Institutional Strategist

Role Overview

Market and Strategy Fluency

• Maintain current knowledge of Saudi public-equity index movements, sector themes, company news, earnings, corporate actions, and CMA developments.
• Develop thorough knowledge of the investment strategy, including its quant-core and fundamental-satellite approach, to represent it credibly.

Client and Network Engagement

• Attend client meetings with Sales and Wealth Management as the asset-management voice on strategy, positioning, and market context.
• Attend industry events and conferences, including travel as required, to maintain visibility and expand the institutional network.
• Maintain and grow a network of asset owners, institutional investors, foreign investors, and government-related entities relevant to Saudi equities.
• Follow up business-generated leads and independently originate new leads while routing client ownership through Sales and Wealth Management.

Business Partnership and Reporting

• Act as the primary link between Asset Management and Wealth Management/Sales on priorities, pipeline, and client feedback.
• Relay market color, client feedback, and investor sentiment from meetings and events to Asset Management in an actionable format.
• Identify product-suite or client-coverage gaps and contribute ideas for products or strategy enhancements.
• Coordinate with Wealth Management to respect existing client relationships and maintain a consistent voice to each client.
• Provide Asset Management leadership with updates on market developments, competitive intelligence, and pipeline or lead status.

Required Profile

• Prior sell-side experience with an Authorized Person in Saudi Arabia, or comparable institutional coverage or sales experience in Saudi capital markets.
• Established active network of institutional clients, foreign investors, and government-related entities.
• Deep, current understanding of the Saudi equity market and the broader business environment.
• Strong communication and relationship-management skills for representing investment strategies to sophisticated audiences.
• Willingness and ability to travel for client meetings and industry events.
• Commercial judgment to identify and qualify leads while respecting client-ownership boundaries.

Preferred Profile

• Track record of successfully introducing or growing institutional mandates.
• Fluency in Arabic and English.