21 Investment Finance jobs in Egypt
Asset Management
Posted today
Job Viewed
Job Description
- Fixed-term contract
- Full-time
- At least 5 years of experience (Senior level)
- Bachelor degree
- Asset Management Expert
JOB PURPOSE:
The Asset Management & Inventory Control Lead is a critical role focused on ensuring the accuracy and integrity of all company inventory records. This position is responsible for overseeing and executing all cycle counting and physical inventory processes, utilizing Maximo's Physical Count and Cycle Count functionalities.
This role will be investigating and resolving significant inventory discrepancies, recommending and processing necessary adjustments via the Maximo Inventory Adjustments application, and enforcing strict adherence to established receiving and issuance procedures as documented within Maximo. This role is essential for maintaining efficient, cost-effective, and transparent inventory management.
ProfileRESPONSIBILITIES/DUTIES
Inventory Control & Accuracy
- Identify, implement, and maintain robust inventory control procedures for all company property, ensuring data is accurate and up-to-date in Maximo.
- Conduct regular spot-checks of inventory levels and report findings to management, proactively identifying potential issues.
- Proactively identify, mitigate, track, and report on any and all inventory issues and discrepancies.
- Ensure all replaced spares and assets are properly returned and logged into the Scrap storeroom for accurate record-keeping.
- Conduct regular visits to various sites and depots to perform physical counts and audits.
Data Analysis & Strategy
- Analyze inventory data to identify trends, pinpoint areas for improvement, and suggest strategies to enhance overall inventory management efficiency.
- Ensure inventory is managed efficiently and cost-effectively to reduce waste and optimize stock levels.
Process & System Management
- Oversee the receiving and issuance procedures as documented in the Maximo system.
- Utilize Maximo's Physical Count and Cycle Count functionalities to manage all inventory audits.
- Ensure all inventory adjustments are properly documented and approved via the Maximo Inventory Adjustments application.
- Propose and implement improvements to current inventory management processes and systems.
ESSENTIAL QUALIFICATIONS, KNOWLEDGE & EXPERIENCE
QUALIFICATIONS:
- Bachelor's degree in Commerce, Business Administration, or an Engineering field is preferred.
- Excellent command of both spoken and written English and Arabic.
KNOWLEDGE:
- In-depth and practical knowledge of inventory management software, data analysis, and related techniques.
- A deep understanding of and experience with the MAXIMO System is essential.
- High proficiency in Microsoft Office applications, particularly Excel.
- Strong problem-solving and organizational skills.
EXPERIENCE:
- 7 to 10 years of relevant work experience, with a strong preference for experience within a multinational environment.
- Prior experience in Electromechanical industries is a plus.
DESIRED BEHAVIORS & EXPERIENCE
- Possessing an alert mind and the ability to make quick and effective decisions.
- Highly organized with exceptional time management skills to handle multiple tasks simultaneously.
- Strong problem-solving skills and an analytical mindset.
- Excellent communication skills for collaborating with various departments and stakeholders.
- Proven ability to work independently and visit various sites and depots as required.
Location
Address
Cairo, Cairo, Egypt
asset management
Posted today
Job Viewed
Job Description
JOB PURPOSE
To manage the bank's assets & warehouse activities to ensure the quality of assets utilization, delivery, inspection, evaluation and protection against theft and misuse, while ensuring an efficient use of the approved budget through conducting year-end and regular inventory inspections to ensure that bank assets were well preserved.
Manage the preparation and implementation of the physical archiving / digital services & expats personal logistics cycle according to the bank's strategic directions, CBE instruction and polices.
KEY ACCOUNTABILITIES
Description
Assets Management
Manage all assets procedures (inventory, tracking, and relocation) to maintain accurate monitoring and asset protection and support different lines of business needs, in addition to monitoring the furniture conditions and review the recommendation on whether it can be re-used or sold to ensure cost saving solutions and to safeguard the banks properties.
Manage the purchase of assets in coordination with the procurement and Finance departments on Oracle to ensure that all funds are properly allocated and deducted, in addition to monitoring all related payments regarding buying/selling/renting of the bank's assets to ensure adhering to work processes and policies.
Manage the recording of the cost of newly acquired fixed assets, the tracking of existing fixed assets and collaborate with Finance to ensure that the accounting records accurately reflect the results of the associated business process, in addition to monitoring and approve cost of assets transporting to ensure alignment with the approved budgets and maintain efficient budget consumption.
