Assistant Portfolio Manager

Lunate; Abu Dhabi; On-site; USD 80,000 - 120,000; Full time

Job summary

Lunate, an independent global alternative investment manager in Abu Dhabi, seeks a dynamic professional to support its Portfolio Management team. This role involves research, presentation creation, and portfolio monitoring, ensuring that funds meet their investment goals. Suitable candidates will possess strong analytical skills and a solid background in finance or economics, getting involved in diverse investment strategies.

Qualifications

• 4-7 years’ experience in Fund Management and/or Buy Side Equity Research.
• Interest in coding/data or willingness to learn.
• Exposure to equities, commodities and/or fixed income.

Responsibilities

• Support the ongoing portfolio monitoring and risk management process.
• Assist in preparing investment recommendations and internal presentations.
• Participate in driving strategic projects and contributing insights.

Skills

Analytical skills

Financial modelling

Visual storytelling

Data visualization

Communication skills

Interest in markets

Education

Bachelor’s degree in Business/ Finance / Economics

MBA or CFA designation

Tools

Excel

Bloomberg

Job description

Firm Overview

Lunate is a new Abu Dhabi-based, Partner-led, independent global alternative investment manager with more than 200 employees and $110 billion of assets under management. Lunate invests across the entire private markets spectrum including buyouts, growth equity, early and late-stage venture capital, private credit, real assets, and public equities and public credit. Lunate aims to be one of the world’s leading private markets solutions providers through SMAs and multi-asset class funds, seeking to generate best-in-class risk-adjusted returns for its clients.

Job Purpose

The role will focus on supporting the Portfolio Management team, conducting research for the use of the investment team, and generating investment content for sales and marketing with a strong focus on presentation creation & curation. This is an exciting opportunity to gain exposure to a broad range of investments and asset classes in a dynamic, collaborative team environment.

Key Duties and Responsibilities

• Support the ongoing portfolio monitoring and risk management process.
• Ensure that the funds meet their investment objectives.
• Support the sales process, by producing ideas/content or answering client questions.
• Help build out the systems and processes, around data and improve efficiencies of tasks, with the aim to speed up and increase accuracy.
• Monitor market trends, economic data, and portfolio positions.
• Assist in preparing investment recommendations and internal presentations.
• Participate in driving strategic projects, investment meetings, contributing insights.

Qualifications and Experience

• Bachelor’s degree in Business/ Finance / Economics degree from a top-tier university
• An MBA from a reputable school or CFA designation is an advantage
• 4-7 years’ experience in Fund Management and/or Buy Side Equity Research
• Prior experience in ETF fund management and/or retirement funds
• Interest in coding/data or willingness to learn
• Interest in markets and investing, with an ability to articulate investment ideas
• Exposure to equities, commodities and/or fixed income
• Progress toward CFA/CAIA designation is a plus
• Besides people with background in asset management and research, candidates with management consulting experience in Big Three firms are encouraged to apply
• Strong analytical and financial modelling skills
• Proficient in visual storytelling and data visualization, including the design of impactful slide decks
• Excellent written and verbal communication skills in English, Arabic is a plus
• High level of intellectual curiosity and attention to detail
• Ability to work independently and as part of a collaborative team
• Strong work ethic and commitment to continuous learning
• Strong proficiency in Excel; familiarity with Bloomberg