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Job Description
About the Role
Our client, a DIFC-regulated wealth and asset management firm, is seeking a Senior Analyst – Investment Advisory to join its growing investment team. This role will support the delivery of investment solutions and portfolio advisory services to high-net-worth and institutional clients through in-depth research, portfolio analysis, and investment recommendations across a broad range of asset classes.
The ideal candidate will possess strong investment research and analytical capabilities, a solid understanding of wealth management products, and prior experience operating within an External Asset Manager (EAM) environment.
About the Requirements
- Conduct investment research and evaluate opportunities across equities, fixed income, mutual funds, ETFs, structured products, and alternative investments.
- Support portfolio construction, asset allocation reviews, performance monitoring, and investment recommendations for client portfolios.
- Monitor global financial markets, economic developments, and macroeconomic trends impacting investment strategies.
- Prepare investment presentations, portfolio reviews, market updates, investment proposals, and product commentary for clients.
- Partner closely with Relationship Managers to support client servicing, product suitability assessments, and investment due diligence.
- Liaise with private banks, custodians, asset managers, and product providers on execution, reporting, and ongoing portfolio matters.
- Ensure investment activities and documentation adhere to relevant DFSA and DIFC regulatory requirements.
About You
- 4-6 years of experience within Investment Advisory, Investment Research, Portfolio Management, Wealth Management, Private Banking, or an External Asset Manager (EAM).
- Mandatory experience working within an External Asset Manager (EAM) environment. Candidates without EAM experience will not be considered or shortlisted.
- Strong knowledge of multi-asset investing, including equities, fixed income, funds, alternatives, and structured solutions.
- Advanced analytical, valuation, and financial modelling skills with strong proficiency in Excel.
- Proven ability to develop high-quality client-facing investment materials and articulate investment views effectively.
- Strong understanding of DFSA regulations and experience working within DIFC-regulated entities.
- CFA Charterholder or CFA qualification is mandatory.
- Previous experience within a DIFC-based wealth or asset management business is highly preferred.
Location :
DIFC, Dubai, UAE
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Compensation:
Competitive salary and benefits package, commensurate with experience.
About the Recruiter
Vasundhra Gupta
Managing Consultant – Financial Services
Please apply directly through LinkedIn.
Important:This position requires prior experience within an External Asset Manager (EAM). Applications from candidates without EAM experience will not be considered.
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About Company
Important dates & deadlines?
Application Deadline
25 Oct 26, 01:56 PM IST
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