Investment Analyst

Were recruiting an Investment Analyst for a leading marine organization in Dubai, UAE.

About Our Client:

Our client is a leading marine organization based in Dubai, recognized for its excellence in delivering comprehensive marine services and solutions. With decades of expertise, the company has established itself as a trusted partner in the maritime industry, serving clients across shipping, logistics, offshore, and port operations.

Key Responsibilities:

• Manage investments for high-net-worth (HNW) families by diversifying across global asset classes, including equities, real estate, and private companies, to ensure sustainable and secure growth
  
• Execute transactions in global equities, derivatives, ETFs, bonds, and structured products in line with client objectives
  
• Design and implement innovative investment strategies across multiple asset classes to achieve target returns while maintaining alignment with clients’ risk profiles
  
• Build and maintain strong relationships with banks and financial institutions to ensure seamless execution of transactions, access to credit facilities, and a full suite of banking services
  
• Liaise with banks regarding account-related matters, including openings, closures, and amendments to account details or signatories
  
• Coordinate with banks for the timely execution of transactions such as fund transfers, deposits, withdrawals, and foreign exchange operations
  
• Negotiate interest rates, fees, and other service charges with banking partners to optimize value for clients
  
• Monitor and reconcile bank accounts and transactions to ensure accuracy, prevent fraud, and resolve discrepancies efficiently
  
• Prepare and submit weekly Management Information System (MIS) reports to provide a comprehensive overview of BAB & SAB’s portfolio performance, asset allocation, and key performance indicators, while identifying opportunities for improvement
  

• Qualifications: CFA, CA, or MBA
  
• Experience: 3–6 years as an Investment Analyst with a strong track record in managing portfolios for high-net-worth (HNW) families
  
• Expertise: Proven ability in investment analysis, portfolio management, and execution across diverse asset classes
  
• Skills: Advanced proficiency in preparing and presenting Management Information System (MIS) reports with actionable insights
  
  
  
  

• Employee Benefits as per the UAE Labour Law