performance against benchmarks, and recommend corrective actions where necessary.
Risk Management & Compliance-
- Ensure portfolio allocations remain within approved strategic asset allocation frameworks, investment mandates, and regulatory requirements.
- Monitor investment concentration limits, exposure levels, and compliance with internal investment policies.
- Assess and monitor credit quality and ratings of investment instruments and counterparties.
- Conduct portfolio stress testing, scenario analysis, and Value-at-Risk (VaR) assessments using Bloomberg and other analytical tools.
- Identify and report investment limit breaches, emerging risks, and corrective action plans.
- Ensure compliance with applicable regulatory requirements and investment governance frameworks.
Cash & Treasury Management-
- Manage investment-related cash flows and liquidity requirements to support operational and investment activities.
- Prepare and monitor daily cash positions and liquidity forecasts.
- Optimize returns on cash balances through deposit placements and short-term investment opportunities while maintaining appropriate risk controls.
- Source and evaluate deposit rate quotations from financial institutions.
- Monitor cash movements, transfers, and liquidity requirements across investment portfolios.
Investment Operations & Reporting-
- Oversee end-to-end investment operations, including trade settlements, cash movements, corporate actions, and portfolio administration.
- Review investment reconciliations to ensure accuracy between custodians, fund administrators, asset managers, and internal records.
- Monitor and validate investment data, valuations, and portfolio performance reports.
- Prepare monthly, quarterly, and annual portfolio reports for senior management and investment committees.
- Analyze portfolio performance and provide commentary on variances, risks, and investment outcomes.
- Maintain accurate investment records, documentation, and supporting schedules.
Investment Accounting & Financial Reporting-
- Manage month-end investment accounting and reporting activities.
- Review investment valuations across all asset classes and reconcile positions with custodians and fund administrators.
- Support quarterly and annual financial statement preparation and investment-related disclosures.
- Monitor investment income, realized and unrealized gains/losses, and portfolio expenses.
- Prepare investment property performance and valuation reports.
- Develop investment budgets, forecasts, and variance analyses against actual performance.
Stakeholder & Relationship Management-
- Build and maintain strong relationships with asset managers, custodians, fund administrators, investment banks, auditors, rating agencies, and regulatory bodies.
- Coordinate with internal stakeholders to support investment decision-making and reporting requirements.
- Manage external service providers through due diligence, selection processes, performance reviews, and ongoing governance.
Job Requirements:
- Bachelor's Degree in Finance, Accounting, Economics, Investment Management, Business Administration, or a related field.
- Professional qualification such as CFA (Chartered Financial Analyst), ACCA (Association of Chartered Certified Accountants), FRM (Financial Risk Manager), or an equivalent internationally recognized investment or finance certification.
- 8-12 years of progressive experience in investment management, portfolio management, asset management, treasury, investment analysis, or institutional investment functions.
- Demonstrated experience managing multi-asset portfolios, including equities, fixed income securities, mutual funds, ETFs, alternative investments, and real estate assets.
- Strong expertise in conducting investment research, due diligence, financial modelling, valuation analysis, portfolio performance monitoring, and investment risk assessment.
- Hands-on experience with valuation methodologies including Discounted Cash Flow (DCF), Relative Valuation, Net Asset Value (NAV), Economic Value Added (EVA), and Internal Rate of Return (IRR).
- Proven ability to evaluate investment opportunities, develop investment recommendations, and support strategic asset allocation decisions.
- Experience within insurance, banking, asset management, investment firms, sovereign wealth funds, family offices, pension funds, or large corporate investment environments is highly preferred.
- Strong understanding of investment regulations, portfolio risk management, treasury operations, and investment accounting principles.
- Proficiency in Bloomberg Terminal, investment management systems, and advanced financial analysis using Microsoft Excel.
- Excellent analytical, communication, stakeholder management, and presentation skills.
- Full professional proficiency in English, both written and spoken.
- UAE experience is Mandatory.
