Senior Investment Consultant بدوام كامل في الإمارات العربية المتحدة
التخصص
متفرقات
نوع الدوام
دوام كامل
الخبرة
أي مستوى
الموقع
الإمارات العربية المتحدة
وصف الوظيفة
We're Hiring: Senior Investment ConsultantLocation: United Arab Emirates (Remote)Employment Type: Full-TimeExperience Level: SeniorWork Arrangement: Fully RemoteAbout UsWe are a globally focused financial services organization committed to delivering sophisticated investment solutions, research, portfolio insights, and advisory services to institutional, corporate, family-office, and private clients across diverse markets.Our teams collaborate across Investment Management, Wealth Management, Research, Risk, Compliance, Operations, and Client Services to develop disciplined investment strategies and provide clients with informed, transparent, and objectives-driven investment guidance.The RoleWe are seeking an experienced Senior Investment Consultant to provide investment strategy, portfolio advisory, manager-selection, asset-allocation, and investment-governance support to sophisticated clients.The ideal candidate will combine strong investment knowledge with analytical, advisory, and relationship-management capabilities to assess client objectives, develop investment strategies, evaluate portfolios and managers, communicate market developments, and translate complex investment analysis into practical recommendations.Key ResponsibilitiesDevelop and maintain investment strategies aligned with client objectives, risk tolerance, liquidity requirements, time horizons, and investment constraints.Conduct detailed client discovery and investment-objective assessments.Review client portfolios, investment policies, asset allocations, performance, risk exposures, and liquidity positions.Develop strategic and tactical asset-allocation recommendations.Evaluate portfolio diversification across asset classes, regions, sectors, currencies, and investment strategies.Provide investment advice across equities, fixed income, cash, funds, alternatives, private markets, structured products, and other approved investment solutions.Conduct investment manager research and due diligence.Evaluate external asset managers based on investment philosophy, process, performance, risk management, organizational strength, fees, and operational capabilities.Develop manager-selection and monitoring frameworks.Conduct quantitative and qualitative analysis of investment strategies and portfolio holdings.Analyze historical performance, volatility, drawdowns, correlations, factor exposures, and other relevant investment metrics.Assess portfolio construction and identify opportunities to improve diversification, risk-adjusted returns, liquidity, or cost efficiency.Prepare investment recommendations supported by research, financial analysis, and documented assumptions.Develop investment proposals, portfolio reviews, strategy papers, and client presentation materials.Present investment strategies and recommendations to clients, investment committees, trustees, boards, family offices, and senior stakeholders.Explain complex investment concepts, risks, market developments, and portfolio implications clearly to non-specialist audiences.Monitor global financial markets, economic developments, interest rates, inflation, currencies, geopolitical developments, and other factors affecting investment portfolios.Translate macroeconomic and market developments into relevant portfolio considerations.Develop market commentary, investment updates, research notes, and client communications.Conduct scenario analysis, stress testing, and downside-risk assessments.Monitor portfolio concentration, liquidity, credit exposure, duration, currency exposure, and other relevant risks.Identify portfolio risks and recommend appropriate mitigation strategies.Review portfolios against investment policy statements, strategic asset allocations, and agreed client objectives.Monitor portfolio performance against appropriate benchmarks and objectives.Investigate performance deviations and identify key drivers of returns and risk.Recommend portfolio rebalancing when appropriate and within approved mandates.Support investment-policy development and periodic review.Develop and maintain investment policy statements, asset-allocation frameworks, governance documents, and investment guidelines.Support investment committees with analysis, recommendations, meeting materials, and decision documentation.Coordinate with portfolio managers, asset managers, custodians, administrators, research providers, and other investment partners.Conduct due diligence on new investment products, funds, strategies, and investment opportunities.Assess investment products for suitability, transparency, liquidity, fees, risk, and alignment with client objectives.Monitor existing investment managers and products and identify changes requiring review or action.Support alternative and private-market investment analysis where applicable.Review private-market opportunities, fund structures, investment strategies, liquidity considerations, and associated risks.Coordinate with legal, tax, compliance, and risk specialists on investment structures and client requirements.Ensure investment recommendations comply with applicable regulations, internal policies, suitability requirements, and client mandates.Maintain accurate documentation of investment research, recommendations, approvals, portfolio decisions, and client communications.Identify potential conflicts of interest and escalate them through appropriate governance channels.Maintain confidentiality and protect sensitive client and investment information.Support investment onboarding, portfolio transitions, manager changes, and asset-allocation implementation.Analyze investment costs, management fees, transaction expenses, and other portfolio-related charges.Identify opportunities to improve portfolio efficiency and transparency.Develop investment dashboards and reporting tools to communicate portfolio performance, risk, allocation, and manager results.Use investment analytics, portfolio-management, financial-modeling, and research platforms effectively.Mentor junior investment consultants and analysts and provide guidance on investment research and client advisory work.Contribute to development of investment methodologies, research frameworks, advisory tools, and client propositions.Maintain awareness of emerging investment trends, technologies, products, and portfolio-construction approaches.Provide senior management with reports covering client portfolios, investment recommendations, market developments, business opportunities, and advisory performance.Key Performance IndicatorsAssets under advisoryClient retention rateClient satisfactionInvestment advisory revenueNew client acquisitionNet new assetsPortfolio review completionInvestment recommendation turnaround timeInvestment-policy statement completionAsset-allocation review completionPortfolio performance versus agreed benchmarksRisk-adjusted portfolio performancePortfolio diversificationPortfolio risk complianceManager-selection effectivenessInvestment manager review completionManager performance monitoringInvestment due-diligence completionInvestment opportunity assessmentClient recommendation acceptance rateInvestment implementation accuracyPortfolio rebalancing effectivenessLiquidity managementInvestment cost efficiencyFee transparencyResearch qualityResearch-to-recommendation conversionInvestment committee support effectivenessClient reporting timelinessReporting accuracyRegulatory and suitability complianceInvestment documentation qualityClient response timeClient meeting effectivenessBusiness-development pipelineReferral generationCross-solution adoptionInvestment process efficiencyTraining and professional-development completionIdeal CandidateThe successful candidate should have strong experience in investment consulting, investment management, portfolio advisory, asset management, institutional consulting, wealth management, or investment research, preferably working with institutional investors, family offices, high-net-worth clients, corporat
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