31 Portfolio Management jobs in Bahrain

• Conduct thorough research and analysis of financial markets, economic trends, and investment opportunities.
• Evaluate equities, fixed income, and alternative investments for potential inclusion in client portfolios.
• Develop financial models to forecast company performance, valuation, and market movements.
• Prepare detailed investment reports, research summaries, and client presentations.
• Monitor existing portfolio performance, identify risks, and recommend adjustments as needed.
• Conduct due diligence on potential investments and assess their alignment with investment objectives.
• Collaborate with portfolio managers and traders to execute investment strategies.
• Stay informed about regulatory changes and market dynamics affecting investment decisions.
• Assist in the development and refinement of investment strategies and asset allocation models.
• Communicate investment insights and recommendations effectively to internal teams and clients.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• CFA designation or progress towards CFA is highly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or financial research.
• Strong understanding of financial markets, asset classes, and investment principles.
• Proficiency in financial modeling, valuation techniques, and statistical analysis.
• Experience with financial databases and analytical software (e.g., Bloomberg, FactSet, Excel).
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts.
• Ability to work independently and collaboratively in a team-oriented environment.
• High level of integrity and attention to detail.

• Conduct comprehensive financial analysis of public and private markets, including equities, fixed income, and alternative investments.
• Develop and maintain complex financial models to forecast company performance and investment returns.
• Perform due diligence on potential investment opportunities, assessing valuation, risk, and strategic fit.
• Prepare detailed investment research reports, presentations, and recommendations for portfolio managers.
• Monitor existing portfolio holdings, track performance, and identify potential issues or opportunities.
• Contribute to the development and refinement of investment strategies and asset allocation.
• Stay abreast of macroeconomic trends, industry developments, and regulatory changes impacting investment markets.
• Collaborate with traders, economists, and other analysts to synthesize market intelligence.
• Ensure compliance with all relevant financial regulations and internal policies.
• Assist in the preparation of client reports and responses to investor inquiries.

• Conduct comprehensive financial analysis of publicly traded companies, fixed income securities, and alternative investments.
• Perform detailed industry and macroeconomic research to identify investment trends and opportunities.
• Develop financial models and valuation analyses for potential investments.
• Monitor and analyze the performance of existing investment portfolios against benchmarks and objectives.
• Prepare investment recommendations and present findings to the investment committee and clients.
• Contribute to the development and refinement of investment strategies and asset allocation.
• Stay current with market developments, economic indicators, and regulatory changes affecting investments.
• Collaborate with other members of the investment team to share insights and best practices.
• Ensure compliance with all relevant investment regulations and internal policies.
• Assist in client reporting and communication regarding portfolio performance.

• Master's degree in Finance, Economics, Mathematics, or a related quantitative field. CFA designation is highly desirable.
• Minimum of 6 years of experience in investment analysis, portfolio management, or a related financial services role.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• In-depth knowledge of financial markets, investment instruments, and portfolio theory.
• Strong understanding of economic principles and their impact on investments.
• Excellent analytical, critical thinking, and problem-solving skills.
• Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv) and advanced Excel skills.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly.
• Ability to work independently, manage multiple projects, and meet deadlines in a remote environment.
• High level of integrity and attention to detail.

• Conduct comprehensive financial analysis of securities, industries, and macroeconomic trends.
• Develop and maintain financial models to forecast company performance and value securities.
• Evaluate investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
• Contribute to the formulation and implementation of portfolio management strategies.
• Monitor portfolio performance and identify areas for optimization and risk mitigation.
• Prepare detailed investment research reports and present findings and recommendations to the investment committee.
• Build and maintain relationships with sell-side analysts, company management, and industry experts.
• Stay current with market developments, regulatory changes, and economic events.
• Assist in due diligence processes for potential investments.
• Ensure compliance with all regulatory requirements and internal policies.
• Mentor junior analysts and contribute to team development.
• Utilize financial databases and analytical tools effectively.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Master's degree or MBA preferred.
• CFA (Chartered Financial Analyst) designation or progress towards it is highly desirable.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
• Strong understanding of financial markets, investment strategies, and risk management principles.
• Excellent quantitative and analytical skills, with proficiency in financial modeling and valuation techniques.
• Proficiency in financial software and databases (e.g., Bloomberg Terminal, FactSet).
• Proven ability to conduct in-depth research and distill complex information into actionable insights.
• Excellent written and verbal communication skills, with the ability to present complex financial data clearly.
• Strong attention to detail and commitment to accuracy.
• Ability to work effectively in a collaborative team environment and meet deadlines.
• Experience in hybrid work settings is beneficial.

