Investment Advisor

Job description / Role

Reporting to the Head of Portfolio Management, the Investment Advisor will provide independent opinion on the quality of clients investment portfolio and be responsible for advising HNI/UHNI clients on investments. The Investment Advisor will establish and access clients risk appetite, return objectives, investment preference, advise clients and monitor their portfolios on a regular basis. The investment advisor will be involved in pitching new investment mandates or updating clients on their existing investment portfolios.

The investment advisor will aid in ensuring trade ideas, investment recommendations and products are suitable and appropriate for individual client portfolios. This role entails researching, analysing and appraising investment opportunities across asset classes and geographies through comprehensive quantitative, qualitative, and other relevant methods and criteria from a buy-side perspective.

The investment advisor will directly support a team of relationship managers/ private bankers in advising client on their investment portfolios. The clients investment portfolio may be managed on a discretionary basis or on advisory basis. Initially, the investment advisor will also assist in the management of discretionary mandates which will involve analysis, trading, execution, preparing internal and external client reports.

Job Dimensions:
- Performance of the sales team and the clients AUM
- Performance of investment recommendations/ client portfolios
- Timely preparation of factually accurate recommendation summary
- Turnaround time for request from sales teams or clients on existing portfolios or new mandates
- Update the models and portfolios as agreed
- Accuracy of periodic reports
- Accuracy of periodic reports/models
- Portfolio performance during portfolio managers absence
- Assisting and mentoring other team members
- Actively contributing to the investment process and working towards common team goals

Key Results Areas:
- Providing value-enhancing investment ideas and recommendations for the client investment portfolio managed by ADCB
- Analysis of investments for the client investment portfolios managed by ADCB
- Modelling and forecasting financials and valuations of investment securities
- Performance of the underlying advisory portfolio accounts
- Updating and maintenance of model portfolios
- Updating and maintenance of investment portfolios
- Preparing periodic reports to meet internal control requirements
- Preparing periodic reports to meet clients requirements

Main Tasks & Responsibilities:
- Establish and access clients risk appetite, return objectives, investment preference, advise clients and monitor their portfolios on a regular basis
- Provide independent opinion on the quality of clients investment portfolio and be responsible for advising HNI/UHNI clients on investments
- Aid in ensuring trade ideas, investment recommendations and products are suitable and appropriate for individual client portfolios
- Directly support a team of relationship managers/ private bankers in advising client on their investment portfolios
- Conduct in-depth fundamental research and analysis of investments across global asset-classes, emerging investment themes including:
- Thorough analysis of economic/ financial reports and other information with an eye towards identifying hidden investment risks.
- Analysis of the valuations of securities, sectors, and markets
- Assess and quantify risks facing individual company, sectors and country, markets in the portfolios
- Produce timely investment ideas and concise summary reports and presentations. Find creative ways to explain her/his investment thesis succinctly and presenting these to the RMs and Clients
- Monitoring of financial news using specialist media sources and reporting developments to the head of portfolio management.
- Keep abreast of economic and market movements and news affecting investments, including writing periodical investment/ market update commentaries/ reports
- Monitor individual securities, model portfolios/ strategies, client portfolios on a daily basis. Interpret developments that may impact share price performance on a longer-term basis
- Updating the head of portfolio management on a daily basis on anything that materially impacts area of coverage. Due to small team size, this may include collection and analysis of data on a variety of asset classes, economies, sectors, companies and their customers, suppliers, competitors, regulatory changes, etc.
- Keep abreast of sell-side research and views on stocks, sectors and markets. Contribute positively to the development of in-house investment views and identifying investment themes.
- Building and maintaining a database of in-depth financial models, portfolio models, performance reports.
- Responsible for generating investment ideas across asset classes and geographies.
- Presenting investment strategies to relationship managers and/ or clients in the context of discretionary or advisory portfolio management
- Contribute to developing and maintaining a robust investment research and portfolio management process.
- Create and maintain documentation of investment recommendation, model portfolios, projects, process, products and data, building a resourceful database
- Expected to prepare and refine a variety of quantitative analyses
- Provide thematic views and strategies in the context of global multi-asset investment strategy
- Monitor news or developments relating to underlying portfolio investments on a daily basis
- Participating in weekly team meetings, presenting ideas/views/risks on investments covered
- Working closely with the head of portfolio management, the investment advisor will identify investment opportunities and manage the various process involved in clients advisory portfolio management.
- Preparation and presentation of ADCB investment portfolios, strategies and themes to potential and existing clients and RMs. Updating clients and RMs on a regular basis or as requested.

Occasional Duties:
- Tasked periodically with special projects and special situations for quick, time pressured and in-depth analysis on transactions supporting the clients investment portfolios.
- Expected to provide research input for all investments strategies & research.
- Provide and coordinate information and reporting as requested by the Head of Portfolio Management and the Chief Investment Officer.
- Back-up support to Head of Portfolio Management, conducting trading and implementation for the investment portfolios managed by ADCB

Requirements

- Bachelor/ Masters degree from a top rated institution in a related quantitative subject such as finance, economics or similar.
- Holds an internationally a recognized professional qualification (CFA preferred)
- At least 5 years experience as a buy side/ sell side analyst or as an investment advisor in a recognised private bank.

Special Skills / Attributes required for the Job:
- A very good knowledge of written and spoken English is required.
- An excellent command of MS Office is requried.
- Familiarity with financial software/systems such as Bloomberg/Reuters.
- Excellent person-to-person skills.
- Excellent communication skills are required.
- Excellent in communicating with RMs and Clients.
- Possess a deep understanding of core accounting and financial concepts, statistics, economics and empirical research methods
- Innovative and resourceful: knowing where to find proprietary information
- Perform numerous projects simultaneously, and work independently.
- A can-do attitude towards any task assigned, big or small.
- Analytical skills and understanding of the investment process.
- Adhere to industry best practices and policies

About the Company

ADCB is a full-service commercial bank offering a wide range of products and services such as retail banking, wealth management, private banking, corporate banking, commercial banking, cash management, investment banking, corporate finance, foreign exchange, interest rate and currency derivatives, Islamic products, project finance, and property management services.