What Jobs are available for Portfolio Manager in Bahrain?

• Developing and executing investment strategies aligned with client goals and risk tolerances.
• Conducting in-depth market research and analysis to identify investment opportunities across various asset classes.
• Constructing and managing diversified investment portfolios, including equities, fixed income, and alternative investments.
• Monitoring portfolio performance, conducting regular reviews, and making necessary adjustments to optimize returns.
• Assessing and managing investment risks, implementing hedging strategies where appropriate.
• Building and maintaining strong relationships with clients, providing regular performance updates and financial advice.
• Collaborating with research analysts and traders to gain market insights and execute trades effectively.
• Ensuring compliance with all regulatory requirements and internal policies.
• Preparing comprehensive reports on portfolio performance, market conditions, and investment recommendations.
• Staying informed about global economic trends and their potential impact on investment strategies.

• Develop and implement investment strategies for client portfolios.
• Conduct thorough financial analysis, market research, and economic forecasting.
• Select and manage a diversified range of investment instruments.
• Monitor portfolio performance and make necessary adjustments to meet objectives.
• Manage investment risk effectively through appropriate hedging and diversification strategies.
• Communicate portfolio performance and investment recommendations to clients.
• Ensure compliance with all regulatory requirements and firm policies.
• Build and maintain strong relationships with clients and investment partners.
• Stay current with market developments, economic trends, and investment best practices.

• Bachelor's degree in Finance, Economics, or a related field; Master's degree or MBA preferred.
• Minimum of 7 years of experience in portfolio management or investment analysis.
• Proven track record of managing investment portfolios and achieving competitive returns.
• Deep understanding of financial markets, investment products, and risk management.
• Proficiency in financial modeling and quantitative analysis techniques.
• Excellent analytical, communication, and presentation skills.
• Relevant professional designations (e.g., CFA, CAIA) are highly desirable.
• Strong client relationship management skills.
• Knowledge of relevant regulatory frameworks.

Job Title

Portfolio Manager/ Lead

Group / Department

EPMO

Reporting To

Senior Portfolio Manager

JOB PURPOSE

The role holder is responsible for managing the bank's wide program roadmap and portfolio(s) as well as assuring proper governance is set across the bank's various programs and projects via developing a structured approach to govern the various strategic program portfolios, projects and initiatives. Additionally, he/she will lead the prioritization of all projects as per strategic business objectives and ensure proper governance on project managers, and facilitate team collaboration and communication. In addition to that, the role holder will be responsible for leading the bank's annual CAPEX exercise and hence manage the spent of the allocated amounts across the various departments. The role holder will also carefully look after the various operations across Bank's overseas branches and ensure proper execution is done.

Key

Responsibilities

Core Responsibilities

EPMO

Manage the assessment and streamlining of the projects pipeline monitoring processes and metrics (inception to execution to success measurement)

Streamline the management and reporting of risks, issues and change processes and work with leaders to create alignment on mitigations and corrective actions needed.

Assist the Group EPMO in leading the communication of monthly projects' status reports and their execution status to the Project Steering Group

Lead the production of regular reports for EPMO Senior Manager and Bank's management and advise on the current as well as future projects that have been submitted for evaluation, as appropriate

Assist the EPMO Senior Manager in managing the day-to-day activities of the EPMO unit and support project planning and management of various projects

Oversee the implementation of change initiatives/projects and ensuring adherence to timelines, budget and agreed standards

Ensure that project managers appropriately plan, manage, and execute projects according to the approved PMO framework and standards.

Ensure project changes are updated by project managers in their project plans.

Understand overall impact of project changes and communicate accordingly.

Understand, analyse and integrate project changes into the master plan.

Harmonize and control project communication with key stakeholders.

Review project resource requirements, advise on resource changes and ensure efficient and effective resource allocation and utilization.

Ensure project quality assurance is conducted and project deliverables adhere to quality standards.

Ensure knowledge capturing and transitioning throughout the project and check knowledge transfer at project closure.

