Portfolio Analyst

Lunate; Abu Dhabi; On-site; AED 300,000 - 500,000; Full time

Job summary

A leading company in Abu Dhabi is seeking a senior investment professional for its Public Markets division. The role involves managing portfolios, leading investment research, and developing strategic materials for clients and leadership. Ideal candidates will possess strong experience in investment management and proven communication skills in both Arabic and English.

Qualifications

• 6-10 years of relevant experience in investment management or related fields.
• Exceptional written and verbal communication skills in Arabic & English.
• Strong proficiency in Excel; familiarity with Bloomberg.

Responsibilities

• Support portfolio monitoring and risk management.
• Lead investment content strategy and ensure high-impact delivery.
• Present investment ideas to internal and external stakeholders.

Skills

Investment Management

Portfolio Oversight

Leadership

Communication Skills

Analytical Skills

Data-Driven Content Creation

Education

Bachelor’s Degree

Tools

Excel

Bloomberg

Job description

Position Overview:

We are seeking a highly driven and experienced investment professional to join our Public Markets division. This senior role will have a central focus on portfolio oversight, investment content leadership, and strategic engagement with internal and external stakeholders. The candidate will be expected to contribute meaningfully to portfolio management, lead investment research initiatives, and own the development of high-quality investment narratives and presentations for use across the firm, including by senior leadership, clients, and the sales and marketing teams.

This is an opportunity to operate across multiple asset classes, contribute to investment decision-making, and drive innovation within a dynamic and collaborative environment.

Key Responsibilities:

• Support the ongoing portfolio monitoring and risk management process.
• Lead portfolio monitoring and risk oversight, ensuring alignment with stated investment objectives and client mandates.
• Act as a thought partner to the Portfolio Management team, generating actionable investment insights and recommendations.
• Oversee and enhance the investment content strategy, ensuring consistent and high-impact delivery across client-facing materials, pitchbooks, and strategic decks.
• Serve as a key contributor to sales and client engagement efforts, including the development of bespoke solutions and the proactive communication of market views.
• Spearhead initiatives to improve data infrastructure, automate workflows, and streamline analytical processes.
• Present investment ideas to internal committees and external stakeholders, including institutional clients and consultants.
• Mentor junior staff and play an active role in talent development within the team.
• Lead on strategic projects across the investment platform.

Basic Requirements:

• Relevant experience (investment management, investment banking, equity research, consulting, or similar)
• 6–10 years of relevant experience
• Proven track record in generating investment insights and influencing portfolio decisions, experience managing ETFs is a big plus
• Exceptional written and verbal communication skills in Arabic & English
• Demonstrated leadership in creating and delivering data-driven, visually compelling content and presentations
• High level of intellectual curiosity and attention to detail
• Ability to lead independently in a fast-paced, collaborative environment
• Strong work ethic and commitment to continuous learning
• Bachelor’s degree with a strong academic track record
• Strong proficiency in Excel; familiarity with Bloomberg

Preferred Qualifications

• Experience in managing or supporting ETF fund management and/or retirement funds
• Multi-asset expertise in public markets (equity, bonds and/or commodities)
• Experience with Shariah-compliant investment vehicles
• Exposure to systematic or quantitative investment approaches, strong data skills
• Interest in markets and investing, with an ability to articulate investment ideas with clarity
• Progress toward CFA/CAIA designation is a plus