Role details

Performance Reporting and Valuations Manager

Qatar   •  Permanent

Bullet points

  • investment performance, analysis and valuation
  • Asset management

About Our Client

Leading Financial Services firm in Doha, Qatar

Job Description


Manage and lead the Performance Reporting and Valuation function which is responsible to provide official performance reporting to the Board and Management and support Finance Department's independent oversight of all investment portfolios. Manage the development and delivery of portfolio/ sector/ asset class performance as well as valuation and reporting to Management and Investment teams.


Contribute to the formulation and implementation of the departmental strategy and plans in order to enable the achievement of departmental needs and objectives. Contribute to the formulation and implementation of the departmental strategy and plans in order to enable the achievement of departmental needs and objectives.

Policies, Processes & Procedure

Contribute to the development and oversee the implementation of department policies, procedures and controls covering all areas of the department activities to ensure that all relevant procedural/legislative requirements are fulfilled while delivering a quality, cost-effective service to various sections and departments.


Direct strategic development & day-to-day running responsibilities of the Performance Reporting & Valuation function to support oversight of portfolios under management and identification of opportunities to enhance investment performance.

Performance Reporting

  • Ensure the development of meaningful, timely and independent investment performance and analysis to Board and Management with insightful commentary on key portfolio characteristics.
  • Provide technical expertise to management and investment teams on interpretation of portfolio & asset level analysis to support investment evaluation & appraisal.
  • Analyse and review investment performance data in addition to facilitating implementation of associated investment processes.
  • On-going review and analysis of portfolio construction including asset allocation (strategic/ tactical), benchmarking (construction) maintenance/ rebalancing), attribution (absolute) relative/ style) factor), and management of internal performance composites.
  • Challenge investment colleagues to test investment performance, benchmark composites and Investment due diligence.
  • Lead the design of customised analytics to support tactical asset allocation & reporting cycles.
  • Research and engage with stakeholders to deliver ad hoc analysis to support Management and investment teams.
  • Collaborate with internal teams to develop best solutions in optimizing delivery & reporting of analytics.
  • Lead the development of key performance indicators on reporting output.
  • Manage internal & external senior stakeholder relationships.Valuation
  • Lead the assessment of the impact of fair valuation process on periodic accounting provisions as per IFRS and provide valuation inputs to the Finance team.
  • Lead the review of current valuation practices with the aim of providing a gap analysis to best practice.
  • Lead the formulation of a valuation policy for the investments.
  • Lead and review prepared valuations for all unlisted investments.
  • Ensure effective communication with investee companies and internal investment staff who monitor investments on a regular basis.
  • Industry Knowledge
  • Keep abreast of changes in the industry (e.g. GIPS) and assess impact to policies and procedures
  • People Management
  • Lead the Performance Reporting and Valuation team, providing guidance, encouraging teamwork and facilitating related professional work processes in order to achieve high performance standards and staff pride in performance and contribution.

The Successful Applicant

University degree in Accounting/Finance/Economics/Mathematics.

Post graduate or Master in Applied Finance is preferred.

Additional professional certification, e.g. CIPM, FRIWPRM, or CFAICAIA. is highly desirable.

12-15 years of investment performance, analysis and valuation experience that includes:

Interpreting and articulating investment performance, analysis and valuation results for a diverse range of portfolios (all asset classes and sectors including alternatives).

Proven knowledge of market leading performance and analysis platforms and architecture.

Understanding of performance and valuation.

Understanding of fixed income and factor based attribution an advantage.

3-5 years of people-management experience.

What's on Offer

Tax free package with expat benefits

Apply for this job

Click the Apply or LinkedIn button below or contact Ben Ewbank on +974 4413 3508 quoting job reference 21715
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