Portfolio Overview
The current investment portfolio spans four main asset classes:
- Equities
- Direct Investments
- Term Deposits
- REIT Funds
The role requires a professional capable of reviewing, assessing, and optimising investments across these diversified asset classesidentifying opportunities that enhance returns and strengthen overall portfolio performance.
Key Responsibilities
Investment Strategy & Planning
- Contribute to the development and ongoing refinement of investment strategy, asset allocation frameworks, and investment policies.
- Prepare annual investment plans, performance targets, and financial projections to support strategic decision-making.
Deal Sourcing & Opportunity Assessment
- Source high-quality investment opportunities across asset classes through active engagement with fund managers, advisors, and market participants.
- Maintain strong relationships with external managers and industry stakeholders to ensure consistent access to quality deal flow.
- Lead initial screening of opportunities, analysing strategic fit, financial fundamentals, operational performance, and risk.
- Conduct market assessments, benchmarking analyses, and sector reviews.
Financial Analysis & Valuation
- Lead and review financial models, valuation analyses, scenario testing, and sensitivity assessments.
- Analyse financial statements, market data, macroeconomic trends, and competitive positioning to support rigorous investment recommendations.
Due Diligence & Transaction Execution
- Manage comprehensive due diligence across commercial, financial, legal, tax, operational, and technical streams.
- Coordinate advisors and synthesise findings into actionable recommendations.
- Lead negotiations on commercial terms, investment structures, legal documentation, and governance arrangements.
- Oversee transaction workflows, approvals, and timely execution.
Portfolio Management
- Oversee the ongoing management of the investment portfolio to ensure alignment with performance targets and risk frameworks.
- Monitor performance of investments, maintaining regular engagement with fund managers, GPs, and portfolio companies.
- Support value-creation initiatives, performance improvement, and portfolio optimisation.
- Contribute to portfolio valuation processes and preparation of valuation packs.
Risk Management & Governance
- Identify, assess, and monitor investment and portfolio-level risks in line with approved frameworks.
- Ensure strong investment governance, accurate documentation, policy adherence, and audit-ready processes.
Reporting & Stakeholder Engagement
- Prepare high-quality materials including IC papers, dashboards, performance reports, and market updates.
- Serve as a key liaison with external managers, advisors, regulators, and internal teams such as Strategy, Finance, Legal, and Compliance.
Team Development
- Provide mentorship to junior team members and contribute to capability building within the investment function.
- Support internal policy development and continuous improvement initiatives.
Candidate Requirements
Education
- Bachelor's degree in Finance, Economics, Accounting, Investment Management, or related fields.
- Master's degree (MBA, MSc Finance/Economics) preferred.
- Professional certifications such as CFA highly desirable.
Experience
- Bachelor's degree: minimum 8 years of relevant experience.
- Master's degree: minimum 5 years of relevant experience.
- Proven background in investment consulting, financial analysis, portfolio management, and due diligence.
- Strong knowledge of UAE and global markets, economic environments, and regulatory frameworks.
Technical Competencies
- Investment strategy & portfolio construction
- Deal sourcing & screening
- Market and sector assessment
- Financial modelling & valuation
- Manager due diligence
- Transaction structuring & negotiation
- Risk management
- Performance monitoring
- Relationship management
Behavioural Skills
- Strong analytical and critical-thinking skills
- Commercially astute, highly inquisitive, and detail-oriented
- Excellent communication skillswritten and verbal
- Ability to manage multiple workstreams with a hands-on, organised approach
- Sound judgement and problem-solving capability
- High integrity, resilience, initiative, and team orientation
