Career

Your main responsibilities:

Leading the activities of the Investment Funds Department and organizing the effective work of the team;
Forming and implementing the investment strategy for mutual funds managed by Halyk Finance;
Managing the investment portfolios of the funds in accordance with approved investment declarations, investment strategies, legal requirements, and established restrictions;
Determining the optimal portfolio structure and making decisions on asset allocation across financial instrument classes;
Developing and presenting investment ideas and proposals for consideration by the Investment Committee;
Conducting fundamental and market analysis of issuers, securities, and other financial instruments;
Monitoring global financial markets and the securities market of the Republic of Kazakhstan, identifying investment opportunities and market trends;
Controlling the performance, structure, and risks of investment portfolios, regularly evaluating their effectiveness, and rebalancing when necessary;
Ensuring compliance with investment declarations, limits, internal documents, and regulatory requirements in fund management;
Participating in the development and improvement of the product line of investment funds, including the creation of new investment strategies and solutions;
Participating in setting target indicators for funds and developing approaches to improve asset management efficiency;
Preparing analytical materials, reports, and presentations on fund performance for the Investment Committee, management, and interested departments;
Interacting with internal company departments — risk management, legal, operations, sales, the analytical center, and other functions;
Participating in preparing materials for clients and partners regarding investment strategies, results, and fund features;
Participating in the development of the investment fund business and increasing the attractiveness of products for investors.

We are interested in candidates with:

A higher education degree — in mathematics, economics, or finance;
3–5 years of experience in asset management, portfolio management, investment analysis, or investment banking;
Knowledge of investment strategy formation principles, asset allocation, diversification, and investment risk management;
Experience in preparing and presenting investment ideas to an Investment Committee;
CFA or another international professional certification in investments and asset management will be an advantage;
Financial modeling skills;
Fluent Excel skills (pivot tables, Power Query), experience with Power BI;
Ability to analyze financial statements to assess business growth prospects, stock growth potential, and creditworthiness;
A personal brokerage account will be an advantage;
Fluent English to work with international financial analytics and professional sources.

We offer:

Employment in the country’s largest financial group with sustainable opportunities for professional and career growth;
A yearly bonus and an Independence Day award;
Health insurance after the probationary period;
26 calendar days of vacation + additional days for important life events;
Medical check-up after 1 year of employment;
Favorable corporate parking conditions;
An open corporate culture: sports tournaments, yoga classes, corporate events;
Professional development: training, education, and an individual development plan;
Participation in new projects of the Halyk Group and the opportunity to implement your own initiatives;
Work schedule: 5/2, 09:00–18:00.

Investment Fund Management