Investment Analys / Financial Advisor

AI Showcase; Dubai; On-site; AED 120,000 - 240,000; Full time

Job summary

AI Showcase is seeking an Investment Analyst / Financial Advisor in Dubai to research financial markets, analyze company performance, and identify investment opportunities. You will prepare models, forecasts, and reports to support informed client decisions.

You will also work with clients to understand objectives, explain investment products, and assist with portfolio reviews while ensuring compliance with policies and requirements.

Qualifications

• Bachelor’s degree or diploma in Finance, Economics, Accounting, Investment Management, Business Administration, or a related field.
• Strong understanding of financial markets, investment principles, portfolio management, and financial analysis.
• Ability to analyze financial statements, company performance, market trends, valuation metrics, and investment opportunities.
• Familiarity with asset classes such as equities, bonds, funds, fixed-income products, and other investment instruments.
• Proficiency in Microsoft Excel and familiarity with financial databases, investment platforms, or analytical tools.

Responsibilities

• Conduct market research and evaluate investment opportunities across asset classes.
• Prepare research reports, financial models, forecasts, and investment recommendations.
• Support portfolio planning, risk assessment, and client-focused financial decision-making.
• Communicate investment strategies and recommendations to clients and stakeholders while maintaining confidentiality.

Skills

Analytical thinking

Financial analysis

Communication skills

Attention to detail

Excel proficiency

Client communication

Education

Bachelor’s degree in Finance/Economics/Accounting/Investment Management/Business Administration or related field

Tools

Microsoft Excel

Investment platforms

Financial databases

Job description

Role Description

We are looking for an Investment Analyst / Financial Advisor to support investment research, financial analysis, portfolio planning, and client-focused financial decision-making. This role combines market research, investment evaluation, financial planning, risk assessment, and client communication to help identify suitable financial opportunities and strategies.

The Investment Analyst will research financial markets, companies, industries, securities, and economic trends to evaluate investment opportunities. You will analyze financial statements, valuation metrics, market data, and investment risks while preparing research reports, financial models, forecasts, and recommendations to support investment decisions.

The Financial Advisor will work with clients to understand their financial objectives, risk preferences, investment needs, and overall financial circumstances. You will provide appropriate financial guidance, explain investment products and strategies, support portfolio reviews, and maintain strong client relationships while ensuring recommendations are aligned with applicable policies and requirements.

Both roles require strong analytical thinking, financial knowledge, communication skills, and attention to detail. You will contribute to market monitoring, portfolio analysis, investment reporting, risk assessment, client reviews, and continuous improvement while keeping informed about financial markets, investment products, economic developments, and industry trends.

Qualifications

• Bachelor’s degree or diploma in Finance, Economics, Accounting, Investment Management, Business Administration, or a related field.
• Strong understanding of financial markets, investment principles, portfolio management, and financial analysis.
• Ability to analyze financial statements, company performance, market trends, valuation metrics, and investment opportunities.
• Understanding of asset classes such as equities, bonds, funds, fixed-income products, and other investment instruments.
• Familiarity with financial modeling, investment research, forecasting, and portfolio analysis.
• Ability to assess investment risks, market conditions, financial objectives, and potential returns.
• Proficiency in Microsoft Excel and familiarity with financial databases, investment platforms, or analytical tools.
• Strong understanding of financial planning, asset allocation, diversification, and risk management principles.
• Ability to prepare investment reports, research summaries, portfolio reviews, and client presentations.
• Strong numerical, analytical, research, and critical-thinking skills with attention to detail.
• Excellent communication and interpersonal skills when explaining financial concepts and investment strategies.
• Ability to maintain confidentiality and handle sensitive financial and client information professionally.
• Proactive mindset with an interest in financial markets, investment trends, economic developments, portfolio strategies, and continuous improvement.