Investment Analyst - Family Office

Dubai, United Arab Emirates

Posted on 07/01/2025 Welcome to Solution Box Insight Pvt. Ltd. Solution Box is a trusted HR Consulting and Recruitment partner for startups and SMEs across India and globally. Since 2016, we’ve supported over 250 companies in hiring the right talent, building HR systems, and improving workforce performance. What We Do: End-to-End Recruitment (RPO) Payroll & Compliance Management HR Consulting, Policy Design & Implementation Training & Performance Management Systems We proudly serve clients across sectors including Jewellery, Manufacturing, IT, Fintech, and Retail. From hiring a Sales Executive to setting up an entire HR department, we offer complete HR solutions tailored to your business needs. Careers with Our Clients We’re hiring for exciting roles across our client companies in a wide range of industries. Explore the latest openings below and find a role that fits your skills and aspirations. Apply today and take the next step in your career! Job Description Role Overview We are seeking a candidate with proven experience in investment analysis within the US market to join Clients family office’s at Dubai, UAE . Thesuccessful candidate will support the family in evaluating, monitoring, andmanaging a multi-asset investment portfolio, including public equities, privateequity, fixed income, real estate, hedge funds, and alternative investments. An ideal profile would include familiarity with cross-border investment dynamics and an understanding of the financial mindset and cultural nuances of Indian business families—making candidates with Indian heritage or exposure to the Indian business ecosystem particularly well-suited for this role. This role is ideal for a professional witha strong financial background who is passionate about investment research,financial modelling, and portfolio management in a long-term wealth managementsetting. Key Responsibilities 1. Investment Research & Analysis Conduct in-depth market research and identify investmentopportunities across multiple asset classes. Perform financial analysis, valuation modelling (DCF,comparable, etc.), and risk assessment on potential investments. Monitor macroeconomic trends, industry shifts, andgeopolitical risks impacting portfolio performance. Assist in asset allocation strategy and portfolioconstruction based on risk-return objectives. Track portfolio performance, prepare investment reports,presentations, and recommendations for the investment committee. Support portfolio rebalancing based on market conditionsand investment mandates. Conduct due diligence on direct investments, fund managers,and alternative assets (private equity, hedge funds, venture capital). 4. Relationship Management & Deal Sourcing Engage with fund managers, investment banks, private equityfirms, and external advisors to source investment opportunities. Evaluate co-investment and direct investment opportunitiesaligned with family office objectives. Assist in negotiations and deal structuring for privateinvestments and strategic partnerships. Develop and maintain detailed financial models toproject returns, sensitivity analyses, and scenario testing. Support stress testing and Monte Carlo simulations toevaluate investment risk and performance. Requirements Education & Experience: Bachelor’s or Master’s degree in Finance, Economics,Business, Accounting, or related field . 7+ years of experience ininvestment banking, asset management, private equity, hedge funds, or asimilar role. CFA/CAIA designation (or progress toward) is a strong plus. Technical & Analytical Skills: Strong understanding of UAE, USA & Asia financial markets, portfoliomanagement, and asset allocation . Proficiency in financial modelling, valuation techniques, anddata analysis . Familiarity with investment research tools (Bloomberg,Capital IQ, Morning star, Fact Set, etc.) . Soft Skills: Highly analytical and detail-oriented with excellent problem-solving skills. Strong written and verbal communication for preparingreports and presenting to stakeholders. Ability to work in a fast-paced, confidential, andhigh-net-worth environment . Opportunity to work in a dynamic, multi-asset classinvestment environment . Exposure to direct investments, private equity, andalternative asset strategies . #J-18808-Ljbffr