• Conduct comprehensive research and analysis of global financial markets, economic trends, and industry sectors.
• Evaluate investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
• Develop and maintain sophisticated financial models for company valuations, forecasting, and scenario analysis.
• Assess investment risks and propose strategies for mitigation.
• Prepare detailed investment reports, research summaries, and presentations for portfolio managers and senior management.
• Monitor the performance of existing investment portfolios and identify areas for adjustment or optimization.
• Collaborate with portfolio managers to implement investment strategies and execute trades.
• Stay updated on regulatory changes and compliance requirements impacting investment activities.
• Build and maintain relationships with industry experts, analysts, and sell-side researchers.
• Contribute to the development of new investment products and strategies.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree or CFA charter is highly desirable.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role within the banking or investment management industry.
• Proven expertise in financial modeling, valuation techniques (e.g., DCF, multiples), and quantitative analysis.
• Strong understanding of financial markets, investment instruments, and portfolio theory.
• Proficiency in financial databases and analytical software (e.g., Bloomberg Terminal, FactSet, Refinitiv Eikon).
• Excellent analytical, critical thinking, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex financial information effectively.
• Ability to work effectively both independently and as part of a collaborative team in a hybrid work setting.
• High level of integrity and ethical conduct.
• Experience in a specific sector or asset class (e.g., emerging markets, private equity) is a plus.

Foreground is partnering with a prominent Venture Capital and Private Equity firm headquartered in Bahrain, with a diversified portfolio spanning technology, fintech, and energy. Renowned for identifying high-growth ventures and unlocking value through active ownership, the firm continues to shape the future of strategic investments across the region.

As part of its growth and governance priorities, the firm is seeking a Head of Portfolio Management to lead the portfolio function, providing strategic direction, operational oversight, and performance management across a group of high-impact subsidiaries and affiliates. The role reports directly to the Chief Operating Officer and will serve as a critical link between executive leadership and portfolio companies.

• Lead the end-to-end portfolio management function, overseeing the performance, governance, and value creation plans across all subsidiaries and affiliates.
• Serve as the executive focal point between portfolio companies and the COOs office, ensuring alignment with the firms strategic and financial objectives.
• Develop and implement a structured performance monitoring framework across the portfolio, with actionable KPIs and risk-adjusted growth metrics.

Executive Relationship Management

• Build strong, trust-based relationships with CEOs and senior leadership teams of portfolio companies.
• Act as a senior representative of the firm in all board-level discussions, executive committees, and high-stakes strategic reviews.
• Provide mentorship, strategic insight, and executive coaching to portfolio leadership teams when needed.

Operational and Financial Oversight

• Review and challenge business plans, annual budgets, and investment cases, ensuring commercial viability and strategic alignment.
• Conduct deep-dive performance reviews on a monthly and quarterly basis, recommending corrective actions and driving accountability.
• Lead scenario planning, cost optimization initiatives, and turnaround strategies where required.

Corporate Governance and Compliance

• Drive governance excellence by setting governance protocols, leading board meetings, and ensuring full compliance with shareholder requirements.
• Oversee the preparation of board packs, committee reports, and executive summaries for internal and external stakeholders.

Strategic Growth & Business Development

• Collaborate with portfolio companies on M&A strategies, new market entries, JV structuring, and product launches.
• Represent the firm in strategic forums, investment committees, and external stakeholder meetings.
• Actively contribute to the firms own development initiatives, supporting transaction teams during new investments and exits.

COO Office Support

• Operate as the strategic right-hand to the COO on all matters related to portfolio performance, risk, and value realization.
• Prepare high-level analysis, dashboards, and recommendations for board-level decision-making.

• Bachelors degree in Business Administration, Finance, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Minimum 10+ years of experience in portfolio management, investment oversight, or strategic operations within private equity, holding companies, or diversified groups.
• Demonstrated track record in strategy, performance improvement, or corporate governance.
• Proven track record of leading complex, multi-entity portfolios and delivering measurable performance improvements.
• Strong command of corporate governance, strategic finance, and operational best practices.
• Outstanding stakeholder management, executive presence, and communication skills.
• Fluent in English; Arabic is a plus.

Subsidiaries Corporate Governance FinTech Compliance Operations Portfolio Management Capital Analysis Oversight Investments Ownership Arabic Corrective Actions Energy Stakeholder Management Accountability Decision-Making Reviews Metrics Communication Skills Performance Management Optimization Coaching Strategy Business Development Administration Preparation Finance Planning Business English Leadership Communication Management

Mission:
The mission of a Credit Analyst, known internally as Portfolio Management Officer, is to monitor assigned loans within the loan portfolio ensuring accurate risk ratings are assigned, identifying early warning signals and recommending appropriate action. Portfolio Management Officers also monitor and administer construction loans in accordance with standards outlined in credit policy. By doing this, they ensure the stability, profitability, and regulatory compliance of the loan portfolio while effectively managing risk and maximizing shareholder value.

