Job Description
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.