Job Title: Senior Portfolio Manager
About the Company
Our client is a growing investment advisory and asset management firm transitioning into an AI-enabled, model-driven investment platform.
About the Role
This is a hands-on leadership position focused on portfolio construction, execution oversight, and disciplined investment management. It is not a sales or asset-raising role.
Role Positioning
Our client is seeking an experienced Senior Portfolio Manager to take hands-on responsibility for portfolio construction, implementation, monitoring, and ongoing management across client mandates.
This is primarily an investment-management role rather than a traditional sales or asset-gathering position. However, the Portfolio Manager is expected to contribute to the growth and retention of AUM through strong investment management, client confidence, participation in important client discussions, development of portfolio solutions, and support for institutional and advisory opportunities.
The firm is building an increasingly AI-enabled investment-management operating model. The successful candidate should be comfortable working with AI, automation, and agent-based investment workflows, and interested in helping redesign traditional portfolio-management processes.
Human investment judgment, risk responsibility, and accountability remain with the Portfolio Manager.
Core Responsibilities
Portfolio & Investment Management
Construct and manage multi-asset portfolios across client mandates
Implement approved investment frameworks, strategic asset allocation, and model portfolios
Monitor portfolio performance, risk exposures, concentration, and deviations from strategy
Lead portfolio rebalancing and oversee implementation and execution
Assess securities, funds, managers, and investment instruments where relevant
Identify portfolio risks and implementation inefficiencies
Support performance attribution and portfolio reviews
Maintain appropriate documentation of investment decisions and rationale
Investment Process & Governance
Contribute to development and continuous improvement of the investment process
Prepare portfolio analysis, performance, and risk reporting
Support the Investment Committee with investment analysis and implementation recommendations
Monitor portfolios against mandates, policies, and approved limits
Coordinate with Compliance, Operations, and relevant service providers
Maintain disciplined investment documentation, controls, and escalation procedures
AI-Enabled Investment Management
Use AI as part of the normal investment-management workflow
Identify research, monitoring, reporting, and analytical processes that can be automated
Work with technology teams to develop AI-supported investment workflows and agents
Help establish appropriate boundaries between automated analysis and human investment judgment
Test and improve AI tools used for investment research and portfolio management
Build processes that allow portfolio-management capacity to scale without weakening investment discipline or governance
Remain open to progressively increasing automation as technology develops
Business & AUM Development
The position does not carry a traditional sales quota. However, the Portfolio Manager should contribute to sustainable AUM growth by:
Strengthening client confidence in the investment-management capability
Supporting important prospective-client and institutional meetings
Helping convert suitable advisory relationships into managed portfolios
Contributing to portfolio propositions and investment solutions
Supporting retention of existing AUM
Helping develop scalable investment offerings
Contributing investment expertise to institutional proposals and partnerships
Candidate Profile
Experience
7+ years of relevant investment-management experience
Meaningful direct responsibility for discretionary portfolios, funds, model portfolios, or comparable mandates
Strong multi-asset experience, including equities, fixed income, and funds
Practical experience in asset allocation, risk management, portfolio monitoring, and rebalancing
Saudi/GCC investment-market experience preferred
Knowledge of applicable CMA requirements strongly preferred
Qualifications
Bachelor's degree in Finance, Economics, Business, or a related field
CFA qualification or progress toward CFA preferred
Relevant professional registration/eligibility to be assessed during the recruitment process
Personal & Professional Characteristics
The preferred candidate should be:
Hands-on rather than purely supervisory
Investment-oriented rather than primarily sales-oriented
Disciplined about risk and governance
Commercially aware
Comfortable working in a growing firm
Able to operate without a large supporting analyst team
Curious about AI and automation
Willing to challenge traditional investment-management workflows
Capable of combining technology with professional investment judgment