Chief Investment Officer

About the Company

About the Role

Responsibilities

• ● Executive Leadership, Governance & Regulatory Oversight
• ● Act as the Company's Senior Executive Officer, subject to approval by the Financial Services Regulatory Authority ("FSRA"), with overall responsibility for the day-to-day management, supervision and control of the regulated business.
• ● Lead the establishment and ongoing development of the ADGM asset-management platform, including its governance, operating model, investment capability and regulatory framework.
• ● Ensure the Company conducts its activities within the scope and conditions of its Financial Services Permission and applicable FSRA requirements, with clear delegated authorities, escalation arrangements and management accountability.
• ● Provide regular reporting to the Board on business performance, investment activities, material risks, regulatory matters and significant developments; work closely with Compliance, Risk, Finance and other control functions while maintaining appropriate segregation of duties.
• ● Investment Strategy & Portfolio Management
• ● Develop and maintain the Company's investment philosophy, investment strategy and portfolio-management framework.
• ● Lead investment selection, strategic and tactical asset allocation, portfolio construction and rebalancing under discretionary investment-management mandates.
• ● Establish investment objectives, benchmarks, portfolio limits and decision-making processes appropriate to each mandate; evaluate opportunities based on expected return, risk, liquidity, correlation and market conditions.
• ● Oversee investment research, portfolio implementation, performance attribution and risk-adjusted returns, and maintain disciplined and well-documented Investment Committee and investment decision processes.
• ● Insurance Asset Management & Asset-Liability Management
• ● Manage the insurer's investment assets with appropriate consideration of insurance liabilities, policyholder obligations, liquidity requirements and approved risk appetite.
• ● Work closely with the insurer's actuarial, finance and risk functions to understand liability profiles, expected cash flows, capital requirements and investment constraints.
• ● Incorporate asset-liability management ("ALM") considerations into asset allocation, duration management, liquidity management and portfolio construction, including expected and stressed policyholder cash-flow requirements.
• ● Monitor concentration, duration, currency, credit, counterparty and liquidity exposures and support investment strategies appropriate to long-term savings, protection and wealth-transfer insurance products.
• ● Virtual Asset Investment
• ● Develop and implement the Company's institutional investment approach to Virtual Assets within the scope permitted by the FSRA and the Company's Financial Services Permission.
• ● Establish investment criteria, portfolio limits and governance standards for Virtual Asset exposure, including Bitcoin and other assets permitted under the applicable regulatory framework.
• ● Assess Virtual Asset investments based on liquidity, volatility, market structure, custody arrangements, counterparty risk, operational risk and regulatory considerations; conduct appropriate due diligence on relevant service providers.
• ● Monitor developments in digital-asset markets, institutional infrastructure and regulation, and ensure appropriate segregation across investment decision-making, execution, custody, valuation and independent risk oversight.

Requirements

• ● Typically 12+ years of relevant investment-management experience within regulated financial services, including substantial senior responsibility for institutional portfolio management, asset allocation and investment decision-making.
• ● Demonstrable experience managing institutional capital, insurance assets, pension assets, sovereign or other long-duration investment portfolios is strongly preferred.
• ● Strong experience in portfolio construction, strategic and tactical asset allocation, investment research, liquidity management and investment risk management.
• ● Strong understanding of asset-liability management and the interaction between investment portfolios, liabilities, liquidity and capital requirements.
• ● Demonstrable knowledge and practical experience of Virtual Assets / digital assets is essential, including Bitcoin, institutional custody, trading infrastructure and associated investment risks.
• ● Proven experience operating within a regulated financial-services environment and engaging with Boards, regulators, Risk, Compliance and other control functions.
• ● Prior experience in the UAE, ADGM or another major international financial centre is advantageous.
• ● Ability to build and operate an investment-management platform in a lean, growing organisation, combining strategic leadership with direct execution; strong commercial judgement and the confidence to challenge senior stakeholders constructively.
• ● Degree in finance, economics, investment management, business or a related discipline, or equivalent professional experience. CFA, CAIA or another relevant investment qualification is highly desirable.
• ● Must be capable of satisfying applicable FSRA fit-and-proper and Approved.