Associate - Investments

Communication

Internal Communication

• Manager - Investments
• Accounting and Operations
• Auditors

Purpose (Internal)

• To help manage the portfolio, provide analysis of existing and potential investments, performance reporting, and monitoring.
• To reconcile with accounting books and ensure that operations and accounting are updating the books.
• For the annual and recurring audit reviews.

External Communication

• Investment and Brokerage Firms
• Reuters and Bloomberg

Purpose (External)

• Data collection, funds analysis, research, and gaining insight on markets, and placing trading orders if the Investment Manager is not available.
• Essential for the workflow to monitor the portfolio of investments and the financial markets and gain insights on the markets.

Occupational Health & Safety & Environment

Accountability

Are accountable for their acts and omissions.

Responsibility

To follow agreed safe systems of work; to follow training and instructions; and to report accidents, incidents, and near misses.

Authority

To stop work if they think the work is unsafe.

Responsibilities

• Together with Manager - Investments, responsible for investment opportunities assessments, execution of investments, and portfolio monitoring.
• Perform activities with focus on market research, financial modelling, valuations, due diligence, investment structuring, legal framework review, negotiations and other related activities.
• Provide analytical and research support in the analysis of listed equity, fixed income, real estate, private equity, alternative investments, funds and direct investment opportunities across an array of investment types, strategies and sectors.
• Construct, review and maintain financial models for existing and potential investments.
• Monitor performance of existing portfolio companies and asset classes, and analyze future investment opportunities.
• Perform valuation, investment return and sensitivity analysis.
• Perform performance analysis, market analysis, monitor and upload system inputs, evaluate system outputs, and create custom reports.
• Maintain and build systems infrastructure Excel spreadsheets.
• Assist with investment committee presentation preparation.
• Participate in special projects on an ad-hoc basis.
• Perform other job-related duties as assigned.

Qualifications

Education & Professional Qualification

• Bachelor Degree in Finance, Accounting and/or Business.
• Significant progress toward CFA, MBA or another credential relevant to investment management strongly preferred.

Professional Experience

• 6 - 8 years of work experience, minimum 4 years of recent work experience in asset/investment management, corporate finance, equity research or investment banking.

Geographic Experience

• Middle East and/or Global.

Computer Skills

• Advanced MS Excel including experience modelling transactions, Word, Power Point, and professionalism with applications used for business and industry research such as Bloomberg, Thomson Reuters, and Rifinitiv Eikon.

Language Skills

• Business Fluent English (mandatory).
• Arabic (preferred).

Market/Industry/Functional Knowledge

• Extensive knowledge and hands-on experience in investment management with multi-strategy and multi-asset class investment mandate.
• Knowledge in investor relations, sustainability and ESG reporting is preferred.