Research Analyst – Multi-Asset (CFA Mandatory)

PhillipCapital group; Dubai; On-site; AED 80,000 - 120,000; Full time

Job summary

A leading financial services organization is looking for a professional to provide independent research across equities, fixed income, commodities, FX, and derivatives. The role involves producing actionable research, building valuation models, and collaborating with various desks. Candidates should have strong financial modeling and data analysis skills, proficiency in Excel, and a CFA qualification. The position is based in Dubai and offers an exciting opportunity to support advisory and trading decisions.

Qualifications

• 1-2 years of experience in a relevant field.
• Strong financial modeling and data analysis skills.
• Ability to communicate investment theses clearly.

Responsibilities

• Produce fundamental and quantitative research across all asset classes.
• Build and maintain valuation models and forecasts.
• Conduct macroeconomic and security-level analysis.

Skills

Financial modeling

Data analysis

Proficiency in Excel

Written communication

Understanding of derivatives

Education

CFA

Tools

Excel

Bloomberg

Refinitiv

Python

R

Job description

Experience

1–2 years

Qualification

CFA

Role Summary

Independent research coverage across equities, fixed income, commodities, FX, derivatives, and other assets. Deliver actionable, compliance‑ready research supporting advisory, trading, and portfolio decisions.

Key Responsibilities

• Produce fundamental and quantitative research across all asset classes.
• Build and maintain valuation models, forecasts, and scenario analyses.
• Conduct macroeconomic, sectoral, and security‑level analysis.
• Generate investment notes, trade rationales, and risk assessments.
• Monitor markets, news, earnings, data releases; translate into insights.
• Support portfolio construction, asset allocation, and performance reviews.
• Maintain research databases, dashboards, and model integrity.
• Ensure research aligns with regulatory, suitability, and disclosure standards.
• Collaborate with sales, advisory, and trading desks; respond to ad‑hoc requests.

Required Skills

• Strong financial modeling, valuation, and data analysis.
• Proficiency in Excel; familiarity with Bloomberg/Refinitiv preferred.
• Clear written communication; concise investment theses.
• Solid understanding of derivatives and risk metrics.
• High discipline, accuracy, and deadline control.

Preferred Profile

• Exposure to multi‑asset research in brokerage, asset management, or advisory.
• Working knowledge of Python/R or advanced Excel analytics.
• Understanding of compliance frameworks in regulated environments.