Corporate Advisory and Portfolio Management Senior Specialist / Specialist

Corporate Advisory and Portfolio Management Senior Specialist / Specialist

Job Purpose:

• To manage the funds of corporate and institutional clients in accordance with their Investment Policy Statements (IPS), establish the company's first discretionary mandates, and prepare recommendations and proposals for the Investment Committee.

Key Responsibilities:

• Establishing and managing AZN and USD denominated portfolios for corporate and institutional clients, including local and international bonds, money market instruments, and multi-asset portfolios;
• Preparing an Investment Policy Statement (IPS) for each mandate, covering investment objectives, currency, investment horizon, limits, benchmark, and fee structure;
• Presenting and justifying proposals to the Investment Committee regarding strategic asset allocation, investment limits, and instrument selection;
• Conducting research on financial instruments and developing expected return models based on investment horizons;
• Forwarding orders to the Execution Department while ensuring compliance with fair allocation and conflict of interest policies;
• Monitoring portfolio performance and risks on a daily basis, preparing monthly reports, and conducting quarterly meetings with clients;
• Advising corporate clients on the placement of surplus funds, hedging policies, and portfolio reviews;
• Participating in the preparatory work for investment funds to be established by the company, including fund rules and coordination with the depositary and valuation agent;
• Ensuring compliance with the requirements of the Central Bank, internal policies, and risk limits.

Requirements:

• University degree in Finance, Economics, Mathematics, or a related field;
• Experience in managing fixed-income or multi-asset investment portfolios within an investment company, bank treasury, asset management company, or insurance company's investment division;
• Central Bank Type B Professional Qualification Certificate; candidates who do not hold this certificate are required to pass the relevant attestation during the probationary period (candidates who have completed the CFA or FRM programmes are eligible for a shortened examination);
• In-depth knowledge of local and international bond markets, repo, and foreign exchange markets;
• Financial modelling skills in Excel; experience with Bloomberg, Reuters, or Refinitiv is an advantage;
• Fluency in written and spoken Azerbaijani and English; Russian is an advantage;
• Strong analytical thinking, decision-making, and presentation skills, as well as high ethical standards;
• Preference will be given to candidates who have completed any level of the CFA programme and have experience working with local issuers and the Baku Stock Exchange.

Interested candidates can apply by clicking the link provided in the "Apply" button.