Fund/Portfolio Manager

Objective

The Fund Manager is responsible for the overall portfolio strategy, security selection, and daily management of the fund. The primary objective of this role is to generate alpha and consistently outperform designated benchmark indices and target return metrics on a risk-adjusted basis. The position encompasses the complete public market investment process:

Actively engage with Analysts from top-down macro and fundamental bottom-up research

Responsible for presenting asset allocation that aligns with Investment Guidelines to HOD.

Trade execution to continuous portfolio risk monitoring.

Key Tasks

Develop and implement an investment strategy that creates an alpha generating fund/portfolio within Public Markets.

Portfolio Construction & Trade Execution: Formulate asset allocation strategies and execute buys/sells across liquid public securities to optimize risk-adjusted returns against the fund's target benchmark.

Corporate Engagement: Engage with corporate management teams, issuers, and board members on strategic direction of the Funds, capital allocation and performance presentations.

Produce regular reports on investment performance to be delivered to HoD.

Report to the Head of Investments (Public Market) on regular basis and seek his/her approval for the devised investment plans.

Adhere to the Company s standards of corporate governance, regulatory compliance and best practices standards.

Carry out other related duties and responsibilities as required.

Technical and Soft Skills

Portfolio Construction & Benchmark Management: Advanced knowledge of asset allocation, index construction, tracking error control, factor exposure, and strategies for risk-adjusted benchmark outperformance (Sharpe/Information Ratios).

Fundamental & Quantitative Analysis: Proven expertise in bottom-up equity valuation (DCF, multi-period DDM, peer multiples) and/or fixed income analysis (yield curve positioning, credit spread analysis, duration management, issuer default risk).

Financial Modeling & Analytics Platforms: High proficiency in building complex financial models and navigating investment management software (e.g., Bloomberg Terminal, FactSet, Morningstar, Capital IQ, or Barra).

Macroeconomic & Market Analysis: Deep understanding of GCC, regional, and global macroeconomic trends, central bank monetary policy shifts, and currency/interest rate dynamics.

Regulatory & Tax Compliance: Strong working knowledge of Omani and GCC financial regulations ( Financial Services Authority mandates), Muscat Stock Exchange (MSX) rules, and applicable regional tax frameworks and Islamic finance/Sharia-compliant investment principles (where relevant).

High-Stakes Communication & Synthesis: Ability to distill complex quantitative analyses and market conditions into clear, persuasive investment summaries for the Investment Committee, board, and institutional clients.

Decisiveness Under Uncertainty: Strong judgment and discipline to make rapid, high-conviction investment and risk-mitigation decisions in volatile or fast-moving markets.

Stakeholder Engagement & Influence: Tactful leadership skills to engage with corporate management teams, issuers, regulators, and impact partners to influence corporate governance and social performance outcomes.

Rigorous Intellectual Integrity: Commitment to objective research, emotional discipline during market downturns, and open-mindedness to challenge narrative biases or consensus market views.

Cross-Functional Team Management: Proven ability to lead, mentor, and guide investment analysts, research associates, and operational staff toward shared fund targets.

Experience / Knowledge

Minimum 7 years of experience of working is required, with at least 3-5 years working as a portfolio manager/fund manager

Track Record of Outperformance: Demonstrate multi-year, verifiable track record of consistently outperforming benchmark indices (e.g., MSX 30 Index, S&P GCC Composite, MSCI Emerging Markets, or regional bond/sukuk indices) on a risk-adjusted basis (Sharpe Ratio, Information Ratio).

Asset Class Specialization: Hands-on experience in GCC/MENA public equity markets and/or regional fixed income (Sovereign/Corporate Bonds & Sukuk).

Experience managing multi-asset mandates is a strong plus.

Qualification

Bachelor s degree in business, Finance, Accounting, Economics or any equivalent certificate is required.

Master s Degree in Finance, CFA, CAIA, FRM or relevant professional certification is preferable.

Quantitative / Technical Background: Strong foundation in quantitative disciplines (Mathematics, Statistics, Econometrics, Data Analytics) to support modern factor-based stock selection and attribution models.