Asset Management & Treasury team at Bupa Arabia

There are a number of job opportunities to join the Asset Management & Treasury team at Bupa Arabia. Below are the job description and desired skills along with the link to apply on the company’s website for interested candidates:

Senior Manager - with at least 5 years of solid experience: https://careers.bupa.com.sa/en/saudi-arabia/jobs/sr-manager-asset-management-treasury-operations-4084424/

Manager -  with 3 years of experience: https://careers.bupa.com.sa/en/saudi-arabia/jobs/manager-asset-management-treasury-operations-4084425/

Location: Jeddah

Job Description & Skills

Market &Portfolio Research

  • Develop analytical tools/metrics to analyse key market/economic data / Track and interpret impact on investment portfolio
  • Lead ad-hoc analysis/research on portfolio holdings and market data
  • Ensure timely submission of regular portfolio commentary and all necessary documentations are maintained
  • Contribute and assist the investment team in active portfolio decisions based on market development

Investment Due Diligence

  • Lead / assist in conducting investment due diligence efforts in analysing risk/returns profiles, peer analysis, & qualitative assessment
  • Conduct necessary valuation, peer analysis, financial modelling & scenario stress testing calculations and ensure accuracy of output
  • Conduct/participate in necessary calls/meetings with counterparties
  • Assist in the legal communication and negotiation of terms while liaising with Legal Department for execution
  • Ensure / assist in producing comprehensive and timely submission of investment recommendation with all due diligence points covered.
  • Present investment recommendation to senior management or investment committee

Portfolio Monitoring & Reporting

  • Monitor assigned portfolio holdings valuations and key developments and ensure documents update is taking place
  • Attend quarterly performance calls/webcast updates
  • Ensure periodic communication with fund managers & sukuk brokers and keep track of updates on performance, organization & terms
  • Prepare/review quarterly/ semi-annual performance updates on overall portfolio and key portfolio holdings

Trading & Execution

  • Communication with external/internal counterparties to execute trades through various channels including Bloomberg, phone calls, etc.
  • Prepare necessary execution documents and ensure timely approvals

Strategic / Operating Planning

  • Annual/ ad-hoc review of investment policy statement and liaise with advisor(s)
  • Annual update of operating plan file and ensure accuracy of information
  • Ensure assumptions of operating plan are vetted and have been stressed under various scenarios

Skills:

  • Experience in  Asset Management, Investment Banking, or Wealth Management particularly in Fixed Income and Alternative investments
  • Robust knowledge of capital markets dynamics
  • Knowledge of insurance regulations and portfolio management is a plus
  • Robust understanding of financial statements analysis
  • Strong valuation and financial modelling skills
  • Bachelor’s Degree in Finance, Accounting, Economics or similar disciplines, Master’s degree is a plus
  • A holder of, or working towards CFA designation is a plus
  • Ability to manage multiple work streams and work under pressure
  • Strong communication skills
  • Fluency in English (verbal and written)

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