Director - Head of Fixed Income
Beltone Asset Management
Total years of experience :15 years, 2 Months
• Responsible for managing over 28 mandates in the form of conventional money market funds, unit- linked insurance portfolios, corporate and family office portfolios and employee pension plans; with total assets under management reaching EGP 18 billion.
• Managing fixed income team; assigning tasks, delegating responsibilities, and assessing team performance.
• Managing clients’ relationships; handling Investment Committees, Supervisory/Performance Committees and Strategy Meetings.
• Setting the overall investment strategy including the tactical view, one-year outlook, and core long- term view which is used to re-set asset allocations for managed mandates.
• Setting the appropriate asset allocation for the funds and portfolios in accordance with the fund or portfolio prospectus/investment guidelines.
• Monitor daily reports for funds and portfolios to remain constantly updated with any changes in the mandates’ constituents.
• Monitor and analyze primary and secondary markets to identify market behavior, and opportunities.
• Approve and oversee the execution of all fixed income and money market trades across all managed
mandates.
• Monitor and analyze economic indicators and geo-political updates to be updated with any changes that might affect interest rates.
• Ensure compliance with all investment guidelines, FRA & CBE regulations and internal policies, procedures, and code of conduct to maintain a sound legal position and mitigate any potential risks.
• Construct and structure portfolios tailored to potential clients’ specific risk/return and cash flow requirements.
• Perform re-balancing scenarios to pre-determine the effects of investment decisions on funds and portfolios.
• Analyze daily reports for funds and portfolios to remain constantly updated with any changes in the mandates’ constituents.
• Execute all fixed income and money market trades across all managed mandates.
• Oversee protection analyses for all capital protected funds, and determine the amounts that can be subjected to higher risk investments to ensure the preservation of invested capital.
• Analyze periodic competitors’ performance to identify current market position.
• Generate investment ideas to assist in business growth and develop new-to-market products for fund and portfolio management.