Portfolio Manager / Analyst

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves on uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

Lazard is seeking an experienced Portfolio Manager / Analyst to support our MENA Equities platform in Riyadh. The successful candidate will play a crucial role in directing and leading investment processes, generating insights, and managing existing investment portfolios. The ideal candidate will have a thorough understanding of market trends, economic indicators, and individual securities, with a proven track record of optimizing portfolio performance.

We’ll Trust You To

• Jointly develop and implement investment policies while directing portfolio management for specific strategies, overseeing a significant amount of assets.
• Assume joint responsibility for all aspects of fund management for the assigned strategy, including investment decision-making and compliance adherence.
• Conduct comprehensive research and analysis of market trends, economic indicators, and individual securities to identify potential investment opportunities and associated risks.
• Ensure the timely production of accurate investment reports for both external and internal clients, reflecting performance and strategic insights.
• Actively participate in industry events, conferences, and networking opportunities to remain updated on market developments, effectively representing Lazard and articulating the investment approach of the strategies.
• Monitor and evaluate portfolio performance, making necessary adjustments to optimize returns while minimizing risks, ensuring alignment with clients' objectives and house risk/return targets.
• Collaborate with sales and marketing teams to develop new business opportunities, attract new clients, and maintain robust relationships with existing clients.
• Adhere to all relevant rules and regulations governing client portfolio management, ensuring compliance and best practices are followed.
• Assist in the production of timely and accurate investment reports for clients, facilitating informed decision-making.

You’ll Need To Have

• Bachelor's degree in Finance, Economics, or a related field; an MBA or equivalent qualification is preferred.
• At least 7 years buy-side experience in equities portfolio management, with a proven record across various sectors.
• Strong analytical skills, with the ability to conduct detailed financial modeling and valuation analysis.
• Excellent communication and interpersonal skills, with a demonstrated ability to build and maintain client relationships.
• Proficiency in portfolio management software and financial analysis tools