Analyst – Public & Private Investments (Family Office)

About the Role

We are seeking a motivated and analytical Investment Analyst to join the Investments Team of a well-established, Dubai-based family office.

The successful candidate will support investment research, due diligence, portfolio monitoring and performance reporting across a diversified portfolio of public and private investments, including listed equities, funds, sukuk, alternative investments and structured products.

This is an excellent opportunity for an early-career investment professional looking to develop their analytical capabilities and gain exposure to multiple asset classes within a family office environment.

Key Responsibilities

• Investment Research & Analysis: Conduct research on financial markets, sectors, companies, IPOs and investment opportunities across regional and international markets.
• Financial Modelling: Assist in developing and maintaining financial and valuation models for listed securities.
• Due Diligence: Support the evaluation of investment opportunities, fund managers and counterparties through data gathering, financial analysis and documentation.
• Portfolio Monitoring: Track portfolio holdings, investment exposures, market developments and performance against benchmarks.
• Investment Reporting: Prepare research summaries, market updates, investment presentations and monthly/quarterly portfolio reports.
• Transaction Support: Coordinate with banks, custodians, fund managers and external service providers on investment-related activities.
• Governance & Risk: Maintain accurate investment records, support compliance with internal procedures and assist with risk monitoring.

Qualifications & Experience

• Bachelor's degree in Finance, Economics, Business or a related discipline.
• Approximately 2 years of relevant experience in investment management, asset management, financial research or a similar analytical role.
• Exposure to listed equities, investment funds, sukuk, alternative investments or structured products would be advantageous.
• Basic understanding of financial statement analysis, valuation principles, macroeconomic trends and portfolio management.
• Strong proficiency in Microsoft Excel, particularly financial analysis and spreadsheet modelling.
• Familiarity with Bloomberg or similar financial data platforms would be an advantage.
• Candidates pursuing CFA Level I or another relevant professional qualification will be preferred.

Key Skills & Competencies

• Strong analytical, numerical and problem-solving abilities.
• Excellent attention to detail and accuracy in financial analysis and reporting.
• Good written and verbal communication skills.
• Ability to manage multiple priorities and work collaboratively within an investment team.
• High standards of professionalism, discretion and confidentiality.
• Genuine interest in global financial markets, investment research and continuous professional development.

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