Investment Analyst

Confidential Company

To manage the investments for HNW families.

To spread their money across different things (like stocks, real estate, and private companies) all over the world to help it grow safely.

To Execute transactions in global equities, derivatives, ETFs, bonds, and structured products, aligned with client goals.

To design and implement new investment strategies across various asset classes to achieve target returns while aligning with the client’s risk.

To establish and maintain relationships with banks and other financial institutions to facilitate smooth transactions, access to credit facilities, and other banking services.

To Communicate with banks regarding account openings, closures, and changes in account details or signatories.

To Coordinate with banks for the execution of transactions, including fund transfers, deposits, withdrawals, and foreign exchange transactions.

To work closely with banks to negotiate interest rates, fees, and other charges associated with banking services.

To Monitor bank accounts and transactions to ensure accuracy, prevent fraud, and resolve any discrepancies or issues that may arise.

To submit weekly Management Information System (MIS) reports to get an overview of the overall portfolio of BAB & SAB, its asset classes, and its performance, highlighting key performance indicators and areas for improvement.