Investment Analyst

1 week ago


Dubai, United Arab Emirates RS Recruitment Full time

Roles & Responsibilities

 Conduct industry and market research of potential investment opportunities based on the niches recommended by the Direct Manager.

 Analyze investment opportunities, create presentations, and write investment committee memorandums in alignment with the department’s mandates.

 Liaise with internal and external stakeholders ensuring proper information is considered in the start phase of the investment by conducting interviews and arranging for meetings.

 Complete data gathering tasks over the potential investments including reviewing teasers, CIMs (confidential information memorandums), and perform industry research on potential investments and their competitors.

 Build extensive financial models and valuations, conduct sensitivity analysis, analyze the strategy of potential investment opportunities, to determine merits, key metrics, risks, and predicted returns on investment.

 Assist in the compilation of due diligence materials, budgets, and financial models under the guidance of senior team members..

 Construct comparable company financial analysis, M&A, and debt analyses to evaluate pricing and potential deal structures.

 Assess the impact of any projections, forecasts, and recommend mitigation plans if they did not conform to the analysis.

 Communicate and follow up with portfolio investments through regular company site visits, management meetings and calls.

 Prepare the necessary requirements and financial analyses of investment entities prior to holding their annual general assemblies and ensure attendance at those meetings on behalf of clients (when required).

 Monitor financial and operational performance of Private Equity investments to ensure mitigation of related risks and represent the company in General Assemblies of investee companies when required.

 Coordinate with the Risk Management Function pertaining to Investments-related transactions and services.

 Verify regulatory compliance of transaction reporting pertaining to Investment activities.

 Monitor the performance of investments within the portfolio against the plan, identify gaps and opportunities, and make recommendations as to how to close any gaps to the Direct Manager.

 Prepare investment presentations to senior team members and internal committees based on research findings, recorded day-to-day market shifts, technical and fundamental analysis of current financial statements, and investment performance to provide input in the decision-making process in a thorough manner.

 Liaise with Clients’ Services Function to ensure that all clients’ reports & communications are generated and sent to the clients on a timely basis.

 Liaise with the Operations team to ensure dividends are correctly proceeded.

 Inform and advise management regarding fluctuations and irregularities to ensure prompt actions are taken and preserve investors and the Company’s interests.

 Maintain healthy relationships with clients and handle their issues related to investment products providing a timely resolution for the same.

 Stay up to date with financial and market news pertaining to new investments and reflect on any ongoing investment project.

 Perform ad-hoc and other duties related to the job as assigned by the Direct Manager.

Qualifications and Certifications

 Bachelor’s degree in Finance, Economics, Accounting, Real Estate or any related field.

 Relevant certifications in real estate finance or investment (e.g., CFA, CAIA) or knowledge of real estate analysis tools such as Argus will be preferred.

Work Experience

 Minimum of 1 – 3 years of experience in Real Estate Direct Investment role in a Private Equity or Alternative Investment Management company - PLEASE NOTE candidates with Direct Investment experience within Commercial Real Estate and/ or Hospitality Real Estate will be prioritized.  MUST HAVE European and/ or US Real Estate Markets experience.  Candidates lacking in this geographical real estate investment portfolio knowledge will not be considered. 

 

 Good knowledge in investment management companies. Competencies

 Communication Skills

 Analytical Ability

 Organizing and Planning Skills

 Teamwork

 Problem Solving Ability

 Financial Modeling & Valuation

 Due Diligence

 Financial Analysis

 Banks’ Relations Management


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