Assets Evaluation
Manage the bank's assets and properties' appraisal cycle for the bank assets and premises, warehouses, ASD assets and the customers' mortgaged assets for taking decision based on the analysed outcomes to ensure accurate results and business requirements are properly fulfilled.
Manage the selection, contracting and regular performance assessment for the CBE houses of expertise / real estate local and international brokerage agencies to ensure effective and cost saving services including settlement of all related payments accurately according to the contract terms and department's guidelines.
Oversee the banks' real estate requirements and branches network expansion plan to ensure fulfilling the business needs.
Archiving & Digital Services Management
Manage the end-to-end digital transformation /physical archiving cycle for all bank's documents across all branches and departments (storage, requesting and retrieval) between the bank premises and outside the bank with the contracted service providers according to the CBE regulations and bank policy.
Authorize and manage the life retention for scanning & microfilming process, input and output inside the bank with the interrelated parties and outside the bank with the services providers to have accurate records for future strategy development, in addition to managing and oversee the relationships with key stakeholders and external service providers to develop standards, guides, and other recordkeeping advice publications through service level agreements.
Warehouses Management
Review and oversee the end-to end cycle of the inventory management to ensure accurate in/out inventory levels, storage, and handling process to maintain service quality, beside managing the annual warehouse budget, scheduling expenditure, analysing variances and implementing corrective actions and
Oversee the warehouses space management to ensure availability of areas in order to store salvage assets and the operations by establishing and monitoring security procedures and protocols to mitigate any potential risk
Plan and manage logistics, warehouse, transportation to improve internal satisfaction while overseeing and reviewing the results of the annual physical count process and report discrepancies of quantities or damaged / unused items to take corrective actions.
Oversee the Warehouse Team management of the fixed assets selling cycle and handling the auction process in alliance with the tendering Department and getting the financial authority approval.
Expats Accommodation and Logistics
- Monitor the accommodation , Shipments and contracting for the bank's foreign expats and their families according to the bank's budget for expats and standard of service including the control/ follow up and reporting all related documentations and due payments and ensure accurate settlements that meets the expats needs adequately.
Strategy
- Participate in the formulation and implementation of the Department strategy to ensure the alignment with CIB strategy.
Policies, Processes and Procedures
- Participate and recommend improvements to policies, processes and procedures, and manage their implementation to ensure all relevant procedural / legislative requirements are fulfilled.
Day-to-day Management
- Supervise the day-to-day operations of the department providing some guidance in the related area, encouraging teamwork and facilitating related professional work processes in order to achieve high performance standards.
People Management
- Supervise the activities and work of subordinates to ensure that all work within a specific area is carried out in an efficient manner and in compliance with the set policies, processes and procedures.
Compliance
- Ensure compliance with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB's sound legal position and mitigate any potential risks.
Qualifications
QUALIFICATIONS, EXPERIENCE, & SKILLS
Qualifications & Experience
Bachelor's degree Business Administration, or its equivalent
Minimum of 7- 9 years of relevant experience
Skills
xcellent command of English and Arabic Languages
anagerial and leadership skills
ommunication and Negotiation skills
uantitative and qualitative analysis
roblem Solving Skills
Job Weight 19, Eligible Grades (17,18 & 19)
Priority of interviews goes to the first 20 eligible applicants according to the set criteria and qualification.
Please make sure to apply in only one vacancy at a time and to withdraw from the other vacancies.
Please ensure copying your direct manager in the correct email format ) when applying through Taleo so that we can proceed with your application, otherwise, it will be cancelled.
Post expiry date will be on 25-Sep-2024.
Primary Location: Egypt-Giza-SMART VILLAGE BLDG. 4
Job: Back Office
Organization: DEPUTY CEO
Shift: Day Job
Job Type: Full-time Employee
Asset Management
Posted today
Job Viewed
Job Description
Job Purpose
The Asset Management & Inventory Control Lead is a critical role focused on ensuring the accuracy and integrity of all company inventory records. This position is responsible for overseeing and executing all cycle counting and physical inventory processes, utilizing Maximo's Physical Count and Cycle Count functionalities.
