Qureos Mentor

Daman Investments

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 Job Overview
 
 
 
 The Institutional Client Advisor is responsible for acquiring, developing, and managing relationships with institutional investors including pension funds, sovereign wealth funds, insurance companies, endowments, foundations, financial institutions, family offices, and corporates. This role is instrumental in expanding the firm&rsquo;s institutional asset management client base and in delivering tailored investment solutions that meet the evolving needs of sophisticated institutional clients. The advisor acts as the primary relationship owner and trusted advisor throughout the client lifecycle.
 
 
 
 
 
 
 Key Accountabilities &amp; Responsibilities
 
 
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 Identify, approach, and engage institutional investors to grow the client base. &bull; Build and manage long-term relationships with institutional clients, becoming a strategic partner and trusted advisor.
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 Understand the unique investment policies, mandates, and constraints of each client and develop corresponding investment proposals.
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 Drive business development efforts through targeted outreach, roadshows, conferences, and direct prospecting.
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 Develop and execute strategic account plans to identify cross-sell opportunities and increase share of wallet.
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 Maintain a robust pipeline of prospects and convert leads into long-term client relationships.
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 Act as a subject-matter expert on the firm&rsquo;s product offerings, including but not limited to active and passive equity, fixed income, alternative investments (hedge funds, private equity, real estate), and customized multi-asset strategies.
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 Translate client needs into bespoke investment strategies in collaboration with internal investment teams.
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 Provide clients with regular investment reviews and performance analysis aligned with their objectives and risk appetite.
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 Collaborate closely with internal stakeholders including Research Analysts, Operations, Compliance, and Client Service teams to ensure seamless client experience.
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 Work with Marketing and Product teams to create tailored pitch materials, RFP responses, and thought leadership content.
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 Deliver timely and insightful reporting and communication to clients regarding portfolio performance, market outlooks, strategy updates, and regulatory developments.
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 Prepare and present investment committee materials, portfolio reviews, and ad-hoc client requests.
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 Stay abreast of regulatory, economic, and market developments affecting institutional investors.
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 Represent the firm at key industry events, forums, and client functions, enhancing visibility and credibility in the market.
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 Uphold company values throughout business practices and utilise sound judgment in decision making.
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 Any other additional duties as may be required by management based on needs of the business.
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 </ul>
 
 
 
 
 
 Minimum Required Experience
 
 
 <ul>
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 A minimum 3&ndash;5 years of experience in asset management, institutional sales, or wealth advisory.
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 Demonstrated success in acquiring and retaining institutional clients with a strong track record of meeting AUM and revenue targets.
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 Deep understanding of institutional investment processes, mandates, and governance structures.
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 </ul>
 
 
 
 
 
 Minimum Required Qualification
 
 
 <ul>
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 Bachelor&rsquo;s degree in Finance, Economics, Business Administration or related discipline; a Master&rsquo;s degree or MBA is advantageous.
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 CFA, CAIA, or equivalent professional certification preferred.
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 This job falls under the regulatory oversight of the United Arab Emirates (UAE) Securities &amp; Commodities Authority (SCA) and the attainment of the requisite accreditation is required.
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 </ul>
 
 
</div>

Institutional Client Advisor

<div>
 
 
 
 Job Overview/Purpose
 
 
 
 
 
 
 
 The Financial Analyst is responsible for supporting investment and financial decision-making by conducting research, building financial models, and analysing market data across multiple asset classes such as equities, fixed income, real estate, and alternatives. This job contributes to portfolio performance monitoring, risk assessment, and investment evaluation, ensuring alignment with client objectives and the group&rsquo;s overall investment philosophy. The Financial Analyst works closely with senior analysts, portfolio managers, and compliance officers, providing timely and data-driven insights that support investment proposals and business strategies.
 
