Principal Portfolio Management Officer - Equity
Asian Infrastructure Investment Bank
- Middle East Beijing
- Permanent
- Full-time
- Supervise the financial performance of funds or investee companies after handover to IMD (typically, after first disbursement).
- Assure fund/asset managers or client companies compliance with investment agreements as well as timely delivery of any reporting and/or other requirements.
- Analyze periodic financial statements and other reports and develop an informed opinion about expected future performance while identifying and updating risk factors.
- Process updates and provide recommendations to the Risk Management Department regarding the internal ratings of equity assets, track evolution over time and flag any negative developments or downgrades for further scrutiny.
- Perform periodic valuation of AIIB's equity investments and monitor progress toward achieving original investment goals.
- Process disbursements from AIIB to the investee companies of funds, as well as the receipt of dividends, bonus shares and/or the impact of stock-splits.
- Identify and provide early warnings to management about critical deviations from the original investment thesis or newly emerging risks, while simultaneously proposing appropriate action plans or remedies and coordinating related activities with internal and external stakeholders.
- Coordinate with IMD teams that are managing direct equity projects and ensure consistent approaches.
- Represent IMD in cross-departmental discussions on topics relating to equity and fund investments.
- Identify and provide early warnings to management about critical deviations from the original investment thesis or newly emerging risks, while simultaneously proposing appropriate action plans or remedies and coordinating related activities with internal and external stakeholders.
- Advise preemptively on project, sector and country issues which may impact the financial and/or developmental performance of investee companies or funds.
- Assist the IMU manager in developing a comprehensive early warning system throughout the equity portfolio.
- Effectively manage the relationship with external stakeholders (such as fund managers, asset managers, co-investors, counsel and advisers) and internal parties (including other Investment Operations Departments, Risk Management Department, Office of the General Counsel, Office of the Controller, Treasury Department) and ensure good communication to assess and implement the most appropriate course of action in any given situation.
- Plan, monitor, and appraise staff performance, including supervising daily operations.
- Oversee staff job results by coaching, counseling, and mentoring.
- Maintain morale and career development of staff through training and developing growth opportunities.
- Maintain a safe and healthy work environment by establishing and enforcing organization standards and adhering to policies and procedures.
- Regularly share feedback of the performance of these staff with DG IMD
- Lead the fund and equity team in identifying and summarizing lessons learned from the existing portfolio and feed this knowledge back to other teams.
- Guide team members in all tasks related to equity portfolio management.
- Superior written and verbal communication skills in English with demonstrable ability to think strategically and synthesize complex issues (translated into effective oral and written briefs and ability to comprehend and review complex investment contracts).
- Very good understanding of types of issues that can affect investments in project companies, either indirectly through investments in funds or with direct investments into such companies, and ability to identify and address operational issues and problems.
- Ability to lead developing elements of learning and knowledge dissemination activities.
- Ability to collaborate with others in the organization as well as proven ability to function in teams and contribute positively and productively to other team members and to the team's work and output, demonstrating respect for different points of view.
- Experience in Asia would be a plus (including the Middle East and Central Asia).
- Master's degree or above in finance, business administration or other relevant field to AIIB's operations.