About the Client
A Dubai-based investment advisory and wealth management firm serving ultra-high-net-worth individuals (UHNIs) and institutional clients. The firm focuses on global markets, bespoke investment solutions, and disciplined portfolio construction, combining deep market expertise with active risk management across asset classes.
Role Overview
As part of the Investment team, this role will focus on developing and implementing sophisticated global investment strategiesfor UHNI and institutional clients. You will work closely with a team of investment professionals, providing guidance on day-to-day portfolio management, strategic positioning, and client advisory.
The role requires strong expertise across global equities, structured products, fixed income, derivatives, and currencies, along with the ability to translate macro and market insights into actionable investment solutions.
Key Responsibilities
Global Market Strategy & Expertise
- Develop and execute investment strategies across US, European, and Asian equity markets
- Provide expertise in structured products, global fixed income, FX, and cross-asset strategies
- Monitor and interpret macroeconomic data, central bank policies, geopolitical developments, and market trendsto guide investment positioning
Macro & Sector Analysis
- Lead macro and sector-level analysis to identify opportunities and risks across regions
- Curate and maintain Equity Conviction Lists tailored to different economies and client profiles
- Collaborate with internal and external research providers to integrate insights into investment strategies
Options Strategies & Structured Products
- Design and execute equity options strategies for alpha generation, income enhancement, and downside protection
- Structure bespoke option strategies around earnings seasons, macro events, and volatility dislocations
- Develop and implement innovative structured product ideas aligned with client objectives
Bespoke Investment Solutions
- Create customized investment solutions for UHNI and institutional clients based on risk appetite, return objectives, and liquidity needs
- Continuously review and optimize portfolios to enhance risk-adjusted returns
- Support portfolio construction across multi-asset mandates
Portfolio Hedging & Risk Management
- Develop portfolio hedging strategies to manage market, currency, and interest rate risk
- Identify opportunities to generate additional cash flowsfrom core holdings through overlays and hedging structures
- Actively monitor portfolio risk metrics and stress scenarios
Client Advisory & Collaboration
- Work closely with clients to understand evolving financial goals and investment preferences
- Provide proactive investment advice and strategic recommendations
- Communicate complex strategies and market views clearly and effectively to clients and internal teams
Performance Monitoring & Reporting
- Monitor portfolio performance against benchmarks and strategic objectives
- Prepare and present detailed performance reports, attribution analysis, and market commentary
- Support client reviews and investment committee discussions
Fixed Income Analysis
- Analyze global fixed income and credit markets to develop investment strategies
- Conduct fundamental credit analysis of issuers, including financial strength, governance, and ESG considerations
- Assess duration, yield curve, and credit spread dynamics
Continuous Learning & Development
- Stay current on industry trends, regulatory developments, and new investment instruments
- Pursue relevant certifications and ongoing professional development
Candidate Profile
- 5+ years of experience in investment strategy, portfolio advisory, or global markets roles
- Strong multi-asset expertise: equities, derivatives, structured products, fixed income, FX
- Proven experience advising UHNI or institutional clients
- Strong analytical, communication, and presentation skills
- Bachelor's degree in Finance, Economics, or related field; CFA or equivalent preferred
