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Investment Analyst

Senna
Doha, QAT
Full Time
Mid
Onsite
1 weeks ago
Financial ModellingValuationDue DiligenceInvestment AnalysisBloombergReuters
Free

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Financial ModellingValuationDue Diligence
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About The Role

  • This position sits within the investments function of a global asset manager, working alongside the Investments Manager to assess opportunities, execute transactions, and monitor an existing multi asset portfolio.
  • The role spans the full investment lifecycle, from initial research and financial modelling through to performance reporting and investment committee support.

Key Responsibilities

  • Partner with the Investments Manager to assess investment opportunities, execute transactions, and monitor portfolio performance across asset classes.
  • Conduct market research, financial modelling, valuations, due diligence, investment structuring, and legal framework reviews.
  • Provide analytical and research support across listed equity, fixed income, real estate, private equity, alternative investments, funds, and direct investment opportunities.
  • Build, review, and maintain financial models for both existing holdings and prospective investments.
  • Monitor the performance of existing portfolio companies and asset classes; analyse future investment opportunities.
  • Perform valuation, investment return, and sensitivity analysis.
  • Conduct performance and market analysis, manage system inputs and outputs, and produce custom reports.
  • Maintain and develop Excel based systems infrastructure and spreadsheets.
  • Support the preparation of investment committee presentations.
  • Liaise with investment and brokerage firms, and utilise Bloomberg, Reuters, and Refinitiv Eikon for data collection, funds analysis, and market research.
  • Place trading orders when the Investment Manager is unavailable.
  • Coordinate with accounting and operations teams to ensure accounting books are accurately maintained and reconciled.

Skills & Experience

  • Education: Bachelor's degree in Finance, Accounting, or Business.
  • Professional qualification: Significant progress toward a CFA, MBA, or another credential relevant to investment management is strongly preferred.
  • Experience: 6–8 years of total work experience, with a minimum of 4 years of recent experience in asset or investment management, corporate finance, equity research, or investment banking.
  • Geographic exposure: Experience covering Middle East and/or global markets.
  • Technical skills: Advanced MS Excel, including transaction modelling; proficiency in Word and PowerPoint; hands on experience with Bloomberg, Thomson Reuters, and Refinitiv Eikon.
  • Language: Business fluent English is mandatory; Arabic is preferred.
  • Domain knowledge: Extensive knowledge and practical experience in investment management across multi strategy and multi asset class mandates.
  • Additional knowledge: Familiarity with investor relations, sustainability, and ESG reporting is preferred.

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