This role will be investigating and resolving significant inventory discrepancies, recommending and processing necessary adjustments via the Maximo Inventory Adjustments application, and enforcing strict adherence to established receiving and issuance procedures as documented within Maximo. This role is essential for maintaining efficient, cost-effective, and transparent inventory management.
Responsibilities/Duties
Profil de candidat recherché :
Inventory Control & Accuracy
- Identify, implement, and maintain robust inventory control procedures for all company property, ensuring data is accurate and up-to-date in Maximo.
- Conduct regular spot-checks of inventory levels and report findings to management, proactively identifying potential issues.
- Proactively identify, mitigate, track, and report on any and all inventory issues and discrepancies.
- Ensure all replaced spares and assets are properly returned and logged into the Scrap storeroom for accurate record-keeping.
- Conduct regular visits to various sites and depots to perform physical counts and audits.
Data Analysis & Strategy
- Analyze inventory data to identify trends, pinpoint areas for improvement, and suggest strategies to enhance overall inventory management efficiency.
- Ensure inventory is managed efficiently and cost-effectively to reduce waste and optimize stock levels.
Process & System Management
- Oversee the receiving and issuance procedures as documented in the Maximo system.
- Utilize Maximo's Physical Count and Cycle Count functionalities to manage all inventory audits.
- Ensure all inventory adjustments are properly documented and approved via the Maximo Inventory Adjustments application.
- Propose and implement improvements to current inventory management processes and systems.
Qualifications
ESSENTIAL QUALIFICATIONS, KNOWLEDGE & EXPERIENCE
- Bachelor's degree in Commerce, Business Administration, or an Engineering field is preferred.
- Excellent command of both spoken and written English and Arabic.
Knowledge
- In-depth and practical knowledge of inventory management software, data analysis, and related techniques.
- A deep understanding of and experience with the MAXIMO System is essential.
- High proficiency in Microsoft Office applications, particularly Excel.
- Strong problem-solving and organizational skills.
Experience
- 7 to 10 years of relevant work experience, with a strong preference for experience within a multinational environment.
- Prior experience in Electromechanical industries is a plus.
Desired Behaviors & Experience
- Possessing an alert mind and the ability to make quick and effective decisions.
- Highly organized with exceptional time management skills to handle multiple tasks simultaneously.
- Strong problem-solving skills and an analytical mindset.
- Excellent communication skills for collaborating with various departments and stakeholders.
- Proven ability to work independently and visit various sites and depots as required.
Asset Management Specialist
Posted today
Job Viewed
Job Description
Qsource is Hiring
We're looking for an
#Asset_Management_Specialist
to join a
3 Months Project
with a very well-known company.
Location: Cairo, Egypt
Project Duration: 3 Months
Job Description:
We are seeking a highly experienced Asset Management Specialist/Analyst with a
minimum of 3 years
of relevant experience to join our team. The ideal candidate will possess strong IT knowledge, good command of English, and advanced proficiency in Excel, including formulas and data analysis. Experience with Power BI or other reporting tools is a plus.
This role requires a proactive individual capable of managing multiple aspects of asset management and driving improvements to ensure data accuracy and operational efficiency.
Key Responsibilities:
- Conduct a comprehensive audit and cleanup of our IT asset data, currently stored in Excel sheets, IT systems, and Finance systems, ensuring data consistency across all platforms.
- Collaborate directly with CTO Sr. Manager, Head of Engineers, Warehouse Specialist, and other team members to align asset data and processes.
- Visit warehouse facilities and other locations to verify on-ground asset status and ensure data accuracy.
- Manage and support asset disposal activities and auction preparations for the current year.
- Develop and implement robust asset management processes and workflows to ensure data integrity and prevent recurrence of current inconsistencies.
- Maintain and update asset records, ensuring compliance and proper documentation.
Requirements:
- Minimum of 3 years of experience
in asset management, preferably within IT infrastructure or related fields. - Bachelor's Degree in Information System or any related field. (Computer Science is preferred).
- Proven expertise in Excel, including advanced formulas, pivot tables, and data manipulation.
- Experience creating reports and dashboards in Excel and/or Power BI.
- Strong IT background with understanding of switches, routers, wireless access points, and overall network infrastructure.
- Hands-on experience with asset management projects or responsibilities related to asset lifecycle management.
- Good command of English, both written and spoken.
