Investment Analyst

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

Job summary

A financial services firm in Dubai is looking for an Analyst to support investment management and advisory activities. Key responsibilities include conducting financial and market analysis, creating financial models, and assisting in transaction execution. The ideal candidate will have 1-3 years of relevant experience, strong financial modeling skills, and a Bachelor's degree in Finance or a related field. This role offers an opportunity for growth within a dynamic investment team.

Qualifications

• Minimum 1-3 years of relevant experience in financial analysis or investment banking.
• Demonstrated expertise in financial modelling, valuation, and analytical tools.

Responsibilities

• Conduct comprehensive research on macroeconomic trends and competitive landscapes.
• Support execution of investment banking and advisory mandates like M&A and IPOs.
• Track KPIs for portfolio companies and investment mandates.

Skills

Financial analysis

Market research

Financial modeling

Valuation techniques

Data management

Education

Bachelor's degree in Finance, Accounting, Economics

Job description

Job Overview

The Analyst plays a critical role in supporting investment management and advisory activities. This job includes conducting comprehensive financial and market analysis, building robust financial models, supporting transaction execution, preparing pitch materials, and contributing to due diligence processes. The Analyst will work closely with internal teams and external stakeholders to ensure effective delivery of investment services and maintain high standards of financial insight and executional excellence.

Job Responsibilities

Market Research and Industry Analysis

• Conduct comprehensive research on global and regional macroeconomic trends, sector-specific developments, and competitive landscapes.
• Stay abreast of industry news, regulatory changes, and market signals to inform investment strategies and client advisory.
• Perform qualitative and quantitative assessments of sectors and companies to identify emerging risks and opportunities.

Financial Analysis and Modelling

• Analyse company financials, including income statements, balance sheets, and cash flow statements, to assess operational performance and financial health.
• Develop and maintain detailed financial models to support investment decisions, including forecasts, scenario analyses, and pro forma financial statements.
• Execute valuation methodologies such as Discounted Cash Flow (DCF), Comparable Company Analysis, Precedent Transaction Analysis, and Leveraged Buyout (LBO) models to determine asset and company values.
• Conduct sensitivity analyses and benchmarking exercises to test model assumptions and assess risk exposures.

Transaction Execution and Deal Support

• Assist in the end-to-end execution of investment banking and advisory mandates, including M&A, IPOs, and capital raising transactions.
• Support deal origination efforts by preparing pitch decks, teasers, and client-facing presentations. Coordinate internal due diligence and liaise with cross-functional teams to ensure timely and accurate data collation.
• Manage data rooms and facilitate Q&A processes with clients, advisors, and counterparties during live transactions. Investment Evaluation and Risk Assessment
• Conduct independent assessments of potential investment opportunities across multiple asset classes, including structured finance, private credit, real assets, private equity, venture capital, direct and fund investments.
• Evaluate investment risks and returns, present investment recommendations, and prepare internal investment memos for decision-making committees.
• Support the development of risk mitigation strategies aligned with the firm’s investment policy and risk appetite.
• Reporting, Monitoring, and Performance Tracking
• Track key performance indicators (KPIs) for portfolio companies and investment mandates, highlighting variances and proposing corrective measures.
• Maintain dashboards and reporting tools to support ongoing monitoring and performance evaluation.
• Provide regular updates on market movements and portfolio impact to internal stakeholders and clients.

Business Development and Client Interaction

• Participate in client interactions to gather information, understand strategic goals, and respond to queries or data requests.
• Support the preparation of client engagement materials to drive business development and relationship management efforts.
• Assist in identifying cross-sell opportunities within the firm’s broader financial services ecosystem.

Operational and Administrative Support

• Ensure all transaction documentation is accurately recorded and filed in accordance with internal controls and compliance standards.
• Provide general administrative and coordination support to the Investment Management & Advisory team as needed.
• Maintain organized records and assist in audit and compliance reviews related to investment activities.

Governance, Compliance, and Ethical Conduct

• Ensure full adherence to internal policies, regulatory requirements, and industry best practices in all aspects of the role.
• Demonstrate professionalism and uphold the firm’s values in all client and team interactions. Exercise sound judgment and ethical decision-making in high-pressure and confidential situations.
• General Accountabilities
• Uphold company values throughout business practices and utilise sound judgment in decision making.
• Any other additional duties as may be required by management based on needs of the business.

Experience Required

• Minimum 1-3 years of relevant experience in financial analysis, investment banking, private equity, corporate finance, or a similar environment.
• Demonstrated expertise in financial modelling, valuation, and analytical tools.
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline