Senior Financial Analyst

Job Description

JOB OVERVIEW

The Senior Financial Analyst works closely with the Portfolio Manager and the wider investment team to generate actionable insights, develop investment recommendations, and contribute to the continuous enhancement of the investment process.

KEY DUTIES & RESPONSIBILITIES

• Conduct independent investment research and analysis across assigned sectors, issuers, and markets, with a primary focus on the fixed income universe.
• Perform fundamental credit analysis, financial statement analysis, and valuation assessments of prospective investments.
• Interpret complex financial and market data and present clear, insightful conclusions to support investment decision-making.
• Leverage advanced analytical tools, financial databases, and applications (e.g., Bloomberg, Reuters) to support investment decision-making and portfolio management.

• Develop and maintain detailed financial models to support investment recommendations and portfolio decisions.
• Prepare financial forecasts, performance reports, and key operational metrics.
• Conduct comparable valuation studies and scenario analyses to assess relative value and downside risk.

• Monitor financial markets, industry developments, economic trends, and emerging opportunities and risks relevant to assigned coverage.
• Conduct market research, data mining, and business intelligence analysis to identify thematic and tactical investment ideas.
• Track issuer-level developments, rating actions, and event-driven catalysts that may impact portfolio holdings.

• Analyse portfolio and investment performance, identify trends, perform variance analysis, and recommend actionable improvements.
• Prepare investment proposals, credit memoranda, and research reports for the Portfolio Manager and investment committees.
• Produce presentations and reports for senior management and other stakeholders.
• Support regular portfolio review meetings through timely analysis and reporting.
• Maintain and update monthly fund factsheets and other investor reporting materials.

• Contribute to the continuous enhancement of investment processes, analytical frameworks, and research methodologies.
• Uphold company values throughout business practices and utilise sound judgment in decision making.
• Any other additional duties as may be required by management based on needs of the business.

POSITION REQUIREMENTS

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related quantitative field from a recognised university.
• CFA charter (or active progression towards) and/or Master's degree (MBA or MSc Finance) preferred.

• Strong fundamental credit analysis skills, including the ability to assess issuer creditworthiness, capital structure, covenants, and default risk.
• Advanced financial modelling and valuation skills, with proficiency in Microsoft Excel (including complex functions and scenario modelling).
• Working knowledge of fixed income instruments, yield curves, spread analytics, duration, convexity, and relative value frameworks.
• Proficiency with Bloomberg, Reuters, and other financial market data platforms; comfortable extracting, manipulating, and interpreting large datasets.
• Solid understanding of macroeconomic dynamics, monetary policy, and credit cycle drivers.
• Strong report writing skills, with the ability to produce institutional-quality investment memoranda, research notes, and fund factsheets.

• Highly analytical, resourceful, and intellectually curious, with strong attention to detail and a structured approach to problem-solving.
• Excellent written and verbal communication skills, with the ability to present complex analysis clearly to senior stakeholders and investment committees.
• Strong organisational skills, with the ability to manage multiple coverage areas and deadlines in a fast-paced investment environment.
• Collaborative team player, comfortable working closely with portfolio managers, traders, and risk teams.
• High level of integrity and discretion in handling sensitive market-moving and confidential information.

• 5 to 8 years of relevant financial analysis experience, ideally within asset management, investment banking, credit research, or a fixed income desk.
• Demonstrable track record of producing investment research and credit recommendations for institutional decision-makers.
• Prior exposure to GCC and emerging market fixed income is an advantage.