Senior Investment Associate

Role overview

Origination and screening

• Develop mandate pipelines with issuers, sponsors, developers, corporates, and asset managers across the UAE, GCC, and selected growth markets.
• Screen investor demand, structural feasibility, regulatory perimeter, and reputational risk; prepare screening memoranda for internal approval.
• Recommend routes to market, including private placement, club deal, notes programme, Digital Security, or a suitable fund vehicle.

Structuring and due diligence

• Build and review project finance, equity valuation, credit, cash-flow, distribution waterfall, return, and sensitivity models.
• Structure instrument terms and prepare term sheets covering seniority, security, covenants, coupon or distribution policy, tenor, redemption, and transfer restrictions.
• Lead due diligence, coordinate advisers, and maintain data-room reviews, due diligence trackers, and red-flag reports.
• For tokenized transactions, coordinate issuance platforms, custodians, and KYC or wallet providers to align Digital Securities with legal instrument terms.

Investor placement and execution

• Prepare teasers, information memoranda, investor presentations, and Q&A materials in line with FSRA COBS requirements.
• Engage Professional Clients, manage outreach, roadshows, and data-room access, and coordinate onboarding with Compliance.
• Manage indications of interest, book-building, allocations, transaction workstreams, documents, conditions precedent, signing, closing, and settlement.
• Coordinate legal counsel, trustees, paying agents, custodians, fund administrators, and auditors; support post-closing investor reporting where applicable.

Qualifications and experience

• Bachelor's or Master's degree in Finance, Economics, Accounting, Engineering, or a related quantitative field.
• At least 4 years in investment banking, private credit, private equity, or capital advisory.
• Experience in ADGM or DIFC-regulated firms or GCC-focused institutions is preferred.
• Demonstrated closed-transaction track record with end-to-end involvement from origination through closing.
• Advanced first-principles financial modeling, including three-statement, project finance, credit, and distribution waterfall models.