Job Purpose
To support the public markets investment function by conducting rigorous research, financial analysis, valuation, and due diligence for equities, fixed income and other public market instruments. Contribute to investment decision-making through preparation of investment memos, scenario modeling, and regular monitoring of portfolio holdings. Provide market intelligence and thematic insight, particularly in the context of the UAE and GCC markets, to shape investment strategy and generate actionable ideas.
Essential Roles and Responsibilities
Strategic Roles and Responsibilities
Fundamental analysis of public equities, bonds and other listed instruments. Well versed with fund screening and selection skills. Knowledge of investment software such as Bloomberg is essential. Performing valuation of public market investments such various tools such as DCF, comparable valuations, SOTP etc. Articulating investment thesis, risks and conclusion.
Functional Roles and Responsibilities
Fundamental analysis/security selection
- Conduct bottom-up company analysis, including business models, competitive positioning, financial statements, ratio analysis
Financial modeling & valuation
- Build and maintain detailed financial models (DCF, comparable, scenario, sensitivity) for equities.
- Develop fixed income models (cash flow projections, yield curves, duration, credit risk) based on credit research.
- Perform stress tests, scenario analysis, and valuation under different macro regimes.
Investment analysis and recommendation
- Prepare investment memos, recommendation notes, and presentation decks for the Investment Committee.
- Propose investment ideas (buy / hold / sell), with risk-return analysis, conviction, and investment rationale.
- Quantify downside risks, define risk mitigation levers, and suggest hedging or exit strategies.
Performance monitoring & reporting
- Monitor corporate news and perform impact analysis on portfolio companies.
- Track and review portfolio performance, return attribution, and risk metrics.
- Attend earnings calls, fixed income issuer meetings, and update models based on company results.
- Help in rebalancing recommendations, as needed, to optimize portfolio exposures.
- Prepare regular (e.g., weekly / monthly) market commentary, credit reports, and performance updates.
- Create and deliver slide decks presenting investment themes, macro-outlook, and portfolio reviews to internal stakeholders.
- Communicate with brokers, rating agencies, and sell-side analysts to gather market intelligence and validate views.
- Managing database of watchlist securities
Administrative workflows
- Inputs to budget or any other ad-hoc reports
- Extracting on-demand reports from the investment software
- Provide requested information to finance, legal or any other support functions across the wider group.
People Management Roles and Responsibilities
- Be a team player and contribute towards investment ideas pool/participate in team brainstorming sessions
- Assist other team members/share insights/knowledge and be open to learning new tools/software/systems
- Maintain excellent relationships with different functional units across the wider group
- Maintain relationships with external parties such as brokers, banks and other external asset managers.
Job Requirements
Education/Certification and Continued Education
- Bachelor's degree (or Master's) in Finance, Economics, Business, or a related field.
- Progress toward completion of CFA is a plus.
Years of Experience
25 years of relevant experience in public markets (equity research, asset management, buy-side investment, fixed income analysis), fund selection.
Knowledge and Skills
- Strong financial modeling and valuation skills
- Deep understanding of equity and fixed income products: corporate bonds, sovereign bonds / sukuk, credit risk, yield curves, etc.
- Excellent analytical thinking, quantitative skills, and attention to detail
- Demonstrated ability to write high-quality investment memos / research reports and prepare compelling slide decks.
- Good communication skills: able to present and defend investment ideas.
- Familiarity with Bloomberg is preferred.
- Strong Excel skills; knowledge of PowerPoint and other data visualization/Power BI tools.
- Interest in and understanding of UAE / GCC markets strongly preferred.
- High intellectual curiosity, ethical mindset, and commitment to continuous learning.
