Investment Associate

OmanYP; Dubai; On-site; AED 350,000 - 650,000; Full time

Job summary

OmanYP is a leading investment and advisory platform focused on GCC opportunities. We seek an experienced professional to evaluate and execute M&A, private equity, and strategic investments across the region.

You will build financial models, prepare memoranda and materials for investment committees, conduct due diligence, and support transactions from origination to completion in a fast-paced Dubai setting.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• 5-7 years of experience in Investment Banking, M&A, Private Equity, or Principal Investments.
• Advanced financial modelling and valuation skills.
• Experience developing investment committee materials and transaction analyses.
• Strong commercial and analytical acumen.
• Demonstrated ability to manage multiple workstreams simultaneously.
• Excellent presentation and communication skills.
• Experience interacting with senior stakeholders and management teams.
• Based in, or willing to relocate to, Dubai.

Responsibilities

• Evaluate and execute M&A, private equity, and strategic investment opportunities.
• Build and maintain detailed financial models and valuation analyses.
• Prepare investment memoranda, presentations, and investment committee materials.
• Conduct commercial, financial, operational, and market due diligence.
• Perform sector research, market mapping, and target screening exercises.
• Support transaction execution processes from origination through completion.
• Coordinate with legal, financial, commercial, and tax advisors.
• Analyse industry trends and identify potential investment opportunities.
• Monitor portfolio company performance and key operating metrics.
• Assist management teams with strategic and operational initiatives.
• Engage with senior stakeholders, investors, and external advisors.
• Present findings and recommendations to senior leadership.
• Support business development and relationship management activities.
• Contribute to value creation projects across portfolio investments.

Skills

Financial modelling

Valuation

M&A

Private equity

Stakeholder management

Presentation skills

Analytical thinking

Communication skills

Multi-project management

Market research

Due diligence

Education

Bachelor's degree in Finance/Economics/Accounting/Business

CFA/ACA/CA or similar qualification (advantageous)

Job description

Our client is a leading investment and advisory platform focused on identifying, evaluating, and executing investment opportunities across the GCC. Operating within a high-growth sector, the firm partners with investors, operators, and management teams on acquisitions, strategic investments, and value creation initiatives across the region.

• Evaluate and execute M&A, private equity, and strategic investment opportunities.
• Build and maintain detailed financial models and valuation analyses.
• Prepare investment memoranda, presentations, and investment committee materials.
• Conduct commercial, financial, operational, and market due diligence.
• Perform sector research, market mapping, and target screening exercises.
• Support transaction execution processes from origination through completion.
• Coordinate with legal, financial, commercial, and tax advisors.
• Analyse industry trends and identify potential investment opportunities.
• Monitor portfolio company performance and key operating metrics.
• Assist management teams with strategic and operational initiatives.
• Engage with senior stakeholders, investors, and external advisors.
• Present findings and recommendations to senior leadership.
• Support business development and relationship management activities.
• Contribute to value creation projects across portfolio investments.

• 5-7 years of experience within Investment Banking, M&A, Private Equity, or Principal Investments.
• Strong transaction execution experience across mergers, acquisitions, or investments.
• Advanced financial modelling and valuation skills.
• Experience developing investment committee materials and transaction analyses.
• Strong commercial and analytical acumen.
• Demonstrated ability to manage multiple workstreams simultaneously.
• Excellent presentation and communication skills.
• Experience interacting with senior stakeholders and management teams.
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• CFA, ACA, CA, or similar professional qualification is advantageous.
• Strong attention to detail and problem-solving capabilities.
• Healthcare sector exposure is beneficial but not essential.
• Ability to thrive in a fast-paced and entrepreneurial environment.
• Based in, or willing to relocate to, Dubai.