- Ability to work collaboratively with cross-functional teams and visit various site locations as needed.
If you're interested, please send your CV to:
with the subject: Asset Management Specialist
Head of Asset Management
Posted today
Job Viewed
Job Description
- Fixed-term contract
- Full-time
- At least 5 years of experience (Senior level)
- Bachelor degree
- Engineer
Job Purpose:
The Head of Asset Management plays a key role in the operational leadership of the Asset Management team. The Head is responsible for supervising the asset management engineers, ensuring the integrity and optimization of the Computerized Maintenance Management System (CMMS), primarily IBM Maximo, and driving initiatives that improve asset reliability, performance, and lifecycle management.
This role supports the execution of strategic plans set by the Director and Manager of Asset Management, ensuring tactical excellence, data quality, and operational compliance across asset management activities.
ProfileResponsibilities/Duties
Asset Management:
- Lead daily operations related to asset lifecycle management (acquisition, maintenance, renewal, disposal), ensuring alignment with company standards and best practices.
- Supervise the work of Asset Management Engineers and Junior Engineers, providing technical guidance, task prioritization, and quality control.
- Ensure asset hierarchies, standards, and data governance protocols are properly implemented and maintained.
- Support the Asset Management Manager in developing and executing asset plans, budgets, and improvement initiatives.
- Analyze operational data and prepare reports and recommendations for the Manager and Director regarding asset performance, risks, and improvement opportunities.
- Facilitate collaboration across departments (Maintenance, Operations, Engineering, and Finance) to support integrated asset management practices.
Risk, Compliance, and Reporting:
- Ensure adherence to internal procedures, regulatory requirements, and industry standards related to asset management.
- Assist in implementing risk-based maintenance strategies and reliability-centered maintenance practices (RCM, TPM, FMEA, etc.).
- Develop and maintain documentation for asset management processes, asset strategies, and technical reports.
- Track and report on asset-related KPIs, downtime metrics, and maintenance costs, highlighting trends and risks to senior leadership.
Managing Team:
- Manage the day-to-day activities of the asset management team, including scheduling, coaching, and performance monitoring.
- Mentor Junior Engineers and Engineers, supporting their technical and professional development.
- Coordinate technical training needs and ensure team members are proficient in using CMMS systems and asset management tools.
Maximo
- Oversee daily administration and operational excellence of IBM Maximo, ensuring data accuracy, system availability, and effective use across departments.
- Ensure all asset records, maintenance plans, and work orders are correctly configured, maintained, and audited within Maximo.
- Lead Maximo improvement initiatives, including configuration updates, new functionality testing, and integration with other systems (e.g., finance, operations).
- Enforce data governance standards, ensuring asset codes, descriptions, and hierarchies are standardized and consistent.
- Provide guidance and training to asset and maintenance staff to optimize their use of Maximo and ensure system compliance.
- Analyze Maximo data to generate insights for improving maintenance strategies, asset reliability, and operational efficiency.
- Coordinate with IT and Maximo vendors on system upgrades, troubleshooting, and enhancement opportunities.
Essential Qualifications, Knowledge & Experience
Qualifications:
- Bachelor's Degree in Engineering, Computer Science, Asset Management, or a related technical field.
- Professional certification in Asset Management (e.g., IAM, CMRP) is preferred.
- IBM Maximo Administration certification or equivalent CMMS experience is an advantage.
Knowledge:
- Strong technical knowledge of asset management principles, asset lifecycle planning, and maintenance strategies.
- Expertise in IBM Maximo or equivalent CMMS platforms, including administration, reporting, and configuration.
- Understanding of risk management principles, reliability-centered maintenance, and continuous improvement methodologies (e.g., Lean, Six Sigma).
- Familiarity with ISO 55000 Asset Management standards is preferred.
- Proficient in data analysis and reporting tools, especially Microsoft Excel and related platforms.
Experience:
- 7-10 years of progressive experience in asset management, maintenance engineering, or related technical fields.
- Demonstrated leadership experience managing small to mid-sized technical teams.
- Proven track record in improving CMMS usage, data quality, and asset management processes.
- Hands-on experience leading Maximo system improvements, upgrades, and user support activities.
Desired Behaviors & Experiences
- Operational Leadership: Ability to manage daily operations and deliver high-quality technical outputs.
