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Associate, Investment & Portfolio Management

MENA Careers recruiter route Fatima A. HR Manager
Expert CV Review
Location: Dubai, UAE
Business Area: portfolio_operations
Ref #: 250901

Role brief from MENA Careers

The Role

Based in Ras Al Khaimah. The role covers two areas: supporting performance improvement across the existing portfolio, and executing M&A transactions at the IDO or portfolio-company level. The Associate also provides periodic support to the Rating department.

Key Responsibilities

Portfolio Management

  • Build analytical work to support performance-improvement initiatives and work alongside VPs and Directors through implementation.
  • Conduct industry and company research for portfolio reviews and Investment Committee purposes.
  • Consolidate management and operational information from portfolio companies using prescribed reporting templates.
  • Contribute to Investment Committee and PRC document preparation and presentation.
  • Interface with portfolio-company management and third-party advisors.

Investment

  • Execute M&A transactions at the IDO or portfolio-company level, coordinating workstreams and managing third-party advisors through to completion.
  • Build financial models, projections, and valuations to support transactions.
  • Conduct industry and company research for in-house due diligence and initial Investment Committee review.
  • Follow up on commercial and financial due diligence undertaken by third-party advisors.

Rating Support

  • Provide periodic analysis and commentary on RAK Government financial performance for the Rating department.
  • Address rating queries and provide support required for agency submissions.

Skills & Experience

  • Bachelor\\\'s degree in finance or a related field.
  • 3–6 years of M&A experience at an investment bank or private equity firm.
  • Demonstrated ability to build financial models and lead analytical modules covering industry dynamics and company performance.
  • Strong command of analytical work, large datasets, and presentation-quality output.
  • CFA or MBA from a recognised institution is a plus.

About Senna

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