Role Overview
We are seeking a candidate with proven experience in investment analysis within the US market to join Clients family office’s at Dubai, UAE. The
successful candidate will support the family in evaluating, monitoring, and
managing a multi-asset investment portfolio, including public equities, private
equity, fixed income, real estate, hedge funds, and alternative investments.
An ideal profile would include familiarity with cross-border investment dynamics and an understanding of the financial mindset and cultural nuances of Indian business families—making candidates with Indian heritage or exposure to the Indian business ecosystem particularly well-suited for this role.
This role is ideal for a professional with
a strong financial background who is passionate about investment research,
financial modelling, and portfolio management in a long-term wealth management
setting.
Key Responsibilities
1. Investment Research & Analysis
- Conduct in-depth market research and identify investment
opportunities across multiple asset classes.
- Perform financial analysis, valuation modelling (DCF,
comparable, etc.), and risk assessment on potential investments.
- Monitor macroeconomic trends, industry shifts, and
geopolitical risks impacting portfolio performance.
2. Portfolio Management & Reporting
- Assist in asset allocation strategy and portfolio
construction based on risk-return objectives.
- Track portfolio performance, prepare investment reports,
presentations, and recommendations for the investment committee.
- Support portfolio rebalancing based on market conditions
and investment mandates.
3. Due Diligence & Risk Management
- Conduct due diligence on direct investments, fund managers,
and alternative assets (private equity, hedge funds, venture capital).
4. Relationship Management & Deal
Sourcing
- Engage with fund managers, investment banks, private equity
firms, and external advisors to source investment opportunities.
- Evaluate co-investment and direct investment opportunities
aligned with family office objectives.
- Assist in negotiations and deal structuring for private
investments and strategic partnerships.
5. Financial Modelling & Forecasting
- Develop and maintain detailed financial models to
project returns, sensitivity analyses, and scenario testing.
- Support stress testing and Monte Carlo simulations to
evaluate investment risk and performance.
Requirements
Education & Experience:
- Bachelor’s or Master’s degree in Finance, Economics,
Business, Accounting, or related field.
- 7+ years of experience in
investment banking, asset management, private equity, hedge funds, or a
similar role.
- CFA/CAIA designation (or progress toward) is a strong plus.
Technical & Analytical Skills:
- Strong understanding of UAE, USA & Asia financial markets, portfolio
management, and asset allocation.
- Proficiency in financial modelling, valuation techniques, and
data analysis.
- Familiarity with investment research tools (Bloomberg,
Capital IQ, Morning star, FactSet, etc.).
Soft Skills:
- Highly analytical and detail-oriented with excellent problem-solving skills.
- Strong written and verbal communication for preparing
reports and presenting to stakeholders.
- Ability to work in a fast-paced, confidential, and
high-net-worth environment.
Benefits
- Opportunity to work in a dynamic, multi-asset class
investment environment.
- Exposure to direct investments, private equity, and
alternative asset strategies.
- Competitive compensation, benefits.