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Job description / Role
The position is an important one within a small team dedicated to building a diversified international investment portfolio predominantly through specialized managers/funds but also a limited number of direct investments on an opportunistic basis.
The analyst’s time will be split between research projects, developing analytics and reporting, and coordinating with external parties and internal operations to ensure the smooth execution of transactions.
Responsibilities
- Design and prepare a detailed analysis of existing portfolios and properties, including aggregating information into management level presentations and liaising with outside providers of portfolio reports such as consultants and banks.
- Assist the Investment Director in monitoring and managing existing investments in cooperation with outside consultants, including utilizing portfolio optimization and efficient frontier techniques.
- Perform market and economic research and analysis to support or invalidate the case for asset class opportunities on a relative and absolute value basis. Explore correlations and stability of relationships between variables.
- Screen and research funds and managers in the major asset classes seeking best in class candidates for the portfolio in the context of 1.1.4.
- Research target companies/direct real estate opportunities in terms of their financial statements, cash-flow analysis and valuations, and analyze pitches received for new investment opportunities.
- Compile materials for recommendations to the Investment Committee, including for assets to be divested out of portfolio.
- Meet with fund managers, brokers and company executives and assist in due diligence of opportunities.
Requirements
- At least 3 years of investment experience within a reputable investment manager, institutional investor, bank or family office, with a demonstrable track record.
- Detail orientated and accurate, with sophisticated level of quantitative and analytical skills including advanced knowledge of MS Excel.
- Familiarity with relevant analytics software and techniques and with Bloomberg or equivalent.
- Must have the ability to define problems, collect data, establish facts, draw valid conclusions and suggest solutions. Has some aptitude to interpret financial, technical and legal documents.
- Understands general finance, accounting, leasing and capital markets concepts.
- Good written and verbal communication skills with the ability to synthesize quantitative financial analysis into concise written and verbal reports.
- Knowledge of or experience with investment strategy and asset allocation decisions.
- Highly motivated team player with sense of initiative and the ability to interface with personnel at all levels.
- Bachelor’s degree from a reputable university.
- Relevant investment credentials; CFA preferred
About the Company
We are a leading employer in the MENAT region (Middle East, North Africa & Turkey) and our inherent values guide the way we work with our business partners, within our communities, and with each other. We want our employees to both feel a sense of pride, and to feel part of our journey to global success. We have created a culture where ideas can blossom, people can thrive, and success can flourish. The breadth and depth of our businesses means we’re able to offer a wealth of opportunities across a number of diverse sectors worldwide. We have the potential to open doors to your future.