Investment Associate (UAE National)

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

Job summary

A government investment organization in Abu Dhabi is seeking an Investment Associate to support strategy, budgeting, and investment value management. The role involves optimizing value creation in portfolio companies, monitoring asset performance, and developing sector strategies. Ideal candidates will have a Bachelor's degree in Finance or Business, relevant experience, and strong financial modeling and communication skills.

Qualifications

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

Responsibilities

• Drive value creation in portfolio companies.
• Monitor performance and mitigate potential issues.
• Conduct reports and analysis for strategic investments.

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; 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

Requirements

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