Analyst – Investment Products and Advisory – Wealth Management

Support the Wealth Management Products and Advisory Team across two pillars: (1) development, launch, and commercialization of investment products; and (2) supporting the Advisory function through investment analysis, portfolio reviews, market research, and advisory team effectiveness. The role acts as an in-house resource across both pillars, including data and trends analysis, committee materials, and coordination of deliverables.

Responsibilities

• Assist Investment Advisors in investment analysis, portfolio reviews, market research, and client-facing materials.
• Support the Advisory Unit Head in commercialization efforts, Advisor activity and performance tracking, and KPI reporting.
• Assist the Head of Product Solutions and Advisory in strategic initiatives, committee submissions, data and trends analysis, and management presentations.
• Support development and launch of investment products through frontline and advisory coordination.
• Assist with the product lifecycle, including launch preparation, performance monitoring, and commercialization.
• Coordinate with Middle and Back Office on operations and issue resolution.
• Maintain product and advisory documentation, approvals, and records.
• Support governance reporting, regulatory compliance, Sharia requirements, and required approvals (Central Bank & SCA).

Requirements

• University degree in Finance, Economics, Business, or related field with 3+ years' experience in Financial Services, Consultancy, Advisory, Audit, or Risk & Governance.
• Strong data analysis skills with the ability to interpret market trends, evaluate financial information, and generate actionable insights.
• Ability to build trust and support delivery of tailored investment solutions aligned with client needs.
• Strong presentation and reporting skills to engage clients, support advisory teams, and train distribution channels.
• High ethical standards, discretion, and reliability in handling sensitive information.
• Fluency in English; Arabic is an added advantage.

KPIs

• Quality and timeliness of advisory support — investment analysis, portfolio reviews, and market research.
• Accuracy of Advisor activity tracking, performance analysis, and KPI reporting.
• Timely support of product launches and commercialization initiatives.
• Quality of committee submissions, strategic analysis, and management presentations.
• Effective collaboration and full adherence to Sharia and regulatory requirements.