Associate/Senior Associate - Investment Analyst (UAE National)

Job Purpose:

To conduct fundamental asset class analysis and investment products research.
The objective will be to deliver timely investment recommendations and analyses on equity

fixed income and other securities across all relevant multi asset class investment solutions.

Additional objectives include performing external fund analysis and monitoring.

of assigned Portfolios.

Key Accountabilities:

Analysis of financial statements and relevant economic data for bond issuers
(Corporates, Financials and Sovereigns) to perform credit research and assist in investment
recommendation.
Analysis of financial statements for companies and build financial models for equity securities
valuation using combination of suitable methods to assist in investment recommendation.
Periodic update of financial and market data to update reports and presentations.
Assist in expanding the investment universe across multi asset building blocks to facilitate
the generation of investment ideas and model portfolios.
Contribute towards investment ideas for dissemination to wealth relationship managers /
clients in the execution / advisory portfolios.
Work closely with team to develop superior investment product offering for direct clients as
well as for introducers and banks (for distribution).
Contribute to asset management presentations for wealth management and client proposals.
Update and maintain the external fund manager reporting and documents on a monthly basis.
Assist in performance analysis, risk adjusted performance comparison and due diligence
to present to the investment committee.
Work closely with wealth management to determine investor’s investment requirements and work
with the team in preparation of suitable proposals.
Analysis of the investment holdings and exposure in the underlying portfolios to understand the risk
And performance attribution.
Develop and update financial models to value securities.
Ensure the assigned projects and tasks are completed within the deadlines.

Regulatory and Compliance:

To ensure all internal and external trainings and CPD hours are completed, post to the required licensing qualifications.
Stay updated on investment and market regulatory landscape, compliance requirements and
best practices to ensure adherence to guidelines and maintain the highest standards.
of professionalism.
Ensure that the investment decisions and portfolio actions are made in full conformity to
the investor’s mandate, risk profile, suitability and appropriateness standards, unique limitation, along
with compliance to internal and external regulatory guidelines of SCA and UAE CB, where applicable.
To co-operate with Governance teams (Compliance, Risk, Legal and Audit) and IT in resolving the issues on a proactive basis.
To adhere to a robust control framework, ensuring communications with clients and prospects meet internal control standards and management directives as per best practices and external regulatory requirements.
To ensure all compliance / regulatory, credit and AML queries are responded within 48 hours to the stakeholders.

Qualification: