Investment Associate - Strategics Assets UAE National

The Investment Associate provides support to the sector head who works through our appointed board members to oversee strategy, budgeting, risk, talent, compensation, and M&A initiatives in our portfolio companies. The position is also responsible for helping manage the value of our investments in the sector, initiating and managing transformation initiatives at our portfolio companies, and evaluating new investment opportunities.

Responsibilities and Duties

Drive / Optimize Value Creation in Portfolio Companies

• Support portfolio company value creation opportunities through consistently refreshed shareholder opinions / Value Creation Plans.
• Provide support to the Investment Manager who acts as the key interface in relationship with portfolio companies (Board / Exec team) to drive value creation plans to execution.
• Support the identification and analysis of portfolio company synergies and their implementation.

Monitor Asset Performance and Mitigate Potential Issues

• Perform analysis and reporting that supports regular performance review of portfolio companies.
• Review and report upon whether companies are on track vs. plan on key topics.
• Flag any potential issues to the Investment Manager.
• Provide data and requests for reports and analysis that underpin decisions on implications of hold/sell for assets.

Sector Strategies & Detailed Sector Screens

• Gather data and research that supports the development of sector strategies / EIA point of view on sector and on latest relevant trends / investable themes.
• Gather data and research that supports the development of detailed sector screens to identify the most attractive opportunities for investment.
• Deal origination for new strategic investments (in coordination with M&A).
• Begin to forge connections that engage with the sector ecosystem and allow further building of a strong network with relevant stakeholders.
• Conduct reports and analysis as requested to enable deal teams to execute on deal transactions in collaboration with the M&A team; heavily contribute on all sector-specific / commercial topics (e.g., commercial diligence).
• Reporting - Perform inter-company comparison with other sector/industry competitors in terms of costs, sales, profit, ratios, etc.

Requirements

• Bachelor's degree in Finance or Business.
• Relevant professional certificates are an added advantage (CFA, CPA).
• Must hold a valid UAE family book.
• Must have 4-8 years of experience in Consulting / Investments or a related field.
• Strong financial modeling experience.
• Strong communication and presentation skills.