Introduce knowledge management tools on a project and program level.

Manage the development of dashboards by providing status updates on all projects running at the Group.

Bank-Wide Capex and Projects Budgeting (Optional)

Alongside the Group EPMO, present the CAPEX numbers to the management, and recommend any enhancements to the requested figures by the various business and support functions Provide accurate and timely analysis of actuals and forecast for Capex Reporting.

Approval of Capex requisitions in flow centric, ensure all requisitions relate to planned project milestones

Programs and Projects' Governance

Manage the development of the processes and standards to assess the feasibility of proposed projects, and prioritize those that have the highest potential returns, impact, and strategic alignment.

Formulate, organize and monitor inter-connected projects as well as decide on suitable strategies and objectives to run the projects

Coordinate cross-project activities and lead and evaluate project managers and other staff.

Manage the development and control of deadlines, budgets, and activities. Apply change, risk and resource management.

Authorize the start of the various programs on the basis of its mandate and business case

Approve and authorize the funding for the various strategic projects;

Resolving cross-program issues and strategic issues with senior stakeholders;

Approving the program's progress against the organizational strategy and objectives; and Confirming successful delivery and signs-of at the program closure.

Strategy Implementation and Realization (Optional)

Assist the strategy unit in the development of the yearly bank strategy and business plan cycle through designing, implementing and facilitating strategy development workshops with executive management in line with shareholder expectation.

Manage the implementation of strategic initiatives, monitor progress and ensure alignment to the Banks strategy and business landscape in achieving strategic goals.

Manage the preparations of management reports related to the Strategy and Business Development Department.

Other General Responsibilities

Ensure detailed and accurate records are maintained.

Adhere to all policies and procedures with regard to budget expenditure, displaying budget control for individual products and courses, and reporting any variances promptly.

Actively partake in the running of the department providing ideas and best practices synonymous with a high-performance team.

Self- Management Responsibilities

Define performance goals at the start of the year in discussion with the reporting manager and ensure that the goals are monitored and achieved during the course of the year.

Take ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

Understand the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

Keep abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

KEY PERFORMANCE INDICATOR

Prioritization of projects and alignment to short- and long-term goals of the business

Projects to stay within the planned time and budget

Enterprise resources are utilized in the most efficient manner

Ongoing risk assessment and mitigation across all projects

Timely reporting of progress and risks to the PSG and other governance bodies

Alignment of programs and portfolios to operational and strategic objectives

Design and track various program and portfolio performance KPIs

Establish a real-time resource scheduling to accommodate the fast-changing ground reality Align remote teams and bring everyone on the same page

QUALIFICATIONS & EXPERIENCE

Threshold

Qualifications

Bachelor's degree in IT, Finance, Accounting, Commerce, or in any other subject or equivalent is required

Master's degree in IT, Accounting/ Finance /Economics or in any other subject is preferred

Professional qualification related to banking, or function is required

Years & Nature of Experience

Minimum 7-8 years of practical experience in a bank with 3 years in the same or similar function.

SKILLS AND COMPETENCIES

Knowledge of project and change management and associated methodologies

Leadership skills: mentoring, coaching and information transfer expertise

Facilitation, negotiation, and problem and conflict resolution

Strategic thinking and ability to manage multiple priorities and goals

Interpersonal and communication skills

People Management

Business and performance management Transformational management

Ability to deal with stakeholders, consultancy partners and perform strategies and plans, data analysis, design, and reporting.

KEY INTERACTIONS

Internal

External

Other Groups/Departments

Executive Management

Business Groups / Committees

Service Providers

Consultancies

Potential Partners

Job Types: Full-time, Contract

Contract length: 36 months

Pay: BD BD1, per month

• Develop and implement comprehensive investment strategies aligned with client objectives and market conditions.
• Construct and manage diverse investment portfolios across various asset classes.
• Conduct in-depth market research, economic analysis, and security selection.
• Monitor portfolio performance, risk exposure, and adherence to investment guidelines.
• Engage directly with clients to understand their financial goals, provide performance updates, and offer strategic advice.
• Collaborate with research analysts, traders, and other members of the investment team.
• Ensure compliance with all regulatory requirements and internal policies.
• Prepare detailed investment reports and presentations for clients and management.
• Identify new investment opportunities and strategies to enhance portfolio returns.
• Mentor junior members of the investment team.

