Investment Associate (UAE National)

Emirates Investment Authority; Abu Dhabi; On-site; AED 180,000 - 260,000; Full time

Job summary

The Emirates Investment Authority seeks an Investment Associate to support the sector head and our board members in shaping strategy, budgeting, risk, talent, compensation, and M&A across portfolio companies. The role focuses on enhancing value and driving transformation initiatives within the portfolio.

You will help manage investment value, support deal origination, analyze synergies, monitor performance, and enable execution with portfolio teams and the M&A group.

Qualifications

• Strong financial modelling experience.
• Strong communication and presentation skills.
• 4-8 years experience in Consulting / Investments or related field.

Responsibilities

• Drive/value creation in portfolio companies through refreshed shareholder opinions and Value Creation Plans.
• Support the Investment manager as the key interface with portfolio companies (Board/Exec) to drive value creation plans to execution.
• Identify and analyze portfolio synergies and implement them.
• Perform analysis and reporting for regular portfolio performance reviews.
• Monitor whether portfolio companies are on track vs. plan on key topics.
• Flag potential issues to the investment manager.
• Provide data and requests for reports underpinning hold/sell decisions.
• Develop sector strategies and sector screens; conduct deal origination for new strategic investments with M&A.
• Engage with sector ecosystem to build a broad network and support deal execution.

Skills

Financial modelling

Communication skills

Presentation skills

Education

Bachelor's degree in Finance or Business

CFA

CPA

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; initiating and managing transformation initiatives at our portfolio companies; evaluating 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 upon 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 asset

Sector strategies & detailed sector screens

• Gather data and research that supports the development of sector strategies / EIA point of view on sector and on latest relevant trends / investable themes
• Gather data and research that supports the development of detailed sector screens to identify most attractive opportunities for investment
• Deal origination for new strategic investments (in coordination with M&A)
• Begin to forge connections that engage with sector ecosystem and allow further building 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 competitor in terms of costs, sales, profit, ratios, etc

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