Senior Investment Manager – Institutional Department - position no. 1461

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

About the Role

We are seeking a highly skilled and motivated Senior Investment Manager to join the Institutional Department at IBI Portfolio Management. The role involves managing institutional investment portfolios, providing high-level service to major clients, leading strategic projects, and actively participating in investment committees and board meetings. This is a dynamic position that requires strong analytical abilities, excellent interpersonal skills, and the capacity to work independently under pressure.

Responsibilities:

• Ongoing investment management of institutional portfolios.
• Managing and servicing large institutional clients.
• Leading projects and actively participating in investment committees and board meetings.
• Working under pressure and managing decision-making processes.

Qualifications:

• Valid Investment Management License- mandatory.
• Experience working with institutional/corporate clients- mandatory.
• Specialization in equities- a significant advantage
• Familiarity with the Danel system- advantage.
• High proficiency in Excel- advantage.

Required Skills:

• Excellent interpersonal skills.
• Ability to interact effectively with a wide range of stakeholders.
• Strong presentation skills and a high level of service orientation.
• High level of independence.
• Ability to perform well under pressure.