Senior Fixed Income Analyst

Job Title: Senior Financial Analyst – Fixed Income & Credit

Location: Dubai, UAE

Employment Type: Full time, Permanent

Salary: Open upto AED 25,000 per month + Benefits: Medical insurance, flight tickets for self and dependents, and life insurance

Industry: Financial Services / Investment Banking

Reporting to: Associate Director – Fixed Income & Credit

Role Overview:

The Senior Financial Analyst – Fixed Income & Credit will play a critical role in supporting the evaluation, execution, and monitoring of investments across fixed income and private equity portfolios. The role involves conducting in-depth financial analysis, valuation, and research to support the Fund’s investment decisions and long-term strategy. The successful candidate will demonstrate strong analytical capabilities, sound investment judgment, and familiarity with GCC and global markets.

Qualifications & Experience:

• Bachelor’s degree in Finance, Accounting, or a related discipline.
• Master’s degree or CFA charter-holder preferred.
• 7–10 years of professional experience in investment analysis, ideally within asset management, sovereign funds, or banking institutions.
• Proven track record in analyzing and managing multi-asset strategies.
• Exposure to GCC and international markets preferred.
• Experience with Sharia-compliant investment structures is Mandatory .

Key Responsibilities:

1. Investment Analysis, Acquisition & Disposal – Private Equity

• Conduct comprehensive due diligence on direct and co-investment opportunities, including financial modelling, valuation, and return sensitivity analysis.
• Assess transaction rationale, structure, and alignment with strategic objectives.
• Evaluate investment track records, strategy alignment, and portfolio construction for new opportunities.
• Prepare investment memos, transaction models, and related documentation.
• Support transaction execution in collaboration with external advisors, legal counsel, and internal teams.
• Monitor post-transaction and existing direct PE portfolio performance (IRR/MOIC tracking).
• Contribute to quarterly and annual valuation processes and portfolio reviews.
• Maintain sectoral and regional insights to identify emerging opportunities, trends, and risks.
• Support development of exit strategies and performance enhancement initiatives for portfolio companies.

2. Fixed Income Analysis

• Analyze primary and secondary market opportunities in sovereign, corporate, and other credit instruments.
• Evaluate the fixed income portfolio by analyzing spreads, credit ratings, and yield curves to identify attractive risk-adjusted opportunities.
• Collaborate with asset managers, banks, and advisors to source and assess investment ideas.

3. Investment Research & Due Diligence

• Conduct both top-down and bottom-up research aligned with the Fund’s long-term investment strategy.
• Maintain robust internal databases, benchmarks, and valuation models for ongoing monitoring.
• Support periodic portfolio reviews and stress-testing exercises.

4. Market Intelligence

• Stay informed on global and regional macroeconomic trends, including M&A activity, interest rate policies, inflation, and geopolitical developments.

5. Strategy Development

• Identify long-term investment themes and regional growth drivers.
• Support the investment team in formulating the annual investment budget.

6. Stakeholder Engagement

• Liaise with Legal, Risk, Finance/Compliance, and Sharia teams to ensure adherence to internal and external guidelines.
• Engage with external asset managers, brokers, and research providers for insights and intelligence.

7. Teamwork & Collaboration

• Foster effective collaboration and communication with peers and other departments.
• Promote a culture of knowledge sharing, teamwork, and continuous improvement.

8. Compliance & Reporting

• Ensure all investment activities comply with Sharia, regulatory, and internal policies.
• Support preparation of investment reports, presentations, and dashboards for senior management and board meetings.

Core Competencies:

• Strong financial modelling and valuation skills.
• Analytical thinking with attention to detail.
• Knowledge of fixed income instruments and private equity structures.
• Excellent communication and presentation abilities.
• Ability to work independently and as part of a multidisciplinary team.
• High ethical standards and adherence to confidentiality.