Investment Analyst Family Office

GatedTalent - Connecting Top Executive Search Firms And Executives


Date: 9 hours ago
City: Dubai
Contract type: Full time
An organisation is searching for an Investment Analyst Family Office, please see some of their job details below.

Description:


  • Conduct comprehensive research and financial analysis on potential investment opportunities across investments, real estate and public/capital markets globally. This includes analyzing company financials, industry trends, competitive landscape, and macroeconomic factors
  • Track and monitor the performance of existing investments in the portfolio. Provide regular updates on the status of investments and recommend adjustments as needed to align with the family’s financial goals and risk tolerance
  • Support the development and execution of asset allocation strategies in line with the family’s risk tolerance, investment horizon, and overall financial objectives. Contribute to discussions on portfolio diversification and rebalancing
  • Keep abreast of market trends, economic indicators, and geopolitical developments that could impact investments. Provide insights and recommendations to the investment team on how to adapt the portfolio strategy accordingly
  • Prepare regular investment performance reports, including detailed analyses of individual investments and portfolio-wide results. Present findings to senior leadership and family members, ensuring transparency and clear communication
  • Liaise with external asset managers, advisors, and investment partners to gather information and insights. Assist in evaluating the performance and strategy of third-party managers


Criteria:


  • Bachelor’s degree in finance, economics, accounting, or a related field. A master’s degree (e.g., MBA) or professional certifications such as CFA (Chartered Financial Analyst) would be an advantage
  • 2-4 years of experience in investment analysis, private equity, hedge funds, or similar roles within asset management, family offices, or financial services
  • Experience with financial modeling, valuation techniques, and performance analysis across various asset classes
  • Prior exposure to high-net-worth individuals (HNWIs) or family office environments would be an advantage
  • Strong proficiency in financial analysis and modeling, with advanced skills in Excel and other financial software tools (e.g. Bloomberg, FactSet, Morningstar)
  • Solid understanding of investment strategies, portfolio construction, and asset classes (equities, fixed income, alternatives, private equity, etc.)
  • Strong attention to detail, analytical mindset, and problem-solving abilities
  • Excellent verbal and written communication skills, with the ability to present complex ideas in a clear and concise manner
  • Ability to work independently and collaboratively within a small, dynamic team
  • Strong intellectual curiosity and willingness to learn
  • High level of integrity and discretion, particularly when dealing with sensitive family financial matters
  • Proactive, results-oriented, and able to work in a fast-paced, evolving environment
  • The position may require occasional travel for on-site due diligence or meetings with external partners
  • Although the hours are 8-5 our client is not looking for a ‘clock watcher’ as there are different time zones for global markets and banks you will be working with
  • Must currently reside in the UAE


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