Deputy Manager/ Manager - Investments

Al Hamra; Ras Al Khaimah; On-site; AED 250,000 - 350,000; Full time

Job summary

A leading investment firm in Ras Al Khaimah is seeking a Deputy Manager/ Manager - Investments to conduct investment research and manage a diversified portfolio. The ideal candidate will have over 5 years of investing experience in listed equities and fixed income, along with strong financial analysis skills. This role includes regular market analysis and collaboration with the Investment Committee. Competitive salary and family benefits offered.

Benefits

Competitive salary package

Performance-based incentives

Learning and development opportunities

Exclusive employee offers

Qualifications

• Minimum 5+ years of investing experience in listed equities, fixed income, and alternatives globally.
• Experience in managing a globally diversified portfolio.
• Strong recent experience in macro-economic factors and financial analysis.

Responsibilities

• Conduct investment research and analysis across various asset classes.
• Manage and monitor portfolio performance and risk exposure.
• Prepare quarterly and annual reports for the Investment Committee.

Skills

Investment research and analysis

Financial analysis

Industry research

Macro-economic analysis

Negotiation skills

Education

CFA or MBA preferred

Job description

Job Title: Deputy Manager/ Manager - Investments

Entity: Sovereign Family Office

Location: RAK (Ras Al Khaimah)

Reports To: Director – Investments & Finance

About the Role

We are hiring for a mid-level position preferring candidates with a minimum 5+ years of investing experience in listed equities, fixed income, and alternatives globally. The candidate should demonstrate strong recent experience in keeping track of macro-economic factors, developing investment themes, fundamental company/industry research and financial analysis skills. As a part of the team, the candidate will also manage a globally diversified portfolio monitoring performance and work on developing and executing asset exits.

Key Responsibilities

Investments

• Investment research and analysis across multiple asset classes, viz. listed equities, fixed income, PE/VC, , and alternatives.
• Review adherence to the IPS and refine investment strategy in collaboration with leadership.
• Presentations before the Investment Committee and follow-up on actionable .

Research, Analysis & Due Diligence

• Regular market research, macroeconomic analysis, and industry research.
• Research and diligence new investments, including developing industry thesis.
• In case of private transactions, participate in the FDD/LDD process and manage the deal closures.
• Monitor portfolio companies and market conditions, providing timely recommendations for adjustments.

Portfolio Management

• Track and evaluate portfolio performance, risk exposure, and diversification.
• Ensure compliance with the investment policy statement and governance framework.
• Prepare quarterly and annual reports for the Investment Committee.

Deal Execution & Networking

• Lead negotiations and structuring of investment deals in collaboration with legal and advisory teams.
• Periodically review and monitor wealth managers and advisors to ensure they invest as per the mandate.
• Maintain relationships with external fund managers, advisors, and key market stakeholders.
• Participate in select investor meetings, conferences, and industry events.

Qualifications & Experience

• Education: CFA or MBA preferred; CAs with relevant experience are accepted as well.

Preferred previous experience:

• Investments team at a mid/large family office or a sovereign wealth fund which is actively investing across asset classes; or
• Investing team of a corporate which either invests for financial returns; or
• Investment advisory teams in wealth management or a financial institution advising clients to invest across asset classes globally; or
• Investments team at mid/large size PE/VC funds
• Prefer candidates who have worked in the UAE monitoring local (ADX/DFM) and foreign equities (US/EU); fixed income (bonds/bond funds) and alternatives. However, we are open to candidates based in other countries with strong relevant experience.

Compensation & Benefits

• Competitive salary package and performance-based incentives.
• Standard employer and family benefits.
• Learning and development opportunities through courses and networking events
• Exclusive employee offers to buy group properties, hospitality stays and network rewards