Investment Associate - International Listed Investments

About the role

Ghobash Group's Investment Associate (International Listed Investments) supports the Portfolio Manager in managing a diversified, multi-asset global portfolio spanning equities, fixed income and alternatives, including hedge funds. The role focuses on manager research and fund selection, with tactical trades, and involves sourcing, evaluating and monitoring third-party managers and funds across developed and emerging markets.

Key responsibilities

• Source, evaluate and monitor managers and funds, covering investment process, team, viability, peer analysis, track record, volatility, quartile ranking and risk-adjusted returns
• Prepare investment memos and due diligence assessments, and maintain up-to-date coverage of existing holdings and prospective managers
• Conduct performance, risk and sensitivity analysis on the portfolio, positions and new opportunities
• Analyse macro and market developments and turn them into allocation, rebalancing and tactical trade ideas
• Prepare quarterly and annual strategy notes, and support MIS reporting, risk profiling, board presentations and performance updates
• Attend meetings with banks, advisors and third-party managers to generate fund and trade ideas
• Support the PM in quantitative and qualitative performance reporting, quarterly reporting and risk profile presentations
• Help improve the investment framework and develop internal portfolio management and analysis tools

Required profile

• Degree in Business, Finance or Economics; other disciplines considered with relevant experience or CFA charter
• CFA charterholder preferred
• 4 to 7 years of investment experience in portfolio management or fund selection, with a focus on public markets and/or alternative investments
• Experience at a family office, multi-family office or asset manager
• Candidates with a performance or risk management background are considered if they show a strong investment orientation and hold the CFA charter

Required skills

• Bloomberg, VBA and AI tools (essential)
• Morningstar and Addepar (advantageous)
• Strong investment acumen, analytical capability and sound judgement