Jr. Managing Investments
الوصف الوظيفي
About Sanabil Studio and Miza
Sanabil Studio is a venture builder that combines deep industry expertise, cutting-edge technology, and startup innovation to transform bold ideas into thriving businesses. We specialize in taking concepts from inception to launch, and when a venture demonstrates strong potential, we provide seed funding and hands-on support to accelerate its growth. Miza, one of our flagship ventures, is developing a digital wealth management platform with a mission to democratize access to exclusive global investment opportunities. Our platform empowers high-net-worth individuals (HNWIs) by granting them access to premier private funds, pre-IPO deals, and alternative investment opportunities that were previously restricted by high minimums and opaque networks. By blending advanced technology with curated investment access, we are redefining the private wealth experience. This is not a traditional brokerage; it is a sophisticated platform where HNWIs can seamlessly participate in some of the world’s most compelling private funds across diverse asset classes.
The Role: Managing Investments Associate
We are seeking a proactive and detail-oriented Managing Investments Associate (with mandatory CME1 and CME4 certifications) to assume full ownership of portfolio construction, fund operations, and counterparty management from day one. This role reports directly to the CEO, offering a unique opportunity to make an immediate and meaningful impact on the business. The position is designed for individuals who thrive in fast-paced environments and are eager to take initiative without the need for extensive oversight.
What You Will Own
- Counterparty Management:
- Manage day-to-day relationships with external partners, including fund houses, custodians, distribution platforms, and global asset managers.
- Coordinate and execute operational workflows across counterparties to ensure seamless handling of subscriptions, redemptions, and capital calls.
- Act as Miza’s primary point of contact for routine operational and investment-related inquiries from partners.
- Portfolio Construction & Screening:
- Collaborate with the investment team to evaluate and screen funds, fund managers, and investment strategies for inclusion in client portfolios.
- Develop and maintain a comprehensive investment universe, including due diligence documentation, comparative analyses, and fee benchmarking.
- Conduct periodic portfolio reviews and perform rebalancing analyses to optimize client portfolios.
- Investment Writing:
- Draft investment memos, fund summaries, market commentaries, and client-facing investment notes to communicate complex investment concepts clearly.
- Translate technical investment content between English and Arabic to ensure consistency and accessibility in client communications.
- Maintain high standards of quality and consistency across all investment documentation.
- Fund Operations & Dealing:
- Support trade execution across various asset classes, including funds, equities, and fixed income.
- Reconcile positions, confirmations, and settlements in collaboration with the operations team.
- Contribute to the continuous improvement of internal investment processes as Miza scales its operations.
How Success Will Be Measured
Your performance will be evaluated based on the accuracy and timeliness of counterparty operations, the quality and consistency of investment documentation, your contributions to portfolio construction and screening, and your reliability in managing fund operations as Miza scales. Excellence in these areas will directly influence the success and growth of the business.
Career Growth Opportunities
This role offers a clear career progression path, with the potential to advance to a Senior Investments position as Miza expands its platform and client base across the region. We are committed to fostering a culture of continuous learning and professional development, ensuring that you can grow alongside the business.
Your Ideal Profile
To excel in this role, you should possess the following qualifications and attributes:
- 2–3 years of relevant experience in asset management, wealth management, private banking, or investment operations.
- Mandatory possession of CME1 and CME4 certifications.
- Fluency in both Arabic and English, both written and spoken.
- Exceptional attention to detail and comfort working with numerical data, fund documentation, and reconciliations.
- Proven ability to leverage AI tools to enhance real workflows, rather than merely using them for drafting purposes.
- Bonus qualifications: Experience in private markets, alternative investments, or global funds; familiarity with a CMA-regulated environment.
The Work Environment
- IC-First Ownership: You will operate with a high degree of autonomy, executing tasks without layers of management. This role is ideal for self-starters who take ownership of their responsibilities and follow through without constant supervision.
- Direct Impact on the Business: Given the critical nature of this role, reliability is paramount. Your actions—or inactions—will have a tangible and immediate impact on the business, making your contributions both meaningful and visible.
- Scalable Role: This position is designed to grow with you. As Miza scales its platform and expands its client base across the region, you will have the opportunity to take on increasing levels of responsibility and leadership.
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