Investment Analyst - Family Office

This role is being managed by a recruiter on the Senna Platform. Join Senna, get intros and matched with recruiters in Dubai and Middle East.

Role Description

The successful candidate will join a family office investment team in a supporting role, contributing to the sourcing, analysis, and monitoring of investments across public equities, fixed income, private investments, and opportunistic strategies. The role offers broad exposure to long-term, fundamental investing across asset classes and is well suited to a candidate with a strong analytical foundation who is eager to learn and develop within a lean, principal-led environment.

Responsibilities:

• Support fundamental research and financial analysis across multiple sectors and asset classes.
• Assist in building and maintaining financial models for investment evaluation and scenario analysis.
• Contribute to due diligence for private investments, co-investments, and strategic opportunities.
• Help monitor portfolio positions, performance, and key risk factors.
• Provide support on reporting, operational initiatives, and investment-related processes as required.

Qualifications

• Proficiency in Financial Modeling and Analytical Skills
• Comprehensive knowledge of Finance principles and market trends
• 23 years of experience in equity research, investment banking, or a similar analytical role.
• Strong grounding in financial modelling, accounting, and corporate finance fundamentals.
• Ability to analyse businesses across different industries with guidance and supervision.
• High intellectual curiosity and a strong interest in investing and financial markets.
• Comfortable working in a small, entrepreneurial environment with broad exposure and responsibilities.
• Bachelor's degree in Finance, Economics, Business, or a related field; advanced degrees or certifications (e.g., CFA, MBA) are a plus

Company Description

Senna is a platform that connects finance professionals with recruiters in finance and private markets in Dubai and the Middle East. We provide innovative tools like Recruiter Matching for efficient role discovery, Recruiter Outreach for centralized access to hiring posts.