Senior Investment Associate - Middle East

Meredith Brown Associates; Dubai; On-site; AED 200,000 - 300,000; Full time

Job summary

A financial services firm in Dubai is seeking a professional to manage investment portfolios for institutional and family office clients. The ideal candidate will have over 5 years of experience in investment banking or consulting, a strong academic background, and be bilingual in Arabic and English. This role involves developing and executing investment strategies while engaging in client relationship management and business development.

Benefits

Support for professional development (CFA qualification)

Qualifications

• 5+ years in a professional services role, such as investment banking or consulting.
• Experience living and working in the GCC.
• Passion for financial markets.

Responsibilities

• Manage investment portfolios for institutional and family office clients.
• Develop and execute clients' investment strategies.
• Engage in business development and client relationship management.

Skills

Intellectual curiosity

Team collaboration

Problem-solving

Interpersonal skills

Bilingual in Arabic and English

Education

Strong academic background

CFA qualification (preferred)

Job description

Role & Responsibilities :

• You will initially be allocated investment portfolios covering a range of institutional and family office clients.
• Portfolios will be managed on a fully discretionary basis by teams of three to six people. The team aims to specify, develop, and execute clients' investment strategies.
• This involves setting long-term asset allocation targets, evaluating and selecting third-party investment managers, designing and overseeing derivative overlay strategies, generating tactical asset allocation ideas, and attending client meetings to report on performance and discuss strategies.
• Assist in business development within the region by identifying prospects, engaging with key leaders, participating in meetings, and preparing meeting notes and follow-ups, including pitch materials.
• Perform due diligence on third-party investment managers, co-author investment strategy White Papers, and help develop the company's brand.
• Ensure adherence to information security policies and procedures, raising issues with the Cyber Security team as needed.
• Maintain compliance with local data protection regulations and privacy controls, reporting any issues through appropriate channels.

Skills Required :

• Be an intellectually curious team player with a strong desire to uphold the company's reputation for excellence.
• Possess a strong academic background with a genuine passion for financial markets.
• Have good problem-solving and interpersonal skills, thriving in a collaborative environment.
• Have approximately 5+ years of experience in a professional services role (e.g., management consulting, investment banking, accounting).
• Be bilingual in Arabic and English, with experience of living and working in the GCC.
• Be committed to professional development, such as obtaining the CFA qualification, which the company will support.

Please note : Due to high application volumes, we are unable to provide feedback to all applicants; only successful candidates will be contacted.