Job: Assistant Portfolio Manager - Investment 

Location: ِAmman - Jordan

Industry: Investment and Financial Services

 

 

Key Responsibilities: 

Monitor portfolio performance, track KPIs, and assist in managing and identifying risks across portfolios to ensure alignment with investment guidelines and propose actions to improve performance to management.

Create regular reports on investment performance and activity. Report on market conditions and economic trends; prepare reports on the venture industry outlook. Collect portfolio financial information, KPIs, and impact metrics. Serve as the focal point of contact between the Fund and its portfolio entities. Receive, evaluate, and process requests from portfolio entities and recommend appropriate actions to management. Draft and compile memos for the investment committee regarding portfolio management issues. Build close relationships between the Fund and portfolio investments. Follow up on all recipient applications for disbursement and liaise with the appropriate department to ensure the timely disbursement of approved funds. Ensure that all conditions precedent have been fulfilled on a timely basis prior to fund disbursement. Oversee portfolio progress to ensure satisfactory completion of contractual provisions. Assist in providing input for the preparation of the annual operating budget for the Investment Department and support its implementation in Information & Reporting. Support due diligence and review of investment requests. Prepare periodic reports on disbursement levels and forecasts. Prepare quarterly and annual portfolio reports for review by management. Build and maintain financial models, supporting the generation of reports and presentations for senior management and stakeholders. Ensure ongoing knowledge of industry trends and regulations to maintain effectiveness and compliance. Continuously follow up on investment updates related to investment requests and ensure adherence and communication across the organization. Perform any other related duties and tasks deemed necessary by the direct manager.

 

 

Requirements: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. At least 8–10 years of relevant professional experience, with 3–5 years in venture capital, private equity, banking, fund management, or financial analysis. Strong analytical skills with experience in financial modeling, portfolio tracking, due diligence, and KPI analysis. High capacity to conduct independent research and analysis, identify problems, and propose solutions or recommendations. Strong ability to demonstrate sound risk management judgment in an investment environment. Fluency in both Arabic and English.