Key Results

• Maintain 90% compliance rate for loan reviews
• QC and process construction draw requests within 5 business days of receiving the inspector's final report
• Ensure 100% of loan extensions are processed, or loan is handed over to Special Assets, prior to loan maturity

Core Competencies

• Analytical Thinking
• Attention to Detail
• Collaborating with Others
• Decision Making
• Problem Solving

Responsibilities

• Conduct periodic credit risk analyses of assigned loans within the loan portfolio, ensuring accurate risk ratings are assigned.
• Engage with clients proactively and independently to gather the information necessary to complete analyses and make informed decisions.
• Draft and present clear credit in written loan reviews that accurately capture the credit risk of each loan including the financial capacity of the borrower, the performance of the property and the current value of collateral.
• Utilize US based resources to assess risk exposure within the loan portfolio, including probabilities of default and loss given default.
• Monitor the performance of assigned loans within the loan portfolio, identifying early warning signals and recommending appropriate action.
• Conduct industry research and analysis to understand market trends and identify potential risks.
• Monitor and administer construction loans, including tracking budgets, monitoring completion schedules, reviewing third-party reports and ensuring draws are funded timely.
• Ensure compliance with all relevant laws, regulations and internal policies.
• Communicate effectively with internal stakeholders to provide updates on portfolio performance and risk trends.
• Stay informed about changes in regulatory requirements and industry best practices to maintain compliance and mitigate legal and regulatory risks.
• Travel may be required for training purposes.

Requirements

• Minimum 3 years of experience in commercial lending, preferably with a focus in commercial real estate and hospitality
• Bachelor's degree Finance or Accounting with strong academic record
• Strong analytical skills with the ability to interpret complex financial data and identify key risk factors
• Ability to work independently with minimal supervision
• Strong attention to detail and ability to identify discrepancies in data
• Proficiency in financial software, data analytics tools, and spreadsheet applications (such as Excel)
• Excellent verbal and written communication skills in English with the ability to articulate findings and recommendations effectively and concisely
• Ability to work in a fast-paced and multi-national environment
• Ability to multi-task, solve problems and think quickly
• Willing to work US hours (i.e. 4:00 pm to 1:00 am Bahrain Time)

Company Industry:

• Banking
• Broking

Department / Functional Area:

• Finance
• Treasury

Career Opportunities with Avana Companies

A great place to work.

As a people-first organization, AVANA Companies is the sum of our team members. Our team is the heart of our organization, across all our brands. Given everything they bring to the table, our goal is to enrich their lives as much as we enrich the lives of our clients and partners. At the end of the day, our passion is our people, and our purpose is to deliver Capital for a Better Tomorrow. As a united team, we passionately pursue that purpose – ultimately creating a lasting impression on our own lives and the lives of people around the world. We’re lucky that every day we get to collaborate and work together to accomplish that. It’s one of the many factors that make us afamily of companies .

Want to learn more about how you can join our family? View our openings below and be sure to check back often, as our family is constantly growing!

Mission:
The mission of a Credit Analyst, known internally as Portfolio Management Officer, is to monitor assigned loans within the loan portfolio ensuring accurate risk ratings are assigned, identifying early warning signals and recommending appropriate action. Portfolio Management Officers also monitor and administer construction loans in accordance with standards outlined in credit policy. By doing this, they ensure the stability, profitability, and regulatory compliance of the loan portfolio while effectively managing risk and maximizing shareholder value.

Key Results

• Maintain 90% compliance rate for loan reviews
• QC and process construction draw requests within 5 business days of receiving the inspector’s final report
• Ensure 100% of loan extensions are processed, or loan is handed over to Special Assets, prior to loan maturity

Core Competencies

• Analytical Thinking
• Attention to Detail
• Collaborating with Others
• Decision Making
• Problem Solving

Responsibilities

• Conduct periodic credit risk analyses of assigned loans within the loan portfolio, ensuring accurate risk ratings are assigned.
• Engage with clients proactively and independently to gather the information necessary to complete analyses and make informed decisions.
• Draft and present clear credit in written loan reviews that accurately capture the credit risk of each loan including the financial capacity of the borrower, the performance of the property and the current value of collateral.
• Utilize US based resources to assess risk exposure within the loan portfolio, including probabilities of default and loss given default.
• Monitor the performance of assigned loans within the loan portfolio, identifying early warning signals and recommending appropriate action.
• Conduct industry research and analysis to understand market trends and identify potential risks.
• Monitor and administer construction loans, including tracking budgets, monitoring completion schedules, reviewing third-party reports and ensuring draws are funded timely.
• Ensure compliance with all relevant laws, regulations and internal policies.
• Communicate effectively with internal stakeholders to provide updates on portfolio performance and risk trends.
• Stay informed about changes in regulatory requirements and industry best practices to maintain compliance and mitigate legal and regulatory risks.
• Travel may be required for training purposes.

Requirements

• Minimum 3 years of experience in commercial lending, preferably with a focus in commercial real estate and hospitality
• Bachelor's degree Finance or Accounting with strong academic record
• Strong analytical skills with the ability to interpret complex financial data and identify key risk factors
• Ability to work independently with minimal supervision
• Strong attention to detail and ability to identify discrepancies in data
• Proficiency in financial software, data analytics tools, and spreadsheet applications (such as Excel)
• Excellent verbal and written communication skills in English with the ability to articulate findings and recommendations effectively and concisely
• Ability to work in a fast-paced and multi-national environment
• Ability to multi-task, solve problems and think quickly
• Willing to work US hours (i.e. 4:00 pm to 1:00 am Bahrain Time)
• Job : Full Time
• Type : Usually Work From Office, Friday is working and weekly off is on Saturday & Sunday's.
• Holiday: Not Bahrain holidays, it will be mostly US or based on business requirements
• Work Permit: Candidate should have required work permit for Bahrain.