Investment Analyst - Public Markets

Job Purpose

Strategic Roles and Responsibilities

Functional Roles and Responsibilities

• Fundamental analysis/security selection
• Conduct bottom-up company analysis, including business models, competitive positioning, financial statements, ratio analysis
• Financial modeling & valuation
• Build and maintain detailed financial models (DCF, comparable, scenario, sensitivity) for equities.
• Develop fixed income models (cash flow projections, yield curves, duration, credit risk) based on credit research.
• Perform stress tests, scenario analysis, and valuation under different macro regimes.
• Investment analysis and recommendation
• Prepare investment memos, recommendation notes, and presentation decks for the Investment Committee.
• Propose investment ideas (buy / hold / sell), with risk-return analysis, conviction, and investment rationale.
• Quantify downside risks, define risk mitigation levers, and suggest hedging or exit strategies.
• Performance monitoring & reporting
• Monitor corporate news and perform impact analysis on portfolio companies.
• Track and review portfolio performance, return attribution, and risk metrics.
• Attend earnings calls, fixed income issuer meetings, and update models based on company results.
• Help in rebalancing recommendations, as needed, to optimize portfolio exposures.
• Prepare regular (e.g., weekly / monthly) market commentary, credit reports, and performance updates.
• Create and deliver slide decks presenting investment themes, macro-outlook, and portfolio reviews to internal stakeholders.
• Communicate with brokers, rating agencies, and sell-side analysts to gather market intelligence and validate views.
• Managing database of watchlist securities
• Administrative workflows
• Inputs to budget or any other ad-hoc reports
• Extracting on-demand reports from the investment software
• Provide requested information to finance, legal or any other support functions across the wider group.

People Management Roles and Responsibilities

• Be a team player and contribute towards investment ideas pool/participate in team brainstorming sessions
• Assist other team members/share insights/knowledge and be open to learning new tools/software/systems
• Maintain excellent relationships with different functional units across the wider group
• Maintain relationships with external parties such as brokers, banks and other external asset managers.

Education/Certification and Continued Education

• Bachelor’s degree (or Master’s) in Finance, Economics, Business, or a related field.
• Progress toward completion of CFA is a plus.
• Years of Experience
• 2–5 years of relevant experience in public markets (equity research, asset management, buy-side investment, fixed income analysis), fund selection.
• Knowledge and Skills
• Strong financial modeling and valuation skills
• Deep understanding of equity and fixed income products: corporate bonds, sovereign bonds / sukuk, credit risk, yield curves, etc.
• Excellent analytical thinking, quantitative skills, and attention to detail
• Demonstrated ability to write high-quality investment memos / research reports and prepare compelling slide decks.
• Good communication skills: able to present and defend investment ideas.
• Familiarity with Bloomberg is preferred.
• Strong Excel skills; knowledge of PowerPoint and other data visualization/Power BI tools.
• Interest in and understanding of UAE / GCC markets strongly preferred.
• High intellectual curiosity, ethical mindset, and commitment to continuous learning.