Senior Investment Strategist

2 days ago


Islamabad, Islamabad, Pakistan AWT Investments Limited Full time
Head Investment Advisory

A highly skilled and experienced professional is sought after to lead our investment advisory team at AWT Investments Limited in Pakistan. The ideal candidate will possess a deep understanding of the local market and a proven track record in delivering high-quality investment advice.

  • Develop and present compelling investment proposals to high net worth clients, highlighting key opportunities and risks.
  • Work closely with the CEO to finalise investment strategies and ensure timely delivery of proposals to clients.
  • Draft and arrange required documentation for advisory clients, ensuring compliance with the Investment Policy Statement (IPS) and portfolio management agreement (PMA).
  • Collaborate with the legal and operations department to manage document liaison and ensure seamless execution of agreements.
  • Manage a diverse portfolio of fixed income and equities, making informed investment decisions to maximise returns.
  • Prepare detailed minutes and presentations to support decision-making and stakeholder communication.
Key Responsibilities

The successful candidate will be responsible for:

  • Maintaining strong relationships with clients, ensuring their needs are met and expectations exceeded.
  • Staying up-to-date with market trends and regulatory requirements, applying this knowledge to inform investment decisions.
  • Working collaboratively as part of a dynamic team to achieve business objectives.
Qualifications and Experience

We are seeking a highly motivated and qualified individual with:

  • CFA qualification preferred.
  • Proven experience in investment advisory or a related field.
  • Strong analytical and problem-solving skills, with the ability to think critically and strategically.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.


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