Investment Analyst

Mark Williams Recruitment; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A boutique investment advisory firm in Abu Dhabi is seeking a high-performing Investment Analyst. The role includes conducting financial modelling, supporting equity investments, and monitoring portfolio performance. Candidates should have 2-3 years of experience in investment analysis and possess advanced skills in financial modelling and communication. This position offers significant exposure to the investment lifecycle.

Qualifications

• 2-3 years of experience in investment analysis, corporate finance, or M&A.
• Buy-side experience including roles in Private Equity or investment holding companies.
• Advanced skills in financial modelling and data analysis.

Responsibilities

• Conduct in-depth financial modelling and valuation analysis.
• Prepare investment memoranda and committee reports.
• Monitor portfolio company performance and deliver updates.

Skills

Financial modelling

Valuation analysis

Market research

Communication skills

Time management

Education

Bachelor’s degree in Finance, Economics, Business

CFA candidate or MBA

Job description

Our client, a boutique investment advisory firm, is sector and geographically agnostic, with the majority of their deals occurring outside the UAE. They are seeking a high-performing Investment Analyst to join the investment team in Abu Dhabi. This role offers direct exposure to the full investment lifecycle—from deal sourcing and due diligence to portfolio monitoring and strategic advisory support. The Analyst will play a key role in evaluating new opportunities and supporting value creation across the firm’s growing portfolio.

Responsibilities

• Conduct in-depth financial modelling, valuation analysis, and market research for potential investments and portfolio companies.
• Support the origination and execution of equity investments across diverse sectors including technology, healthcare, energy transition, and consumer.
• Prepare detailed investment memoranda, board presentations, and internal committee reports for senior leadership and investment committee review.
• Lead commercial, financial, and operational due diligence on prospective investments.
• Assist in strategic advisory projects, including portfolio optimisation, financial planning, and business transformation initiatives.
• Monitor portfolio company performance and deliver regular performance updates, KPI tracking, and strategic insights.
• Collaborate with internal stakeholders and external partners to support governance, reporting, and value creation plans.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or related field; CFA candidate or MBA a plus.
• 2–3 years of experience in investment analysis, corporate finance, or M&A.
• Buy-side experience is essential – including roles in Private Equity, Principal Investments, Family Office, or investment holding companies.
• Currently based in the UAE, with solid knowledge of the local and regional business and investment landscape.
• Advanced skills in financial modelling, valuation techniques (DCF, LBO, comparables), due diligence, and data analysis.
• Excellent communication and presentation skills – able to distil complex analysis into clear, actionable insights.
• Proactive self-starter with strong time management and the ability to thrive in a fast-paced, multi-tasking environment.