Associate - Investments

Communication
Internal Communication:
- Manager - Investments
- Accounting and operations 
- Auditors 
Purpose:
- To help managing the portfolio, provide analysis of existing and potential investments, performance reporting and monitoring. 
- To reconcile with accounting books and make sure that the operations and accounting are updating the accounting books. 
- For the annual and recurring audit reviews.
External Communication:
- Investment and Brokerage Firms
- Reuters and Bloomberg 
Purpose:
- Data collection, funds analysis, research and gain insight on markets, and place trading orders if the Investment Manager is not available.
- Essential for the work flow to monitor the portfolio of investments and the financial markets and gain insights on the markets 
Occupational Health & Safety and Environment
Accountability:
Are accountable for their acts and omissions.
Responsibility:
To follow agreed safe systems of work; to follow training and instructions; and to report accidents, incidents and near misses.
Authority:
To stop work if they think the work is unsafe.

Responsibilities/Communication/OHSE
Key Roles & Responsibilities
• Together with Manager - Investments, responsible for investment opportunities assessments, execution of investments and portfolio monitoring
• Perform activities with focus on market research, financial modelling, valuations, due diligence, investment structuring, legal framework review, negotiations and other related activities
• Provide analytical and research support in the analysis of listed equity, fixed income, real estate, private equity, alternative investments, funds and direct investment opportunities across an array of investment types, strategies and sectors
• Construct, review and maintain financial models for existing and potential investments
• Monitor performance of existing portfolio companies and asset classes, and analyze future investment opportunities
• Perform valuation, investment return and sensitivity analysis
• Perform performance analysis, market analysis, monitor and upload system inputs, evaluate system outputs, and create custom reports
• Maintain and build systems infrastructure Excel spreadsheets
• Assist with investment committee presentation preparation
• Participate in special projects on an ad-hoc basis
• Perform other job-related duties as assigned

Minimum Qualifications/Experience/Skills
Education & Professional Qualification:
- Bachelor Degree in Finance, Accounting and/or Business
- Significant progress toward CFA, MBA or another credential relevant to investment management strongly preferred
Professional Experience:
- 6 - 8 years of work experience, minimum 4 years of recent work experience in asset/investment management, corporate finance, equity research or investment banking
Geographic Experience:
- Middle East and/or Global
Computer Skills:
- Advanced MS Excel including experience modelling transactions, Word, Power Point, professionalism with applications used for business and industry research such as Bloomberg, Thomson Reuters and Rifinitiv Eikon
Language Skills:
- Business Fluent English (mandatory)
- Arabic (preferred)
Market/Industry/Functional Knowledge:
- Extensive knowledge and hands-on experience in investment management with multi-strategy and multi-asset class investment mandate
- Knowledge in investor relations, sustainability and ESG reporting is preferred