Portfolio Overview
The current investment portfolio spans four main asset classes:
Equities Direct Investments Term Deposits REIT Funds
The role requires a professional capable of reviewing, assessing, and optimising investments across these diversified asset classes—identifying opportunities that enhance returns and strengthen overall portfolio performance.
Key Responsibilities
Investment Strategy & Planning
Contribute to the development and ongoing refinement of investment strategy, asset allocation frameworks, and investment policies. Prepare annual investment plans, performance targets, and financial projections to support strategic decision-making.
Deal Sourcing & Opportunity Assessment
Source high-quality investment opportunities across asset classes through active engagement with fund managers, advisors, and market participants. Maintain strong relationships with external managers and industry stakeholders to ensure consistent access to quality deal flow. Lead initial screening of opportunities, analysing strategic fit, financial fundamentals, operational performance, and risk. Conduct market assessments, benchmarking analyses, and sector reviews.
Financial Analysis & Valuation
Lead and review financial models, valuation analyses, scenario testing, and sensitivity assessments. Analyse financial statements, market data, macroeconomic trends, and competitive positioning to support rigorous investment recommendations.
Due Diligence & Transaction Execution
Manage comprehensive due diligence across commercial, financial, legal, tax, operational, and technical streams. Coordinate advisors and synthesise findings into actionable recommendations. Lead negotiations on commercial terms, investment structures, legal documentation, and governance arrangements. Oversee transaction workflows, approvals, and timely execution.
Portfolio Management
Oversee the ongoing management of the investment portfolio to ensure alignment with performance targets and risk frameworks. Monitor performance of investments, maintaining regular engagement with fund managers, GPs, and portfolio companies. Support value-creation initiatives, performance improvement, and portfolio optimisation. Contribute to portfolio valuation processes and preparation of valuation packs.
Risk Management & Governance
Identify, assess, and monitor investment and portfolio-level risks in line with approved frameworks. Ensure strong investment governance, accurate documentation, policy adherence, and audit-ready processes.
Reporting & Stakeholder Engagement
Prepare high-quality materials including IC papers, dashboards, performance reports, and market updates. Serve as a key liaison with external managers, advisors, regulators, and internal teams such as Strategy, Finance, Legal, and Compliance.
Team Development
Provide mentorship to junior team members and contribute to capability building within the investment function. Support internal policy development and continuous improvement initiatives.
Candidate Requirements
Education
Bachelor’s degree in Finance, Economics, Accounting, Investment Management, or related fields. Master’s degree (MBA, MSc Finance/Economics) preferred. Professional certifications such as CFA highly desirable.
Experience
Bachelor’s degree: minimum 8 years of relevant experience. Master’s degree: minimum 5 years of relevant experience. Proven background in investment consulting, financial analysis, portfolio management, and due diligence. Strong knowledge of UAE and global markets, economic environments, and regulatory frameworks.
Technical Competencies
Investment strategy & portfolio construction Deal sourcing & screening Market and sector assessment Financial modelling & valuation Manager due diligence Transaction structuring & negotiation Risk management Performance monitoring Relationship management
Behavioural Skills
Strong analytical and critical-thinking skills Commercially astute, highly inquisitive, and detail-oriented Excellent communication skills—written and verbal Ability to manage multiple workstreams with a hands-on, organised approach Sound judgement and problem-solving capability High integrity, resilience, initiative, and team orientation