Investment Analyst
5 months ago
**Role Description**:
We’ re looking for a dynamic and experienced Analyst/ Product Specialist to join the Investment Product **team of a private assets management & advisory firm **based in **Dubai.**
This is a full-time on-site role. He/she will be providing strategic guidance and support to the company's senior management team and play a key role in shaping the company's culture and values.
- To follow the best practices of product research and analysis for the company and provide best solution to our sales Relationship management team.
- To prepare the new ideas and analysis om products with the help of our stake holders like Private/Investment banks and Third-party issuers.
- Employee should be responsible for research desk of the company maintaining good and quality relationship with company stakeholders and sales team.
- Employee must cooperate with all employees and helping them to achieve their sales targets in the form of Research and analysis on products and maintaining all records for Audits
- Manages client assets according to investment preferences and goals.
- Develops, organizes, and maintains client portfolios.
- Studies market trends to maximize profits and identify investment opportunities.
- Compiles and presents asset management reports to clients, supervisors, and senior executives.
- Contributes to team efforts by accomplishing related tasks as needed.
**Required Qualifications, Experience, Knowledge & Skills**:
- Proven experience as Product Analyst / Specialist role in banking sector / private wealth management firm, preferably in the UAE / any other country.
- Excellent knowledge of Investment products in wealth management.
- Demonstrated ability to develop and implement strategies that align with business goals and objectives
- Excellent communication and negotiation skills, with the ability to persuasively present ideas and concepts to diverse audiences
- Bachelor's degree in finance, Business Administration, or a related field.
- Must be CFA qualified or pursing final level.
- Preferred from Banking Industry / Wealth Investment firm with minimum 1 -3 years’ experience in UAE is mandatory.
- Proficient MS Office suites & analytics.
**Salary**: From AED5,000.00 per month
**Experience**:
- Wealth Management: 1 year (required)
License/Certification:
- CFA (required)
**Location**:
- Dubai (required)
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