Job description
We are looking for a motivated and detail-oriented Investment Analyst to support the day-to-day investment activities of a small, professionally managed family office.
This role is ideal for a candidate with a strong foundation in finance or accounting who is passionate about investments and enjoys conducting in-depth research and analysis.
You will play a key role in supporting investment decisions, monitoring portfolio performance, and ensuring accurate reporting across asset classes.
Main Responsibilities Conduct research and analysis on investment opportunities across asset classes including equities, fixed income, funds, and alternative investments.
Assist in monitoring and tracking portfolio performance, including returns, risk metrics, and market developments.
Prepare periodic investment reports (weekly, monthly, quarterly) summarizing portfolio performance, market insights, and key updates.
Support due diligence processes on new investment opportunities, including reviewing financial statements, market trends, and manager performance.
Maintain up-to-date records of investments, transactions, valuations, and supporting documentation.
Coordinate with external asset managers, banks, brokers, and advisors to obtain reports and relevant investment information.
Assist in preparing investment memos, presentations, and summaries for internal decision-making.
Monitor global and regional financial markets, economic trends, and relevant news impacting the portfolio.
Support reconciliation of investment records with bank and broker statements where required.
Provide ad-hoc analysis and research support to senior management on strategic investment decisions.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
0–3 years of experience in investments, asset management, corporate finance, audit, or a related field.
Strong interest in financial markets and investment analysis, with the ability to conduct structured research.
Proficiency in Microsoft Excel or Google Sheets, including financial analysis and data organization.
Solid understanding of financial concepts such as valuation, financial statements, and portfolio performance metrics.
Strong analytical thinking with high attention to detail.
Excellent written and verbal communication skills in both English and Arabic.
Arabic speaker is required.
Ability to handle sensitive financial information with discretion and professionalism.
Based in Bahrain.
This job post has been translated by AI and may contain minor differences or errors.
