News

New Job Opportunity at AlKhizanah Capital – Shared by ABANA Member

Please send your resume to Khalid S. Alsaeed, PHD, Chairman, Chairman@alkhizanahcapital.sa

Position: Equity Portfolio Manager

About AlKhizanah Capital:

AlKhizanah Capital is an asset management firm that focuses on Alternative Investment with global expertise who helps investors of all types achieve their financial goals by unlocking new investment asset classes under the Vision 2030.

Department/Position Summary:

Actively Manage the Discretionary and Non-Discretionary Multiple Client Portfolios of a Diversified Range of Financial Products.

Responsibilities, Accountabilities and Deliverables:

  1. Actively manage Non-Discretionary Client Portfolios
  2. Cooperate in setting a Strategy of the Non-Discretionary client portfolios and cash allocations
  3. Executes client orders on a range of diversified financial products
  4. Participate in receiving orders from the Non-Discretionary Clients and place them in the market and follow-up with the executions.
  5. Corresponds with the Asset Management clients
  6. Engage in discussing the clients’ needs
  7. Prepare the Pricing Report
  8. Responsible for analyzing and reporting the Portfolio Characteristics and Statistics,
  9. Monitor and update a live spreadsheet
  10. Follow up on various corporate actions

Job Requirements:

Knowledge:

  • Minimum of 3 to 5 years’ experience in Financial Markets preferably in Asset/Portfolio Management.
  • Analytical / Investment analysis in Quantitative and Quantitative knowledge of different asset class such as Equities and Capital Markets.

Education / Certifications:

  • A minimum of a Bachelor’s Degree in Accounting/Finance. Any professional qualification such as IMC, CAIA, CFA would be a plus.

Experience:

  • Portfolio Management of Equity & Fixed income non-discretionary. Accounts. Also worked in marketable securities and was responsible for client reporting, transactions, income and keeping accurate and up to date records of their cash and securities. Responsible for daily P/L, accrued interest and amortization accounts related to proprietary holdings. Communicated with clients on a daily basis sending transaction and income advice as well as trade confirmations.

Personal Attributes:

  • The ability to learn quickly, take initiative and self-motivate myself. Able to work independently, exceptionally long hours and under pressure to meet deadlines. Excellent communication skills, Excel, Word and PowerPoint skills.
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