Investment Associate - Strategics Assets (UAE National)

Emirates Investment Authority; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A prestigious investment authority in Abu Dhabi is seeking an experienced Investment Associate to manage and optimize the value of investments in various sectors. The role entails monitoring asset performance, conducting financial analyses, and supporting transformation initiatives at portfolio companies. Candidates should possess a bachelor’s degree in Finance or Business, relevant professional certifications are a plus, and 4-8 years of experience in consulting or investments is required. Strong financial modelling and communication skills are essential.

Qualifications

• 4-8 years of experience in Consulting / Investments or related field.
• Relevant professional certificates are an added advantage (CFA, CPA).
• Must hold a valid UAE family book.

Responsibilities

• Manage the value of investments in the sector.
• Support portfolio company value creation opportunities.
• Perform analysis and reporting that supports regular performance reviews.

Skills

Financial modelling

Communication skills

Presentation skills

Education

Bachelor's degree in Finance or Business

Job description

The Investment Associate provides support to the sector head who works through our appointed board members to oversee strategy, budgeting, risk, talent, compensation, and M&A initiatives in our portfolio companies. The position is also responsible for helping:

• Manage the value of our investments in the sector;
• Initiate and manage transformation initiatives at our portfolio companies;
• Evaluate new investment opportunities.

Responsibilities and duties

Drive / optimize value creation in portfolio companies

• Support portfolio company value creation opportunities through consistently refreshed shareholder opinions / Value Creation Plans;
• Provide support to the Investment manager who acts as the key interface in relationship with portfolio companies (Board / Exec team) to drive value creation plans to execution;
• Support the identification and analysis of portfolio company synergies and their implementation.

Monitor asset performance and mitigate potential issues

• Perform analysis and reporting that supports regular performance review of portfolio companies;
• Review and report whether companies are on track vs. plan on key topics;
• Flag any potential issues to the investment manager;
• Provide data and requests for reports and analysis that underpin decisions on implications of hold / sell for assets.

Sector strategies & detailed sector screens

• Gather data and research that support the development of sector strategies / EIA point of view on sector and on latest relevant trends / investable themes;
• Gather data and research that support the development of detailed sector screens to identify the most attractive opportunities for investment;
• Deal origination for new strategic investments (in coordination with M&A);
• Begin to forge connections that engage with the sector ecosystem and allow further building of a strong network with relevant stakeholders;
• Conduct reports and analysis as requested to enable deal teams to execute on deal transactions in collaboration with M&A team; heavily contribute on all sector-specific / commercial topics (e.g., commercial diligence);
• Reporting - Perform inter-company comparison with other sector / industry competitors in terms of costs, sales, profit, ratios, etc.

Requirements

• Bachelor's degree in Finance or Business;
• Relevant professional certificates are an added advantage (CFA, CPA);
• Must hold a valid UAE family book;
• Must have 4-8 years of experience in Consulting / Investments or related field;
• Strong financial modelling experience;
• Strong communication and presentation skills.