Investment Specialist- MG Investment Advisor

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: OtherSkills: ["Research","Portfolio management","Mentoring"]

Provide investment advisory to manage oversight of a substantial fixed-income book across the bank’s commercial segments. Support private banking by retaining clients in partnership with relationship managers, and contribute to the regional investment view by turning research into marketable products. Deliver customized solutions, monitor and rebalance portfolios, and supervise junior staff through mentorship. Measure performance via portfolio outcomes and revenue generated through allocated client segments.

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FursaFursa
Mashreq
Mashreq
3 months ago

Investment Specialist- MG Investment Advisor

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Last checked: 12 hours agoStatus: Live

Job Summary

Provide investment advisory to manage oversight of a substantial fixed-income book across the bank’s commercial segments. Support private banking by retaining clients in partnership with relationship managers, and contribute to the regional investment view by turning research into marketable products. Deliver customized solutions, monitor and rebalance portfolios, and supervise junior staff through mentorship. Measure performance via portfolio outcomes and revenue generated through allocated client segments.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time

Key Responsibilities

  • •Perform investment advisory and provide oversight of a fixed-income book across commercial client segments.
  • •Support private banking activities and retain clients in coordination with relationship managers.
  • •Cooperate to develop the area’s investment view and translate it into marketable products.
  • •Produce research inputs to analyze, propose, and implement investment solutions for clients.
  • •Monitor, rebalance, and restructure portfolios to improve client satisfaction, and supervise junior staff as mentor.

Key Requirements

  • •Experience in investment advisory, financial markets, and economic analysis.
  • •Clear understanding of macroeconomic research and ability to translate research inputs into investments.
  • •Thorough understanding of products, investment instruments, strategic and tactical asset allocation fundamentals.
  • •Knowledge of risk profiling of clients to choose the right product for the right investor.
  • •Skilled in portfolio management theory and understanding of financial markets, instruments, and correlations.
Experience:Financial marketsAsset managementBanking
Skills:ResearchPortfolio managementMentoring

Company Brief

Mashreq
Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1967
Glassdoor
Glassdoor: 3.3
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