- Problem-Solving: Proactive in identifying issues and implementing solutions before escalation.
- Communication: Clear communicator across technical and non-technical stakeholders.
- Collaboration: Builds strong working relationships across departments.
- Adaptability: Flexible and resilient in dynamic, changing environments.
- Data-Driven Thinking: Strong analytical skills; decisions backed by insights and system data.
- Customer Orientation: Supports internal teams with practical, user-focused asset management solutions.
- Professional Growth: Demonstrates commitment to ongoing learning and industry engagement.
Location
Address
Cairo, Cairo, Egypt
Head of Asset Management
Posted today
Job Viewed
Job Description
Job Purpose
The Head of Asset Management plays a key role in the operational leadership of the Asset Management team. The Head is responsible for supervising the asset management engineers, ensuring the integrity and optimization of the Computerized Maintenance Management System (CMMS), primarily IBM Maximo, and driving initiatives that improve asset reliability, performance, and lifecycle management.
This role supports the execution of strategic plans set by the Director and Manager of Asset Management, ensuring tactical excellence, data quality, and operational compliance across asset management activities.
Responsibilities/Duties
Profil de candidat recherché :
Asset Management
- Lead daily operations related to asset lifecycle management (acquisition, maintenance, renewal, disposal), ensuring alignment with company standards and best practices.
- Supervise the work of Asset Management Engineers and Junior Engineers, providing technical guidance, task prioritization, and quality control.
- Ensure asset hierarchies, standards, and data governance protocols are properly implemented and maintained.
- Support the Asset Management Manager in developing and executing asset plans, budgets, and improvement initiatives.
- Analyze operational data and prepare reports and recommendations for the Manager and Director regarding asset performance, risks, and improvement opportunities.
- Facilitate collaboration across departments (Maintenance, Operations, Engineering, and Finance) to support integrated asset management practices.
Risk, Compliance, And Reporting
- Ensure adherence to internal procedures, regulatory requirements, and industry standards related to asset management.
- Assist in implementing risk-based maintenance strategies and reliability-centered maintenance practices (RCM, TPM, FMEA, etc.).
- Develop and maintain documentation for asset management processes, asset strategies, and technical reports.
- Track and report on asset-related KPIs, downtime metrics, and maintenance costs, highlighting trends and risks to senior leadership.
Managing Team
- Manage the day-to-day activities of the asset management team, including scheduling, coaching, and performance monitoring.
- Mentor Junior Engineers and Engineers, supporting their technical and professional development.
- Coordinate technical training needs and ensure team members are proficient in using CMMS systems and asset management tools.
Maximo
- Oversee daily administration and operational excellence of IBM Maximo, ensuring data accuracy, system availability, and effective use across departments.
- Ensure all asset records, maintenance plans, and work orders are correctly configured, maintained, and audited within Maximo.
- Lead Maximo improvement initiatives, including configuration updates, new functionality testing, and integration with other systems (e.g., finance, operations).
- Enforce data governance standards, ensuring asset codes, descriptions, and hierarchies are standardized and consistent.
- Provide guidance and training to asset and maintenance staff to optimize their use of Maximo and ensure system compliance.
- Analyze Maximo data to generate insights for improving maintenance strategies, asset reliability, and operational efficiency.
- Coordinate with IT and Maximo vendors on system upgrades, troubleshooting, and enhancement opportunities.
Qualifications
Essential Qualifications, Knowledge & Experience
- Bachelor's Degree in Engineering, Computer Science, Asset Management, or a related technical field.
- Professional certification in Asset Management (e.g., IAM, CMRP) is preferred.
- IBM Maximo Administration certification or equivalent CMMS experience is an advantage.
Knowledge
- Strong technical knowledge of asset management principles, asset lifecycle planning, and maintenance strategies.
- Expertise in IBM Maximo or equivalent CMMS platforms, including administration, reporting, and configuration.
- Understanding of risk management principles, reliability-centered maintenance, and continuous improvement methodologies (e.g., Lean, Six Sigma).
- Familiarity with ISO 55000 Asset Management standards is preferred.
- Proficient in data analysis and reporting tools, especially Microsoft Excel and related platforms.
Experience
- 7-10 years of progressive experience in asset management, maintenance engineering, or related technical fields.
- Demonstrated leadership experience managing small to mid-sized technical teams.
