Senior Investment Analyst

Job Description

Job Description Senior Investment Analyst

Industry: Family Office / Investments

About the Role

This role requires strong analytical acumen, market intelligence, and the ability to work closely with senior leadership to grow and safeguard family wealth.

• Investment Research & Analysis
• Conduct in-depth research and due diligence across equities, fixed income, private equity, real estate, and alternative investments.
• Monitor and analyze macroeconomic, geopolitical, and sector-specific trends across the US, Europe, and UAE markets.
• Prepare investment recommendations, pitch books, and financial models for portfolio decision-making.
• Portfolio Management Support
• Assist in the management of a multi-asset global investment portfolio.
• Track performance against benchmarks, conduct risk-return analysis, and suggest rebalancing strategies.
• Provide periodic reporting on investment performance, valuations, and market outlook.
• Deal Evaluation & Execution
• Support the evaluation of new opportunities including venture capital, private equity, and real estate deals.
• Perform financial modeling, sensitivity analysis, and scenario planning for potential transactions.
• Work with external advisors, asset managers, and banks to execute transactions.
• Risk & Compliance Oversight
• Identify and assess investment risks, ensuring alignment with the Family Offices risk appetite.
• Ensure compliance with UAE and international investment regulations and reporting standards.
• Recommend hedging and risk management strategies for exposure in volatile markets.
• Stakeholder Engagement
• Present investment analysis and insights to the CIO, Board, and family principals.
• Collaborate with external fund managers, banks, and research providers.
• Support in building long-term relationships with global financial institutions.

• Bachelors degree in Finance, Economics, or a related field; Masters, CFA, or CAIA preferred.
• 710 years of experience in investment analysis, asset management, or private equity, preferably within a Family Office, Sovereign Wealth Fund, or global investment firm.
• Proven expertise in US, European, and UAE financial markets with strong knowledge of multi-asset classes.
• Advanced financial modeling, valuation, and portfolio management skills.
• Strong understanding of macroeconomic drivers and global investment trends.
• Excellent communication and presentation skills for high-level stakeholders.
• Ability to thrive in a fast-paced, confidential, and entrepreneurial environment.

• A senior role in a prestigious Family Office with exposure to global investments.
• Competitive compensation package with performance-based incentives.
• Direct interaction with family principals and senior leadership.
• Opportunity to shape global investment strategy and contribute to long-term wealth creation.