 
 
 
 
 
 
 Key Accountabilities &amp; Responsibilities
 
 
 
 
 
 
 
 
 Investment Research and Analysis
 
 
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 Conduct financial and market research across public and private asset classes to identify viable investment opportunities.
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 Review company financial statements, industry trends, and economic indicators to assess value and risk.
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 Support coverage of MENA and/or emerging markets, identifying region-specific investment opportunities.
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 </ul>
 
 
 
 
 
 Financial Modelling and Valuation
 
 
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 Develop and maintain financial models applying valuation methodologies such as DCF, trading comparable, and precedent transactions.
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 Perform scenario and sensitivity analysis to forecast investment outcomes.
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 Assist in portfolio optimization activities including return forecasting and performance measurement.
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 Portfolio Monitoring and Risk Support
 
 
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 Monitor performance of existing investments and compare against benchmarks and strategic objectives.
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 Identify early signs of underperformance through analysis of financial and operational KPIs. Support senior team members in identifying market, liquidity, credit, and operational risks.
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 Investment Proposals and Reporting
 
 
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 Assist in preparing investment proposals, briefing memos, and presentations for internal committees and clients.
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 Contribute to regular reporting by updating dashboards and performance reports.
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 Present analysis in a clear, concise manner for technical and non-technical stakeholders.
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 Collaboration and Strategic Support
 
 
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 Work closely with portfolio managers and compliance teams to ensure accurate execution of investment decisions.
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 Provide input to market commentaries and internal investment strategy discussions.
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 Support client engagement through preparation of data, proposals, and market updates.
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 Continuous Learning and Market Awareness
 
 
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 Stay updated on market trends, global economic conditions, and regulatory developments.
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 Leverage financial databases and systems (e.g., Bloomberg, FactSet, Power BI) to improve efficiency of research and analysis.
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 General Accountabilities
 
 
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 Attend relevant industry events, trainings, and certifications to maintain and enhance professional competency.
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 Uphold company values throughout business practices and utilise sound judgment in decision making.
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 Any other additional duties as may be required by management based on needs of the business.
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 </ul>
 
 
 
 
 
 
 Position Requirements
 
 
 
 
 
 
 
 
 Minimum Required Experience
 
 
 <ul>
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 A minimum of 3 to 5 experience in financial analysis, investment research, or asset management.
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 Exposure to buy-side, sell-side, or institutional investment environments preferred.
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 Regional exposure to MENA and/or emerging markets advantageous.
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 </ul>
 
 
 
 
 
 Minimum Required Qualifications
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, Accounting, Investment Management, or a related field is required.
 </li>
 <li>
 This job falls under the regulatory oversight of the United Arab Emirates (UAE) Securities &amp; Commodities Authority (SCA) and the attainment of the requisite accreditation is required.
 </li>
 <li>
 Master&rsquo;s degree or CFA designation preferred.
 </li>
 </ul>
 
 
 
 
 
 Skills Attributes
 
 
 <ul>
 <li>
 Strong proficiency in financial modelling, forecasting, and valuation techniques.
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 Advanced Excel skills and familiarity with tools such as Bloomberg, FactSet, Power BI, SQL, Access, or equivalent financial systems.
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 Excellent written and verbal communication skills, with the ability to create and deliver compelling presentations.
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 Strong analytical, strategic thinking, and problem-solving capabilities.
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 Proven ability to manage multiple projects, prioritise tasks, and meet tight deadlines.
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 Collaborative mindset with a proactive approach to knowledge-sharing and teamwork.
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 High level of integrity, discretion, and commitment to maintaining confidentiality and professional standards.
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 </ul>
</div>

Financial Analyst

<div>
 
 The Senior Manager will lead and execute strategic M&amp;A transactions, advising clients through the deal lifecycle, from opportunity assessment to integration. Key responsibilities include market research, financial analysis, and modelling to drive value creation. The role also supports senior leadership in delivering strategic initiatives, identifying growth opportunities, and driving business transformation. Additionally, the Senior Manager will guide cross-functional teams, provide actionable insights, and ensure the successful execution of complex, high-impact transactions.
 
