Role Overview
We are seeking a candidate with proven experience in investment analysis within the US market to join Clients family office’s at Dubai, UAE. The
successful candidate will support the family in evaluating, monitoring, and
managing a multi-asset investment portfolio, including public equities, private
equity, fixed income, real estate, hedge funds, and alternative investments.
An ideal profile would include familiarity with cross-border investment dynamics and an understanding of the financial mindset and cultural nuances of Indian business families—making candidates with Indian heritage or exposure to the Indian business ecosystem particularly well-suited for this role.
This role is ideal for a professional with
a strong financial background who is passionate about investment research,
financial modelling, and portfolio management in a long-term wealth management
setting.
Key Responsibilities
1. Investment Research & Analysis
• Conduct in-depth market research and identify investment opportunities across multiple asset classes.
• Perform financial analysis, valuation modelling (DCF, comparable, etc.), and risk assessment on potential investments.
• Monitor macroeconomic trends, industry shifts, and geopolitical risks impacting portfolio performance.
2. Portfolio Management & Reporting
• Assist in asset allocation strategy and portfolio construction based on risk-return objectives.
• Track portfolio performance, prepare investment reports, presentations, and recommendations for the investment committee.
• Support portfolio rebalancing based on market conditions and investment mandates.
3. Due Diligence & Risk Management
• Conduct due diligence on direct investments, fund managers, and alternative assets (private equity, hedge funds, venture capital).
4. Relationship Management & Deal
Sourcing
• Engage with fund managers, investment banks, private equity firms, and external advisors to source investment opportunities.
• Evaluate co-invest
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