13 Wealth Management jobs in Bahrain
Treasury Specialist - Wealth Management
Posted today
Job Viewed
Job Description
The incumbent is to achieve assigned revenue targets through sound provision of treasury solutions to Retail Banking Clients and/ or Relationship Managers in order to meet clients’ desired investment objectives and increase bank’s share of wallet.
Key Responsibilities
- Responsible for meeting assigned targets and contribute to Capital Markets Product Solutions (CMPS )budgets on Structured Notes, Fixed Income, Forex (FX) and Equities related products.
- Proactive engagement with Relationship Managers (RMs) in marketing Capital Markets Product Solutions (CMPS) products and enhance business turnover and profitability.
- Strengthen retail clients’ customer base product penetration in the increasingly important Capital Markets Product Solutions (CMPS) product suite.
- Provide timely market updates and accurate product information to clients and stakeholders.
- Monitor market movements and provide regular and timely feedback to clients.
- Offer appropriate solutions within clients’ risk profile and investment objectives.
- Ensure prompt and accurate execution of clients’ orders through systems and/or market desks as may be applicable.
- Facilitate book-building of treasury products.
- Actively train Relationship Managers (RMs) in Capital Markets Product Solutions (CMPS) products and ensure systems are being effectively and efficiently utilised.
- Keep abreast of competitors’ tactical mapping, pricing, product offerings and market intelligence.
- Work on frontline and client campaigns and initiatives with segments and data insights to drive Capital Markets Product Solutions (CMPS) products and revenue.
- Ensure compliance with regulatory and internal policies as applicable.
- Project a high level of professionalism in all client engagements to uphold image of the Bank.
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Work in the Treasury Sales Specialist function to achieve the outcomes set out in the Bank’s Conduct Guidelines: (Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.)
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Retail Clients’ Front-line Teams.
- Relationship Managers.
- Capital Markets Product Solutions (CMPS) Dealers
- Capital Markets Product Solutions (CMPS) Product Managers
- Operations
- Legal
- Segment Teams
- Wealth Management
- Branch Operations
- Embed Here for good and Group’s brand and values in UAE/Wealth Soutions; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
- Logical thinking and Computing Skills
- Communication Skills
- Product Knowledge –Bonds, Forex (FX), Equities, and Structured Notes
- Understanding of Financial Markets
- 5 to 10 years’ relevant working and sales experience in treasury sales covering Retail/Priority Banking segment.
- Strong aptitude for sales, business prospects management and deal closure.
- Extensive knowledge of financial markets products such as but not limited to Structured Products, Foreign Exchange, Fixed Income and Equities.
- Knowledge of operational, tax, regulatory issues.
- Excellent communication, sales and presentation skills.
- Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
- Ability to work without supervision.
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together We
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Treasury Specialist - Wealth Management
Posted today
Job Viewed
Job Description
Join to apply for the Treasury Specialist - Wealth Management role at Standard Chartered
Join to apply for the Treasury Specialist - Wealth Management role at Standard Chartered
Job Summary
The incumbent is to achieve assigned revenue targets through sound provision of treasury solutions to Retail Banking Clients and/ or Relationship Managers in order to meet clients’ desired investment objectives and increase bank’s share of wallet.
Job Summary
The incumbent is to achieve assigned revenue targets through sound provision of treasury solutions to Retail Banking Clients and/ or Relationship Managers in order to meet clients’ desired investment objectives and increase bank’s share of wallet.
Key Responsibilities
- Responsible for meeting assigned targets and contribute to Capital Markets Product Solutions (CMPS )budgets on Structured Notes, Fixed Income, Forex (FX) and Equities related products.
- Proactive engagement with Relationship Managers (RMs) in marketing Capital Markets Product Solutions (CMPS) products and enhance business turnover and profitability.
- Strengthen retail clients’ customer base product penetration in the increasingly important Capital Markets Product Solutions (CMPS) product suite.
- Provide timely market updates and accurate product information to clients and stakeholders.
- Monitor market movements and provide regular and timely feedback to clients.
- Offer appropriate solutions within clients’ risk profile and investment objectives.
- Ensure prompt and accurate execution of clients’ orders through systems and/or market desks as may be applicable.
- Facilitate book-building of treasury products.
- Actively train Relationship Managers (RMs) in Capital Markets Product Solutions (CMPS) products and ensure systems are being effectively and efficiently utilised.
- Keep abreast of competitors’ tactical mapping, pricing, product offerings and market intelligence.
- Work on frontline and client campaigns and initiatives with segments and data insights to drive Capital Markets Product Solutions (CMPS) products and revenue.
- Ensure compliance with regulatory and internal policies as applicable.
- Project a high level of professionalism in all client engagements to uphold image of the Bank.
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Work in the Treasury Sales Specialist function to achieve the outcomes set out in the Bank’s Conduct Guidelines: (Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.)
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Retail Clients’ Front-line Teams.
- Relationship Managers.