 
 
 
 
 
 
 Key Accountabilities &amp; Responsibilities
 
 
 
 
 
 
 
 
 M&amp;A Strategy and Execution
 
 
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 Lead end-to-end M&amp;A advisory for mergers, acquisitions, divestitures, and joint ventures, including opportunity assessment, strategic fit analysis, and synergy evaluation.
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 Develop long-term M&amp;A strategies, identify targets, and advise on deal structures and negotiation strategies.
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 Manage all aspects of transaction execution, including due diligence coordination, financial modeling, valuation, and deal documentation.
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 IPO and Listing Advisory
 
 
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 Oversee full-cycle IPO and listing processes (including direct and secondary offerings), from strategic planning to execution.
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 Guide clients through regulatory frameworks, listing requirements, and due diligence across various stock exchanges.
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 Manage preparation of offering materials, liaise with regulators, and advise on pricing, timing, and investor engagement strategies.
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 Support post-listing compliance, governance, and shareholder communications.
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 </ul>
 
 
 
 
 
 Strategic Planning and Business Growth
 
 
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 Develop and implement strategic initiatives aligned with long-term business objectives.
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 Identify and assess new growth opportunities, including market expansion, partnerships, and product development.
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 Drive cross-functional execution of strategic projects and ensure alignment with corporate priorities.
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 Market Intelligence and Competitive Analysis
 
 
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 Conduct detailed market research, industry analysis, and competitor benchmarking to inform client strategies and identify acquisition or exit opportunities.
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 Translate data into actionable insights on market dynamics, customer behaviour, and competitive positioning.
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 Client Engagement and Relationship Management
 
 
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 Serve as a strategic advisor to C-suite executives and senior stakeholders, providing guidance on transactions and market developments.
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 Build and maintain trusted client relationships, delivering high-impact presentations and strategic recommendations.
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 </ul>
 
 
 
 
 
 Leadership and Collaboration
 
 
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 Lead and mentor junior team members across all phases of deal execution and strategy development.
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 Collaborate with legal, tax, financial, and operational teams to ensure integrated and seamless delivery.
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 Drive internal ideation, strategic discussions, and continuous improvement in advisory capabilities.
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 </ul>
 
 
 
 
 
 Post-Deal Integration and Value Realization
 
 
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 Develop post-merger integration strategies to ensure operational alignment and synergy capture.
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 Advise clients on change management and execution to optimize transaction value and long-term success.
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 Performance Management and Reporting
 
 
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 Establish KPIs and success metrics to track the impact of strategic initiatives.
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 Report performance outcomes to leadership with data-driven analysis and recommendations for optimization.
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 </ul>
 
 
 
 
 
 General Accountabilities
 
 
 <ul>
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 Identify opportunities for process innovation and service enhancement.
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 Tackle complex business challenges with analytical rigor and strategic foresight to deliver value driven solutions.
 </li>
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 Uphold company values throughout business practices and utilise sound judgment in decision making.
 </li>
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 Any other additional duties as may be required by management based on needs of the business.
 </li>
 </ul>
 
 
 
 
 
 
 Position Requirements
 
 
 
 <ul>
 <li>
 Minimum 7-10 years of experience in M&amp;A advisory, IPO advisory, listing advisory, corporate finance, investment banking, strategy consulting, corporate strategy with a proven track record of successful transactions.
 </li>
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 Proven track record of managing and executing strategic initiatives that have contributed to business growth and transformation.
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 </ul>
 
 
 
 
 
 
 Minimum Required Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Business, Economics, or a related field.
 </li>
 <li>
 Advanced degree or professional certifications such as CFA, CFP, or similar are preferred.
 </li>
 </ul>
 
 
 
 
 
 
 Skills Attributes
 
 
 
 <ul>
 <li>
 Strong expertise in financial modelling, valuation techniques, and due diligence processes.
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 A strong understanding of the listing processes, regulatory requirements, and compliance related to initial public offerings (IPOs) and public company regulations.
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 In-depth knowledge of M&amp;A transaction structures, negotiation tactics, and regulatory frameworks.
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 Strong project management skills, with experience leading cross-functional teams and managing multiple priorities.
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 Advanced proficiency in Microsoft Office Suite, financial modelling tools, and M&amp;A transaction management platforms, as well as experience with business intelligence tools (e.g. Power BI).
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 </ul>
 
 
 
 
 
 
 Competencies
 
 
 
 <ul>
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 Analysis &amp; Reasoning
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 Problem Solving
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 Attention to Detail
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 Excellence Orientation
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 Influencing &amp; Negotiation
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 Conceptual/Big-Picture Thinking
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 Analysis for Business Decision Making
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 </ul>
</div>

Senior Manager - Advisory

Join Daman Investments and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Daman Investments

ABOUT_COMPANY

Institutional Client Advisor

Financial Analyst

Senior Manager - Advisory