naukri
Investment Analyst
Gulf Worldwide Distribution FZE
Dubai, UAE
fulltime
Mid-Senior
1 months ago
Financial ModelingValuationDCF (Discounted Cash Flow)Market ResearchAsset AllocationPortfolio Management
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
Financial ModelingValuationDCF (Discounted Cash Flow)
About the Role
Responsible for portfolio analysis, cash management, investment operations, and market research, requiring financial analysis skills and emotional intelligence.
Key Skills for This Role
Financial ModelingValuationDCF (Discounted Cash Flow)Market ResearchAsset AllocationPortfolio Management
Full Job Posting
Portfolio Analysis & Reporting
- Performance Oversight: Lead comprehensive portfolio reporting across all holdings, focusing on performance, asset allocation, and liquidity.
- Executive Dashboards: Prepare periodic dashboards and detailed portfolio reviews to facilitate management and investment committee discussions.
- Cash Management: Oversee cash balances and funding requirements across various accounts to ensure smooth execution of portfolio activities.
- Active Daily Portfolio Tracking: Responsible for the active daily tracking of Stop Losses (SLs) and Take Profits (TPs) for all investments and equities. Provide immediate alerts to management upon triggers to ensure timely decision-making.
Investment Operations & Administration
- Account Management: Manage the full lifecycle of account administration, including account opening, KYC updates, and ongoing documentation with private banks, custodians, and brokers.
- Transaction Support: Handle all investment paperwork, transaction processing, and rigorous record-keeping.
- Reconciliations: Perform regular reconciliations to maintain accuracy across all investment accounts.
Research & Strategy Support
- Investment Committee (IC) Documentation: Ensure every investment made is tracked with a dedicated IC note detailing the rationale for the investment. These notes will serve as the basis for deliberation when a security reaches predefined price levels (up or down).
- Market Research: Conduct market and investment research and benchmark opportunities against portfolio goals.
- Equity Tracking: Specifically track the India Equity portfolio with high accuracy to support Investment Committee (IC) decision-making.
- Liaison Management: Act as the primary operational liaison with Relationship Managers at international and Indian brokers and private banks.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career