Executive Manager - Equity Investments

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About the business area

Treasury & Investments Group

Treasury offers a diverse range of conventional and Islamic banking solutions and is responsible for the Group’s funding, investments, and centralised risk management activities. It manages the Bank’s borrowings, issuance of debt securities, and use of derivatives to mitigate financial risk, while investing in a range of instruments, including green bonds, short-term placements, and corporate and sovereign debt securities.

Job Purpose: 

To support ADCB’s proprietary equity investment activities by originating and evaluating high conviction investment ideas across global and GCC markets, supporting portfolio construction and implementation including derivatives overlays, and delivering robust research, analytics and monitoring, in order to strengthen the idea pipeline, enhance risk discipline and contribute to sustainable performance outcomes within the Treasury and Investments function.

In this role, your key responsibilities include:

• Originate and recommend high conviction equity investment ideas across global and GCC markets by conducting fundamental research, valuation analysis and market assessment, articulating clear investment theses with defined catalysts, risks and entry and exit parameters

• Maintain a forward looking idea pipeline aligned to market conditions and desk priorities in order to support portfolio objectives and approved investment mandates

• Support portfolio construction and ongoing investment management by providing sizing recommendations, scenario and sensitivity analysis, correlation and overlap assessments, and assisting with trade execution and lifecycle management

• Ensure continuity of portfolio oversight and disciplined implementation of strategies in line with approved mandates, risk limits and governance requirements

• Support the use of equity linked derivatives strategies by analysing payoff structures, option characteristics and execution considerations, and contributing to the implementation of hedging, income enhancement and risk mitigation overlays

• Ensure derivative activity is applied appropriately to enhance portfolio risk return outcomes within approved policies and control frameworks

• Develop and maintain institutional grade financial models and analytical tools including three statement models, valuation frameworks and advanced Excel based dashboards

• Apply consistent methodologies, controls and documentation standards to ensure outputs are accurate, auditable and reusable, supporting informed and timely investment decision making

• Apply quantitative techniques and coding capability to support idea generation, screening, factor analysis and basic back testing through the development of automated workflows and data processes

• Collaborate with technology and operations partners where required to improve research efficiency, scalability and consistency in line with bank standards

• Monitor portfolio positions and investment watchlists by tracking performance, news flow, factor exposures and drawdown thresholds, supporting stress testing and performance attribution analysis

• Escalate material issues in a timely manner to maintain strong risk discipline, transparency and alignment with portfolio objectives

• Ensure all research outputs, investment recommendations and trading support activities comply with ADCB policies, procedures and regulatory requirements. Maintain appropriate documentation, audit readiness and adherence to information barriers and restricted lists in order to safeguard the Bank and uphold effective investment governance standards.

• Manage self and team in line with ADCB’s people management policies, procedures, processes and practices to ensure adherence and to maximize own and employee contribution to business performance

• Manage the effective achievement of the team’s objectives through setting individual objectives, managing performance, developing the team and providing formal and informal feedback to maximize overall performance, engagement and motivation

• Contribute to the preparation of the business area’s budget and manage and monitor the financial performance against the budget so that areas of unsatisfactory performance are identified, rectified promptly and potential performance improvement opportunities are capitalised upon

• Recommend and implement improvements to departmental policies, procedures and processes covering all areas of activity so that all relevant procedural requirements are fulfilled while ensuring that ADCB delivers best-in-class services, products and innovation

• Identify opportunities to contribute to organisational and departmental change initiatives, programmes and projects taking into account best practice and standards in the business environment

• Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions

Job Requirements:

• At least 8 years of experience in public equity research, investing or portfolio support roles within a banking, asset management or institutional investment environment, with demonstrated exposure to global and GCC equity markets, portfolio construction, performance analysis and risk monitoring aligned to institutional investment framework
• Bachelor’s Degree in Finance, Economics, Mathematics, or related discipline
• CFA, FRM, or equivalent preferred

• Equity Market Analysis and Valuation
• Fundamental Financial Modelling and Forecasting
• Portfolio Construction and Risk Return Analysis
• Equity Derivatives Awareness and Overlay Strategies
• Advanced Excel Modelling and Analytical Tool Development
• Quantitative Screening and Data Analysis Techniques
• Performance Attribution and P and L Analysis
• Risk Management Frameworks and Governance Awareness
• Stakeholder Communication and Investment Writing Skills

What we offer:

• Competitive Salary: We offer a competitive market salary as well as all employees are eligible to participate in one of our rewarding variable pay plans.
• Comprehensive Benefits Package: This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
• Flexible and Remote Working Options: We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
• Learning and Development Opportunities: We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.

At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.