Investment Analyst, Associate

Ghobash Trading & Investment Company; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a detail-oriented Investment Analyst/Associate to join their dynamic team. In this pivotal role, you will leverage your strong analytical skills to conduct in-depth investment research and portfolio management. You will monitor global financial markets, perform risk analysis, and provide actionable insights for international listed investments. This position offers an exciting opportunity to work with modern investment tools and collaborate closely with portfolio managers. If you are passionate about investments and eager to make a significant impact, this is the perfect opportunity for you to thrive in a fast-paced environment.

Qualifications

• Strong analytical experience in investment research and portfolio management.
• Graduation in Business/Commerce/Economics is essential.

Responsibilities

• Support in the evaluation and execution of international listed investment opportunities.
• Conduct fundamental analysis and prepare investment memos.

Skills

Investment Analysis

Portfolio Management

Risk Analysis

Fundamental Research

Financial Modeling

Market Monitoring

Investment Tools Proficiency

Education

Graduation in Business/Commerce/Economics

MBA

CFA Charter Holder

Tools

MS Office

Bloomberg

Morningstar

Eikon

Job description

Job Title: Investment Analyst/Associate (International Listed Investments)

Job Description

• Strong investment/analytical experience in portfolio management, investment research and/or public fund selection in areas such as equities, ETFs, hedge funds & bonds, fixed income, etc., preferably in an investment firm, or in a wealth management platform, or in a family office or in any similar other buy-side platform.
• Ability to perform in-depth analysis on the quality, credibility and historical performance of managers/issuers.
• Ability to perform risk & sensitivity analysis on total portfolio and on individual investment positions & opportunities as well.
• Good experience of conducting fundamental research on listed investment opportunities and ability to create clear and concise investment memos, highlighting performance, outlook, industry positioning and risks/merits of investment case.
• Due exposure to working with all modern investment tools (MS Office / Bloomberg / Morningstar / Eikon / among others) and adequately tech savvy.

A. Research, Investment & Monitoring

• Provide active support to PM/HOLI (Intl. Listed Investments) in the origination, assessment, evaluation and execution of investment opportunities in the space of international listed investments.
• Stay up to date with market news and developments globally and provide insights and make actionable suggestions for International listed investment portfolio.
• Monitor global financial markets on a continued basis to identify out-performing sectors and geographies and shifting trends to generate investment/divestment and trade ideas.
• Conduct Fundamental Analysis in forming views about buying, selling or holding international listed investment positions.
• Perform due diligence, research and analysis on prospective investment opportunities across the multi-asset class international investment portfolio including viability of the manager, the relevant peer analysis, track record, volatility, quartile ranking against other managers in the space and potential absolute returns and risk adjusted returns.
• Maintain updated coverage on portfolios of DM and EM equity funds, hedge funds, fixed income third party managers, multi-credit and bonds and perform regular monitoring of their performance.
• Analyze financial statements and build financial models and independent valuation to form an in-house view on target investments.
• Attend strategy and briefings meetings/calls with banks, advisors and third-party managers and propose rebalancing recommendations across asset classes and/or geographies to PM/HOLI based on the views of meetings and in alignment with investment mandate and in-house views.
• Prepare annual strategy notes on the outlook of different asset classes under international listed category and quarterly update the same.

B. Other Ancillary Roles

• Per need, support to Operations Department on MIS reporting issues, Portfolio's risk profile presentation, Board presentation etc. and on supply of required information on portfolio.
• Support to PM/HOLI in periodic qualitative performance reporting in respect of portfolio including Managers performance report.

Desired Candidate Profile

• Graduation in Business/Commerce/Economics
• MBA and/or CFA Charter holder preferred but not essential.