We are partnering with a well-established and fast-evolving multi-family office based in Abu Dhabi, providing tailored investment, advisory, and wealth management services to an exclusive group of ultra-high-net-worth families.
Role Overview:
We are seeking a highly analytical and detail-oriented Investment Associate to join the investment team in Abu Dhabi. The successful candidate will support the evaluation, execution, and monitoring of a diversified portfolio across asset classes, including public equities, private equity, real estate, and alternatives.
Key Responsibilities:
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Conduct in-depth financial analysis, due diligence, and investment research on potential opportunities.
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Assist in the preparation of investment memos, models, and presentations for internal committees and clients.
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Monitor the performance of existing investments and provide regular reporting and analysis.
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Support portfolio construction and asset allocation decisions in line with client objectives.
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Liaise with external managers, advisors, and service providers as needed.
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Stay abreast of macroeconomic trends, industry developments, and emerging investment themes.
Qualifications & Experience:
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Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA, CAIA, or MBA is preferred.
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3–5 years of relevant experience in investment banking, asset management, private equity, or a family office environment.
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Strong financial modeling, analytical, and valuation skills.
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Proactive mindset, with a high level of professionalism, discretion, and attention to detail.
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Strong written and verbal communication skills; fluency in English required, Arabic is a plus.
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Based in, or willing to relocate to, Abu Dhabi.