- Proven track record in improving CMMS usage, data quality, and asset management processes.
- Hands-on experience leading Maximo system improvements, upgrades, and user support activities.
Desired Behaviors & Experiences
- Operational Leadership: Ability to manage daily operations and deliver high-quality technical outputs.
- Problem-Solving: Proactive in identifying issues and implementing solutions before escalation.
- Communication: Clear communicator across technical and non-technical stakeholders.
- Collaboration: Builds strong working relationships across departments.
- Adaptability: Flexible and resilient in dynamic, changing environments.
- Data-Driven Thinking: Strong analytical skills; decisions backed by insights and system data.
- Customer Orientation: Supports internal teams with practical, user-focused asset management solutions.
- Professional Growth: Demonstrates commitment to ongoing learning and industry engagement.
Back Office Officer – Asset Management
Posted today
Job Viewed
Job Description
Key Responsibilities:
· Execute and follow up on daily operations for securities portfolios and investment funds (buy/sell transactions, transfers, dividend distributions, etc.).
· Perform daily reconciliations between company records and those of banks, custodians, and brokerage firms.
· Update investment portfolio records and accurately document all accounting and financial transactions.
· Prepare periodic performance reports for portfolios and funds, and analyze any discrepancies.
· Contribute to preparing reports for the Financial Regulatory Authority (FRA) and the Central Bank of Egypt (CBE).
· Monitor daily/weekly/monthly asset valuation in coordination with custodians and data providers.
· Ensure full compliance with internal policies and regulatory requirements related to portfolios and investment funds.
· Coordinate with other departments (Risk Management, Internal Audit, Investment Management, etc.) to ensure smooth workflows.
Qualifications:
· Bachelor's degree in Accounting.
· Minimum of 2 years of practical experience in a similar role within an asset management company or fund administration service provider.
· Familiarity with FundPro system is a plus.
· Strong organizational and analytical skills, with keen attention to detail.
Personal Competencies:
· Ability to work under pressure and meet deadlines.
· Proactive mindset with problem-solving abilities.
· Strong communication and teamwork skills.
· Commitment to confidentiality, ethics, and professionalism.
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Asset Management – Investment – Research Analyst
Posted today
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Job Description
Company Description
We are a leading global asset management firm dedicated to delivering innovative investment solutions and generating long-term value for our clients. Our platform spans multiple asset classes, including equities, fixed income, private markets, and alternative investments. With a research-driven culture, we emphasize rigorous analysis, disciplined portfolio construction, and a client-first mindset. Our teams are composed of professionals with diverse expertise, working collaboratively to uncover opportunities and navigate complex global markets. We value integrity, intellectual curiosity, and a commitment to excellence, providing employees with an environment to grow their skills and make meaningful contributions to investment outcomes.
Role Description
The Research Analyst will play a central role in supporting the investment process by providing in-depth fundamental, quantitative, and thematic research. This role requires intellectual rigor, a passion for financial markets, and the ability to transform data into actionable insights. Analysts will work closely with portfolio managers and senior researchers to generate investment ideas, assess risks, and contribute to portfolio strategies.
Key responsibilities include:
- Conducting fundamental research on companies, industries, and macroeconomic trends to identify investment opportunities.
- Developing and maintaining financial models to assess valuation, cash flow generation, and capital structures.
- Monitoring and analyzing market developments, policy changes, and competitive landscapes.
- Producing research reports, investment memos, and presentations to support portfolio decision-making.
- Assisting in the construction and monitoring of investment portfolios across asset classes.
- Supporting risk management efforts by evaluating downside scenarios and stress testing assumptions.
- Engaging with company management, industry experts, and external research providers to gather insights.
- Collaborating with internal teams to integrate research findings into investment strategies.
This role offers exposure to diverse asset classes, direct involvement in the investment decision-making process, and the opportunity to build expertise in global markets and portfolio management.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or a related discipline; advanced degrees or CFA designation are a strong advantage.
- 1–5 years of experience in asset management, investment research, equity/fixed income analysis, or related fields.
- Strong analytical, quantitative, and problem-solving skills with demonstrated proficiency in financial modeling and valuation.
- Familiarity with investment research tools and data platforms (Bloomberg, Refinitiv, FactSet, Capital IQ, Morningstar, etc.).
- Solid understanding of capital markets, asset allocation, and risk management concepts.
