Senior Portfolio Specialist

We're Hiring: Senior Portfolio Specialist
Location: United Arab Emirates (Remote)
Employment Type: Full-Time
Experience Level: Senior
Work Arrangement: Fully Remote
About Us
We are a globally focused organization committed to delivering disciplined investment management, portfolio oversight, risk management, performance analysis, and strategic financial decision-making across diverse markets.
Our teams collaborate across Investment Management, Research, Risk, Finance, Treasury, Operations, Compliance, Legal, and senior leadership to manage portfolios effectively, identify opportunities, control risk, and deliver sustainable long-term value.
The Role
We are seeking an experienced Senior Portfolio Specialist to support and oversee portfolio management activities across investment portfolios, asset classes, mandates, and client objectives.
The ideal candidate will combine strong portfolio-management knowledge with analytical, quantitative, and commercial capabilities to monitor portfolio performance, assess investment risks, support allocation decisions, evaluate investment opportunities, and ensure portfolios remain aligned with approved strategies, mandates, and risk parameters.
Key Responsibilities
Support the development and implementation of portfolio strategies aligned with investment objectives, risk tolerance, liquidity requirements, and mandate guidelines.
Monitor portfolio positioning, asset allocation, investment exposures, and performance across assigned portfolios.
Conduct regular portfolio reviews and identify opportunities, risks, deviations, and emerging trends.
Analyze portfolio performance against benchmarks, targets, investment objectives, and peer groups.
Prepare detailed portfolio-performance reports and management commentary.
Conduct attribution analysis to identify the key drivers of portfolio returns.
Analyze asset allocation, sector allocation, geographic exposure, currency exposure, duration, credit quality, and security-level concentrations.
Monitor portfolio risk metrics and ensure exposures remain within approved limits.
Conduct portfolio risk assessments and identify potential vulnerabilities under changing market conditions.
Support strategic and tactical asset-allocation decisions using quantitative and qualitative analysis.
Develop portfolio models, forecasts, scenarios, and sensitivity analyses.
Evaluate investment opportunities and assess their potential impact on portfolio objectives.
Conduct fundamental, quantitative, and market analysis to support portfolio decisions where applicable.
Review investment recommendations and assess expected returns, risks, valuation, liquidity, and portfolio fit.
Monitor economic, market, industry, geopolitical, and regulatory developments affecting portfolio performance.
Assess the implications of interest-rate movements, inflation, currency changes, credit conditions, and market volatility.
Support portfolio rebalancing activities in accordance with approved investment strategies.
Monitor portfolio cash positions and liquidity requirements.
Identify portfolio liquidity risks and recommend appropriate actions.
Review portfolio transactions and ensure they are consistent with investment mandates and approved strategies.
Coordinate with Investment Operations to ensure accurate execution, settlement, reconciliation, and portfolio records.
Work closely with Risk Management to monitor portfolio risk, concentration, stress exposure, and limit utilization.
Collaborate with Finance and Treasury teams on cash flows, funding requirements, valuations, and portfolio accounting matters.
Coordinate with Compliance to ensure portfolio activities comply with regulatory requirements, investment restrictions, and internal policies.
Monitor investment guidelines, mandate restrictions, client requirements, and portfolio constraints.
Identify and escalate potential mandate breaches, limit violations, or investment-policy exceptions.
Support portfolio optimization and capital-allocation decisions through quantitative analysis.
Conduct scenario analysis and stress testing under different market and economic conditions.
Evaluate the impact of proposed investments, divestments, and allocation changes on overall portfolio risk and return.
Develop and maintain portfolio analytics, dashboards, models, and reporting tools.
Ensure portfolio data is accurate, complete, timely, and appropriately controlled.
Reconcile portfolio holdings, exposures, valuations, cash balances, and performance information with relevant systems and records.
Investigate discrepancies in portfolio data, valuations, transactions, or performance calculations.
Support portfolio valuation reviews and coordinate with relevant internal and external service providers.
Monitor external asset managers, investment managers, custodians, administrators, and other portfolio service providers where applicable.
Review external manager performance, investment positioning, risk metrics, and adherence to agreed mandates.
Support manager-selection, manager-review, and due-diligence activities.
Prepare materials for investment committees, portfolio reviews, client meetings, and senior-management discussions.
Present portfolio performance, risks, opportunities, and recommendations clearly to investment stakeholders.
Maintain comprehensive portfolio documentation, investment records, analysis, approvals, and decision logs.
Support investment-policy reviews and recommend updates based on portfolio requirements and market developments.
Participate in portfolio-management projects, investment-platform enhancements, and process-improvement initiatives.
Identify opportunities to improve portfolio analytics, reporting, automation, data quality, and investment workflows.
Mentor junior portfolio professionals and provide analytical and technical guidance.
Maintain awareness of evolving investment practices, portfolio technologies, market developments, and regulatory expectations.
Provide senior management with timely insights and recommendations regarding portfolio performance, risk, allocation, and investment opportunities.
Key Performance Indicators
Portfolio performance versus benchmark
Risk-adjusted portfolio returns
Investment objective achievement
Asset-allocation accuracy
Portfolio rebalancing effectiveness
Portfolio risk-limit compliance
Investment mandate compliance
Concentration-risk management
Liquidity-risk management
Portfolio volatility
Tracking error
Drawdown management
Performance attribution accuracy
Portfolio reporting accuracy
Portfolio reporting timeliness
Investment analysis quality
Investment recommendation effectiveness
Scenario-analysis quality
Stress-testing completion
Forecast accuracy
Portfolio data accuracy
Portfolio reconciliation accuracy
Valuation accuracy
Transaction accuracy
Cash-position accuracy
Investment guideline compliance
Mandate breach rate
Limit-exception resolution time
Portfolio review completion
Manager performance monitoring
External manager SLA performance
Investment due-diligence completion
Portfolio optimization effectiveness
Rebalancing timeliness
Risk escalation effectiveness
Investment committee reporting quality
Client reporting quality
Portfolio process efficiency
Automation and reporting improvements
Data-quality improvement
Portfolio cost efficiency
Investment operating-cost control
Stakeholder satisfaction
Junior team development
Continuous-improvement implementation
Ideal Candidate
The successful candidate should have strong experience in portfolio management, investment management, asset management, wealth management, investment analysis, institutional investing, or portfolio analytics, preferably within a bank, asset manager, investment firm, family office, pension fund, sovereign investment organization, or other sophisticated investment environment.
The candidate should demonstrate:
Strong understanding of portfolio-management principles and investment processes.
Experience monitoring and analyzing multi-asset or diversified investment portfolios.
Strong knowledge of asset allocation, portfolio construction, diversification, and risk management.
Experience conducting portfolio-performance and attribution analysis.
Strong quantitative and financial-analysis capabilities.
Experience developing portfolio models, forecasts, scenarios, and sensitivity analyses.
Strong understanding of investment risk metrics and portfolio constraints.
Experience monitoring investment mandates, guidelines, and portfolio limits.
Strong understanding of financial markets, macroeconomic drivers, and investment products.
Experience evaluating securities, funds, external managers, or investment opportunities.
Strong knowledge of portfolio rebalancing and liquidity management.
Experience working with investment-management, portfolio-accounting, or risk systems.
Advanced spreadsheet and financial-modeling capabilities.
Familiarity with portfolio analytics, business-intelligence, and investment-data pla

Work arrangement
Yes