Investment Analyst – Family Office

SolutionBox; Dubai; On-site; AED 150,000 - 250,000; Full time

Job summary

A leading family office in Dubai seeks an experienced investment analyst to manage a diverse multi-asset portfolio. The successful candidate will excel in investment research, financial modelling, and portfolio management, with a preference for candidates familiar with Indian business dynamics. This role offers a unique opportunity to thrive in a fast-paced and impactful investment environment.

Qualifications

• 7+ years of experience in investment banking or asset management.
• Strong understanding of UAE, USA & Asia financial markets.
• Proficient in valuation techniques and financial modelling.

Responsibilities

• Conduct in-depth market research to identify investment opportunities.
• Monitor macroeconomic trends impacting portfolio performance.
• Engage with investment firms to source investment opportunities.

Skills

Investment Research

Financial Modelling

Portfolio Management

Problem-Solving

Data Analysis

Education

Bachelor's or Master's degree in Finance

CFA / CAIA designation

Tools

Bloomberg

Capital IQ

Morningstar

FactSet

Job description

We are seeking a candidate with proven experience in investment analysis within the US market to join Clients family office’s at Dubai, UAE . The successful candidate will support the family in evaluating, monitoring, and managing a multi-asset investment portfolio, including public equities, private equity, fixed income, real estate, hedge funds, and alternative investments.

An ideal profile would include familiarity with cross-border investment dynamics and an understanding of the financial mindset and cultural nuances of Indian business families—making candidates with Indian heritage or exposure to the Indian business ecosystem particularly well-suited for this role.

This role is ideal for a professional with a strong financial background who is passionate about investment research, financial modelling, and portfolio management in a long-term wealth management setting.

Key Responsibilities

1. Investment Research & Analysis

• Conduct in-depth market research and identify investment opportunities across multiple asset classes.
• Perform financial analysis, valuation modelling (DCF, comparable, etc.), and risk assessment on potential investments.
• Monitor macroeconomic trends, industry shifts, and geopolitical risks impacting portfolio performance.
• Assist in asset allocation strategy and portfolio construction based on risk-return objectives.
• Track portfolio performance, prepare investment reports, presentations, and recommendations for the investment committee.
• Support portfolio rebalancing based on market conditions and investment mandates.
• Conduct due diligence on direct investments, fund managers, and alternative assets (private equity, hedge funds, venture capital).

4. Relationship Management & Deal Sourcing

• Engage with fund managers, investment banks, private equity firms, and external advisors to source investment opportunities.
• Evaluate co-investment and direct investment opportunities aligned with family office objectives.
• Assist in negotiations and deal structuring for private investments and strategic partnerships.
• Develop and maintain detailed financial models to project returns, sensitivity analyses, and scenario testing.
• Support stress testing and Monte Carlo simulations to evaluate investment risk and performance.

Requirements

Education & Experience :

• Bachelor’s or Master’s degree in Finance, Economics, Business, Accounting, or related field .
• 7+ years of experience in investment banking, asset management, private equity, hedge funds, or a similar role.
• CFA / CAIA designation (or progress toward) is a strong plus.

Technical & Analytical Skills :

• Strong understanding of UAE, USA & Asia financial markets, portfolio management, and asset allocation .
• Proficiency in financial modelling, valuation techniques, and data analysis .
• Familiarity with investment research tools (Bloomberg, Capital IQ, Morning star, FactSet, etc.) .

Soft Skills :

• Highly analytical and detail-oriented with excellent problem-solving skills.
• Strong written and verbal communication for preparing reports and presenting to stakeholders.
• Ability to work in a fast-paced, confidential, and high-net-worth environment .
• Opportunity to work in a dynamic, multi-asset class investment environment .
• Exposure to direct investments, private equity, and alternative asset strategies .