Investment Associate – Single Family Office, Dubai

Agreus; Dubai; On-site; USD 90,000 - 130,000; Full time

Job summary

A leading family office in Dubai is seeking an Investment Associate with a strong background in finance and investment analysis. The successful candidate will work closely with a small team, analyzing investment opportunities across various asset classes, while demonstrating intellectual curiosity and strong analytical abilities. The role demands a self-starter with excellent interpersonal skills, and a commitment to high ethical standards.

Qualifications

• 3-5 years relevant experience in investment banking or private equity.
• Experience with M&A, Corporate Finance, investment analysis.
• Strong problem-solving abilities and sound judgment.

Responsibilities

• Analyze and report on investment portfolio performance.
• Document and monitor investment opportunities and evaluate managers.
• Execute deals by collaborating with legal teams and managing documentation.

Skills

Analytical skills

Intellectual curiosity

Interpersonal skills

Education

Relevant professional qualification such as CFA, CA

Job description

Investment Associate – Single Family Office, Dubai

Family Office is looking to hire a Investment Associate / Analyst to join their team.

The Office invests across the whole asset class spectrum, with a strong focus on Alternatives including Private Equity (both Directly and via Funds).

The Office also provides financial support to a connected Principals in their proprietary investments away from the FO.

Professional Background:

The successful candidate

• will have outstanding intellectual and analytical skills
• will have experience with M&A, Private Equity and/or Venture Capital, and a strong understanding of corporate finance
• is likely to have been working in investment banking, private equity, transaction services, management consulting or another family office in a similar capacity
• may have a relevant professional qualification such as CFA, CA, etc.
• must have a strong intellectual curiosity about investing and a commitment to learning
• must have the ability to cultivate new relationships within the investment community to provide other sources of new deals
• must be dynamic, a self-starter, and personable. Team chemistry is a key consideration.
• Approximately 3-5 years of relevant professional experience in top tier investment banking, private equity, transaction services, management consulting or another family office
• Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities
• Experienced with financial models for valuations and financial returns analysis, strong understanding of corporate finances, and 3-way financials statements
• Experienced with preparing board presentation, investment teasers and memos
• Day-to-day and task-to-project ownership:
  • Master communicator and over-communicating. Regularly updating parties involved with latest developments, problems encountered, etc. to keep everyone in sync.
  • Ability to simplify and map out vague/complex processes into actionable workplan and manage/iterate on workplan through-out execution.
  • Ability to frame complicated problems/ situations, mastery over large datasets and ability to leverage information to derive insights, ability to dig deep into a problem and invest time and effort to fully understand.
  • Problem-solver, ability to produce and offer solutions, pro-active mindset
  • “Scrappy”; you can do a lot with limited-to-no resources. No task is beneath you.
  • Able to stand-up for both yourself and the organization. You do what’s right first and you don’t take ‘no’ or ‘maybe’ for an answer
  • Remain transparent when identifying issues or mistakes, learn from experiences to continuously improve decision-making
  • Taking ownership over your work and being able to progress with autonomy. You are known for being resourceful, owning up on problems and challenges.
• Time management:
  • Highly self-motivated. You prioritize aggressively and stay focused on the few things that will have the biggest impact on the organisation.
  • Strong ability to work under pressure and potentially long working hours.
  • Sensitive to time pressure and able to judge what is “good enough” to be delivered immediately versus striving for perfection.
• Personality and ethics:
  • Strong character ethics and work ethics, virtuous, high ethical adherence and integrity, honesty, impeccable attention to detail, precision.
  • Strong interpersonal skills: a force of positivity for your team and for the company, modest, humble character and team-player, intellectually curious, eager to learn and grow.
  • Hard worker, demonstration of commitment to the company’s success (out-of-scope work, long hours, quashing “fires”, etc.)
  • Proactive self-starter.

Tasks and Responsibilities:

The role will include the following primary tasks and responsibilities:

• Analysing, documentation filing, monitoring, and reporting on the existing portfolio
• Develop and maintain a “knowledge library” (of funds, businesses, sectors, etc across different asset classes (PE, VC, etc.) ) through keeping track of investments opportunities and gathered information
• Analysing and evaluating managers, funds and potential acquisition opportunities using both strategic and analytical approaches
• Benchmarking existing fund managers against their peers
• Reviewing/filtering unsolicited investment opportunities and using judgement to determine which ones merit further consideration
• Drafting investment papers for presentation to the Investment Committee
• Deal execution – documentation, liaising with legal teams, external parties, etc.
• Working closely with investment team (Portfolio and Investment Managers, CIO)
• The team is small and non-hierarchical, so an entrepreneurial mind-set is essential.

If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV to Dimitri Peratikou [e-mail]

REF: AGR 953

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