• Master's degree in Finance, Economics, or a related field; CFA charter preferred.
• Minimum of 10 years of experience in investment management or portfolio management.
• Demonstrated success in managing significant assets under management (AUM).
• Deep understanding of fixed income, equities, alternative investments, and derivatives.
• Proficiency in financial modeling, valuation techniques, and risk management tools.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication, presentation, and interpersonal skills.
• Ability to thrive in a fast-paced, deadline-driven environment.
• Proven track record of building and maintaining strong client relationships.
• Possession of relevant licenses and certifications.

• Develop and implement tailored investment strategies aligned with client objectives and risk profiles.
• Conduct comprehensive research and analysis of global markets, economic trends, and specific securities.
• Manage investment portfolios, making timely buy/sell decisions across various asset classes.
• Monitor portfolio performance, identify deviations from strategy, and implement corrective actions.
• Perform risk assessment and implement risk mitigation strategies.
• Build and maintain strong relationships with clients, providing regular performance updates and financial advice.
• Collaborate with research analysts, traders, and other investment professionals.
• Ensure compliance with all relevant regulatory requirements and internal policies.
• Prepare investment reports and present portfolio reviews to clients and investment committees.
• Stay informed about industry best practices and emerging investment opportunities.

• Bachelor's degree in Finance, Economics, or a related quantitative field. CFA designation or progress towards it is highly preferred.
• Minimum of 5 years of direct experience in investment management, portfolio analysis, or a similar finance role.
• Demonstrated ability to develop and execute successful investment strategies, with a strong performance history.
• Proficiency in financial modeling software, portfolio management systems (e.g., Bloomberg Terminal, FactSet), and data analysis tools.
• In-depth knowledge of various asset classes, financial markets, and investment instruments.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong understanding of risk management principles and techniques.
• Exceptional written and verbal communication skills, with the ability to convey complex information effectively.
• Self-disciplined and highly motivated to work independently in a remote setting.
• Familiarity with international financial markets and regulations is a plus.

• Develop and execute investment strategies aligned with client objectives and risk profiles.
• Conduct thorough fundamental and quantitative analysis of securities and asset classes.
• Manage client portfolios, including asset allocation, security selection, and risk management.
• Monitor market developments, economic indicators, and geopolitical events that may impact investment performance.
• Make informed buy/sell decisions to optimize portfolio returns and manage risk.
• Prepare detailed investment reports, performance reviews, and market commentaries for clients and internal stakeholders.
• Build and maintain strong relationships with clients, providing exceptional service and guidance.
• Collaborate with research analysts, traders, and other investment professionals to leverage insights and expertise.
• Ensure compliance with all regulatory requirements, fiduciary duties, and internal policies.
• Stay abreast of industry trends, new investment products, and evolving market dynamics.
• Contribute to the development of new investment products and strategies.
• Manage the investment risk exposure of portfolios.

• Master's degree in Finance, Economics, Business Administration, or a related field. CFA designation strongly preferred.
• Minimum of 8 years of progressive experience in portfolio management, investment analysis, or a related role within the financial services industry.
• Demonstrated success in managing diverse investment portfolios and achieving strong, risk-adjusted returns.
• In-depth knowledge of various asset classes, including equities, fixed income, alternatives, and derivatives.
• Proficiency in financial modeling, valuation techniques, and risk management tools.
• Exceptional analytical, critical thinking, and decision-making skills.
• Excellent communication, presentation, and interpersonal skills, with the ability to engage sophisticated clients.
• Proven ability to work independently, manage multiple priorities, and maintain high performance in a remote setting.
• Strong understanding of regulatory frameworks governing asset management.