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Fund Investment Manager

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Waystone

3mo ago

  • Job
    Full-time
    Mid Level
  • Consulting
    Banking & Finance
  • Dubai
  • Quick Apply

AI generated summary

  • You need a Bachelor's in Finance or related field, 4 years in investment management, strong analytical skills, proficiency in MS Office, and SCA qualifications from CISI.
  • You will oversee investment management activities, ensure compliance, assess risks, manage portfolios, analyze market trends, and present fund performance to stakeholders while ensuring regulatory adherence.

Requirements

  • Education:
  • Bachelor’s degree in Economics, Finance, Risk Management Accounting, Business Administration, or a related field. Advanced degree or professional certification.
  • Experience:
  • 4 years’ experience in financial analysis, fund distribution, investment management, or a related area.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and financial software.
  • Strong attention to detail and organisational skills.
  • Excellent communication and interpersonal skills.
  • Excellent analytical and problem-solving skills.
  • Strong understanding of financial regulations and compliance requirements.
  • SCA Qualifications Requirements (CISI)
  • The qualifications below must be obtained to be approved by the SCA as the Fund Investment Manager. The governing body that oversees the professional qualifications is the Chartered Institute for Securities and Investment (CISI).
  • Exams Required for SCA Licence
  • UAE Financial Rules and Regulations
  • International Certificate in Wealth and Investment Management (Level 3)
  • Continuous Professional Development
  • Introduction to Securities & Investments (International)
  • Risk in Financial Services

Responsibilities

  • Maintain and exemplify a joined-up oversight program overseeing the activities of all Investment Management delegates.
  • Communicate with investment managers to ensure satisfactory compliance with the investment objective and policies of the Funds/Sub Funds.
  • Support the business to identify, assess, manage and measure Investment Management risks in accordance with the relevant regulatory policies.
  • Liaise closely with the various internal teams, covering Operations, Compliance, Relationship, Operational Risk, and Fund Risk to evaluate the Investment Management risks of each delegate.
  • Assist in the onboarding of clients including assessment on the eligibility of assets, interpretation of regulations, the finalization of the investment risk portions of funds’ Prospectus and Supplement docs; risk assessment of the fund; preparation of all holdings data in software system; and preparation of risk and compliance limits for monitoring.
  • Oversee the production and delivery of investment risk reporting including breach escalation, communication with the external and internal stakeholders.
  • Develop and implement investment strategies and portfolio management plans to meet the objectives of the funds under management.
  • Conduct thorough research and analysis to identify investment opportunities and trends in various asset classes.
  • Oversee the day-to-day management of investment portfolios and risk management.
  • Collaborate with sales and marketing teams to develop and execute distribution strategies for fund offerings.
  • Working closely with the Promotions Manager, build relationships with financial advisors, institutional investors, and other distribution partners to enhance fund visibility and sales.
  • Ensure that all investment activities and fund operations comply with the Securities and Commodities Authority (“SCA”) regulations, industry standards, and internal policies.
  • Prepare and review documentation required for regulatory reporting and audits.
  • Develop and maintain performance metrics and benchmarks to evaluate the success of investment strategies and fund performance.
  • Prepare and present detailed reports on fund performance, investment activities, and market trends to senior management and stakeholders.
  • Liaise with clients, investment advisors, and other stakeholders to understand their needs and provide updates on fund performance and investment opportunities.
  • Conduct presentations and meetings, in conjunction with clients, to communicate investment strategies, performance results, and market insights.
  • Identify and assess investment risks and develop strategies to mitigate potential negative impacts on the fund's performance.
  • Implement risk management frameworks and ensure adherence to risk tolerance levels and investment policies.
  • Stay informed about market developments, economic conditions, and regulatory changes that may impact investment decisions and fund performance.

FAQs

What is the primary role of a Fund Investment Manager at Waystone?

The primary role of a Fund Investment Manager at Waystone is to oversee and manage investment portfolios on behalf of clients and investors, making strategic investment decisions while ensuring compliance with regulatory guidelines.

What type of experience is required for the Fund Investment Manager position?

A minimum of 4 years’ experience in financial analysis, fund distribution, investment management, or a related area is required for the Fund Investment Manager position.

What educational qualifications are necessary for this role?

A Bachelor's degree in Economics, Finance, Risk Management, Accounting, Business Administration, or a related field is necessary, along with an advanced degree or professional certification.

What specific skills are important for a Fund Investment Manager?

Important skills include strong attention to detail, excellent communication and interpersonal skills, analytical and problem-solving abilities, and a strong understanding of financial regulations and compliance requirements.

Are there any certifications required to fulfill the role of Fund Investment Manager?

Yes, the position requires obtaining qualifications approved by the SCA, which includes exams like UAE Financial Rules and Regulations and the International Certificate in Wealth and Investment Management (Level 3).

What continuous professional development is expected for Fund Investment Managers?

Fund Investment Managers are expected to engage in continuous professional development activities, such as completing courses like Introduction to Securities & Investments (International) and Risk in Financial Services.

How does the Fund Investment Manager collaborate with other teams?

The Fund Investment Manager works closely with various internal teams, including Operations, Compliance, Relationship, Operational Risk, and Fund Risk, to evaluate investment management risks and ensure adherence to investment policies.

What responsibilities does the Fund Investment Manager have regarding client onboarding?

The Fund Investment Manager assists in the onboarding of clients by assessing asset eligibility, interpreting regulations, finalizing investment risk portions of fund documentation, and preparing necessary data for monitoring.

What tools and software are essential for a Fund Investment Manager?

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and financial software is essential for a Fund Investment Manager.

What role does a Fund Investment Manager play in risk management?

A Fund Investment Manager identifies and assesses investment risks, develops strategies to mitigate them, and implements risk management frameworks to ensure adherence to risk tolerance levels and investment policies.

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Waystone

Providing certainty in your world

Finance
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

Waystone is a leading global provider of institutional governance, administration, risk and compliance services to the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.