Investment Analyst

About The Role

This position supports the asset manager's direct investment strategies by monitoring, evaluating, and analysing the performance of portfolio companies to ensure alignment with strategic goals. The role contributes to delivering strategic guidance, identifying operational efficiencies, tracking commercial value creation, and coordinating monetisation opportunities including IPOs, mergers and acquisitions, and other value-realisation events.

Key Responsibilities

Investment Management Support

• Assist in reviewing, assessing, and monitoring the day-to-day performance, profitability, and operational efficiency of portfolio companies.
• Provide research, data analysis, and financial modelling to support the development of strategic recommendations covering market positioning, growth opportunities, and cost-saving initiatives.
• Help communicate the asset manager's investment philosophy, operational best practices, and performance expectations to portfolio company management teams.
• Support the integration of new technologies, process optimisation efforts, and change management strategies within subsidiaries to drive operational excellence.
  
  

Monetisation and Event Management

• Support collaboration between advisory directors and portfolio company leadership to identify and execute value-realisation events, including IPOs, M&As, and complex divestment strategies.
• Assist in preparing strategic insights and recommendations on monetisation events to maximise value creation, supporting senior management in driving initiatives forward.
• Track and report on the progress of monetisation initiatives, ensuring timely updates to relevant stakeholders.
  
  

Reporting and Analysis

• Compile and prepare investment performance reports for senior management and stakeholders, ensuring clarity and actionable insights.
• Conduct detailed analyses of portfolio companies and investment trends to identify opportunities and risks that inform strategic decision-making.
• Ensure investment performance reports are accurate and delivered on time to the senior manager of Investment Management and relevant stakeholders.
  
  

Risk Management

• Support the identification and analysis of risks associated with the investment portfolio, ensuring adherence to the asset manager's risk management framework.
• Assist in developing risk mitigation strategies to address potential threats to portfolio companies and monetisation events.
• Coordinate with subsidiary teams to facilitate regular risk assessments, stress tests, and compliance checks to evaluate portfolio resilience under changing market conditions.
  
  

Organisation-Wide Responsibilities

• Promote a collaborative environment by engaging with colleagues and sharing knowledge across teams.
• Build and maintain relationships with internal and external stakeholders to support effective communication and collaboration.
• Assist in identifying and reporting risks, ensuring adherence to compliance regulations and risk management frameworks.
• Support the preparation of presentations and reports to communicate progress and insights to stakeholders.
• Perform other duties as assigned by senior management or the direct line manager.
  
  

Experience

Skills & Experience

• Up to three years of experience in investments or a related field.
• Background in investment analysis, portfolio management, or financial markets.
  
  

Qualifications

• Bachelor's degree in business administration, finance, or a relevant discipline.
• Professional certifications in investment management or progress towards the CFA designation are an advantage.
  
  

Technical Competencies

• Investment strategy and strategic planning.
• Portfolio management and financial analysis.
• Risk management principles and frameworks.
  
  

Behavioural Competencies

• Results-oriented with a drive to deliver outcomes.
• Willingness to challenge existing approaches and contribute fresh thinking.
• Resilience in navigating a dynamic investment environment.
• Ability to contribute to shaping strategy and influencing stakeholders.
• Commitment to personal and professional development.
  
  

Core Skills

• Strong analytical and quantitative skills, including financial modelling.
• Clear and effective written and verbal communication.
• Ability to manage multiple workstreams and meet reporting deadlines.
  
  

About Senna

Senna is a careers platform for finance candidates who want better opportunities and more strategic career guidance. We help professionals clarify their ambitions, target the right roles, and access expert support tailored to their goals across the MENA finance market. Senna is built to help candidates move with stronger direction, sharper positioning, and greater momentum. For more information, visit joinsenna.com.