About the Role
We are seeking an Investment Consulting Analyst to join our Dubai-based investment consulting team. The successful candidate will support the delivery of investment advice and reporting to institutional clients, helping them understand portfolio performance, market developments, investment manager activity, and other factors affecting their investment strategies. This role provides an opportunity to develop expertise in investment analysis, performance evaluation, market research, client reporting, and consulting within a fast-paced and collaborative environment.
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Key Responsibilities
- Produce performance evaluation reports for assigned clients using proprietary investment consulting tools, including GIMD, MPA, and DC Report Writer, together with Microsoft Excel and other Microsoft Office applications.
- Analyse the performance of individual funds and investment options within client portfolios.
- Prepare and coordinate the development of quarterly market environment presentations covering:
- The general economic environment.
- Domestic and international equity and fixed-income market performance.
- Key economic trends.
- Relevant regulatory and investment industry developments.
- Review investment research and manager updates in the investment manager database and identify issues or developments that may affect client portfolios.
- Liaise with investment managers and custodians to obtain, validate, and clarify client-specific information required for reporting and analysis.
- Monitor developments at investment management firms and communicate material issues to senior colleagues and clients accurately and promptly.
- Respond to client enquiries relating to quarterly performance reporting and ad hoc investment requests, either directly or through the senior consultant.
- Attend and participate in quarterly client meetings.
- Over time, take responsibility for presenting selected areas of client reviews, such as investment manager updates, participant trends, and manager performance.
- Support senior consultants and the wider team with analysis, presentations, project management, and other client deliverables as required.
Qualifications and Experience
- Bachelor’s degree in finance, economics, mathematics, or a related business discipline.
- Strong quantitative, analytical, and problem-solving skills.
- One to three years of relevant investment experience, ideally gained within an institutional investment consulting or asset management environment.
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
- Good analytical, financial modelling, project management, and communication skills.
- Strong attention to detail and the ability to produce accurate, high-quality client deliverables.
- Ability to work collaboratively while managing responsibilities independently.
Preferred Qualifications and Experience
- Progress towards a professional qualification such as the CFA charter or an actuarial qualification.
- MBA or other relevant postgraduate qualification.
- Demonstrated ability to manage multiple priorities and deadlines in a fast-paced and evolving environment.
- Interest in financial markets, investment strategy, portfolio construction, and institutional investing.
- Confidence communicating investment-related information clearly to colleagues, clients, and external stakeholders.
Benefits and Work Environment
- Hybrid work model that includes the flexibility of working remotely while also providing collaboration, connection, and professional development benefits of working together in the office.
- All employees are expected to be in their local office or working onsite with clients at least three days per week, with an identified ‘anchor day’ for in-person team gatherings.
- Commitment to a diverse, inclusive, and flexible work environment.
