Investment Analyst- Global Equities

Job purpose:

The role will primarily be supporting Portfolio Managers and Head of Capital Markets in performing in-depth fundamental analysis and idea generation covering companies and sectors globally.

Core Tasks/ Responsibilities:

• Recommend long term investment themes / stock ideas across the US and the ROW.
• Support the team in the development of new investment opportunities by conducting targeted search, thorough analysis and providing final recommendations.
• Develop and maintain relationships with Company Managements and Industry Experts.
• Assist the team in Sector/Region/Macro Research by building in-depth understanding of key sectors (Technology, Financials, Industrials etc.), Regions and Macro-Economic developments
• Assist Portfolio Manager and Head of Capital Markets to build and maintain a Global Focused ETF Portfolio.
• Identify and recommend thematic and style ETF’s across US markets.
• Prepare detailed reports, models, and presentations for senior management across various sectors/regions.
• Actively monitor the existing investments and help the reporting specialist with performance reporting, risk and return metric calculations etc.

Experience:

Candidates should have 2-3 years of experience in listed equities or related work experience working with a buy side investment team or sell side research firm focused on capital markets.

Core Competencies:

• Bachelor’s degree in finance, economics or mathematics
• MBA from a top-tier institute or CFA (working towards) is highly preferred
• Detail oriented with a solid knowledge of financial analysis and modelling under several standards
• In-depth understanding of Listed Equity asset class, Equity Valuations and analysis.
• Moderate understanding of other asset classes including Fixed Income, Derivatives, Private Credit and other Structured Products
• Strong quantitative skills. Well versed with MS Excel. Prior experience with programming languages like Python and Business analytics tools like Power BI are desired, but not essential
• Basic understanding of Data Science/ML techniques or willingness to work towards it
• Team Player
• Excellent written and verbal communication skills. Arabic speaking is a plus, but not mandatory
• Flexibility / Resiliency – Ability to handle pressure and readily respond to changing circumstances and expectations