Investment Analyst

DMC; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading marine organization in Dubai seeks an experienced Investment Analyst to manage high-net-worth family investments, execute transactions, and prepare detailed MIS reports. The ideal candidate will have 3–6 years of experience, a CFA, CA, or MBA, and a strong track record in investment analysis and portfolio management. The role includes benefits as per UAE Labour Law.

Benefits

Employee Benefits as per the UAE Labour Law

Qualifications

• 3–6 years of experience as an Investment Analyst for high-net-worth families.
• Proven ability in managing a portfolio across diverse asset classes.
• Advanced proficiency in preparing Management Information System (MIS) reports.

Responsibilities

• Manage investments for high-net-worth families by diversifying across asset classes.
• Execute transactions in global equities, derivatives, and other financial products.
• Design and implement innovative investment strategies to achieve target returns.
• Build and maintain relationships with banks and financial institutions.

Skills

Investment analysis

Portfolio management

Presentation skills

Education

CFA, CA, or MBA

Job description

We're recruiting an Investment Analyst for a leading marine organization in Dubai, UAE.

About Our Client:

Our client is a leading marine organization based in Dubai, recognized for its excellence in delivering comprehensive marine services and solutions. With decades of expertise, the company has established itself as a trusted partner in the maritime industry, serving clients across shipping, logistics, offshore, and port operations.

Key Responsibilities:

• Manage investments for high-net-worth (HNW) families by diversifying across global asset classes, including equities, real estate, and private companies, to ensure sustainable and secure growth.
• Execute transactions in global equities, derivatives, ETFs, bonds, and structured products in line with client objectives.
• Design and implement innovative investment strategies across multiple asset classes to achieve target returns while maintaining alignment with clients’ risk profiles.
• Build and maintain strong relationships with banks and financial institutions to ensure seamless execution of transactions, access to credit facilities, and a full suite of banking services.
• Liaise with banks regarding account-related matters, including openings, closures, and amendments to account details or signatories.
• Coordinate with banks for the timely execution of transactions such as fund transfers, deposits, withdrawals, and foreign exchange operations.
• Negotiate interest rates, fees, and other service charges with banking partners to optimize value for clients.
• Monitor and reconcile bank accounts and transactions to ensure accuracy, prevent fraud, and resolve discrepancies efficiently.
• Prepare and submit weekly Management Information System (MIS) reports to provide a comprehensive overview of BAB & SAB’s portfolio performance, asset allocation, and key performance indicators, while identifying opportunities for improvement.

Requirements

• Qualifications: CFA, CA, or MBA.
• Experience: 3–6 years as an Investment Analyst with a strong track record in managing portfolios for high-net-worth (HNW) families.
• Expertise: Proven ability in investment analysis, portfolio management, and execution across diverse asset classes.
• Skills: Advanced proficiency in preparing and presenting Management Information System (MIS) reports with actionable insights.

Benefits

• Employee Benefits as per the UAE Labour Law.