- Capital Markets Product Solutions (CMPS) Dealers
- Capital Markets Product Solutions (CMPS) Product Managers
- Operations
- Legal
- Segment Teams
- Wealth Management
- Branch Operations
- Embed Here for good and Group’s brand and values in UAE/Wealth Soutions; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
- Logical thinking and Computing Skills
- Communication Skills
- Product Knowledge –Bonds, Forex (FX), Equities, and Structured Notes
- Understanding of Financial Markets
- 5 to 10 years’ relevant working and sales experience in treasury sales covering Retail/Priority Banking segment.
- Strong aptitude for sales, business prospects management and deal closure.
- Extensive knowledge of financial markets products such as but not limited to Structured Products, Foreign Exchange, Fixed Income and Equities.
- Knowledge of operational, tax, regulatory issues.
- Excellent communication, sales and presentation skills.
- Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
- Ability to work without supervision.
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together We
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at Standard Chartered by 2x
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#J-18808-LjbffrHead of Portfolio Management
Posted 15 days ago
Job Viewed
Job Description
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.
Key ResponsibilitiesStrategic Portfolio Leadership
- 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.
Credit Analyst / Portfolio Management Officer
Posted 4 days ago
Job Viewed
Job Description
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 a family 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 in Finance or Accounting with a 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)
Head of Portfolio Management (HPM001)
Posted 14 days ago
Job Viewed
Job Description
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.
Key ResponsibilitiesStrategic Portfolio Leadership
- 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.
Head of Portfolio Management (HPM001)
Posted 18 days ago
Job Viewed
Job Description
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.
Key Responsibilities
Strategic Portfolio Leadership
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Previous experience at McKinsey & Company is required, with a 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.
Head of Portfolio Management (HPM001)
Posted 18 days ago
Job Viewed
Job Description
Join to apply for the Head of Portfolio Management (HPM001) role at Foreground.
Join to apply for the Head of Portfolio Management (HPM001) role at Foreground.
Get AI-powered advice on this job and more exclusive features.
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.
Key Responsibilities
Strategic Portfolio Leadership
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Previous experience at McKinsey & Company is required, with a 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.
- Seniority level Director
- Employment type Full-time
- Job function Finance and Sales
- Industries Business Consulting and Services
Referrals increase your chances of interviewing at Foreground. by 2x
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Credit Analyst / Portfolio Management Officer
Posted 18 days ago
Job Viewed
Job Description
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
Credit Analyst / Portfolio Management Officer (Bahrain)
Posted 18 days ago
Job Viewed
Job Description
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.
Financial Planning & Reporting Specialist
Posted 4 days ago
Job Viewed
Job Description
Operation
Division
Finance
Location
Closing Date
15-May-2025
About ZainZain is the pioneer of mobile telecommunications in the Middle East. We began life in 1983 in Kuwait as the region’s first mobile operator, and since the initiation of our expansion strategy in 2003, we have expanded rapidly. Read more here:
About the RoleThe role of the Financial Planning & Reporting Specialist is to independently manage the financial planning, analysis and reporting within Zain Bahrain. Reporting directly to the Budgeting and Business Performance.
Main Responsibilities & Duties- Manage and monitor the annual budget and quarterly reforecasts.
- Enhance budgeting and forecasting techniques to maintain high standards of quality and accuracy.
- Design and review monthly financial performance reporting packages, including budget, forecasts, actuals of the income statement, balance sheet, and cash flows, ensuring alignment with overall targets and operational plans.
- Collaborate with cross-functional teams to gather relevant financial and operational data for analysis.
- Conduct in-depth analysis to identify trends, patterns, and drivers of business performance, and provide actionable insights and recommendations.
- Support the development of financial models and forecasts to evaluate business initiatives and assess their impact on financial performance.
- Identify areas for process improvement and optimization to enhance the efficiency and effectiveness of business performance analysis and reporting.
- Stay updated with industry trends, best practices, and emerging tools and technologies in business performance analysis and reporting.
- Review Business Case Studies to support better decision-making aligned with the budget and strategic plan.
- Perform any related tasks as required or assigned.
Bachelor degree in Finance, Accounting or related subjects
Professional certification such as CPA, CA, CMA, CFA etc. is a plus
3-5+ years of experience in financial planning and analysis.
Experience in Telecom Industry is preferred.
Skills and Knowledge- Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights.
- Proficiency in financial modeling, forecasting, and variance analysis.
- Excellent knowledge of key financial concepts, performance metrics, and reporting methodologies.
- Advanced proficiency in data analysis tools (e.g., Excel, SQL) and experience with business intelligence and visualization tools (e.g., Tableau, Power BI).
- Strong communication skills, with the ability to effectively present complex information to diverse audiences.
- Detail-oriented with excellent organizational and time management skills.
- Ability to work independently, prioritize tasks, and meet deadlines.
- Business Acumen.
- Situational awareness.
- Accuracy.
If you meet the criteria and you are enthusiastic about the role, we would welcome your application. To complete the application you would need the following document(s):
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