Senior Financial Analyst

Job Overview

***Investment Research & Analysis***

• Conduct independent investment research and analysis across assigned sectors, issuers, and markets, with a primary focus on the fixed income universe.
• Perform fundamental credit analysis, financial statement analysis, and valuation assessments of prospective investments.
• Interpret complex financial and market data and present clear, insightful conclusions to support investment decision-making.
• Leverage advanced analytical tools, financial databases, and applications (e.g., Bloomberg, Reuters) to support investment decision-making and portfolio management.

***Financial Modelling & Valuation***

• Develop and maintain detailed financial models to support investment recommendations and portfolio decisions.
• Prepare financial forecasts, performance reports, and key operational metrics.
• Conduct comparable valuation studies and scenario analyses to assess relative value and downside risk.

***Market Monitoring & Intelligence***

• Monitor financial markets, industry developments, economic trends, and emerging opportunities and risks relevant to assigned coverage.
• Conduct market research, data mining, and business intelligence analysis to identify thematic and tactical investment ideas.
• Track issuer-level developments, rating actions, and event-driven catalysts that may impact portfolio holdings.

***Portfolio Support & Reporting***

• Analyse portfolio and investment performance, identify trends, perform variance analysis, and recommend actionable improvements.
• Prepare investment proposals, credit memoranda, and research reports for the Portfolio Manager and investment committees.
• Produce presentations and reports for senior management and other stakeholders.
• Support regular portfolio review meetings through timely analysis and reporting.
• Maintain and update monthly fund factsheets and other investor reporting materials.

***Process Enhancement & General***

• Contribute to the continuous enhancement of investment processes, analytical frameworks, and research methodologies.
• Uphold company values throughout business practices and utilise sound judgment in decision making.
• Any other additional duties as may be required by management based on needs of the business.

Position Requirements

• *Educational Qualifications*
• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related quantitative field from a recognised university.
• CFA charter (or active progression towards) and/or Master's degree (MBA or MSc Finance) preferred.
• *Technical Competencies*
• Strong fundamental credit analysis skills, including the ability to assess issuer creditworthiness, capital structure, covenants, and default risk.
• Advanced financial modelling and valuation skills, with proficiency in Microsoft Excel (including complex functions and scenario modelling).
• Working knowledge of fixed income instruments, yield curves, spread analytics, duration, convexity, and relative value frameworks.
• Proficiency with Bloomberg, Reuters, and other financial market data platforms; comfortable extracting, manipulating, and interpreting large datasets.
• Solid understanding of macroeconomic dynamics, monetary policy, and credit cycle drivers.
• Strong report writing skills, with the ability to produce institutional-quality investment memoranda, research notes, and fund factsheets.

*Skills & Personal Attributes*

• Highly analytical, resourceful, and intellectually curious, with strong attention to detail and a structured approach to problem-solving.
• Excellent written and verbal communication skills, with the ability to present complex analysis clearly to senior stakeholders and investment committees.
• Strong organisational skills, with the ability to manage multiple coverage areas and deadlines in a fast-paced investment environment.
• Collaborative team player, comfortable working closely with portfolio managers, traders, and risk teams.
• High level of integrity and discretion in handling sensitive market-moving and confidential information.
• *Work Experience*
• 5 to 8 years of relevant financial analysis experience, ideally within asset management, investment banking, credit research, or a fixed income desk.
• Demonstrable track record of producing investment research and credit recommendations for institutional decision-makers.
• Prior exposure to GCC and emerging market fixed income is an advantage.