Senior Investment Associate

Khalifa University; Abu Dhabi; On-site; AED 250,000 - 350,000; Full time

Job summary

A leading university in the UAE is seeking a Senior Investment Associate to identify and execute investment opportunities across various asset classes. The role involves due diligence, financial modeling, and supporting strategic decisions. Ideal candidates will have extensive experience in investment banking or private equity, strong analytical skills, and the ability to mentor junior staff.

Qualifications

• 6–8 years of experience in investment banking or similar roles.
• Demonstrated track record in deal execution and portfolio monitoring.

Responsibilities

• Source and evaluate investment opportunities.
• Lead financial modeling and valuation analysis.
• Conduct thorough due diligence and monitor portfolio performance.

Skills

Analytical skills

Modeling skills

Valuation skills

Communication skills

Project management

Organizational skills

Ethical judgment

Education

Bachelor's degree in Finance

MBA

CFA

Tools

Microsoft Excel

PowerPoint

PitchBook

Bloomberg

Capital IQ

Job description

Job Purpose:

The Senior Investment Associate plays a key role in identifying, evaluating, and executing investment opportunities across various asset classes (e.g., venture capital, private equity, public markets). This role involves conducting due diligence, financial modeling, and supporting strategic investment decisions aligned with organizational objectives.

Key Responsibilities:

• Source, evaluate, and recommend investment opportunities in line with the fund's mandate and strategy
• Lead financial modeling, valuation analysis, and investment memos for IC (Investment Committee) approval
• Conduct thorough due diligence, including market, operational, financial, and legal reviews
• Monitor portfolio performance, prepare periodic updates, and support value-creation initiatives with portfolio companies
• Collaborate with internal stakeholders (e.g., legal, finance, other verticals) and external partners (e.g., co-investors, advisors)
• Support strategic fundraising activities, investor reporting, and communications
• Stay updated on market trends, economic outlooks, and sector developments relevant to investment theses
• Mentor junior analysts/associates and contribute to continuous improvement of investment processes

Qualifications:

• Bachelor's degree in Finance, Economics, Business, Engineering, or related field
• MBA, CFA, or other relevant post-graduate qualification is a strong advantage

Experience Requirements:

• 6–8 years of relevant experience in investment banking, private equity, venture capital, asset management, or a similar investment-focused role
• Demonstrated track record in end-to-end deal execution, financial due diligence, and portfolio monitoring
• Strong understanding of investment instruments (e.g., SAFEs, convertible notes, equity, debt) and transaction structures
• Exposure to sectors such as technology, healthcare, infrastructure, or education is an asset
• Experience working with or within institutional investors, family offices, sovereign wealth funds, or university-affiliated funds is a plus

Skills and Competencies:

• Strong analytical, modeling, and valuation skills
• Excellent written and verbal communication skills, including the ability to present to senior stakeholders
• Project management capability and ability to lead cross-functional teams
• High attention to detail and strong organizational skills
• Strong ethical judgment, discretion, and ability to manage confidential information
• Proficiency in Microsoft Excel, PowerPoint, and data platforms (e.g., PitchBook, Bloomberg, Capital IQ)