Investment Analyst
Your tasks
We are seeking a highly analytical and detail-oriented investment analyst to support the chief investment officer in managing and overseeing a diversified, multi-asset investment portfolio. The successful candidate will be involved in investment research, financial analysis, due diligence, portfolio monitoring, and performance reporting across public and private markets. The position offers direct exposure to senior investment leadership and participation in investment evaluation and decision-making processes.
Investment research & due diligence
- Conduct investment research, financial analysis, valuations, and due diligence across public and private markets.
- Evaluate investment opportunities, external fund managers, and investment strategies.
- Develop financial models, scenario analyses, and risk assessments.
- Assess investment performance, underlying exposures, commercial terms, and alignment with portfolio objectives.
Portfolio management & monitoring
- Monitor portfolio performance, asset allocation, liquidity, and investment risk.
- Support portfolio construction, asset allocation, and rebalancing decisions.
- Track capital commitments, capital calls, distributions, and cash flows.
- Maintain investment pipelines, transaction records, and portfolio monitoring tools.
Investment reporting & analytics
- Prepare investment reports, dashboards, and presentations for senior management, the investment committee, and board.
- Analyze portfolio returns, performance attribution, benchmarks, and key risk metrics.
- Maintain accurate investment data and support portfolio reporting systems.
- Coordinate with banks, custodians, investment managers, and fund administrators.
Investment execution & governance
- Prepare investment memoranda, due diligence reports, and supporting presentations.
- Support investment activities from initial evaluation through execution and ongoing monitoring.
- Assist with compliance monitoring against approved investment policies and guidelines.
- Collaborate with internal stakeholders and external investment partners.
Requirements
- Bachelor's degree in finance, economics, accounting, business administration, or a related discipline.
- Relevant experience in investment management, asset management, private banking, family offices, or institutional investment environments.
- Strong financial modeling, valuation, investment research, and analytical capabilities.
- Understanding of portfolio management, asset allocation, investment performance, and risk assessment.
- Exposure to multi-asset portfolios and alternative investments is advantageous.
- Advanced proficiency in Excel and PowerPoint.
- Familiarity with Bloomberg Terminal and AI-powered research and analytical tools.
- CFA Level I or above preferred; CAIA or other relevant qualifications are advantageous.
- Excellent analytical, communication, and presentation skills.
- High standards of professionalism, discretion, and confidentiality.
Other
Location & relocation The role is based in Kuwait. Candidates must be open to relocating to Kuwait. Applications from qualified international candidates are welcome, provided they are willing to relocate.