- Excellent written and verbal communication skills, with the ability to present complex information clearly.
- Attention to detail, intellectual curiosity, and ability to think independently while working collaboratively in a team environment.
- Ability to manage multiple tasks in a fast-paced environment and meet tight deadlines.
- Commitment to integrity, client service, and continuous professional development.
Associate - Asset Management (Business Development Team)
Posted today
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Job Description
Purpose
.
Responsible for investment product development, client relationship management, business plans and presentations for identified strategic initiatives and growth initiatives that align with EFG Hermes' business objectives and priorities.
Responsibilities
- Provide support to the Business Development team, including new product platforms and business initiatives.
- Assist in the implementation of the department's digital transformation plan.
- Create a profile list of prospective targets and prepare proposal files for potential clients.
- Work on request for proposals (RFPs) and due diligence requirements for prospects.
- Assist with preliminary market research and analysis for developing the business, including cost-benefit analysis.
- Responsible for designing and launching new investment products, aligning with client needs and market demand.
- Maintain existing relationships with Asset Management clients including attending client meetings and responding to any ad hoc requests
- Maintain and update client contacts on the CRM and share them with senior members of the team.
- Undertake projects for senior management including preparing business and performance presentations
Execute new product launches, including:
Finalizing term sheets/determining key product parameters and legal structure (including reviewing and finalizing legal documentation related to the incorporation of new entities and appointing board of directors).
- Selecting and appointing service providers.
- Facilitating internal sign off and setup with different stakeholders (including the investment team, operations, compliance, legal, risk, and IT).
- Facilitating the legal and operational setup with external service providers (including administrators, custodians, brokers, auditors, tax accountants, lawyers and index providers).
11.Review existing products on an ongoing basis: update product details as required (including key terms, changes to service providers/changes relating to existing service providers, structure, and offering documents, etc.).
12.Perform benchmark analysis for client portfolios and update financial ratios to be used in proposals and other marketing material.
13.Other ad hoc duties ex: prepare historical performance analysis.
14.Ensure compliance with all applicable AML/CTF rules and regulations as required in the conduct of your role.
15.Ensure timely completion of all relevant AML/CTF training provided by the Group.
16.Ensure response to AML, CTF & sanctions inquiries in a timely manner.
Job Requirements
- Bachelor's degree in Accounting, Finance or Economics.
- 2 - 3 years' experience in business development, asset management, investment banking, financial services or similar field.
- Knowledge of investment products, portfolio management, and financial markets.
- Strong presentation and analytical skills.
- Excellent command of Arabic and English.
- Excellent communication skills (written, verbal and listening).
- Able to build partnerships and work well in teams.
- Can identify, recommend and implement solutions for problems. Capable of making timely decisions and anticipating consequences.
- Ensure deliverables are always of a high quality.
- Able to work under pressure, with attention to detail.
- Self-motivated and maintains a positive attitude.
"Thank you for your interest in applying to EFG Holding. Due to the high volume of applications/interest, please note that we are only able to respond directly to applicants that are shortlisted for interviews."
Senior Sustainable Finance and Investment Analyst
Posted today
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Job Description
Company Description
At ECOSOLIS, we aim to transform sustainability into a driver of opportunity and impact. We deliver end-to-end solutions by integrating cutting-edge technology, expert consulting, and innovative engineering. Our goal is to empower organizations to achieve measurable environmental and financial success. We are dedicated to building a future where progress and sustainability thrive together.
Key Qualifications:
The successful candidate will be responsible for conducting sophisticated ESG analysis, contributing to portfolio construction, and engaging with stakeholders to promote sustainable outcomes. This role requires a professional with a proven track record in financial analysis and a comprehensive understanding of the evolving sustainable finance landscape.
- A minimum of 2 years of professional experience in investment management, banking, ESG research, or a related field.
- Demonstrated expertise in applying sustainability frameworks such as the PCAF, ICMA, TCFD, SFDR, and the UN SDGs.
- Exceptional analytical, quantitative, and interpersonal communication skills.
- An added value, expertise in Finance and Financial Modeling
- Strong written and verbal communication skills
- Ability to work independently and collaboratively in a dynamic environment
- A degree in Finance, Economics, Business, or related field is required
- Experience in sustainable finance or ESG investing is a plus