To set the direction of the Advisory Services team and execute the operational plan of the division in line with the client’s strategic priorities and direction. The jobholder is also responsible to provide regular guidance and expertise to the team, monitor their operations and ensure delivery of high quality investment advice to facilitate effective management of third party mandates and investment decision-making
Job Responsibilities
Strategic Responsibilities:
-Works closely with the Senior Vice President -Asset Management & Advisory Services, and other
Department Heads as appropriate to monitor progress, manage risk and ensure key stakeholders are
kept informed about progress and expected outcomes on the identified/potential investments for third
party mandates
-Implements and executes the annual division plan for Advisory Services division including division
budget based on past trends and forecasts on anticipated projects during the year
-Participates and provides inputs in various control, governance and advisory committees, as applicable
to the role
-Actively seeks new investment mandates
Advisory Services:
-Supervises the development and establishment of professional methodologies for financial planning,
investment strategies, balancing and re-balancing of portfolios and asset allocation strategies in order
to ensure provision of high quality investment advice to clients
-Stays abreast of current business and relevant industry trends
- Leads the due diligence exercise and conducts feasibility analysis for identified/proposed investment
opportunities for all third party mandates
- Monitors the quality of research reports released by the department and ensures that coverage of
research, quality of analysis and quality of presentation is maintained and improved
- Performs extensive financial analysis and modelling in a variety of investment related areas including
asset allocation, investment deployment, risk management and valuation
-Prepares recommendation reports related to identifying potential/proposed investment opportunities
and obtains the requisite support or approvals from SVP - Asset Management & Advisory Services for
presentation to the relevant investment committee
-Prepare the recommendation reports related to exiting investments
-Leads the acquisition and sale processes for all third party mandates
-Coordinates the preparation of all requisite legal documentation required through all phases of the investment process
-Prepares the draft proposals for third party mandates
-Conducts periodic reviews of fee generation in the Advisory Services Division and assists in developing
strategies to enhance performance
- Provides financial expertise in structuring deals and securitizations, to ensure that these address the
investor requirements suitably, and are aligned with the risk and investment guidelines of the client and the
investment mandate
-Supervises the development and implementation of standardized work flows within the division to
complement business plans and to bring about efficiency and quality in work output
Managerial Responsibilities:
-Forecasts division budgets in conjunction with the organizational budget and secures subsequent
approval, tracks expenses and ensures adherence
- Finalizes the manning needs of the Advisory Services division and obtains requisite approvals
-Recommends reporting staff to SVP-AMAS to participate in Cross Functional Teams (CFT) and actively
participates in any assigned CFT’s
- Manages the team under the Advisory Services division by evaluating the performance of team
members, provides feedback on an on-going basis, identifies development needs and coaches them to
ensure on-going capability development
- Identifies training needs and organizes training for the division on various aspects on which the role
holder has responsibilities
Job Details
Date Posted: | 2013-10-31 |
Job Location: | Al Kuwait, Kuwait |
Job Role: | Management |
Company Industry: | Real Estate |
Preferred Candidate
Career Level: | Management |
Nationality: | Kuwait |
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Date Posted: October 31, 2013 at 01:52PM
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Vice President – Advisory Services - Career Hunters
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