Investment Analyst

About the role

This position supports the asset manager’s direct investment agenda by tracking, reviewing, and interpreting the performance of portfolio businesses to make sure they stay aligned with broader strategic objectives. It plays a key part in shaping recommendations, uncovering ways to improve operations, monitoring commercial value creation, and helping coordinate monetisation paths such as IPOs, mergers and acquisitions, and other exit or value-realisation events.

Investment management support

• Help assess and monitor the day-to-day performance, profitability, and operational effectiveness of portfolio companies.
• Carry out research, analyse data, and build financial models to back strategic recommendations on market positioning, growth opportunities, and cost-reduction measures.
• Help relay the asset manager’s investment approach, operating standards, and performance expectations to leadership teams within portfolio companies.
• Support the rollout of new technology, process improvement initiatives, and change-management efforts across subsidiaries to improve operational performance.

Monetisation and event management

• Work with advisory directors and portfolio company leaders to identify and deliver value-realisation opportunities, including IPOs, M&A transactions, and complex divestment plans.
• Contribute strategic analysis and recommendations for monetisation events to help maximise value creation and support senior leadership in progressing initiatives.
• Monitor monetisation projects and prepare status updates for the relevant stakeholders.

Reporting and analysis

• Prepare investment performance reports for senior management and stakeholders, ensuring they are clear, relevant, and actionable.
• Perform in-depth analysis of portfolio companies and investment trends to highlight risks and opportunities that support decision-making.
• Ensure reports are accurate and submitted on schedule to the senior manager of Investment Management and other relevant stakeholders.

Risk management

• Help identify and assess risks affecting the investment portfolio in line with the asset manager’s risk framework.
• Assist in designing mitigation actions for risks that could affect portfolio companies or monetisation outcomes.
• Coordinate with subsidiary teams to run regular risk reviews, stress tests, and compliance checks to gauge resilience in changing market conditions.

Organisation-wide responsibilities

• Encourage a collaborative culture by working closely with colleagues and sharing knowledge across teams.
• Develop and maintain relationships with internal and external stakeholders to support clear communication and effective coordination.
• Support risk reporting and ensure adherence to compliance requirements and risk-management frameworks.
• Assist in preparing presentations and reports that communicate progress and insights to stakeholders.
• Take on additional tasks assigned by senior management or the direct line manager.

Experience and qualifications

This role is suited to candidates with up to 3 years of experience in investments or a related area, particularly those with exposure to investment analysis, portfolio management, or financial markets. A bachelor’s degree in business administration, finance, or another relevant field is required. Professional investment-management certifications, or progress toward the CFA designation, will be considered an advantage.

Technical, behavioural, and core skills

The position calls for strong investment strategy and strategic-planning capability, solid portfolio management and financial analysis skills, and a good understanding of risk-management principles and frameworks. The ideal candidate should be results-driven, open to challenging existing methods, resilient in a fast-moving investment setting, able to influence stakeholders and contribute to strategy, and committed to ongoing professional growth. Strong analytical and quantitative ability, including financial modelling, along with clear written and verbal communication and the ability to manage several workstreams while meeting reporting deadlines, are essential.

About Senna

Senna is a careers platform designed for finance professionals seeking stronger opportunities and more strategic career support. The platform helps candidates clarify their goals, pursue suitable roles, and access expert guidance tailored to their ambitions across the MENA finance market. It is built to help professionals move forward with greater direction, sharper positioning, and stronger momentum.