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Investment Executive

Mohandessin, Giza
Posted 5 years ago
39Applicants for1 open position
  • 7Viewed
  • 0In Consideration
  • 0Not Selected
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Job Details

Experience Needed:
Career Level:
Education Level:
Salary:
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Skills And Tools:

Job Description

  • Creating standardized templates for Investment Proposals and feasibility studies
  • Coordinating with different teams and departments on investments’ proposals, Feasibility study requirements
  • Developing risk assessment frameworks
  • Developing cash flow projections for different investment projects
  • Periodic review of cost estimates of investment propositions in coordination with technical team, finance and purchasing
  • Compiling and presenting monthly investment progress reports
  • Presenting recommendations based on reports findings
  • In-house due diligence for investment pitches
  • Follow-up and communication with financing entities
  • Developing proposals’ financial evaluation criteria and reviewing applied methods

Job Requirements

Qualifications:

  • In-depth understanding of asset allocation, investment management, portfolio construction and risk management principles
  • High level of expertise across investment categories and vehicle types (mutual funds, ETFs, SMA, etc.)
  • Adept at analyzing qualitative and quantitative information to provide investment solutions
  • High proficiency with Microsoft Office (Excel, Word, PowerPoint)
  • Refined communication skills and strong executive presence; commitment to providing high quality service to advisors
  • Bachelor's degree; advanced degree preferred
  • CFA required
  • 10+ years of experience in Financial Services

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